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MSc Financial Analysis and Fund Management


Course Description

The MSc in Financial Analysis and Fund Management is a very challenging programme that offers students the opportunity to study for the level I and level II CFA® exams at the same time as the M.Sc. Financial Analysis and Fund Management.

The MSc in Financial Analysis and Fund Management is one of a limited number of programmes globally which has been awarded ‘Programme Partner’ Status by the CFA® institute, this means that the programme covers at least 70 per cent of the CFA® level I and II syllabus.

Run by the Xfi Centre for Finance and Investment, it is a twelve month full-time programme, and is designed for those wishing to learn fundamental and advanced theory in investment analysis.

Students on this programme will have access to a dedicated Thomson Reuters lab and in addition to Datastream and other financial databases and software systems.

All of the following are included in the fees for this programme;
- MSc Financial Analysis and Fund Management programme;
- The three-week induction and foundation programme;
- A coach trip to London to attend the CFA® Universities Open Day;
- Four weekend CFA® dedicated training sessions;
- The cost of enrolment and registration for two CFA® exams;
- The CFA® level I and II text books;
- A CFA® approved calculator;

CFA® Track

The MSc in Financial Analysis and Fund Management with CFA® Track enables you to take Levels I and II of the Chartered Financial Analyst (CFA®) qualification – while also continuing to study Financial Analysis and Fund Management. We provide top level support in helping you to pass the CFA® level I and II professional examinations in December and June.

MSc Only Track

With the MSc Only Track, you are not required to register for the CFA® exams, or attend the workshops organised for those on the CFA® Track.

Study abroad and gain a second Masters qualification

The double degree option enables you to gain a second Masters qualification by studying for a year with one of our prestigious partner universities. For more information on this and other postgraduate study abroad opportunities, visit the Business School’s Study Abroad webpages at http://business-school.exeter.ac.uk/programmes/postgraduate/studyabroad/.

Programme structure

This programme is a 12 month full-time programme, studied over three terms. It is based at the Exeter campus of the University throughout this time.

Modules

During the programme you will study modules (including the dissertation) totalling 180 credits. Please note that modules are subject to change. To ensure a high level of coverage of the CFA® syllabus all of the modules on this programme are compulsory.

Descriptions of the individual modules are given in full on the Business School website at http://business-school.exeter.ac.uk/programmes/postgraduate/modules/

Recent examples of the modules are as follows; Financial Modelling; Investment Instruments Bonds Equities Derivatives and Alternative Instruments; Financial Statement Analysis; Topics in Financial Economics; Investment Research Methods; Credit Instruments and Derivatives; Equity Valuation Models and Issues; Investment Research Methods; Portfolio Management and Asset Allocation and Dissertation.

Visit the MSc Financial Analysis and Fund Management page on the University of Exeter website for more details!

(Student Profile)

Raymond Lee

2236.jpg After studying Accounting and Finance at Exeter at undergraduate level, Raymond Lee saw a finance Masters at the Business School as the next logical step.

“I arrived here in 2008, when I came to study my Diploma on the INTO programme, before going into the second year of the Accounting and Finance degree. After three wonderful years at the Business School, I wasn’t quite ready to leave and I knew that I wanted to stay on and pursue a Masters.

Over the last four years, I have witnessed and experienced massive enhancements at the University. The multi-million pound investments have made a big difference to life on campus. The Xfi centre in particular is extremely well equipped and has all sorts of financial databases, which have come in very useful for my research projects and university assignments.

The people here are what make it such a unique place. Being an internationally focused business school means that I have had the opportunity to spend time with enthusiastic people from all over the world who have the same interest in the financial sector, and with whom I am able to exchange many different ideas.

I have got involved in a few things outside of my studies, including the Student Staff Liaison Committee, which means that I represent my course mates in expressing their opinions and ensuring that their voices are heard. I have also attended several different activities organised by the Employability Team, including mock interviews, which have been valuable in me to understand and sell myself more effectively in the jobs market.

I am now looking forward to starting a position in the investment division of the Employees’ Provident Fund Malaysia, which is part of the country’s Ministry of Finance and one of the largest national pension funds in the world. Hopefully with that experience, I will be able to start my own investment management company in the future.

If you thinking of studying the MSc in Financial Analysis and Fund Management, I would say that it is one of the toughest programmes in the Business School. Good time management skills are crucial because you will need to cover a lot of course materials, as well as the CFA exams which are known to be very tough. But if you are dedicated and focused enough, you can kill two birds with one stone by passing both CFA Level 1 and 2 and completing your Masters in just 12 months.”

(Student Profile)

Chen Sixin

3926.jpg “Financial Analysis and Fund Management is a challenging but practical Masters programme. Not only does it offer you great insight into the global finance industry – and helps you develop skills that will be required in your future career – it puts you in contact with people who have the same aspirations and career aims as you, which is very useful.

I think that’s one of the most valuable aspects of studying at a business school of this quality and diversity: the contact with people and the personal skills you gain along the way. On my course, people from different academic and cultural backgrounds study together, cooperate and solve problems together. So coming here has given me an opportunity to know many potential future colleagues.

Alongside the core programme, we have the chance to study towards the Chartered Financial Analyst (CFA) exams, which is an internationally recognised finance qualification. I have passed the Level 1 and Level 2 exams and am now heading for CFA Level 3. I am also on track for gaining a distinction in my Masters. None of this could have been achieved without the help of the excellent tutors at Exeter. In particular I would like to mention Dr Stanley Gyoshev, Dr Jane Shen, Dr Rajesh Tharyan, Professor Pengguo Wang and James Stevenson, who have all made continuing efforts to help build my confidence and strengthen my competency in the finance world.

There’s a lot to take advantage of outside of studying, too. I’ve been able to benefit from many extracurricular activities through the Career Zone, and the Euro Finance Trip in April was one of my best experiences of the last year. We had the opportunity to visit many finance institutions such as the European Commission, the Deutsche Bank headquarters and the Frankfurt Stock Exchange, which was a great insight into how these organisations operate in the real world.

After I have finished my dissertation, I expect to join an asset management firm or a mutual fund in China. Ultimately, I would like to become a fund manager. I am confident the Masters will help me achieve this, as it has equipped me with both professional knowledge and essential interpersonal skills.

If I can offer some advice to prospective students, it would be to prepare yourself for a challenging programme and intensive workload, but if you are willing to put the effort in, you will gain many, many things from coming here.”

(Student Profile)

Pablo Hutchinson

3929.jpg "I decided to stay at Exeter after completing my undergraduate degree mainly because of the people. The friendly atmosphere you find here on a daily basis is what makes Exeter stand out for me. When my friends from home visit me, they all end up wishing they had come here!

I was very happy to be awarded the Broad Reach Scholarship, which covers the full fees for the Financial Analysis and Fund Management programme. Receiving the scholarship was essential in enabling me to study for a Masters degree and having now studied the MSc, I feel I am much better prepared for my future career.

The thing I enjoy most about my Masters course is the size of it. The number of students on my course is quite small, which means you can get to know everyone and you have the chance to meet people from all over the world with amazing life stories and experiences to share.

In terms of the teaching, our lectures are really easy to follow and are very thought-provoking. My favourite module so far has been Financial Modelling. Not only do we learn all the theory but we also get to implement the models on the computer. This also allows us to brush up on our Excel and other statistical programming skills.

I wouldn’t change the experiences I’ve had studying at the Business School for the world. An institution is only as good as its people and you won’t find a better bunch of individuals at any other university. Everyone you meet tries to make your university experience as amazing as possible.

The University is in an incredible location; Devon has so many hidden gems and studying here gives you the opportunity to find all these places and enjoy them as much as possible. Not many students in the UK can say that they can go to Salcombe for the day and enjoy lunch at the Winking Prawn!

My advice to anyone else considering a Masters degree at the Business School would be to just do it! It will be one of the best years of your life. The Business School is a wonderful place that will act as a catalyst for your intellectual development. One thing is for sure - I will always be grateful to the University for providing me with these learning opportunities."

(Student Profile)

Pooja Malhotra

3931.jpg “I selected the University of Exeter specifically, as the course also prepares us for level 1 and level 2 of the Chartered Financial Analyst (CFA) exams as an integral part of the Masters, which is a great addition not offered at every university. Compared to other institutions in the UK, Exeter is also ranked higher and the University is well known for the quality of its MSc programme.

The course is structured very pragmatically, so that we gain an understanding of both the theoretical concepts and the practical applications, which gives us an insight into real business scenarios. For example, we are learning how to prepare portfolios for customers and how to manage funds for different organisations, which is helping to deepen my knowledge and skills. I am also enjoying the opportunity to mix with people from different nationalities during our group projects and learning about the different thinking styles in various countries.

The Business School provides us with support at every step. The support from the programme administrator, and from my academic and personal tutors, has helped me a lot in terms of adjusting to a new and completely different environment. I live on campus and the accommodation is very comfortable. I also like that every minute detail is taken care of, for example if you need something to be fixed in your room, it’s sorted out very quickly. You don’t have to worry about it and you can focus on your studies and getting on with your work.

We have access to the very latest facilities, like the Thomson Reuters and Bloomberg financial databases, but for me the best thing about the course overall is the fact it prepares you so well for the CFA exams. The curriculum is designed such that we achieve about 70% of the CFA qualification while we’re still a student.

I could have chosen to study for these exams on my own, but it would have been much harder to do so. At Exeter I have all the support I need; I can ask my tutors if I have any questions, and I feel confident that what I am learning is tailored specifically to help me achieve the CFA qualification, alongside my Masters. That’s a great head start in terms of helping me to become a chartered financial analyst, which is my ultimate aspiration.”

(Student Profile)

Linh Vu

3939.jpg “I chose to study at the University of Exeter because of its excellence in academic teaching and particularly because of the Business School’s world-class facilities. The MSc Financial Analysis and Fund Management programme I am studying here is unique as it is not offered by any other universities.

My course gives me the brilliant opportunity to study CFA level I and II at the same time. Although it is a challenge as a lot of knowledge is condensed into one year, it’s a great advantage for me to be able to achieve both my Masters degree and CFA qualification.

There are lots of other benefits to studying here, for example I am able to live in university accommodation, which is really nice and very safe. The facilities in the Business School are modern and equipped with up-to-date technology. The Business School also provides students with access to many financial resources, such as a full subscription to the Financial Times and Thomson Reuters. These all help when doing coursework, as they give me in-depth information about real world affairs.

All my lecturers are very friendly. They are enthusiastic about their subjects, which makes learning so much easier and more enjoyable, and they are always happy to give their time to support students. All lecturers have office hours, when their doors are open to students, which is a really useful opportunity to request help if needed or to discuss subjects in more depth.

What I am really looking forward to during my programme is going on the Europe trip. This gives postgraduate students, especially international students, the chance to visit companies or organisations in Europe and gain an insight into how they operate in the real world. It’s going to be really good fun and a really useful experience.

After completing my Masters degree, I plan to find a postgraduate job or internship in the field of finance. The fact that my course gives me the CFA qualifications together with a Masters degree will be a big bonus for my CV and allow me to stand out in the market place.”

(Student Profile)

Shilu Zhang

3953.jpg “Exeter University has developed rapidly in recent years and become one of the top ten universities in the country. When I browsed the finance programme information on the website, I thought the modules sounded well organised and very practical. In particular, the Financial Analysis and Fund Management programme caught my attention.

The programme is challenging but highly relevant to building a career in this area. During the year, I have learnt how to construct financial models, how to interpret companies’ financial statements, how to evaluate companies and so on. This knowledge will all come in very useful in my future work.

In addition, most of the CFA level 1 and level 2 syllabus is covered in my modules. This has made it a lot easier for us to prepare for the CFA exams at the same time as doing our postgraduate studies.

The module that had the most impact on me is Financial Statement Analysis. Financial statements are the core resource we use to understand a company financially. The lecturer Jamie Stevenson is an expert in the area. He was able to explain very clearly how to interpret the meaning behind financial statement data, and how to remember the relevant accounting standards. He really got us motivated and shared his enthusiasm for the subject.

I think I have become braver and more mature in the last 12 months. It is not an easy subject to study, particularly for a student who is coming to UK for the first time. I postponed my start date because of visa problems, so I came here two weeks later than my classmates. I still remember the first time when I went to class, I couldn’t understand much.

I’ve come a long way since then – my English has improved, I have become more accustomed to the lifestyle. I’ve also made good progress with my work, by completing all my assignments and preparing for the CFA exams. It has been very busy but I have learnt how to work efficiently, and how to accept challenges and pressure. I feel very proud of the progress I have made, and very grateful for the support I have received along the way.

This is an excellent place to come and study. There are many diligent students, professional staff, modern facilities and a beautiful environment. If you choose the University of Exeter Business School, I don’t think you will regret it.”

(Student Profile)

Yating Luo

3957.jpg “I took part in the competition while studying for my Masters in Financial Analysis and Fund Management. It was a lot of work, but highly memorable. Along with four other students, I had to prepare a presentation to give at Thomson Reuters in London in front of several financial specialists. We were also invited to practise our presentation at City Bank and JP Morgan.

With the help of our tutor Jamie Stevenson and other teachers, we were lucky enough to beat the other ten top universities in the UK and win the first prize! We then went on to represent the UK to compete in the EMEA (Europe, Middle East and Africa) round. Although we didn’t win at the regional level, the experience was excellent – and the UK award will look amazing on my CV!

As well as all the support I received through that experience, I have felt well supported throughout all my studies at the Business School. In particular, I have been inspired by Jamie Stevenson’s teaching and advice. He taught us for two semesters on Financial Statement Analysis and Investment Research Method 2. His lectures are fascinating and he always answers our questions with extreme patience.

We are lucky to have access to all the latest facilities at the Business School. The newly-built Forum building is open 24 hours a day and I have also made good use of the Bloomberg IT room when I have been carrying out my research. As for the campus itself, it’s a beautiful place to live. I myself live in the very comfortable university accommodation at Clydesdale Rise – and I like Exeter as a city very much. It is safe and beautiful, and the people here are usually very friendly.

I can certainly recommend Exeter to students wanting to pursue a career in finance, particularly the MSc FAFM programme. I would say to future students that you should clearly understand your goals and motivations. The Masters degree is challenging, and it is important to prepare well so that can make the most of all the opportunities on offer here.”

(Student Profile)

Jianfei Shen

3958.jpg “I had already completed one Masters in Finance at Leicester, which was more general in its focus. The Exeter programme gave me the chance to gain more specialist knowledge in financial analysis, while also working towards completing the CFA qualifications.

The MSc in Financial Analysis and Fund Management is a very comprehensive and practical course, with a significant group work element. I believe in taking on responsibility and leading on assignments and presentations when I can. So I have been able to learn a lot about being a good team leader, and about how to plan well and manage conflicts. All of this came in very useful when I entered into the CFA Challenge.

This investment banking competition has to be one of my highlights of the year. Myself and four colleagues had the task of writing an investment report on a leading company – we chose to do ours on Vodafone. It was a brilliant opportunity to learn more about the telecoms industry and the organisation of that company – and the task ended with us presenting our output to professionals in the City. We came first out of all the other universities in the UK, so that has been excellent to be involved in.

As well as winning that competition, I am on track for gaining a good result in my Masters and I have passed the level II CFA exams. I am extremely grateful to all the lecturers in the Xfi centre who have helped me in these achievements. Jamie Stevenson particularly has had a big impact on me, not only by teaching me two excellent modules (Financial Statement Analysis and Investment Research Methods) but by giving me extra help for the CFA Challenge. I would like to say a sincere thanks to him.

This coming September, I will be going back to China to start my career. Thanks to my experience at Exeter, I already have three job offers to work as a fund manager or an analyst. Ultimately I would like to work in investment or private banking.

In particular I feel very lucky to have met so many smart people at Exeter, and to have had the chance to build such a strong network of like-minded individuals. I have already benefitted from these relationships and I am sure I will have contact with many of them in my future career.”


(Scholarship)

Funding for Postgraduate Study - 20+ Awards

We offer a range of postgraduate scholarships and studentships for talented students. For 2016 entry, the total value of scholarships for taught postgraduate programmes exceeds £500,000. This is in addition to over 100 PhD studentships we make available each year.Students who reside in England and are interested in our Masters programmes can now take advantage of the UK government's postgraduate loan scheme which offers loans of up to £10,000.

Value of Scholarship(s)

Varies

Eligibility

Varies, but most awards are competitive and merit-based.

Application Procedure

Please see the details of each scheme as listed in our search: http://www.exeter.ac.uk/studying/funding/search

Further Information

http://www.exeter.ac.uk/postgraduate/money/funding



Entry Requirements

A good Honours degree (equivalent to a UK 2:1) in Accounting, Finance, Economics or related disciplines from a recognised institution. View Website

Course Fees

See our web site for more information (click on "Finance") View Website


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