Program Overview

Financial Markets, Institutions and Financial Planning C

The Financial Markets, Institutions and Financial Planning C course is designed for students seeking to enhance their understanding of financial market operations and personal finance management. This 15-credit course prepares students for careers within financial institutions and financial consulting.

Course Overview

• Type: Course, first cycle
• Study pace: Full time
• Study location: Umeå
• Type of studies: On campus

About the Course

This finance course aims to familiarize students with the practical aspects of managing personal finances and working within financial institutions. The course is taught and examined in English.

Modules

The course consists of two modules:

• Module 1: Financial Markets and Institutions, 7.5 credits
  • Introduces students to the institutional environment of financial transactions
  • Covers the role of central banks, regulations, and innovations in financial markets
  • Discusses the operations of financial intermediaries and the differences between capital and money markets
• Module 2: Financial Planning, 7.5 credits
  • Focuses on elements of financial planning, including client profiling, tax, insurance, and estate planning
  • Introduces students to the role of the financial planner and the regulatory environment affecting financial planners in Sweden

Expected Learning Outcomes

• Communicate central concepts for the course in English, both orally and in writing
• Interpret a variety of financial systems and their role in economies
• Critically evaluate the historical development of regulations and supervision of financial markets
• Assess and test theoretical concepts underlying money and capital markets
• Integrate ethical and sustainable reasoning in analyses, evaluations, and decisions

Focus of Instruction

Learning is supported by lectures, seminars, case studies, and self-managed learning. Students are expected to take an active part in seminars and make oral presentations.

Module Examination Modes

• Module 1: Individual written exam and group assignments
• Module 2: Financial plan written in a group and presented in a seminar, individual reflection paper, and individual written exam

Eligibility and Selection

• Eligibility: 60 credits in Business Administration, with approved 45 credits at Basic level (A-level) and Intermediate level (B-level) or equivalent
• Proficiency in English: Equivalent to Swedish upper secondary course English 6/level 2
• Selection: Academic credits

Application and Tuition Fees

• Application fee: SEK 900
• Tuition fee, first instalment: SEK 24,150
• Total fee: SEK 24,150

Course Details

• Starts: 19 January 2026
• Ends: 23 March 2026
• Number of credits: 15 credits
• Type of studies: On site
• Study pace: 100%
• Teaching hours: Daytime
• Study location: Umeå
• Language: English
• Application code: UMU-24437

Additional Information

The course is part of the Business Administration program at Umeå University. The university is certified as a Healthy Campus and has been ranked #1 globally in the main categories of Living, Support, and Overall Satisfaction.