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    Learn how to make smart financial decisions, manage risk, and create value for businesses, organisations, and the global economy.

    Why study Finance?

    Finance is essential to understanding how individuals and organisations allocate resources and navigate risk. It explores both the theory and practice behind raising and spending money, with a strong focus on measuring and managing uncertainty. By studying Finance, you’ll gain the practical tools needed to make sound investment decisions, both personally and for businesses.

    Finance is dynamic, challenging and exciting. It draws on data and analytical tools to make predictions, but also requires judgement, creativity, and intuition where clear-cut answers don’t exist. This blend of quantitative rigour and strategic insight prepares students for dynamic, high-stakes environments where fast, confident decisions can make a real impact.

    Effective financial decision-making positively impacts individuals, communities, businesses and the economy. Studying Finance at Otago will equip you with critical skills that are highly valued across industries worldwide.

    Career opportunities

    A Finance degree opens doors to a wide range of rewarding, well-paid careers. Finance professionals are in demand across virtually every sector, from government and education to banking, insurance, and global investment firms. Otago graduates are known for their strong analytical skills and global competitiveness, with many building successful careers in New Zealand and internationally.

    Career options include:

    • KiwiSaver fund manager
    • Equity analyst
    • Investment banker
    • Merger and acquisition specialist
    • Foreign exchange trader
    • Private equity analyst
    • Commodities trader
    • Asset wealth management
    • Private wealth management
    • Commercial banking
    • Consulting
    • Risk analysis and risk management
    • Stock broker
    • Chief investment officer
    • Asset portfolio management

    How you will learn

    Finance at Otago is delivered through a dynamic mix of lectures, tutorials and interactive computer laboratory sessions that are designed to build both theoretical understanding and practical skills.

    Learning activities enhance student engagement via essays, equity analyst reports, case studies, Bloomberg computer lab sessions, Excel skills, group projects, presentations, and exams.

    Assessment is designed to develop analytical thinking, communication skills, and real-world problem-solving abilities.

    Recommended high school subjects for undergraduate study

    Background knowledge in economics, accounting, mathematics, or statistics is helpful, but not required. Students need to have an interest in how money works – and in making informed decisions that add value over time.

    Choose a study option

    Whether you're embarking on your academic journey with our comprehensive undergraduate programmes or aiming to reach new heights through our advanced postgraduate offerings, Otago is here to support your aspirations.

    Undergraduate qualifications

    For new and current students studying towards a Bachelor's or other first degree. Explore undergraduate qualifications at Otago, designed to build a strong foundation in your chosen field, preparing you for a successful career or further study.

    Note: this subject can also be studied as a minor.

    Ready to apply?

    Take the first step towards your future in this subject.

    Further study opportunities

    Whether you are looking to bridge your undergraduate studies to advanced knowledge or aiming to specialise in a specific field, Otago offers a range of graduate and postgraduate options to suit your aspirations.

    Benjamin Wilson

    I chose Otago for its strong academic reputation, practical and career-focused Finance and Accounting programmes, and its relationships with industry-leading firms. The teaching quality, supportive learning environment, and exposure to real-world applications have all exceeded my expectations and confirmed I made the right choice.


    Benjamin Wilson

    Studying for a Bachelor of Commerce (Major: Finance, Minor: Accounting)

    Ella Lawson

    One project I particularly enjoyed was the Impact Investment Pitch in FINC 320. Our task was to design an investment that delivered both financial returns and positive social or environmental outcomes. I found it rewarding to think beyond traditional metrics and develop a proposal that aligned with broader sustainability goals. It challenged us to think creatively while still applying solid financial reasoning.


    Ella Lawson

    Ngāti Pāhauwera
    Studying for a Master of Business (Finance), Bachelor of Commerce (Major: Finance, Minor: Accounting)

    Globally respected, industry connected

    Study Finance at Otago and set yourself apart with a world-class education that combines real data with modern portfolio investment strategies, academic rigor, and a global perspective of corporate finance principles.

    • High-quality teaching by industry experts and leading researchers
    • Access to our state-of-the-art Bloomberg Markets Lab – one of the largest academic trading labs in New Zealand
    • Learn through the use of real-time data and case studies
    • Internationally recognised programme with exchange opportunities
    • Graduate with the skills and experience to make a difference in the workplace

    Programme details

    Compare programmes for this subject.

    LevelPapersPoints
    100-levelBSNS 112 Interpreting Business Data18
    BSNS 114 Financial Decision Making18
    BSNS 115 Accounting and Information Systems18
    FINC 102 Business Mathematics18
    BSNS 111 Business and Society, BSNS 113 Economic Principles and Policy – must normally be taken in first year of study36
    200-levelFINC 202 Investment Analysis and Portfolio Management18
    FINC 203 Financial Data Analysis18
    FINC 206 Fundamentals of Corporate Finance18
    300-levelFINC 302 Applied Investments18
    FINC 303 Financial Management18
    Two further 300-level papers, (one must be a FINC paper, and the other must be a FINC, ACCT or ACFI paper)36
    Plus 126 further points; must include 54 points at 200-level or above. Up to 90 points may be taken from outside Commerce. 126
      Every programme must include BSNS 111-115. At least three of these papers must be passed before enrolling in any 200-level Commerce paper, and all must normally be passed before enrolling in any 300-level Commerce paper. For single-degree BCom students, all five must be attempted in the first year of study or equivalent.

    STAT 110 or STAT 115 will be accepted as an alternative to BSNS 112 as a required paper or as part of the major subject requirements or as a prerequisite when:
    (a) the paper has been passed before the student has enrolled for a BCom degree; or
    (b) a student is enrolling for both a BCom and another degree for which STAT 110 or STAT 115 is required.

    Any student who completed PTWY 111 before enrolling in the BCom degree shall be exempt from the requirement to complete BSNS 113. Any student who has completed PTWY 112 before enrolling in the BCom degree shall be exempt from the requirement to complete BSNS 114.

    A candidate completing the requirements for the degree of Bachelor of Commerce and Bachelor of Laws is able to satisfy the CPA/CAANZ accreditation requirements by substituting:
    a) LAWS 202, LAWS 203, LAWS 204, LAWS 301 and LAWS 407 in place of BLAW 211 and BLAW 212
    b) LAWS 416 in place of ACTP 312.
     
    Total   360

    A minor subject can be included in many of our undergraduate degrees. To earn a minor, you typically must complete a minimum of 90 points in that subject, with at least 18 points at the 300-level.

    Your minor can be a subject more commonly taken for a different degree. For example, a BCom majoring in Marketing can include Japanese as a minor subject. To include this subject as a minor in your application, first find a major subject through our Subject Search or Study Match.

    You can check what’s required to receive the minor accreditation in the programme details below.

    Available as a minor subject for a Bachelor of Arts (BA), Bachelor of Music (MusB), Bachelor of Performing Arts (BPA), Bachelor of Theology (BTheol), Bachelor of Science (BSc), Bachelor of Commerce (BCom), Bachelor of Entrepreneurship (BEntr), Bachelor of Health Science (BHealSc), Bachelor of Arts and Commerce (BACom), Bachelor of Arts and Science (BASc) or Bachelor of Commerce and Science (BComSc) degree

    LevelPapersPoints
    100-level

    BSNS 114 Financial Decision Making

    FINC 102 Business Mathematics

    18

    18

    200-level

    See below

     
    300-level

    Three FINC or ACFI papers above 100-level, including at least one 300-level FINC paper

    54

    Total 90

    Papers

    View a list of all related papers below.

    FINC papers

    Paper Code Year Title Points Teaching period
    ACCT299 2026 Special Topic 18 points Not offered in 2026
    ACFI406 2026 Advanced Financial Econometrics 20 points Semester 2
    ACFI525 2026 Governance Issues in Accounting and Finance 20 points Semester 2
    FINC102 2026 Mathematical Foundations for Finance 18 points Semester 1, Semester 2
    FINC202 2026 Investment Analysis and Portfolio Management 18 points Semester 1, Semester 2
    FINC203 2026 Financial Data Analysis 18 points Semester 2
    FINC204 2026 Personal Finance 18 points Summer School
    FINC206 2026 Fundamentals of Corporate Finance 18 points Semester 1
    FINC299 2026 Special Topic 18 points Not offered in 2026
    FINC302 2026 Applied Investments 18 points Semester 1
    FINC303 2026 Financial Management 18 points Semester 2
    FINC304 2026 Financial Markets and Institutions 18 points Semester 2
    FINC305 2026 International Financial Management 18 points Semester 1
    FINC306 2026 Derivatives 18 points Semester 2
    FINC308 2026 Financial Econometrics 18 points Semester 2
    FINC309 2026 Financial Modelling 18 points Not offered in 2026
    FINC310 2026 Fixed Income Security Analysis 18 points Not offered in 2026
    FINC320 2026 Sustainable Investing 18 points Semester 1
    FINC399 2026 Special Topic 18 points Not offered in 2026
    FINC502 2026 Advanced Corporate Finance 20 points Semester 1
    FINC503 2026 Studies in Capital Markets 20 points Semester 1
    FINC505 2026 Mathematical Finance 20 points Semester 2
    FINC510 2026 Advanced International Financial Management 20 points Not offered in 2026
    FINC511 2026 Financial Risk Management 20 points Not offered in 2026
    FINC512 2026 Financial Analytics 20 points Not offered in 2026
    FINC520 2026 Climate and Energy Finance 20 points Not offered in 2026
    FINC544 2026 Behavioural Finance 20 points Semester 1
    FINC598 2026 Special Topic 20 points Not offered in 2026
    FINC599 2026 Special Topic 20 points Not offered in 2026

    More information

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    Regulations on this page are taken from the 2026 Calendar and supplementary material.

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