Level 6 Diploma in Financial Management
Review the qualification structure, entry guidance, assessment approach, progression opportunities and complete unit information.
What Level 6 Means Under the UK Regulated Qualifications Framework
Level 6 is equivalent to the Final Year (Year 3) of a standard 3-year British Bachelor's Degree with Honours (BA Hons, BSc Hons, BEng Hons) or a UK Graduate Diploma (120 UK credits / cumulative 360 UK credits when completed after Level 4 & 5). At Level 6, learners demonstrate advanced cognitive autonomy, critical synthesis of conflicting theories, and independent strategic problem-solving in complex, ill-defined environments. Holders of an accredited Level 6 qualification can progress directly to UK Level 7 Postgraduate Diplomas, university Master's programmes (such as MBA, MSc, or MA), or senior executive appointments.
Educational Aims & Competencies
The Level 6 Diploma in Financial Management is an IQ Awards qualification at Level 6. It supports learners in developing knowledge, practical skills and professional behaviours in business & finance.
- • Experienced practitioners, supervisors, managers and graduates seeking advanced professional development.
- • Learners who want to develop strategic, analytical and leadership skills.
- • Professionals preparing for senior roles or postgraduate progression.
Assessed Units, Learning Outcomes & Criteria
Click on any unit to expand its official Unit Aim, Learning Outcomes (LOs), Assessment Criteria (ACs), Indicative Syllabus Content, and Assignment Brief.
FM6-CFS
• Level 6
• 15 Credits
• 30 GLH
Corporate Financial Strategy
Coursework Portfolio / Applied Assignment (No Exams)
Corporate Financial Strategy
The aim of this unit is to develop the learner's knowledge, judgement and applied competence in corporate financial strategy. Learners will use appropriate evidence, communicate professionally and produce realistic recommendations within ethical, legal and organisational requirements.
- LO1: Critically evaluate the concepts, theories and professional requirements relevant to corporate financial strategy.
- LO2: Synthesise and apply appropriate methods and evidence to investigate the subject in a defined organisational context.
- LO3: Formulate a practical business response, plan, model or recommendation addressing identified requirements.
- LO4: Defend and evaluate outcomes, limitations, risks and opportunities for improvement.
- 1.1 Critically evaluate the principal concepts, terminology and frameworks relevant to the unit.
- 1.2 Examine how organisational context, stakeholders, ethics, sustainability and external influences affect practice.
- 2.1 Prepare and verify appropriate financial calculations, statements, models or forecasts for a defined business situation.
- 2.2 Interpret financial results, assumptions, sensitivities, limitations and risk implications accurately.
- 3.1 Formulate a coherent and feasible response aligned with organisational objectives and professional requirements.
- 3.2 Justify priorities, resources, controls, measures and implementation arrangements using relevant evidence.
- 4.1 Defend and evaluate actual or expected results against clear success criteria or performance measures.
- 4.2 Recommend realistic improvements and explain how learning can be transferred to future professional practice.
Indicative content:; - Financial statements; - Costs and revenue; - Budgets; - Cash flow; - Working capital; - Investment decisions; - Risk and return; - Financial controls; - Spreadsheets; - Interpretation; - Ethics
Assignment title: Applied Business Assignment – Corporate Financial Strategy
Qualification context:
This assignment contributes to the Level 6 Diploma in Financial Management.
Vocational scenario:
You are acting as a business practitioner or junior consultant. An organisation has asked you to investigate a realistic issue connected with corporate financial strategy and provide a professional, evidence-based response.
Tasks:
1. Explain and analyse the relevant concepts, theories, terminology, professional requirements and organisational context.
2. Investigate a realistic organisation, department, project, market, dataset or case using suitable primary or secondary evidence. Explain the reliability and limitations of the evidence.
3. Develop a practical plan, model, framework, campaign, policy, business case, process improvement or strategic recommendation appropriate to the unit.
4. Evaluate likely or actual outcomes, risks, ethical implications, limitations, resources and measurable next steps.
Required evidence and submission guidance:
- A professional report or equivalent portfolio of 3,000–3,500 words, excluding references and appendices.
- Relevant supporting evidence such as calculations, records, policies, process maps, research tools, creative artefacts, dashboards, schedules or presentation slides.
- A reference list using Harvard referencing or the centre's approved referencing style.
- A short reflective statement explaining the learner's decisions and learning.
- Include labelled calculations, assumptions, formula checks and interpretation suitable for management.
Assessment conditions:
The work must address every learning outcome and assessment criterion. It must be the learner's own work and traceable to reliable sources. Real organisations may be used, but confidential or personal information must be anonymised. Assumptions must be stated and calculations checked. Recommendations must be realistic, ethical, inclusive, sustainable where relevant, and aligned with applicable local law and organisational policy. Appendices should contain supporting evidence only. Centres should use observation records, viva questions or authenticity declarations where authorship or practical competence requires confirmation.
FM6-IAVM
• Level 6
• 15 Credits
• 30 GLH
Investment Appraisal and Value Management
Coursework Portfolio / Applied Assignment (No Exams)
Investment Appraisal and Value Management
The aim of this unit is to develop the learner's knowledge, judgement and applied competence in investment appraisal and value management. Learners will use appropriate evidence, communicate professionally and produce realistic recommendations within ethical, legal and organisational requirements.
- LO1: Critically evaluate the concepts, theories and professional requirements relevant to investment appraisal and value management.
- LO2: Synthesise and apply appropriate methods and evidence to investigate the subject in a defined organisational context.
- LO3: Formulate a practical business response, plan, model or recommendation addressing identified requirements.
- LO4: Defend and evaluate outcomes, limitations, risks and opportunities for improvement.
- 1.1 Critically evaluate the principal concepts, terminology and frameworks relevant to the unit.
- 1.2 Examine how organisational context, stakeholders, ethics, sustainability and external influences affect practice.
- 2.1 Prepare and verify appropriate financial calculations, statements, models or forecasts for a defined business situation.
- 2.2 Interpret financial results, assumptions, sensitivities, limitations and risk implications accurately.
- 3.1 Formulate a coherent and feasible response aligned with organisational objectives and professional requirements.
- 3.2 Justify priorities, resources, controls, measures and implementation arrangements using relevant evidence.
- 4.1 Defend and evaluate actual or expected results against clear success criteria or performance measures.
- 4.2 Recommend realistic improvements and explain how learning can be transferred to future professional practice.
Indicative content:; - Financial statements; - Costs and revenue; - Budgets; - Cash flow; - Working capital; - Investment decisions; - Risk and return; - Financial controls; - Spreadsheets; - Interpretation; - Ethics
Assignment title: Applied Business Assignment – Investment Appraisal and Value Management
Qualification context:
This assignment contributes to the Level 6 Diploma in Financial Management.
Vocational scenario:
You are acting as a business practitioner or junior consultant. An organisation has asked you to investigate a realistic issue connected with investment appraisal and value management and provide a professional, evidence-based response.
Tasks:
1. Explain and analyse the relevant concepts, theories, terminology, professional requirements and organisational context.
2. Investigate a realistic organisation, department, project, market, dataset or case using suitable primary or secondary evidence. Explain the reliability and limitations of the evidence.
3. Develop a practical plan, model, framework, campaign, policy, business case, process improvement or strategic recommendation appropriate to the unit.
4. Evaluate likely or actual outcomes, risks, ethical implications, limitations, resources and measurable next steps.
Required evidence and submission guidance:
- A professional report or equivalent portfolio of 3,000–3,500 words, excluding references and appendices.
- Relevant supporting evidence such as calculations, records, policies, process maps, research tools, creative artefacts, dashboards, schedules or presentation slides.
- A reference list using Harvard referencing or the centre's approved referencing style.
- A short reflective statement explaining the learner's decisions and learning.
- Include labelled calculations, assumptions, formula checks and interpretation suitable for management.
Assessment conditions:
The work must address every learning outcome and assessment criterion. It must be the learner's own work and traceable to reliable sources. Real organisations may be used, but confidential or personal information must be anonymised. Assumptions must be stated and calculations checked. Recommendations must be realistic, ethical, inclusive, sustainable where relevant, and aligned with applicable local law and organisational policy. Appendices should contain supporting evidence only. Centres should use observation records, viva questions or authenticity declarations where authorship or practical competence requires confirmation.
FM6-FRTM
• Level 6
• 15 Credits
• 30 GLH
Financial Risk and Treasury Management
Coursework Portfolio / Applied Assignment (No Exams)
Financial Risk and Treasury Management
The aim of this unit is to develop the learner's knowledge, judgement and applied competence in financial risk and treasury management. Learners will use appropriate evidence, communicate professionally and produce realistic recommendations within ethical, legal and organisational requirements.
- LO1: Critically evaluate the concepts, theories and professional requirements relevant to financial risk and treasury management.
- LO2: Synthesise and apply appropriate methods and evidence to investigate the subject in a defined organisational context.
- LO3: Formulate a practical business response, plan, model or recommendation addressing identified requirements.
- LO4: Defend and evaluate outcomes, limitations, risks and opportunities for improvement.
- 1.1 Critically evaluate the principal concepts, terminology and frameworks relevant to the unit.
- 1.2 Examine how organisational context, stakeholders, ethics, sustainability and external influences affect practice.
- 2.1 Prepare and verify appropriate financial calculations, statements, models or forecasts for a defined business situation.
- 2.2 Interpret financial results, assumptions, sensitivities, limitations and risk implications accurately.
- 3.1 Formulate a coherent and feasible response aligned with organisational objectives and professional requirements.
- 3.2 Justify priorities, resources, controls, measures and implementation arrangements using relevant evidence.
- 4.1 Defend and evaluate actual or expected results against clear success criteria or performance measures.
- 4.2 Recommend realistic improvements and explain how learning can be transferred to future professional practice.
Indicative content:; - Financial statements; - Costs and revenue; - Budgets; - Cash flow; - Working capital; - Investment decisions; - Risk and return; - Financial controls; - Spreadsheets; - Interpretation; - Ethics
Assignment title: Applied Business Assignment – Financial Risk and Treasury Management
Qualification context:
This assignment contributes to the Level 6 Diploma in Financial Management.
Vocational scenario:
You are acting as a business practitioner or junior consultant. An organisation has asked you to investigate a realistic issue connected with financial risk and treasury management and provide a professional, evidence-based response.
Tasks:
1. Explain and analyse the relevant concepts, theories, terminology, professional requirements and organisational context.
2. Investigate a realistic organisation, department, project, market, dataset or case using suitable primary or secondary evidence. Explain the reliability and limitations of the evidence.
3. Develop a practical plan, model, framework, campaign, policy, business case, process improvement or strategic recommendation appropriate to the unit.
4. Evaluate likely or actual outcomes, risks, ethical implications, limitations, resources and measurable next steps.
Required evidence and submission guidance:
- A professional report or equivalent portfolio of 3,000–3,500 words, excluding references and appendices.
- Relevant supporting evidence such as calculations, records, policies, process maps, research tools, creative artefacts, dashboards, schedules or presentation slides.
- A reference list using Harvard referencing or the centre's approved referencing style.
- A short reflective statement explaining the learner's decisions and learning.
- Include labelled calculations, assumptions, formula checks and interpretation suitable for management.
Assessment conditions:
The work must address every learning outcome and assessment criterion. It must be the learner's own work and traceable to reliable sources. Real organisations may be used, but confidential or personal information must be anonymised. Assumptions must be stated and calculations checked. Recommendations must be realistic, ethical, inclusive, sustainable where relevant, and aligned with applicable local law and organisational policy. Appendices should contain supporting evidence only. Centres should use observation records, viva questions or authenticity declarations where authorship or practical competence requires confirmation.
FM6-AFRA
• Level 6
• 15 Credits
• 30 GLH
Advanced Financial Reporting and Analysis
Coursework Portfolio / Applied Assignment (No Exams)
Advanced Financial Reporting and Analysis
The aim of this unit is to develop the learner's knowledge, judgement and applied competence in advanced financial reporting and analysis. Learners will use appropriate evidence, communicate professionally and produce realistic recommendations within ethical, legal and organisational requirements.
- LO1: Critically evaluate the concepts, theories and professional requirements relevant to advanced financial reporting and analysis.
- LO2: Synthesise and apply appropriate methods and evidence to investigate the subject in a defined organisational context.
- LO3: Formulate a practical business response, plan, model or recommendation addressing identified requirements.
- LO4: Defend and evaluate outcomes, limitations, risks and opportunities for improvement.
- 1.1 Critically evaluate the principal concepts, terminology and frameworks relevant to the unit.
- 1.2 Examine how organisational context, stakeholders, ethics, sustainability and external influences affect practice.
- 2.1 Prepare and verify appropriate financial calculations, statements, models or forecasts for a defined business situation.
- 2.2 Interpret financial results, assumptions, sensitivities, limitations and risk implications accurately.
- 3.1 Formulate a coherent and feasible response aligned with organisational objectives and professional requirements.
- 3.2 Justify priorities, resources, controls, measures and implementation arrangements using relevant evidence.
- 4.1 Defend and evaluate actual or expected results against clear success criteria or performance measures.
- 4.2 Recommend realistic improvements and explain how learning can be transferred to future professional practice.
Indicative content:; - Financial statements; - Costs and revenue; - Budgets; - Cash flow; - Working capital; - Investment decisions; - Risk and return; - Financial controls; - Spreadsheets; - Interpretation; - Ethics
Assignment title: Applied Business Assignment – Advanced Financial Reporting and Analysis
Qualification context:
This assignment contributes to the Level 6 Diploma in Financial Management.
Vocational scenario:
You are acting as a business practitioner or junior consultant. An organisation has asked you to investigate a realistic issue connected with advanced financial reporting and analysis and provide a professional, evidence-based response.
Tasks:
1. Explain and analyse the relevant concepts, theories, terminology, professional requirements and organisational context.
2. Investigate a realistic organisation, department, project, market, dataset or case using suitable primary or secondary evidence. Explain the reliability and limitations of the evidence.
3. Develop a practical plan, model, framework, campaign, policy, business case, process improvement or strategic recommendation appropriate to the unit.
4. Evaluate likely or actual outcomes, risks, ethical implications, limitations, resources and measurable next steps.
Required evidence and submission guidance:
- A professional report or equivalent portfolio of 3,000–3,500 words, excluding references and appendices.
- Relevant supporting evidence such as calculations, records, policies, process maps, research tools, creative artefacts, dashboards, schedules or presentation slides.
- A reference list using Harvard referencing or the centre's approved referencing style.
- A short reflective statement explaining the learner's decisions and learning.
- Include labelled calculations, assumptions, formula checks and interpretation suitable for management.
Assessment conditions:
The work must address every learning outcome and assessment criterion. It must be the learner's own work and traceable to reliable sources. Real organisations may be used, but confidential or personal information must be anonymised. Assumptions must be stated and calculations checked. Recommendations must be realistic, ethical, inclusive, sustainable where relevant, and aligned with applicable local law and organisational policy. Appendices should contain supporting evidence only. Centres should use observation records, viva questions or authenticity declarations where authorship or practical competence requires confirmation.
FM6-PBSC
• Level 6
• 15 Credits
• 30 GLH
Planning Budgeting and Strategic Control
Coursework Portfolio / Applied Assignment (No Exams)
Planning Budgeting and Strategic Control
The aim of this unit is to develop the learner's knowledge, judgement and applied competence in planning budgeting and strategic control. Learners will use appropriate evidence, communicate professionally and produce realistic recommendations within ethical, legal and organisational requirements.
- LO1: Critically evaluate the concepts, theories and professional requirements relevant to planning budgeting and strategic control.
- LO2: Synthesise and apply appropriate methods and evidence to investigate the subject in a defined organisational context.
- LO3: Formulate a practical business response, plan, model or recommendation addressing identified requirements.
- LO4: Defend and evaluate outcomes, limitations, risks and opportunities for improvement.
- 1.1 Critically evaluate the principal concepts, terminology and frameworks relevant to the unit.
- 1.2 Examine how organisational context, stakeholders, ethics, sustainability and external influences affect practice.
- 2.1 Prepare and verify appropriate financial calculations, statements, models or forecasts for a defined business situation.
- 2.2 Interpret financial results, assumptions, sensitivities, limitations and risk implications accurately.
- 3.1 Formulate a coherent and feasible response aligned with organisational objectives and professional requirements.
- 3.2 Justify priorities, resources, controls, measures and implementation arrangements using relevant evidence.
- 4.1 Defend and evaluate actual or expected results against clear success criteria or performance measures.
- 4.2 Recommend realistic improvements and explain how learning can be transferred to future professional practice.
Indicative content:; - Financial statements; - Costs and revenue; - Budgets; - Cash flow; - Working capital; - Investment decisions; - Risk and return; - Financial controls; - Spreadsheets; - Interpretation; - Ethics
Assignment title: Applied Business Assignment – Planning Budgeting and Strategic Control
Qualification context:
This assignment contributes to the Level 6 Diploma in Financial Management.
Vocational scenario:
You are acting as a business practitioner or junior consultant. An organisation has asked you to investigate a realistic issue connected with planning budgeting and strategic control and provide a professional, evidence-based response.
Tasks:
1. Explain and analyse the relevant concepts, theories, terminology, professional requirements and organisational context.
2. Investigate a realistic organisation, department, project, market, dataset or case using suitable primary or secondary evidence. Explain the reliability and limitations of the evidence.
3. Develop a practical plan, model, framework, campaign, policy, business case, process improvement or strategic recommendation appropriate to the unit.
4. Evaluate likely or actual outcomes, risks, ethical implications, limitations, resources and measurable next steps.
Required evidence and submission guidance:
- A professional report or equivalent portfolio of 3,000–3,500 words, excluding references and appendices.
- Relevant supporting evidence such as calculations, records, policies, process maps, research tools, creative artefacts, dashboards, schedules or presentation slides.
- A reference list using Harvard referencing or the centre's approved referencing style.
- A short reflective statement explaining the learner's decisions and learning.
- Include labelled calculations, assumptions, formula checks and interpretation suitable for management.
Assessment conditions:
The work must address every learning outcome and assessment criterion. It must be the learner's own work and traceable to reliable sources. Real organisations may be used, but confidential or personal information must be anonymised. Assumptions must be stated and calculations checked. Recommendations must be realistic, ethical, inclusive, sustainable where relevant, and aligned with applicable local law and organisational policy. Appendices should contain supporting evidence only. Centres should use observation records, viva questions or authenticity declarations where authorship or practical competence requires confirmation.
FM6-FGEA
• Level 6
• 15 Credits
• 30 GLH
Financial Governance Ethics and Assurance
Coursework Portfolio / Applied Assignment (No Exams)
Financial Governance Ethics and Assurance
The aim of this unit is to develop the learner's knowledge, judgement and applied competence in financial governance ethics and assurance. Learners will use appropriate evidence, communicate professionally and produce realistic recommendations within ethical, legal and organisational requirements.
- LO1: Critically evaluate the concepts, theories and professional requirements relevant to financial governance ethics and assurance.
- LO2: Synthesise and apply appropriate methods and evidence to investigate the subject in a defined organisational context.
- LO3: Formulate a practical business response, plan, model or recommendation addressing identified requirements.
- LO4: Defend and evaluate outcomes, limitations, risks and opportunities for improvement.
- 1.1 Critically evaluate the principal concepts, terminology and frameworks relevant to the unit.
- 1.2 Examine how organisational context, stakeholders, ethics, sustainability and external influences affect practice.
- 2.1 Prepare and verify appropriate financial calculations, statements, models or forecasts for a defined business situation.
- 2.2 Interpret financial results, assumptions, sensitivities, limitations and risk implications accurately.
- 3.1 Formulate a coherent and feasible response aligned with organisational objectives and professional requirements.
- 3.2 Justify priorities, resources, controls, measures and implementation arrangements using relevant evidence.
- 4.1 Defend and evaluate actual or expected results against clear success criteria or performance measures.
- 4.2 Recommend realistic improvements and explain how learning can be transferred to future professional practice.
Indicative content:; - Financial statements; - Costs and revenue; - Budgets; - Cash flow; - Working capital; - Investment decisions; - Risk and return; - Financial controls; - Spreadsheets; - Interpretation; - Ethics
Assignment title: Applied Business Assignment – Financial Governance Ethics and Assurance
Qualification context:
This assignment contributes to the Level 6 Diploma in Financial Management.
Vocational scenario:
You are acting as a business practitioner or junior consultant. An organisation has asked you to investigate a realistic issue connected with financial governance ethics and assurance and provide a professional, evidence-based response.
Tasks:
1. Explain and analyse the relevant concepts, theories, terminology, professional requirements and organisational context.
2. Investigate a realistic organisation, department, project, market, dataset or case using suitable primary or secondary evidence. Explain the reliability and limitations of the evidence.
3. Develop a practical plan, model, framework, campaign, policy, business case, process improvement or strategic recommendation appropriate to the unit.
4. Evaluate likely or actual outcomes, risks, ethical implications, limitations, resources and measurable next steps.
Required evidence and submission guidance:
- A professional report or equivalent portfolio of 3,000–3,500 words, excluding references and appendices.
- Relevant supporting evidence such as calculations, records, policies, process maps, research tools, creative artefacts, dashboards, schedules or presentation slides.
- A reference list using Harvard referencing or the centre's approved referencing style.
- A short reflective statement explaining the learner's decisions and learning.
- Include labelled calculations, assumptions, formula checks and interpretation suitable for management.
Assessment conditions:
The work must address every learning outcome and assessment criterion. It must be the learner's own work and traceable to reliable sources. Real organisations may be used, but confidential or personal information must be anonymised. Assumptions must be stated and calculations checked. Recommendations must be realistic, ethical, inclusive, sustainable where relevant, and aligned with applicable local law and organisational policy. Appendices should contain supporting evidence only. Centres should use observation records, viva questions or authenticity declarations where authorship or practical competence requires confirmation.
FM6-FDFD
• Level 6
• 15 Credits
• 30 GLH
FinTech Data and Financial Decision Support
Coursework Portfolio / Applied Assignment (No Exams)
FinTech Data and Financial Decision Support
The aim of this unit is to develop the learner's knowledge, judgement and applied competence in fintech data and financial decision support. Learners will use appropriate evidence, communicate professionally and produce realistic recommendations within ethical, legal and organisational requirements.
- LO1: Critically evaluate the concepts, theories and professional requirements relevant to fintech data and financial decision support.
- LO2: Synthesise and apply appropriate methods and evidence to investigate the subject in a defined organisational context.
- LO3: Formulate a practical business response, plan, model or recommendation addressing identified requirements.
- LO4: Defend and evaluate outcomes, limitations, risks and opportunities for improvement.
- 1.1 Critically evaluate the principal concepts, terminology and frameworks relevant to the unit.
- 1.2 Examine how organisational context, stakeholders, ethics, sustainability and external influences affect practice.
- 2.1 Obtain, clean, organise and analyse suitable data using transparent and reproducible methods.
- 2.2 Interpret patterns, relationships, uncertainty, limitations and ethical implications without overstating the evidence.
- 3.1 Formulate a coherent and feasible response aligned with organisational objectives and professional requirements.
- 3.2 Justify priorities, resources, controls, measures and implementation arrangements using relevant evidence.
- 4.1 Defend and evaluate actual or expected results against clear success criteria or performance measures.
- 4.2 Recommend realistic improvements and explain how learning can be transferred to future professional practice.
Indicative content:; - Business questions; - Data sources; - Data quality; - Data preparation; - Descriptive analysis; - Forecasting; - Visualisation; - Dashboards; - Interpretation; - Limitations; - Data ethics; - Decision support
Assignment title: Applied Business Assignment – FinTech Data and Financial Decision Support
Qualification context:
This assignment contributes to the Level 6 Diploma in Financial Management.
Vocational scenario:
You are acting as a business practitioner or junior consultant. An organisation has asked you to investigate a realistic issue connected with fintech data and financial decision support and provide a professional, evidence-based response.
Tasks:
1. Explain and analyse the relevant concepts, theories, terminology, professional requirements and organisational context.
2. Investigate a realistic organisation, department, project, market, dataset or case using suitable primary or secondary evidence. Explain the reliability and limitations of the evidence.
3. Develop a practical plan, model, framework, campaign, policy, business case, process improvement or strategic recommendation appropriate to the unit.
4. Evaluate likely or actual outcomes, risks, ethical implications, limitations, resources and measurable next steps.
Required evidence and submission guidance:
- A professional report or equivalent portfolio of 3,000–3,500 words, excluding references and appendices.
- Relevant supporting evidence such as calculations, records, policies, process maps, research tools, creative artefacts, dashboards, schedules or presentation slides.
- A reference list using Harvard referencing or the centre's approved referencing style.
- A short reflective statement explaining the learner's decisions and learning.
- Include a data source note, preparation evidence, analysis, visualisations, limitations and privacy or ethics controls.
Assessment conditions:
The work must address every learning outcome and assessment criterion. It must be the learner's own work and traceable to reliable sources. Real organisations may be used, but confidential or personal information must be anonymised. Assumptions must be stated and calculations checked. Recommendations must be realistic, ethical, inclusive, sustainable where relevant, and aligned with applicable local law and organisational policy. Appendices should contain supporting evidence only. Centres should use observation records, viva questions or authenticity declarations where authorship or practical competence requires confirmation.
FM6-FMCP
• Level 6
• 15 Credits
• 30 GLH
Financial Management Consultancy Project
Coursework Portfolio / Applied Assignment (No Exams)
Financial Management Consultancy Project
The aim of this unit is to develop the learner's knowledge, judgement and applied competence in financial management consultancy project. Learners will use appropriate evidence, communicate professionally and produce realistic recommendations within ethical, legal and organisational requirements.
- LO1: Critically evaluate the concepts, theories and professional requirements relevant to financial management consultancy project.
- LO2: Synthesise and apply appropriate methods and evidence to investigate the subject in a defined organisational context.
- LO3: Formulate a practical business response, plan, model or recommendation addressing identified requirements.
- LO4: Defend and evaluate outcomes, limitations, risks and opportunities for improvement.
- 1.1 Critically evaluate the principal concepts, terminology and frameworks relevant to the unit.
- 1.2 Examine how organisational context, stakeholders, ethics, sustainability and external influences affect practice.
- 2.1 Compile valid and authentic evidence demonstrating planning, implementation and professional decision making.
- 2.2 Maintain accurate records of objectives, activities, stakeholder input, risks, changes and results.
- 3.1 Formulate a coherent and feasible response aligned with organisational objectives and professional requirements.
- 3.2 Justify priorities, resources, controls, measures and implementation arrangements using relevant evidence.
- 4.1 Defend and evaluate actual or expected results against clear success criteria or performance measures.
- 4.2 Recommend realistic improvements and explain how learning can be transferred to future professional practice.
Indicative content:; - Problem definition; - Objectives; - Evidence gathering; - Project planning; - Stakeholder analysis; - Implementation; - Risk controls; - Performance measures; - Evaluation; - Reflection; - Recommendations
Assignment title: Applied Business Assignment – Financial Management Consultancy Project
Qualification context:
This assignment contributes to the Level 6 Diploma in Financial Management.
Vocational scenario:
You are acting as a business practitioner or junior consultant. An organisation has asked you to investigate a realistic issue connected with financial management consultancy project and provide a professional, evidence-based response.
Tasks:
1. Explain and analyse the relevant concepts, theories, terminology, professional requirements and organisational context.
2. Investigate a realistic organisation, department, project, market, dataset or case using suitable primary or secondary evidence. Explain the reliability and limitations of the evidence.
3. Develop a practical plan, model, framework, campaign, policy, business case, process improvement or strategic recommendation appropriate to the unit.
4. Evaluate likely or actual outcomes, risks, ethical implications, limitations, resources and measurable next steps.
Required evidence and submission guidance:
- A professional report or equivalent portfolio of 3,000–3,500 words, excluding references and appendices.
- Relevant supporting evidence such as calculations, records, policies, process maps, research tools, creative artefacts, dashboards, schedules or presentation slides.
- A reference list using Harvard referencing or the centre's approved referencing style.
- A short reflective statement explaining the learner's decisions and learning.
- Include authentic plans, logs, implementation evidence, feedback, results, reflection and a development plan.
Assessment conditions:
The work must address every learning outcome and assessment criterion. It must be the learner's own work and traceable to reliable sources. Real organisations may be used, but confidential or personal information must be anonymised. Assumptions must be stated and calculations checked. Recommendations must be realistic, ethical, inclusive, sustainable where relevant, and aligned with applicable local law and organisational policy. Appendices should contain supporting evidence only. Centres should use observation records, viva questions or authenticity declarations where authorship or practical competence requires confirmation.
Standard & Mature Entry Guidance
University & Professional Progression
Progression to Level 7 postgraduate study or senior professional roles.
Enrol in this Programme
Level 6 • 120 UK Credits
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