Full-time Diploma 5720diplt

Financial Planning

Note: New admission procedures. View summary of changes
The demand for qualified financial planners is high, so if you’re interested in investments and working with people, this diploma program can help you move into a successful, rewarding career.

By focusing your training at BCIT in this two-year diploma program, you’ll be 100% prepared to start work in investment and financial planning upon graduation. And with our strong mentorships, networking opportunities, and focus on practical, useable skills, many students have job offers even before graduation.

About the Financial Planning program

  • Two-year, full-time program
  • Focused on practical training for financial and investment planning and advising
  • Strong industry connections and networking opportunities
  • After graduation, transition to the workforce or apply to complete your Bachelor of Business Administration degree at BCIT with full-time or part-time evening courses
Find more details of how you’ll be prepared for success upon graduation in the Program Details.

Who should apply for the Financial Planning Diploma?

This program might be right for you if you:
  • Are service-focused
  • Enjoy interacting with people
  • Have high emotional intelligence
  • Have an interest in investments
  • Enjoy forecasting and problem solving
If any of these sound like you, visit the Program Entry page today to apply.

Your experience matters

Do you already have work experience or coursework from another school? If so, you might qualify for course credits to help accelerate your training. Check to see whether your experience qualifies you for advanced placement.

What grads can do

In this program, you’ll focus on the practical, usable skills you’ll need for a successful career in investments and financial planning. As part of your training, you’ll also have exposure to industry leaders through mentorship and with your own financial plan presentation.

Upon graduation, you’ll be 100% ready to begin working in the industry. You’ll also have the option to continue your education with BCIT’s Bachelor of Business Administration degree. Working towards the Chartered Financial Analyst designation is also possible.

Learn more about the variety of opportunities at the Graduating and Jobs page.

Accredited Program

This program is accredited by the Accreditation Council for Business Schools and Programs (ACBSP).

Program Entry

Application processing

Open to applications beginning November 1st (or next business day)

Entrance requirements

Applicants must meet all entrance requirements and will be accepted on a first qualified basis as long as space remains.

Read more about how to meet BCIT’s entrance requirements

Recommended for success

  • It is strongly recommended that you assess your fundamental mathematical skills. The Mathematics Self-Diagnostic Test [PDF] is voluntary. If you find these problems difficult, we strongly recommend that you attend OPMT 0199. You should be able to do this exercise in about an hour, after which you should compare your answers with the correct ones supplied. If you scored less than 20 out of 26 correct, you should seriously consider upgrading your mathematical skills.

Advanced Placement

You may be eligible to apply to an advanced level of the program through 1. re-admission or 2. direct entry. The following applies to all advanced placement applicants:

  • Complete applications: you must show proof of completing all requirements (proof of registration is acceptable for advanced placement applicants) to be considered.
  • Competitive entry: if the number of applications exceeds available seats, BCIT will accept those deemed to have the best opportunity for success.
  • Acceptance based on seat availability: confirmation may not be available until approximately one week before the term begins.
  1. Re-admission: Have you completed part of this program at BCIT and want to apply to an advanced level?

    Applications are accepted throughout the year. You must submit the Course-by-Course Self-Assessment form [PDF] with your application.

  2. Direct Entry: Are you new to this program but have completed an equivalent part of it at BCIT or elsewhere and want to apply to an advanced level?

    BCIT accepts complete applications starting:

    • February 1st for level 2 (January start)
    • November 1st for level 3 (September start)

    You must submit the Course-by-Course Self-Assessment form [PDF] and proof of meeting the entrance requirements with your online application. View the Direct Entry sheet [PDF] for details.

Transfer Credit

Do you have credits from another post-secondary school?

Transfer credit may be granted for courses completed at BCIT or another post-secondary institution where the learning outcomes duplicate those of the BCIT course. As per Admission Procedure 5003-PR1, the department reserves the right to determine the granting of credit where appropriate.

Applications will be accepted up to day 14 of the term; an official transcript and a course outline where appropriate must be provided (or be on file with BCIT) to process the request. A maximum of two courses per level are eligible for credit through this process.

Apply to program

BCIT only accepts complete applications. In order to apply:

  • Include proof of meeting all entrance requirements prior to submission
  • Convert all transcripts and supporting documents to PDF files
  • Have a credit card ready to pay the application fee
Apply Now

You can check the status of your application online at any time using the Student Information System.

Scheduled intakes

September each year.


Within 2 business days of submitting your completed application, BCIT will send a message to your personal e-mail and your myBCIT e-mail address. All correspondence about your application will be posted to your online myCommunication account at my.bcit.ca. We'll send you an email when a new message is posted. It's important to watch for these emails, or regularly check your account online.

You can expect to receive communication concerning the status of your application within 4 weeks.

Costs & Supplies

Tuition fees

Please see the Fees, Payments and Refunds section of the website for information on full-time tuition fees.

Books and supplies

Level 1: $542; Level 2: $388; Level 3: $981; Level 4: $758
(General estimated cost, subject to change)

Financial assistance

Financial assistance may be available for this program. For more information, please contact Student Financial Aid and Awards.


In this two-year diploma program, you’ll learn the essential skills you need for your career with hands-on practice with working financial professionals. As part of your studies, you’ll develop your own complete financial plan and present it to industry leaders and study topics like microeconomics, taxation, enterprise finance, security analysis and more.

Program matrix

Level 1 (15 weeks) Credits
  BSYS 1000 Business Information Systems 3.0
  COMM 1100 Business Communication 1 3.0
  ECON 2100 Microeconomics 3.0
  FMGT 1105 Accounting 1 for Financial Management 5.0
  MKTG 1102 Essentials of Marketing 3.0
  OPMT 1110 Business Mathematics 4.0
  ORGB 1100 Organizational Behaviour 3.0

Students must achieve a grade of 65 per cent or better in FMGT 1105; or, a grade of 70 per cent or better in FMGT 1100 in order to take FMGT 2105.

Level 2 (20 weeks) Credits
  BLAW 3100 Business Law 4.0
  BSYS 2050 Business Data Analytics* 2.0
  BSYS 2060 Business Data Management* 2.0
  BUSA 2100 Principles of Management* 2.0
  COMM 2200 Business Communication 2 4.0
  ECON 2200 Macroeconomics 4.0
  FMGT 2105 Accounting 2 for Financial Management 6.5
  FMGT 2540 Working Capital Management* 2.5
  FMGT 2710 Computerized Accounting* 2.0
  OPMT 1130 Business Statistics 5.5
*denotes a half-term course
Level 3 (15 weeks) Credits
  FMGT 3130 Financial Statement Analysis 1 4.0
  FMGT 3210 Cost/Managerial Accounting 1 4.0
  FMGT 3410 Taxation 1 4.0
  FMGT 3510 Finance 1 4.0
  FMGT 3610 Security Analysis 1 4.0
  FMGT 3830 Fundamentals of Financial Planning 4.0
Level 4 (20 weeks) Credits
  FMGT 4130 Financial Statement Analysis 2 5.5
  FMGT 4410 Taxation 2 5.5
  FMGT 4510 Finance 2 5.5
  FMGT 4520 Enterprise Finance* 2.5
  FMGT 4535 Financial Services* 2.5
  FMGT 4610 Security Analysis 2* 2.5
  FMGT 4720 Advanced Computer Applications 2 for Finance* 2.5
  FMGT 4830 Comprehensive Financial Planning 5.5
  FMGT 4911 Capstone Course for CFP Certification* 3.0
*denotes a half-term course
Total Credits: 117.5

Transfer credit

Do you have credits from another BC/Yukon post-secondary school? Do you want to know if they transfer to courses here at BCIT? Check out BCIT's Transfer Equivalency Database to find out.

Program Details

This program is designed by working professionals to prepare you for a career in financial and investment planning. By focusing your training on the necessary, applicable skills you’ll need daily in the finance industry, you’ll graduate with the knowledge and confidence to secure and excel at a job in financial planning. As part of the program, you’ll study in-class as well as with hands-on practice by working with successful mentors and developing your own financial plan to present to industry leaders. You’ll also graduate having written and passed Canadian Securities Institute exam to prepare you and your resume for success.

Program length

Two years, full-time

Additional program options


Students who choose the Financial Planning program will write the Canadian Securities Course (CSC) examinations while they are students at BCIT. Successful completion is a mandatory step for anyone considering a career in the field of financial planning, or indeed in any aspect of the investment world. In addition, it is a prerequisite course for all other courses and programs offered by the Canadian Securities Institute (CSI). As well, the Personal Financial Planning Course (PFPC) offered by the CSI is included in this program.

Many of the individual courses in this program are eligible for transfer/credit to the professional accounting bodies.

The Financial Planning option is accredited by the Financial Planning Standards Council of Canada; it meets the academic prerequisites necessary to be permitted to write the Certified Financial Planners (CFP) national examinations.

Program location

Burnaby Campus
3700 Willingdon Avenue
Burnaby, BC

Continue your education

Degree Completion

The Financial Management department offers an Accounting degree completion program to those who already have an Accounting, Finance, or Financial Planning diploma or equivalent. Please see our Accounting Bachelor of Technology program for more information.

Universities will give credit for subjects taken in the program to those students who wish to continue their training and qualify for a university degree. Block transfer credit arrangements are in effect with Thompson River University, Simon Fraser University, the University of Northern British Columbia, Royal Roads University and Lakehead University.

Graduating & Jobs

Your training at BCIT includes mentorships with industry leaders and a portfolio of your own complete financial plan that you’ll present. This exposure to potential employers and mentors gives our students a unique opportunity to improve their skills and also secure jobs to begin upon graduation.

Some job opportunities for grads include:
  • Financial Planner
  • Financial Advisor
  • Investment Advisor
  • Assistant Financial Planner
With experience, grads can move on to become:
  • Financial Service Manager
  • Senior Financial Advisor
  • Branch Manager
  • Independent Advisor
You’ll also be able to start work as a financial planner and pursue your CFP immediately, or continue on to complete your bachelor’s degree, and from there, continue on to do a CFP and a CFA. This diploma program recognized at many universities for block credit transfers.

Advanced Placement

Do you have a degree, diploma, or completed a substantial amount of post-secondary courses? You may qualify for advanced placement into the Financial Planning program. Students that qualify for advanced placement can enter the program in the middle of first year depending on the number of transfer credits received.

Acceptance into advanced placement is dependent on a number of factors including: seat availability, course transfer credits, and the number of applications received. Most applicants are required to complete additional course work before entering their desired program. Early application is strongly recommended.

Entry into the middle of Year 1 (January)

  • Application process opens on February 1st*

Entry into the start of Year 2 (September)

  • Application process opens on November 1st*

*or next business day

When applying for advanced placement, you must submit the Course-by-Course Self-Assessment form [PDF] with your online application.

For more information about eligibility requirements and the application process, please download the Financial Planning Advanced Placement Guide [PDF].

Graduate Certificate in Business Administration

The BCIT Graduate Certificate in Business Administration is also a viable option for students that have completed a bachelor's degree. This is an eight month full-time program that leads into a number of international MBA programs.

Contact Us

Debbie Flynn
Administrative Assistant
604-432-8571 | Debbie_Flynn@bcit.ca

Patrick Wolfe
Program Head, Financial Planning
604-431-4965 | Patrick_Wolfe@bcit.ca

Contact a Program Advisor with the BCIT program name in the subject line if you have a question about:
  • Program selection and program planning
  • Applying for transfer credit and advanced placement
  • Job placement and graduate outcomes
  • Student life

Questions or comments?

Please ensure you have reviewed the detailed information on this site, using the navigation to the right, before submitting the form below.

As well, if you meet any of the following criteria, please follow the links for more information, instead of sending the form:

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The personal information on this form is collected under the authority of the College and Institute Act (RSBC 1996, Ch.52). BCIT will use this information to communicate with you regarding relevant BCIT programs, courses and services. This information is only used by authorized BCIT staff. Email communication sent to and from BCIT is routed through the United States of America. If you have any questions about BCIT's collection and use of this information, please contact BCIT’s manager of Freedom of Information and Protection of Privacy.

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As a graduate of the BCIT Financial Management program, I had the educational foundation to obtain further professional designations, and have utilized the skills gained at BCIT to build a successful financial advisory and investment management practice. As an employer, I hire BCIT graduates almost exclusively, as I am assured that they have the knowledge, worth ethic, and discipline to become a successful member of our industry.

Dylan Reece, DiplT, CFP, CLU, CIM. Financial Advisor & Associate Portfolio Manager, Nicola Wealth Management


BCIT instructors were some of my biggest influencers with regards to my understanding of the markets. They taught us about Security Analysis and helped us pass the CSC. Their lively and graphic presentations really helped instil wonder and interest in otherwise complex financial concepts.
Paul Michael Tan, CFA, student in the Bachelor of Technology in Accounting program


BCIT’s Financial Management Diploma marked the beginning of my finance education and prepared me to complete both a Bachelor's and a Master’s degree. It also contributed significantly to my passing all three levels of the CFA Program. I couldn’t think of a better educational institution to launch a CFA-based program, as the practical nature of BCIT teaching is ideally suited to the CFA curriculum.

Tyler Folliott, Trader, Equity Investments, BC Investment Management Corporation. Financial Planning diploma alumni 2002.