Full-time Diploma 5720diplt

Financial Planning

Note: New admission procedures. View summary of changes

The BCIT Financial Planning Diploma program provides students with the financial skills and knowledge necessary to provide personal financial advice in taxation, investments, estate, and retirement planning. You will create comprehensive personal financial plans, review investment vehicles, and complete a number of Canadian Securities Course (CSC) exams. Graduates can work in various roles at financial institutions, investment banks, and wealth management corporations.

BCIT Financial Planning students learn to:

  • Evaluate and analyze public company financial reports
  • Work with clients to build and manage a financial plan
  • Manage investment portfolios of stocks, bonds, and securities
  • Determine stock valuations and growth projections
  • Create corporate and personal tax saving strategies

Professional Designations

Graduates of the Financial Planning diploma program can pursue additional career building opportunities. Graduates are eligible to enter the following professional designation program:

Financial Planning Jobs & Careers

Graduates of the Financial Planning diploma program have the financial background to manage investment portfolios, recommend financial investments, and provide financial advice to individuals and families.

Entry-Level Positions:
  • Financial Planner
  • Financial Advisor
  • Investment Advisor
Mid-Level Positions:
  • Financial Services Manager
  • Manager, Wealth Management
  • Senior Financial Advisor
  • Investment Portfolio Manager

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.


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

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

Job Opportunities

Financial Planning: The Financial Planning program will be of interest to students who are interested in the retail side of financial planning. The objective of the program is to equip students with the basic skills and knowledge necessary to provide individual or personal financial advice in such areas as: taxation, investments, estate, and retirement planning.

See what BCIT grad and Certified Financial Planner Alim Dhanji has to say about the program and profession.

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:

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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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.