Financial Planning Part-time Associate Certificate 585iacert

BCIT Financial Planning Associate Certificate

The Associate Certificate in Financial Planning is a Financial Planning Standards Council (FPSC®) pre-approved Core Curriculum program and meets Certified Financial Planner® (CFP) program academic requirements.

Students writing the CFP exam are now subject to the new CFP program changes.

These changes require completion of FMGT 4911 - Capstone Course for CFP Certification, in addition to the previous ACFP program.

Program Entry

Application processing

Ongoing throughout the year.

Program declaration

To determine if the courses you intend to take will be applied towards a credential you must declare your program. This ensures that BCIT is aware of your intent to complete the program as it is currently outlined.

Program declaration enables you to declare a program of study and outline the courses you plan to complete to meet the program requirements. Program declaration also provides the opportunity to apply for transfer credit. Upon approval, a confirmation letter will be mailed to you outlining your program of study.

To declare your program, please submit the Part-time Program Declaration form [PDF]. This form is also available at Student Information and Enrolment Services. Please allow approximately six to eight weeks for processing.

Scheduled intakes

January, April and September

Costs & Supplies

Tuition fees

Please see the Part-time Studies Fees page for information on tuition fees and refunds.

Courses

Program matrix

Check current availability of courses for this program.

Required Courses: Credits
  BLAW 3100 Business Law 4.0
  ECON 1150 Economic Issues 3.0
  FMGT 1152 Accounting for the Manager 3.0
  FMGT 1810 Personal Financial Planning 1 3.0
  FMGT 3430 Taxation and Financial Planning 4.0
  FMGT 4620 Security Fundamentals 2.5
  FMGT 4810 Personal Financial Planning 2 3.0
  FMGT 4911 Capstone Course for CFP Certification 3.0

Note: Either FMGT 1810 or FMGT 1820 is required for the Associate Certificate in Financial Planning. For students working toward the Certified Financial Planner (CFP®) credential, FMGT 1810 must be taken.
 
Total Credits: 25.5

Check current availability of courses for this program.

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 location

Burnaby Campus
3700 Willingdon Avenue
Burnaby, BC

Downtown Campus
555 Seymour Street
Vancouver, BC

Graduating & Jobs

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

Graduate employment outcomes

The BCIT student outcomes reports present summary findings from the annual survey of former students administered by BC Stats one to two years after graduation. These reports combine the last three years of available results for the 2011-2013 BCIT Outcomes Surveys of 2010-2012 Graduates and for Degree 2009-2011 Graduates. The reports are organized into two-page summaries containing information on graduates' labour market experiences and opinions regarding their education. More detailed information can be accessed at the BC Student Outcomes website.

To view these results, you may need to have the Adobe Acrobat Reader installed in your Web browser.

Apply for graduation

Upon successful completion of all program requirements, complete an Application for BCIT Credential [PDF] and submit to Student Information and Enrolment Services.

Allow approximately six to eight weeks for processing.

All financial obligations to the Institute must be met prior to issuance of any credential.

Professional associations

The majority of Financial Management courses, and several courses offered by the Business Management, Operations Management and Computer Systems technologies, are transferable to the Chartered Accountants', the Certified General Accountants', and the Certified Management Accountants' educational programs. Financial Management courses are also recognized by the following additional professional organizations:

  • Institute of Advanced Financial Planners
  • Canadian Institute of Bookkeeping
  • Credit Institute of Canada
  • Credit Union Institute of Canada
  • Financial Planners Standards Council of Canada

You should contact their professional association for specific course credit confirmation.

Contact Us

Chris Gresat,
604-451-6937

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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