Program Alert - BCIT is making changes to our Associate Certificate
in Financial Planning, with the changes tentatively taking effect in
January 2009.
Students who have declared their intention to pursue the
current Associate Certificate in Financial Planning program by April
2009, by completing a Part-time Studies Program Application form, will have until June 2010 to complete their remaining courses.
Any students who have not declared their intentions via a
Part-time Studies Program Application form by April 2009 will be
subject to the new program requirements.
Associate Certificate in Financial Planning approved program
students seeking to complete the Financial Standards Planning Council's
(FSPC) Certified Financial Planner® (CFP) program are advised that
changes to the CFP program will be implemented July 1, 2010. In order
to qualify to write the CFP Examination under the current requirements,
students need to successfully complete BCIT's ACFP program (before the
Program Completion Date) and write and successfully pass the existing
CFP Examination no later than June 2010. Students unable to complete
the CFP program requirements prior to July 1, 2010 will need to
complete the CFP program based on the updated requirements. For more
information on the proposed changes to the CFP program please visit the
FSPC CFP website.
BCIT and the Institute of Advanced Financial Planning (IAFP),
formerly the Canadian Association of Financial Planners, designed this
program of studies leading to the BCIT Associate Certificate in
Financial Planning. Graduates of this program have achieved the
educational prerequisites necessary to pursue the professional
financial planning designation CFP (Certified Financial Planner®),
awarded by the Financial Planners Standards Council of Canada. To
obtain further information about becoming a CFP, graduates should
contact the FPSC directly.
program entry
Program approval
To determine if the courses you intend to take will be applied towards a credential you must apply for Program Approval.
Program approval enables you to declare a program of study and outline the courses you plan to complete to meet program requirements. Program approval 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 apply for program approval, please submit the Part-time Studies Application for Program Approval [PDF, 566 KB]. This form is also available at Student Information and Enrolment Services. Please allow approximately six to eight weeks for processing.
courses
Program matrix
Required Courses:
Credits
BLAW 3100
Business Law
Presents a practical study of Canadian business law, including the legal and administrative systems, torts, contracts, sale of goods and consumer protection, secured transactions, employment, agency and business organizations. Participation in this course, taught by lawyers, prepares you to recognize and feel comfortable with the legal aspects of doing business.
Presents the influential concepts of both micro and macroeconomics and, in a student-based learning environment, assists you in applying these notions to your career. A professional economist will work with you in discovering the laws of supply and demand, consumer decision-making, producer profit maximization, competition and monopoly regulation in microeconomics. Use of fiscal, monetary and exchange rate policy to influence unemployment, inflation and economic growth is also covered. Familiarization with spreadsheets is strongly recommended for those intending to register in the Internet delivery section.
Covers the accounting function and the services it provides to the manager. Topics include how to interpret statements, reports, budgets, etc., in managerial decision-making. PLEASE READ THE FOLLOWING IMPORTANT PROGRAM INFORMATION: BCIT is making changes to our Associate Certificate in Financial Planning, with the changes tentatively taking effect in January 2009. Students who have declared their intention to pursue the current Associate Certificate in Financial Planning program by April 2009 - by completing a Part-time Studies program Application Form - will have until December 2010 to complete their remaining courses. Any students who have not declared their intentions via a Part-time Studies Program Application form by April 2009 may be subject to the new program requirements.
Introduces students to the field of personal financial planning. Covers the issues to be considered in building a sound program to achieve long term financial goals. Topics include money management, insurance, investments and portfolio distribution, wills, estates, pension management and tax planning. PLEASE READ THE FOLLOWING IMPORTANT PROGRAM INFORMATION: BCIT is making changes to our Associate Certificate in Financial Planning, with the changes tentatively taking effect in January 2009. Students who have declared their intention to pursue the current Associate Certificate in Financial Planning program by April 2009 by completing a Part-time Studies program Application Form, will have until December 2010 to complete their remaining courses. Any students who have not declared their intentions via a Part-time Studies Program Application form by April 2009 may be subject to the new program requirements.
Provides an overview of Canada's capital markets. Includes a review of securities, international funds, insurance aspects and other financial institutions. Emphasizes portfolio input from a financial planning perspective. Students are expected to have a working knowledge of accounting. PLEASE READ THE FOLLOWING IMPORTANT PROGRAM INFORMATION: BCIT is making changes to our Associate Certificate in Financial Planning, with the changes tentatively taking effect in January 2009. Students who have declared their intention to pursue the current Associate Certificate in Financial Planning program by April 2009 by completing a Part-time Studies program Application Form, will have until December 2010 to complete their remaining courses. Any students who have not declared their intentions via a Part-time Studies Program Application form by April 2009 may be subject to the new program requirements.
Provides the financial planner with a good understanding of the general rules of taxation. Topics include determination of residency, income, application of CCA and the taxation of capital gains. PLEASE READ THE FOLLOWING IMPORTANT PROGRAM INFORMATION: BCIT is making changes to our Associate Certificate in Financial Planning, with the changes tentatively taking effect in January 2009. Students who have declared their intention to pursue the current Associate Certificate in Financial Planning program by April 2009 by completing a Part-time Studies program Application Form, will have until December 2010 to complete their remaining courses. Any students who have not declared their intentions via a Part-time Studies Program Application form by April 2009 may be subject to the new program requirements. Prerequisites: FMGT 1152 or FMGT 2100 or FMGT 2190
This is the concluding course in the Associate Certificate program in personal financial planning. It covers advanced topics and also draws on subjects learned in the six prerequisite courses. PLEASE READ THE FOLLOWING IMPORTANT PROGRAM INFORMATION: BCIT is making changes to our Associate Certificate in Financial Planning, with the changes tentatively taking effect in January 2009. Students who have declared their intention to pursue the current Associate Certificate in Financial Planning program by April 2009 by completing a Part-time Studies program Application Form, will have until December 2010 to complete their remaining courses. Any students who have not declared their intentions via a Part-time Studies Program Application form by April 2009 may be subject to the new program requirements.
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.
The following link takes you to graduate outcome survey results containing mostly labour market results from the 2007-2009 BCIT Outcomes Surveys of 2006-2008 Graduates. Note: The survey results will be displayed in a separate browser window. To view these results, you need to have the Adobe Acrobat Reader installed in your Web browser.
Upon successful completion of all program requirements, complete an Application for BCIT Credential [PDF, 561 KB] 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 Administrative 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:
Canadian Association of Financial Planners
Canadian Institute of Bookkeeping
Credit Institute of Canada
Credit Union Institute of Canada
Financial Planners Standards Council of Canada
Institute of Chartered Secretaries and Administrators
Trust Companies Institute of Canada
You should contact their professional association for specific course credit confirmation.