Course Overview
This is the concluding course in the Diploma program in personal Financial Planning. It is designed to provide students with an applied understanding of the principles and applications related to financial planning. It draws on subjects learned in the prerequisite courses and covers advanced topics and case studies designed to equip the student with the knowledge and skills necessary to advise individuals. The primary topics include: taxation, insurance and risk management, retirement planning, investments, ethics and estate planning.
Prerequisite(s)
Credits
5.5
- Not offered this term
- This course is not offered this term. Notify me to receive email notifications when the course opens for registration next term.
Learning Outcomes
Upon successful completion of FMGT 4830, the student will be able to:
- Combine their knowledge of cash management, risk management, retirement, investment, taxation, and estate planning to achieving a client's financial objectives.
- Develop and employ sophisticated strategies in a personal financial setting.
- Design, implement and support a comprehensive written financial plan targeted to a particular set of personal financial circumstances.
- Assess the requirements necessary to the successful operation, administration and management of a personal financial planning practice.
- Challenge the Financial Planner's Standards Council's professional examination leading to the Certified Financial Planner (CFP®) designation.
Effective as of Winter 2009
Related Programs
Comprehensive Financial Planning (FMGT 4830) is offered as a part of the following programs:
- Indicates programs accepting international students.
School of Business + Media
- Financial Management (Financial Planning)
Associate Certificate Part-time
- Financial Planning
Diploma Full-time
- Financial Planning
Diploma Part-time
Programs and courses are subject to change without notice. Find out more about BCIT course cancellations.