Course Overview
Introduces students to the fundamental principles important to the discipline of personal Financial Planning. Students will acquire an understanding of the concepts and applications associated with financial planning, and the analysis of various financial situations. This course covers the basic issues to be considered in building a sound program to achieve long term financial goals. Topics include cash and debt management, insurance, investments and portfolio management, wills, estates, and tax planning.
- 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 3830, the student will be able to:
- Identify the process of setting personal financial goals and outline how this fits into the personal financial planning process.
- Describe, in detail, the steps in the personal financial planning process.
- Evaluate the role of the key components of cash and debt management, risk management, retirement planning, estate planning, tax planning, and investment planning within a financial plan.
- Assess the framework within which to assemble a personal financial plan.
- Outline the regulatory, ethical and legal framework affecting the practice of personal financial planning.
Effective as of Fall 2008
Related Programs
Fundamentals of Financial Planning (FMGT 3830) is offered as a part of the following programs:
- Indicates programs accepting international students.
School of Business + Media
- 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.