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Personal Financial Planning 1 FMGT 1810

Financial Management Course

Course details

Introduces student 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. This course is a college level credit course and the workload is commensurate with that level of difficulty. 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. For further information about earning the CFP designation, please visit fpcanada.ca/students-and-candidates/paths-to-certification

Prerequisite(s)

  • No prerequisites are required for this course.

Credits

3.0

Cost

$511.53 - $537.03 See individual course offerings below for actual costs.

Course offerings

Spring/Summer 2023

Below are two offerings of FMGT 1810 for the Spring/Summer 2023 term.

CRN 52585

Duration

Mon Jun 19 - Mon Jul 31 (7 weeks)

  • 7 weeks
  • CRN 52585
  • $524.39
Class meeting times
Dates Days Times Locations
Jun 19 - Jul 31 Mon, Thu 18:30 - 21:30 Burnaby SE06 Rm. 207
Instructor

David Rose

Course outline

View

Cost

$524.39

Important information
  1. Class WILL NOT be held on Monday, July 3rd (In lieu of Canada Day). Please note this is a condensed format. Late registrations will not be allowed.
Status

CRN 26757

Duration

Wed Apr 05 - Wed Jun 21 (12 weeks)

  • 12 weeks
  • CRN 26757
  • $511.53
Class meeting times
Dates Days Times Locations
Apr 05 - May 03 Wed 17:30 - 20:30 Online
May 10 Wed 17:30 - 20:30 Downtown DTC Rm. 476
May 17 - Jun 14 Wed 17:30 - 20:30 Online
Jun 21 Wed 17:30 - 20:30 Downtown DTC Rm. 476
Instructor

David Rose

Course outline

View

Cost

$511.53

Important information
  1. The following dates will be HELD IN-CLASS at the Downtown Campus: Midterm: Wednesday, May 10th Final: Wednesday, June 21st This is not a self-paced course. You will be expected to be available and online on the posted days and times shown on your registration schedule. It is important you have a stable and consistent internet connection to access course content. Course content, type and quality of assignments, and general standards for this online course are the same as classroom courses. To be successful in this online course, plan to spend 7-10 hours per week on your studies, or more of it’s a condensed course, starting Week 1. Important course information will be sent to your myBCIT account prior to your course start date. The week of term start is extremely busy and as such students are advised to purchase the textbook prior to the first class at either the Burnaby or downtown campus bookstores.
Status

In Progress

This course offering is in progress. Please check this page for other currently available offerings or subscribe to receive email updates.

Fall 2023

Below are two offerings of FMGT 1810 for the Fall 2023 term.

CRN 30770

Duration

Wed Sep 06 - Wed Nov 22 (12 weeks)

  • 12 weeks
  • CRN 30770
  • $523.28
Class meeting times
Dates Days Times Locations
Sep 06 - Oct 04 Wed 17:30 - 20:30 Online
Oct 11 Wed 17:30 - 20:30 Downtown DTC Rm. 385
Oct 18 - Nov 15 Wed 17:30 - 20:30 Online
Nov 22 Wed 17:30 - 20:30 Downtown DTC Rm. 385
Instructor

David Rose

Course outline

Course outline TBD — see Learning Outcomes in the interim.

Cost

$523.28

Important information
  1. The following dates will be HELD IN-CLASS at the Downtown Campus: Midterm: Wednesday, October 11th, and Final: Wednesday, November 22nd. This is not a self-paced course. You will be expected to be available and online on the posted days and times shown on your registration schedule. It is important you have a stable and consistent internet connection to access course content. Course content, type and quality of assignments, and general standards for this online course are the same as classroom courses. To be successful in this online course, plan to spend 7-10 hours per week on your studies, or more of it’s a condensed course, starting Week 1. Important course information will be sent to your myBCIT account prior to your course start date.
Status

CRN 31782

Duration

Thu Sep 07 - Thu Nov 23 (12 weeks)

  • 12 weeks
  • CRN 31782
  • $537.03
Class meeting times
Dates Days Times Locations
Sep 07 - Nov 23 Thu 18:30 - 21:30 Burnaby NE01 Rm. 412
Instructor

David Rose

Course outline

Course outline TBD — see Learning Outcomes in the interim.

Cost

$537.03

Important information
  1. N/A
Status

Learning Outcomes

Upon succesful completion of this course, the student will be able to:

  • Examine the basics of Financial Planning.
  • Use their new knowledge of financial planning concepts to work on their own financial problems.
  • Prepares the student to continue through the certificate program.

Effective as of Winter 2010

Related Programs

Personal Financial Planning 1 (FMGT 1810) is offered as a part of the following programs:

School of Business + Media

  1. Financial Management (Finance Option)
    Certificate Part-time
  2. Financial Management (Financial Planning)
    Associate Certificate Part-time
  3. Financial Planning
    Diploma Part-time

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