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 - $524.39 See individual course offerings below for actual costs.
Course offerings
Fall 2022
Below are two offerings of FMGT 1810 for the Fall 2022 term.
CRN 30770
Duration
Wed Sep 07 - Wed Nov 23 (12 weeks)
- 12 weeks
- CRN 30770
- $511.53
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Sep 07 - Nov 23 | Wed | 17:30 - 20:30 | Downtown DTC Rm. 385 |
Instructor
David Rose
Course outline
Cost
$511.53
Important information
- Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
Status
CRN 31782
Duration
Mon Sep 12 - Mon Dec 05 (12 weeks)
- 12 weeks
- CRN 31782
- $524.39
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Sep 12 - Dec 05 | Mon | 18:30 - 21:30 | Burnaby SE06 Rm. 206 |
Instructor
David Rose
Course outline
Cost
$524.39
Important information
- Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
-
Class WILL NOT be held on Monday, October 10th (Thanksgiving)
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
- Financial Management (Finance Option)
Certificate Part-time
- Financial Management (Financial Planning)
Associate Certificate Part-time
- Financial Planning
Diploma Part-time
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Programs and courses are subject to change without notice.