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
Winter 2023
Below are two offerings of FMGT 1810 for the Winter 2023 term.
CRN 40495
Duration
Wed Jan 04 - Wed Mar 22 (12 weeks)
- 12 weeks
- CRN 40495
- $511.53
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Jan 04 - Mar 22 | Wed | 17:30 - 20:30 | Downtown DTC Rm. 462 |
Instructor
David Rose
Course outline
Course outline TBD — see Learning Outcomes in the interim.
Cost
$511.53
Important information
-
The week of term start is very busy and students are advised to purchase the textbook prior to the first class either online or at the Burnaby Campus.
Status
CRN 41406
Duration
Mon Jan 09 - Mon Apr 03 (12 weeks)
- 12 weeks
- CRN 41406
- $524.39
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Jan 09 - Apr 03 | Mon | 18:30 - 21:30 | Burnaby SW01 Rm. 2016 |
Instructor
David Rose
Course outline
Course outline TBD — see Learning Outcomes in the interim.
Cost
$524.39
Important information
-
Class WILL NOT be held Monday, Feb. 20th (Family Day).
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.