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Personal Financial Planning 1 FMGT 1810

Financial Management Course

International Fees

International fees are typically three times the amount of domestic fees. Exact cost will be calculated upon completion of registration.

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

Domestic fees

$535.28 - $549.03 See individual course offerings below for actual costs.

Course offerings

Winter 2024

Below are two offerings of FMGT 1810 for the Winter 2024 term.

CRN 40495

Duration

Wed Jan 10 - Wed Mar 27 (12 weeks)

  • 12 weeks
  • CRN 40495
  • Domestic fees $535.28
    International fees are typically three times the amount of domestic fees.
Class meeting times
Dates Days Times Locations
Jan 10 - Feb 07 Wed 17:30 - 20:30 Online
Feb 14 Wed 17:30 - 20:30 Downtown DTC Rm. 686
Feb 21 - Mar 20 Wed 17:30 - 20:30 Online
Mar 27 Wed 17:30 - 20:30 Downtown DTC Rm. 686
Instructor

David Rose

Course outline

View

Domestic fees

$535.28

Important information
  1. Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
  2. International fees are typically three times the amount of domestic fees. Exact cost will be calculated upon completion of registration.
  3. The following dates will be HELD IN-CLASS at the Downtown Campus. Mid-Term: Wednesday, February 14th (17:30 - 20:30) Final: Wednesday, March 27th (17:30 - 20:30). 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 if 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

In Progress

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

CRN 41406

Duration

Thu Jan 11 - Thu Mar 28 (12 weeks)

  • 12 weeks
  • CRN 41406
  • Domestic fees $549.03
    International fees are typically three times the amount of domestic fees.
Class meeting times
Dates Days Times Locations
Jan 11 - Mar 28 Thu 18:30 - 21:30 Burnaby SW03 Rm. 2765
Instructor

David Rose

Course outline

View

Domestic fees

$549.03

Important information
  1. Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
  2. International fees are typically three times the amount of domestic fees. Exact cost will be calculated upon completion of registration.
Status

In Progress

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

Spring/Summer 2024

Below are two offerings of FMGT 1810 for the Spring/Summer 2024 term.

CRN 26757

Duration

Wed Apr 10 - Wed Jun 26 (12 weeks)

  • 12 weeks
  • CRN 26757
  • Domestic fees $535.28
    International fees are typically three times the amount of domestic fees.
Class meeting times
Dates Days Times Locations
Apr 10 - May 08 Wed 17:30 - 20:30 Online
May 15 Wed 17:30 - 20:30 Downtown DTC Rm. 476
May 22 - Jun 19 Wed 17:30 - 20:30 Online
Jun 26 Wed 17:30 - 20:30 Downtown DTC Rm. 476
Instructor

David Rose

Course outline

Course outline TBD — see Learning Outcomes in the interim.

Domestic fees

$535.28

Important information
  1. Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
  2. International fees are typically three times the amount of domestic fees. Exact cost will be calculated upon completion of registration.
  3. The following dates will be HELD IN-CLASS at the Downtown Campus. Mid-Term: Wednesday, May 15th (17:30 - 20:30) Final: Wednesday, June 26th (17:30 - 20:30). The week of term start is extremely busy and as such students are advised to purchase the textbook prior to the first class.
Status

CRN 52585

Duration

Mon Jun 17 - Mon Jul 29 (7 weeks)

  • 7 weeks
  • CRN 52585
  • Domestic fees $549.03
    International fees are typically three times the amount of domestic fees.
Class meeting times
Dates Days Times Locations
Jun 17 - Jul 29 Mon, Thu 18:30 - 21:30 Burnaby SE06 Rm. 207
Instructor

David Rose

Course outline

Course outline TBD — see Learning Outcomes in the interim.

Domestic fees

$549.03

Important information
  1. Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
  2. International fees are typically three times the amount of domestic fees. Exact cost will be calculated upon completion of registration.
  3. Class WILL NOT be held on Monday, July 1st (Canada Day). Please note this is a condensed format. Late registrations will not be allowed.
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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