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 is one offering of FMGT 1810 for the Winter 2023 term.
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
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 Monday, Feb. 20th (Family Day).
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 2023
Below are two offerings of FMGT 1810 for the Spring/Summer 2023 term.
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
Course outline TBD — see Learning Outcomes in the interim.
Cost
$511.53
Important information
-
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
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
Course outline TBD — see Learning Outcomes in the interim.
Cost
$524.39
Important information
-
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
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.