Course Overview
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
Prerequisite(s)
- No prerequisites are required for this course.
Credits
3.0
Domestic fees
$557.24 - $583.84 See individual course offerings below for actual costs.
International fees are typically 3.4 times the domestic tuition. Exact cost will be calculated upon completion of registration.
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:
- Indicates programs accepting international students.
School of Business + Media
- Financial Management (Finance Option)
Certificate Part-time
- Financial Management (Financial Planning)
Associate Certificate Part-time
- Financial Planning
Diploma Part-time
Course Offerings
Spring/Summer 2026
Below are two offerings of FMGT 1810 for the Spring/Summer 2026 term.
CRN 26757
Dates
Apr 08 - Jun 24 Loading
- CRN 26757
- $557.24 Domestic fees
Class meeting times
Duration
12 weeks
Instructor
Dave Rose
Course outline
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.
- The following dates will be HELD IN-CLASS at the Downtown Campus and are MANDATORY. Midterm: Wednesday, May 13, 2026 ( 17:30 - 20:30) and Final: Wednesday, June 24, 2026 (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. Attendance for the in-person exams/classes is MANDATORY. 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.
Confirmation
Required
To proceed with registration and add this course to the cart, please confirm:
Status
If you have any questions about this course, please contact us.
CRN 52585
Dates
Jun 18 - Jul 27 Loading
- CRN 52585
- $571.90 Domestic fees
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Jun 18 - Jul 27 | Mon, Thu | 18:30 - 21:30 | Burnaby SW03 Rm. 4725 |
Duration
7 weeks
Instructor
Dave Rose
Course outline
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.
Confirmation
Required
To proceed with registration and add this course to the cart, please confirm:
Status
If you have any questions about this course, please contact us.
Fall 2026
Below are two offerings of FMGT 1810 for the Fall 2026 term.
CRN 30770
Dates
Sep 09 - Dec 09 Loading
- CRN 30770
- $568.87 Domestic fees
Class meeting times
Duration
12 weeks
Instructor
Dave Rose
Course outline
Course outline TBD — see Learning Outcomes in the interim.
Important information
- Class WILL NOT be held on Wednesday, September 30th (National Day for Truth and Reconciliation), and Wednesday, November 11th (Remembrance Day). The following dates will be HELD IN-CLASS at the Downtown Campus and are MANDATORY. Mid-Term: Wednesday, October 21, 2026 (17:30 - 20:30) and Final: Wednesday, December 9, 2026 (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. 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.
Confirmation
Required
To proceed with registration and add this course to the cart, please confirm:
Status
If you have any questions about this course, please contact us.
CRN 31782
Dates
Sep 17 - Dec 03 Loading
- CRN 31782
- $583.84 Domestic fees
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Sep 17 - Dec 03 | Thu | 18:30 - 21:30 | Burnaby SW01 Rm. 2590 |
Duration
12 weeks
Instructor
Dave Rose
Course outline
Course outline TBD — see Learning Outcomes in the interim.
Confirmation
Required
To proceed with registration and add this course to the cart, please confirm:
Status
If you have any questions about this course, please contact us.
Programs and courses are subject to change without notice. Find out more about BCIT course cancellations.