- 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
Spring/Summer 2024
Below are two offerings of FMGT 1810 for the Spring/Summer 2024 term.
CRN 52585
Duration
Mon Jun 17 - Mon Jul 29 (7 weeks)
- 7 weeks
- CRN 52585
- Domestic fees $549.03International 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
Domestic fees
$549.03
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.
- International fees are typically three times the amount of domestic fees. Exact cost will be calculated upon completion of registration.
-
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
CRN 26757
Duration
Wed Apr 10 - Wed Jun 26 (12 weeks)
- 12 weeks
- CRN 26757
- Domestic fees $535.28International 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
Domestic fees
$535.28
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.
- International fees are typically three times the amount of domestic fees. Exact cost will be calculated upon completion of registration.
-
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
In Progress
This course offering is in progress. Please check this page for other currently available offerings or subscribe to receive email updates.
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.
- Indicates programs with a co-op option.
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.