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Personal Financial Planning 1 FMGT 1810

Financial Management Course

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

Fall 2022

Below is one offering of FMGT 1810 for the Fall 2022 term.

CRN 31782

Duration

Mon Sep 12 - Mon Dec 05 (12 weeks)

  • 12 weeks
  • CRN 31782
  • $524.39
Class meeting times
Dates Days Times Locations
Sep 12 - Nov 21 Mon 18:30 - 21:30 Burnaby SE06 Rm. 206
Nov 28 - Dec 05 Mon 18:30 - 21:30 Burnaby SE06 Rm. 204
Instructor

David Rose

Course outline

View

Cost

$524.39

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. Class WILL NOT be held on Monday, October 10th (Thanksgiving)
Status

In Progress

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

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
  1. 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
  1. 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

  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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