- International Fees
International fees are typically 3.25 times the domestic tuition. Exact cost will be calculated upon completion of registration.
Course Overview
This course covers advanced topics and also draws on subjects learned in the six prerequisite courses of the Associate Certificate in Financial Planning program. A combination of lectures, discussions and case studies provide for an interesting course for individuals interested in pursuing a career in financial planning and/or preparing to write the CFP exam. 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)
Credits
3.0
Domestic fees
$835.92
Learning Outcomes
Upon successful completion of this course, the student will be able to:
- Be able to use their knowledge of tax, retirement, estate planning, cash management, investment and risk management to develop and implement a comprehensive written plan that will achieve their own or a client's overall financial objectives.
- Have fulfilled the academic eligibility requirements to write the Financial Planners Standards Council's professional proficiency examination leading to the Certified Financial Planner (CFP) designation.
Effective as of Winter 2010
Related Programs
Personal Financial Planning 2 (FMGT 4810) 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 Planning
Diploma Part-time
Course Offerings
Fall 2025
Below is one offering of FMGT 4810 for the Fall 2025 term.
CRN 30773
Dates
Sep 02 - Dec 09 Loading
- CRN 30773
- $835.92 Domestic fees
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Sep 02 - Oct 07 | Tue | 18:00 - 21:30 | Online |
| Oct 14 | Tue | 18:00 - 21:30 | Burnaby SE06 Rm. 114 |
| Oct 21 | Tue | 18:00 - 21:30 | Burnaby SE06 Rm. 104 |
| Oct 28 | Tue | 18:00 - 21:30 | Burnaby SE06 Rm. 114 |
| Nov 04 - Nov 18 | Tue | 18:00 - 21:30 | Online |
| Nov 25 | Tue | 18:00 - 21:30 | Burnaby SE06 Rm. 114 |
| Dec 02 | Tue | 18:00 - 21:30 | Online |
| Dec 09 | Tue | 18:00 - 21:30 | Burnaby SE06 Rm. 104 |
Duration
13 weeks
Instructor
Pamela Maclean
Course outline
Course outline TBD — see Learning Outcomes in the interim.
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 3.25 times the domestic tuition. Exact cost will be calculated upon completion of registration.
- The following dates will be HELD IN-CLASS at the Burnaby Campus and are MANDATORY. Class 6: Tuesday, October 14, 2025 (18:30 – 21:30),Mid-Term: Tuesday, October 21, 2025 (18:00 – 21:30), Midterm debrief: Tuesday, October 28, 2025 (18:00 – 21:30), Class 11: Tuesday, November 25, 2025 (18:30 – 21:30) and Final: Monday, December 9, 2025 (18:00 – 21:30). Class WILL NOT be held on Tuesday, September 30th (National Day for Truth and Reconciliation), and Tuesday, November 11th (Remembrance Day).
Status
Programs and courses are subject to change without notice.