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
$853.14
International fees are typically 3.4 times the domestic tuition. Exact cost will be calculated upon completion of registration.
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 2026
Below is one offering of FMGT 4810 for the Fall 2026 term.
CRN 30773
Dates
Sep 15 - Dec 08 Loading
- CRN 30773
- $853.14 Domestic fees
Class meeting times
Duration
13 weeks
Instructor
Pamela Maclean
Course outline
Course outline TBD — see Learning Outcomes in the interim.
Important information
- The following dates will be HELD IN-CLASS at the Burnaby Campus and is MANDATORY: Midterm: Tuesday, October 27, 2026 (18:00 - 21:30), Midterm Debrief: Tuesday, November 3, 2026 (18:00 - 21:30) and Final: Tuesday, December 8, 2026 (18:00 -21:30) 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
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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.