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Personal Financial Planning 2 FMGT 4810

Financial Management Course

Course details

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






Course offerings

Winter 2023

Below is one offering of FMGT 4810 for the Winter 2023 term.

CRN 42807


Wed Jan 04 - Wed Mar 29 (13 weeks)

  • 13 weeks
  • CRN 42807
  • $773.19
Class meeting times
Dates Days Times Locations
Jan 04 - Feb 08 Wed 18:00 - 21:30 Online
Feb 15 Wed 18:00 - 21:30 Burnaby SE06 Rm. 207
Feb 22 - Mar 22 Wed 18:00 - 21:30 Online
Mar 29 Wed 18:00 - 21:30 Burnaby SW01 Rm. 2030

Pamela Maclean

Course outline

Course outline TBD — see Learning Outcomes in the interim.



Important information
  1. The following dates will be HELD IN-CLASS at the Burnaby Campus: Midterm: February 15th Final: March 29th 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. 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 of it’s a condensed course, starting Week 1. Important course information will be sent to your myBCIT account prior to your course start date.

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:

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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