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
Below is one offering of FMGT 4810 for the Fall 2022 term.
Tue Sep 06 - Tue Nov 29 (13 weeks)
- 13 weeks
- CRN 30773
Class meeting times
|Sep 06 - Nov 22||Tue||18:00 - 21:30||Online|
|Oct 18||Tue||18:00 - 21:00||Burnaby|
|Nov 29||Tue||18:00 - 21:30||Burnaby|
Course outline TBD — see Learning Outcomes in the interim.
- Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
The following dates will be HELD IN-CLASS at the Burnaby Campus: Midterm: October 18th; Final: November 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
This course offering has been cancelled. Please check back next term or subscribe to receive email updates.
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
Personal Financial Planning 2 (FMGT 4810) is offered as a part of the following programs:
School of Business + Media
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Programs and courses are subject to change without notice.