British Columbia Institute of Technologywww.bcit.ca/study/courses/fmgt1810

BCIT

FMGT 1810 - Personal Financial Planning 1

Financial Management Part-time Studies Course

School of Business

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 www.fpsc.ca/beaplanner/

Credits

3.0

Cost

$472.91 - $488.85 See individual course offerings below for actual costs.

Fall 2018

Below are two offerings of this course for the Fall 2018 term.

CRN 31782

Mon Sep 10 - Mon Dec 10 12 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 10 - Dec 10 Mon 18:30 - 21:30 BBY SE12 Rm. 313

Instructor

David Rose

Course Outline

Cost

$480.05

Notes

  1. No class October 8 or November 12 due to stat holiday.

This course offering is in progress. Please check back next term or subscribe to receive email updates.

In Progress

CRN 30770

Wed Sep 12 - Wed Nov 28 12 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 12 - Nov 28 Wed 17:30 - 20:30 DTC Rm. 810

Instructor

David Rose

Course Outline

Cost

$472.91

This course offering is in progress and full. Please check back next term or subscribe to receive email updates.

In Progress and Full

Winter 2019

Below are two offerings of this course for the Winter 2019 term.

CRN 41406

Mon Jan 07 - Mon Apr 01 12 Weeks

Class Meeting Times

Dates Days Times Locations
Jan 07 - Apr 01 Mon 18:30 - 21:30 BBY SW01 Rm. 2016

Instructor

David Rose

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$488.85

Notes

  1. Class WILL NOT be held Monday, Feb. 18th (Family Day)

This course offering is full. Please check back next term or subscribe to receive email updates.

Full

CRN 40495

Wed Jan 09 - Wed Mar 27 12 Weeks

Class Meeting Times

Dates Days Times Locations
Jan 09 - Mar 27 Wed 17:30 - 20:30 DTC Rm. 472

Instructor

TBD

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$481.71

Notes

  1. The week of term start is very busy and students are advised to purchase the textbook prior to the first class at either the Burnaby or Downtown Campus.

This course offering is full. Please check back next term or subscribe to receive email updates.

Full

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

FMGT 1810 is offered as a part of the following programs:

School of Business

  1. Financial Management (Financial Planning)
    Part-time   Associate Certificate
  2. Financial Management (Finance Option)
    Part-time   Certificate
  3. Financial Planning
    Part-time   Diploma

Books & Supplies

The BCIT bookstore carries textbooks, general reference books, software, and stationery. Please visit bcit.ca/bookstore for more information.

Fall 2018

Books for Fall 2018 offerings of this course are available in the following BCIT online bookstores. Please choose the bookstore appropriate for the offering you are considering.

BCIT Downtown Campus Bookstore

If you are taking this course at the BCIT Downtown Campus (DTC), please purchase books for this course at the BCIT Downtown Campus Bookstore.

Image not available
Cei Digital: Mylab Finance W Etext For Personal Finance, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 1919
Binding Digital Version
ISBN 978-0-13477-982-9
Price $95.00
Choose One

Image not available
Personal Financew Mylab & Etext, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 1919
Binding Kit/Set/Package
ISBN 978-0-13485-201-0
Price $159.95
Choose One

Image not available
Tax Planning For You And Your Family, 2018
Author Kpmg
Copyright 2017
Binding Paperback
ISBN 978-0-77987-829-1
Price $29.95
Optional

BCIT Burnaby Bookstore

If you are taking this course, but are not taking it through either Distance Education or Online Learning, nor at the BCIT Downtown Campus (DTC), please purchase books for this course at the BCIT Burnaby Bookstore.

Image not available
Cei Digital: Mylab Finance W Etext For Personal Finance, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 1919
Binding Digital Version
ISBN 978-0-13477-982-9
Price $95.00
Choose One

Image not available
Personal Financew Mylab & Etext, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 1919
Binding Kit/Set/Package
ISBN 978-0-13485-201-0
Price $159.95
Choose One

Image not available
Tax Planning For You And Your Family, 2018
Author Kpmg
Copyright 2017
Binding Paperback
ISBN 978-0-77987-829-1
Price $29.95
Optional

Winter 2019

Books for Winter 2019 offerings of this course are available in the following BCIT online bookstores. Please choose the bookstore appropriate for the offering you are considering.

BCIT Downtown Campus Bookstore

If you are taking this course at the BCIT Downtown Campus (DTC), please purchase books for this course at the BCIT Downtown Campus Bookstore.

Image not available
Cei Digital: Mylab Finance W Etext For Personal Finance, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 1919
Binding Digital Version
ISBN 978-0-13477-982-9
Price $95.00
Choose One

Image not available
Personal Financew Mylab & Etext, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 1919
Binding Kit/Set/Package
ISBN 978-0-13485-201-0
Price $159.95
Choose One

Image not available
Tax Planning For You And Your Family 2019
Author Kpmg
Copyright 2018
Binding Paperback
ISBN 978-0-77988-598-5
Price $29.95
Optional

BCIT Burnaby Bookstore

If you are taking this course, but are not taking it through either Distance Education or Online Learning, nor at the BCIT Downtown Campus (DTC), please purchase books for this course at the BCIT Burnaby Bookstore.

Image not available
Cei Digital: Mylab Finance W Etext For Personal Finance, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 1919
Binding Digital Version
ISBN 978-0-13477-982-9
Price $95.00
Choose One

Image not available
Personal Financew Mylab & Etext, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 1919
Binding Kit/Set/Package
ISBN 978-0-13485-201-0
Price $159.95
Choose One

Image not available
Tax Planning For You And Your Family 2019
Author Kpmg
Copyright 2018
Binding Paperback
ISBN 978-0-77988-598-5
Price $29.95
Optional

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