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

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BCIT

FMGT 1810 - Personal Financial Planning 1

Financial Management Part-time Studies Course

School of Business + Media

To support you and your education, BCIT is adapting applied learning in formats appropriate to the unfolding global situation. All PTS classes are being delivered in an online format unless you are notified otherwise.

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 fpcanada.ca/students-and-candidates/paths-to-certification

Credits

3.0

Cost

$491.95 - $501.95 See individual course offerings below for actual costs.

Fall 2020

Below are two offerings of this course for the Fall 2020 term.

CRN 30770

Wed Sep 09 - Wed Dec 02 12 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 09 - Dec 02 Wed 17:30 - 20:30 DTC Online Delivery

Instructor

David Rose

Course Outline

Cost

$491.95

Notes

  1. Class WILL NOT be held on November 11th (Remembrance Day)

This course offering is in progress. Please check this page for other currently available offerings or subscribe to receive email updates.

In Progress

CRN 31782

Mon Sep 14 - Mon Dec 07 12 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 14 - Dec 07 Mon 18:30 - 21:30 BBY Online Delivery

Instructor

David Rose

Course Outline

Cost

$501.95

Notes

  1. No class October 12 due to stat holiday.

This course offering is in progress. Please check this page for other currently available offerings or subscribe to receive email updates.

In Progress

Winter 2021

Below are two offerings of this course for the Winter 2021 term.

CRN 41406

Mon Jan 04 - Mon Mar 29 12 Weeks

Class Meeting Times

Dates Days Times Locations
Jan 04 - Mar 29 Mon 18:30 - 21:30 Online Delivery
See Notes below

Instructor

David Rose

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$501.95

Notes

  1. Class WILL NOT be held Monday, Feb. 15th (Family Day) 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.
  2. Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.

A portion of seats are temporarily held for domestic students. International students: this may impact your ability to register. Learn why.

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This section is only available for registration starting Wed, Oct 28 at 9:00 am (PDT)

Sneak Preview

CRN 40495

Wed Jan 06 - Wed Mar 24 12 Weeks

Class Meeting Times

Dates Days Times Locations
Jan 06 - Mar 24 Wed 17:30 - 20:30 Online Delivery
See Notes below

Instructor

David Rose

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$491.95

Notes

  1. The week of term start is very busy and students are advised to purchase the textbook prior to the first class either online or at the Burnaby Campus. 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.
  2. Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.

A portion of seats are temporarily held for domestic students. International students: this may impact your ability to register. Learn why.

}

This section is only available for registration starting Wed, Oct 28 at 9:00 am (PDT)

Sneak Preview

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 + Media

  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 2020

Books for Fall 2020 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 2019
Binding Digital Version
ISBN 978-0-13477-982-9
Price $99.95
Choose One

Image not available
Personal Financew Mylab & Etext, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 2019
Binding Kit/Set/Package
ISBN 978-0-13485-201-0
Price $207.95
Choose One

Image not available
Tax Planning For You And Your Family 2020
Author Kpmg
Copyright 2019
Binding Paperback
ISBN 978-0-77988-978-5
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 2019
Binding Digital Version
ISBN 978-0-13477-982-9
Price $99.95
Choose One

Personal Financew Mylab & Etext, 4Th Cdn Ed
Author Madura
Publisher Ph
Copyright 2019
Binding Kit/Set/Package
ISBN 978-0-13485-201-0
Price $207.95
Choose One

Tax Planning For You And Your Family 2020
Author Kpmg
Copyright 2019
Binding Paperback
ISBN 978-0-77988-978-5
Price $29.95
Optional

Winter 2021

No information on books is currently available for Winter 2021 offerings of this course.

Subscribe

Interested in being notified about future offerings of FMGT 1810 - Personal Financial Planning 1? If so, fill out the information below and we'll notify you by email when courses for each new term are displayed here.

Contact Information

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If you are interested in taking this course on-campus (classroom delivery only) and would like to see it offered on specific days and/or at specific times, please indicate your preferences below. Day and time suggestions are not applicable to online courses.

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Registration News

Registration is currently open for the Fall 2020 term.

A sneak preview of Winter 2021 term courses is also now available here.

Students may register for Winter 2021 term courses online or by phone starting Wed, Oct 28 at 9:00 am (PDT).

Classroom Locations

Classroom locations are subject to last minute changes. Please check the Part-time Studies Classroom Locations listing at www.bcit.ca/rooms on the first day of any course you are registered for.

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