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

$472.36 - $480.05 See individual course offerings below for actual costs.

Spring/Summer 2018

Below are two offerings of this course for the Spring/Summer 2018 term.

CRN 26757

Wed Apr 11 - Wed Jun 27 12 Weeks

Class Meeting Times

Dates Days Times Locations
Apr 11 - Jun 27 Wed 17:30 - 20:30 DTC Rm. 470

Instructor

Carl Davidson

Course Outline

Cost

$472.36

Notes

  1. The week of term start is extremely busy and as such students are advised to purchase the textbook prior to the first class at either the Burnaby or downtown campus bookstores.

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

In Progress

CRN 52585

Mon Jul 09 - Mon Aug 20 7 Weeks

Class Meeting Times

Dates Days Times Locations
Jul 09 - Aug 20 Mon/Thu 18:30 - 21:30 BBY NE01 Rm. 405

Instructor

David Rose

Course Outline

Cost

$478.07

Notes

  1. Please note this is a condensed format. Late registrations will not be allowed. No class August 6.

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

Full

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 SW01 Rm. 2009

Instructor

David Rose

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$480.05

Notes

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

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

Carl Davidson

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$472.91

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.

Spring/Summer 2018

Books for Spring/Summer 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
Personal Finance 3Rd Cdn Ed (180 Days) (Jumpbooks)
Author Madura
Publisher Ph
Copyright 2016
Binding Digital Version
Price $74.50
Choose One

Personal Finance, Third Canadian Edition Plus MyLab Finance with Pearson eText -- Access Card Package (3rd Edition)
Author Jeff Madura, Hardeep Singh Gill
Publisher Pearson Canada
Copyright 2016
Binding Paperback
ISBN 978-0-13404-004-2
Price $164.95
Choose One

Tax Planning for You and Your Family 2018
Author Nancy Belo Gomes, CPA, CA (Toronto), Paul Corupe, BA (Toronto) KPMG LLP
Publisher Carswell
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 : Personal Finance 3Rd Cdn Ed (180 Days)
Author Madura
Publisher Ph
Copyright 2016
Binding Digital Version
ISBN 978-0-13397-052-4
Price $74.50
Choose One

Personal Finance, Third Canadian Edition Plus MyLab Finance with Pearson eText -- Access Card Package (3rd Edition)
Author Jeff Madura, Hardeep Singh Gill
Publisher Pearson Canada
Copyright 2016
Binding Paperback
ISBN 978-0-13404-004-2
Price $164.95
Choose One

Tax Planning for You and Your Family 2018
Author Nancy Belo Gomes, CPA, CA (Toronto), Paul Corupe, BA (Toronto) KPMG LLP
Publisher Carswell
Copyright 2017
Binding Paperback
ISBN 978-0-77987-829-1
Price $29.95
Optional

Fall 2018

No information on books is currently available for Fall 2018 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

Suggest course days and times

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.

The personal information on this form is collected under the authority of the College and Institute Act (RSBC 1996, Ch.52). BCIT will use this information to communicate with you regarding relevant BCIT programs, courses and services. This information is only used by authorized BCIT staff. Email communication sent to and from BCIT is routed through the United States of America. If you have any questions about BCIT's collection and use of this information, please contact BCIT’s manager of Information Access and Privacy.

Programs and courses are subject to change without notice.

Find Courses

Payment Changes At BCIT

We've changed the way we accept payments.

Find out more

Course Navigation, Related Links & Tools

Registration News

Registration is now open for the Fall 2018 term.

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.

Part-time Studies Financial Aid

Will you be studying at BCIT part-time? Do you need assistance funding your studies? Find out if you qualify for Part-time Studies financial aid ›

© BCIT