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

Important Notice: COVID-19 Institute response

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. Spring and Summer 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 www.fpsc.ca/beaplanner/

Credits

3.0

Cost

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

Spring/Summer 2020

Below is one offering of this course for the Spring/Summer 2020 term.

CRN 52585

Mon Jul 06 - Mon Aug 17 7 Weeks

Class Meeting Times

Dates Days Times Locations
Jul 06 - Aug 17 Mon/Thu 18:30 - 21:30 BBY Online Delivery

Instructor

David Rose

Course Outline

Cost

$499.92

Notes

  1. Please note this is a condensed format. Late registrations will not be allowed. Class WILL NOT be held on Monday, August 3rd (BC Day)

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

In Progress

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

TBD – see Learning Outcomes in the interim

Cost

$491.95

Notes

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

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

TBD – see Learning Outcomes in the interim

Cost

$501.95

Notes

  1. No class October 12 due to stat holiday.

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.

Spring/Summer 2020

Books for Spring/Summer 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 $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

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

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 $159.95
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 $159.95
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

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

School of Business + Media Waitlist

Need to waitlist for a School of Business + Media course?

Find out more

English Language Proficiency

BCIT's Part-time Studies English Language Proficiency Standard is English 12 (or equivalency). Students who do not meet this requirement should upgrade their English skills prior to any future registration.

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 2020 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