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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

$482.37 - $499.92 See individual course offerings below for actual costs.

Fall 2019

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

CRN 31782

Mon Sep 09 - Mon Dec 09 12 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 09 - Dec 09 Mon 18:30 - 21:30 BBY SE12 Rm. 313

Instructor

David Rose

Course Outline

Cost

$490.94

Notes

  1. No class October 14 or November 11 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

CRN 30770

Wed Sep 11 - Wed Nov 27 12 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 11 - Nov 27 Wed 17:30 - 20:30 DTC Rm. 385

Instructor

David Rose

Course Outline

Cost

$482.37

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

In Progress

Winter 2020

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

CRN 41406

Mon Jan 06 - Mon Mar 30 12 Weeks

Class Meeting Times

Dates Days Times Locations
Jan 06 - Mar 30 Mon 18:30 - 21:30 BBY SW01 Rm. 2016

Instructor

David Rose

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$499.92

Notes

  1. Class WILL NOT be held Monday, Feb. 17th (Family Day)

CRN 40495

Wed Jan 08 - Wed Mar 25 12 Weeks

Class Meeting Times

Dates Days Times Locations
Jan 08 - Mar 25 Wed 17:30 - 20:30 DTC Rm. 472

Instructor

David Rose

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$491.35

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.

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 2019

Books for Fall 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 2019
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 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

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 $95.00
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 2019
Author Kpmg
Copyright 2018
Binding Paperback
ISBN 978-0-77988-598-5
Price $29.95
Optional

Winter 2020

No information on books is currently available for Winter 2020 offerings of this course.

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