British Columbia Institute of Technologywww.bcit.ca/study/courses/fmgt3830

Important Notice: COVID-19 Institute response

BCIT

FMGT 3830 - Fundamentals of Financial Planning

Financial Management Part-time Studies Course

School of Business + Media

BCIT is planning for a substantial return to on-campus activity for the Winter 2022 term as informed by BC Provincial Health Officer guidelines. Refer to each course listing for details.

Course Details

Introduces students to the fundamental principles important to the discipline of personal Financial Planning. Students will acquire an understanding of the concepts and applications associated with financial planning, and the analysis of various financial situations. This course covers the basic issues to be considered in building a sound program to achieve long term financial goals. Topics include cash and debt management, insurance, investments and portfolio management, wills, estates, and tax planning.

Prerequisite(s)

FMGT 2105 or equivalent. FMGT 2105 (65%) or FMGT 2100 (70%).

Credits

4.0

This course isn't currently offered through BCIT Part-time Studies. Please check back next term or subscribe to receive email updates.

Learning Outcomes

Upon successful completion of FMGT 3830, the student will be able to:

  • Identify the process of setting personal financial goals and outline how this fits into the personal financial planning process.
  • Describe, in detail, the steps in the personal financial planning process.
  • Evaluate the role of the key components of cash and debt management, risk management, retirement planning, estate planning, tax planning, and investment planning within a financial plan.
  • Assess the framework within which to assemble a personal financial plan.
  • Outline the regulatory, ethical and legal framework affecting the practice of personal financial planning.

Effective as of Fall 2008

Related Programs

FMGT 3830 is offered as a part of the following programs:

School of Business + Media

  1. Financial Planning
    Full-time   Diploma

Subscribe

Interested in being notified about future offerings of FMGT 3830 - Fundamentals of Financial Planning? If so, fill out the information below and we'll notify you by email when courses for each new term are displayed here.

Privacy Notice: The information you provide will be used to respond your request related to BCIT course information and is collected under Section 26(c) of the Freedom of Information and Protection of Privacy Act (FIPPA). For more information about BCIT’s privacy practices contact: Associate Director, Privacy, Information Access & Policy Management, British Columbia Institute of Technology, 3700 Willingdon Ave. Burnaby, BC V5A 3H2, email: privacy@bcit.ca.

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 Winter 2022 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