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FMGT 4810 - Personal Financial Planning 2

Financial Management Part-time Studies Course

School of Business

Course Details

This course covers advanced topics and also draws on subjects learned in the six prerequisite courses of the Associate Certificate in Financial Planning program. A combination of lectures, discussions, and case studies provide for an interesting course for individuals interested in pursuing a career in financial planning and/or preparing to write the CFP exam. 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

Prerequisite(s)

FMGT 1152 and FMGT 1810 and FMGT 3430 and FMGT 4620

Credits

3.0

Cost

$725.39 - $739.06 See individual course offerings below for actual costs.

Fall 2019

Below is one offering of this course for the Fall 2019 term.

CRN 30773

Tue Sep 10 - Tue Dec 03 13 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 10 - Dec 03 Tue 18:00 - 21:30 BBY SE12 Rm. 313

Instructor

Pam Clarke

Course Outline

Cost

$725.39

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 is one offering of this course for the Winter 2020 term.

CRN 42807

Wed Jan 08 - Wed Apr 01 13 Weeks

Class Meeting Times

Dates Days Times Locations
Jan 08 - Apr 01 Wed 18:00 - 21:30 BBY SE06 Rm. 208

Instructor

Pam Clarke

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$739.06

A portion of seats are temporarily held for domestic students until Thu, Nov 14 at 9:00 am (PST). International students: this may impact your ability to register. Learn why.

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27 seats available as of Nov 14, 2019 3:19 am (PST). Of these 27, 19 are currently reserved for domestic students only. Availability may change at any time.

Learning Outcomes

Upon successful completion of this course, the student will be able to:

  • Be able to use their knowledge of tax, retirement, estate planning, cash management, investment and risk management to develop and implement a comprehensive written plan that will achieve their own or a client's overall financial objectives.
  • Have fulfilled the academic eligibility requirements to write the Financial Planners Standards Council's professional proficiency examination leading to the Certified Financial Planner (CFP) designation.

Effective as of Winter 2010

Related Programs

FMGT 4810 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 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.

Tax Planning For You And Your Family 2019
Author Kpmg
Copyright 2018
Binding Paperback
ISBN 978-0-77988-598-5
Price $29.95
Required

Financial Advisor's Pocket Reference(2019 Ed For 2018 Tax Year)
Author Cch
Copyright 2018
Binding Spiral
ISBN 978-1-77379-004-6
Price $16.95
Optional

Winter 2020

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

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Contact Information

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Programs and courses are subject to change without notice.

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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.

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Registration is now open for the Winter 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.

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