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
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
FMGT 4810 is offered as a part of the following programs:
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 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 2018
Nancy Belo Gomes, CPA, CA (Toronto), Paul Corupe, BA (Toronto) KPMG LLP
Financial Advisor's Pocket Reference, 2018 Edition for the 2017 Tax Year
by Wolters Kluwer Editorial
No information on books is currently available for Fall 2018 offerings of this course.
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