British Columbia Institute of Technologywww.bcit.ca/study/courses/fmgt4810

BCIT

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

$707.93 - $709.91 See individual course offerings below for actual costs.

Spring/Summer 2018

Below is one offering of this course for the Spring/Summer 2018 term.

CRN 24884

Thu Apr 12 - Thu Jul 05 13 Weeks

Class Meeting Times

Dates Days Times Locations
Apr 12 - Jul 05 Thu 18:00 - 21:30 BBY

Instructor

TBD

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$707.93

This course offering has been cancelled. Please check this page for other currently available offerings or subscribe to receive email updates.

Cancelled

Fall 2018

Below is one offering of this course for the Fall 2018 term.

CRN 30773

Tue Sep 11 - Tue Dec 04 13 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 11 - Dec 04 Tue 18:00 - 21:30 BBY NE01 Rm. 405

Instructor

Chris Gresat

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$709.91

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.

Spring/Summer 2018

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
Author Nancy Belo Gomes, CPA, CA (Toronto), Paul Corupe, BA (Toronto) KPMG LLP
Publisher Carswell
Copyright 2017
Binding Paperback
ISBN 978-0-77987-829-1
Price $29.95
Required

Financial Advisor's Pocket Reference, 2018 Edition for the 2017 Tax Year
Author by Wolters Kluwer Editorial
Publisher Wolters Kluwer
Copyright 2017
Binding Paperback
ISBN 978-1-55496-953-1
Price $16.95
Optional

Fall 2018

No information on books is currently available for Fall 2018 offerings of this course.

Subscribe

Interested in being notified about future offerings of FMGT 4810 - Personal Financial Planning 2? 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

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 2018 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