British Columbia Institute of Technologywww.bcit.ca/study/courses/fmgt4830

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BCIT

FMGT 4830 - Comprehensive 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 fall 2021 term as informed by BC Public Health Officer guidelines. Refer to each course listing for details.

Course Details

This is the concluding course in the Diploma program in personal Financial Planning. It is designed to provide students with an applied understanding of the principles and applications related to financial planning. It draws on subjects learned in the prerequisite courses and covers advanced topics and case studies designed to equip the student with the knowledge and skills necessary to advise individuals. The primary topics include: taxation, insurance and risk management, retirement planning, investments, ethics and estate planning.

Prerequisite(s)

FMGT 3830

Credits

5.5

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 4830, the student will be able to:

  • Combine their knowledge of cash management, risk management, retirement, investment, taxation, and estate planning to achieving a client's financial objectives.
  • Develop and employ sophisticated strategies in a personal financial setting.
  • Design, implement and support a comprehensive written financial plan targeted to a particular set of personal financial circumstances.
  • Assess the requirements necessary to the successful operation, administration and management of a personal financial planning practice.
  • Challenge the Financial Planner's Standards Council's professional examination leading to the Certified Financial Planner (CFP®) designation.

Effective as of Winter 2009

Related Programs

FMGT 4830 is offered as a part of the following programs:

School of Business + Media

  1. Financial Planning
    Full-time   Diploma

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