The ability to integrate information across all of the fundamental areas of financial planning in order to meet the needs of clients, combined with adherence to professional standards, distinguishes a CFP professional from other providers of personal financial advice. The CFP Capstone Course plays a critical role in the training and assessment of future CFP professionals. The required courses focus on the underlying competencies and knowledge required in the components of financial planning (i.e. asset management or retirement planning). However, this approach gives students only limited opportunities for the integration of the professional skills and financial planning competencies across all of the components of financial planning. The CFP Capstone Course addresses this issue. This course focuses on financial planning practices, professional skills and integration which are essential to the practice of professional financial planning. This is the course where all the components of financial planning are incorporated, and where students hone their analytical and presentation skills. Students demonstrate these abilities by developing and presenting a suitable financial plan.
Please contact the Program Assistant, Samantha Rubinic, at email@example.com for registration approval. You MUST have completed BCIT's FMGT 4810 before taking this course. PLEASE READ THE FOLLOWING IMPORTANT PROGRAM INFORMATION: In response to the changes implemented in July 2010 by the Financial Planners Standards Council (FPSC), towards the CFP (Certified Financial Planner™) program, BCIT is introducing an updated Associate Certificate in Financial Planning program (bcit.ca/585iacert). This program will meet the academic requirements of the new CFP program. Students pursuing the CFP program are required to complete the Capstone Course for CFP Certification (FMGT 4911), to meet the requirements of the CFP program. For further CFP information: https://www.fpsc.ca/earn-certification.
This course offering is in progress. Please check back next term or subscribe to receive email updates.
Upon successful completion, the student will be able to:
Apply and integrate technical knowledge gained from the prerequisite courses in the identification and analysis of issues relating to personal financial planning.
Collect all qualitative and quantitative information required to develop a financial plan.
Evaluate client?s objectives, needs and values that have financial implications.
Analyze and synthesize personal financial situations.
Identify potential opportunities and constraints, assess information to formulate strategies.
Formulate and evaluate strategies to develop a financial plan.
Prioritize and consolidate recommendations into a financial plan.
Communicate information, ideas and concepts to clients and others in a written and oral manner that is understandable.
Demonstrate ethical judgment in providing professional services.
Assess the impact of the economic, political and regulatory environments on financial situations.
Demonstrate logic and reasoning to identify the strengths and weaknesses of alternatives or approaches to problems.
Adhere to Financial Planning Standards Council's (FPSC) CFP Code of Ethics and the CFP Financial Planning Practice Standards as they apply to the financial planning process.
Effective as of Spring/Summer 2010
FMGT 4911 is offered as a part of the following programs:
Books for Winter 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.
Financial Advisor's Pocket Reference, 2018 Edition for the 2017 Tax Year
by Wolters Kluwer Editorial
Tax Planning for You and Your Family 2018
Nancy Belo Gomes, CPA, CA (Toronto), Paul Corupe, BA (Toronto) KPMG LLP
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