British Columbia Institute of Technologywww.bcit.ca/study/courses/fmgt4911

BCIT

FMGT 4911 - Capstone Course for CFP Certification

Financial Management Part-time Studies Course

School of Business

Course Details

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.

Prerequisite(s)

FMGT 4810 or FMGT 4830

Credits

3.0

Cost

$817.90

Fall 2018

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

CRN 37320

Thu Sep 06 - Thu Nov 01 9 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 06 - Nov 01 Thu 18:00 - 22:00 BBY SW01 Rm. 2030

Instructor

Chris Gresat

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$817.90

Notes

  1. Departmental approval needed
  2. Please contact Samantha Rubinic at srubinic@bcit.ca for registration approval. You MUST have completed FMGT 4810 before taking this course.

This section is only available for registration starting Wed, May 30 at 9:00 am (PDT)

Sneak Preview

Learning Outcomes

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

Related Programs

FMGT 4911 is offered as a part of the following programs:

School of Business

  1. Financial Management (Financial Planning)
    Part-time   Associate Certificate
  2. Financial Planning
    Part-time   Diploma
  3. Financial Planning
    Full-time   Diploma

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Registration News

Registration is currently open for the Spring/Summer 2018 term.

A sneak preview of Fall 2018 term courses is also now available here.

Students may register for Fall 2018 term courses online, by phone, mail or in-person starting Wed, May 30 at 9:00 am (PDT).

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