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

Important Notice: COVID-19 Institute response

BCIT

FMGT 4911 - Advanced Curriculum in 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

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

$871.40

Fall 2021

Below is one offering of this course for the Fall 2021 term.

CRN 37320

Thu Sep 09 - Thu Nov 04 9 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 09 - Oct 28 Thu 18:00 - 22:00 Online
Nov 04 Thu 18:00 - 22:00 Online

Instructor

TBD

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$871.40

Notes

  1. Internet delivery format.
  2. Departmental approval needed
  3. Class WILL NOT be held on September 30th (National Day for Truth and Reconciliation) & Thursday, November 11th (Remembrance Day). Please contact Samantha Rubinic at srubinic@bcit.ca for registration approval. You MUST have completed FMGT 4810 before taking this course. EXAMS WILL BE HELD IN CLASS. Final: November 4th This is not a self-paced course. You will be expected to be available and online on the posted days and times shown on your registration schedule. It is important you have a stable and consistent internet connection to access course content. Course content, type and quality of assignments, and general standards for this online course are the same as classroom courses. To be successful in this online course, plan to spend 7-10 hours per week on your studies, or more of it’s a condensed course, starting Week 1. Important course information will be sent to your myBCIT account prior to your course start date.
  4. Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.

This course offering has been cancelled. Please check back next term or subscribe to receive email updates.

Cancelled

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 + Media

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

Subscribe

Interested in being notified about future offerings of FMGT 4911 - Advanced Curriculum in Financial Planning? If so, fill out the information below and we'll notify you by email when courses for each new term are displayed here.

Privacy Notice: The information you provide will be used to respond your request related to BCIT course information and is collected under Section 26(c) of the Freedom of Information and Protection of Privacy Act (FIPPA). For more information about BCIT’s privacy practices contact: Associate Director, Privacy, Information Access & Policy Management, British Columbia Institute of Technology, 3700 Willingdon Ave. Burnaby, BC V5A 3H2, email: privacy@bcit.ca.

Programs and courses are subject to change without notice.

Find Courses

School of Business + Media Waitlist

Need to waitlist for a School of Business + Media course?

Find out more

English Language Proficiency

BCIT's Part-time Studies English Language Proficiency Standard is English 12 (or equivalency). Students who do not meet this requirement should upgrade their English skills prior to any future registration.

Payment Changes At BCIT

We've changed the way we accept payments.

Find out more

Course Navigation, Related Links & Tools

Registration News

Registration is currently open for the Fall 2021 term.

The sneak preview for the Winter 2022 term starts Fri, Oct 22 at 8:30 am (PDT).

Students may register for Winter 2022 term courses online or by phone starting Wed, Oct 27 at 9:00 am (PDT).

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