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.
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.
Class WILL NOT be held on September 30th (National Day for Truth and Reconciliation) & Thursday, November 11th (Remembrance Day). Please contact Samantha Rubinic at email@example.com 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.
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.
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:
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