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

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FMGT 4911 - Advanced Curriculum in Financial Planning

Financial Management Part-time Studies Course

School of Business + Media

To support you and your education, BCIT is adapting applied learning in formats appropriate to the unfolding global situation. All PTS classes are being delivered in an online format unless you are notified otherwise.

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

$853.44

Fall 2020

Below is one offering of this course for the Fall 2020 term.

CRN 37320

Thu Sep 10 - Thu Nov 05 9 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 10 - Nov 05 Thu 18:00 - 22:00 BBY Online Delivery

Instructor

Chris Gresat

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$853.44

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 course offering is in progress. Please check this page for other currently available offerings or subscribe to receive email updates.

In Progress

Winter 2021

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

CRN 78338

Thu Jan 07 - Thu Mar 25 12 Weeks

Class Meeting Times

Dates Days Times Locations
Jan 07 - Mar 25 Thu 18:30 - 21:30 Online Delivery
See Notes below

Instructor

Chris Gresat

Course Outline

TBD – see Learning Outcomes in the interim

Cost

$853.44

Notes

  1. Departmental approval needed
  2. Please contact the Program Assistant, Samantha Rubinic, at srubinic@bcit.ca for registration approval. You MUST have completed BCIT's FMGT 4810 before taking this course. 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.
  3. Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.

A portion of seats are temporarily held for domestic students. International students: this may impact your ability to register. Learn why.

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This section is only available for registration starting Wed, Oct 28 at 9:00 am (PDT)

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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

Books & Supplies

The BCIT bookstore carries textbooks, general reference books, software, and stationery. Please visit bcit.ca/bookstore for more information.

Fall 2020

Books for Fall 2020 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.

Image not available
Financial Advisor's Pocket Reference (2020 Ed For 2019 Tax Year)
Author Cch
Copyright 2019
Binding Spiral
ISBN 978-1-77379-041-1
Price $16.95
Required

Tax Planning For You And Your Family 2020
Author Kpmg
Copyright 2019
Binding Paperback
ISBN 978-0-77988-978-5
Price $29.95
Required

Winter 2021

No information on books is currently available for Winter 2021 offerings of this course.

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Contact Information

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Programs and courses are subject to change without notice.

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Registration News

Registration is currently open for the Fall 2020 term.

A sneak preview of Winter 2021 term courses is also now available here.

Students may register for Winter 2021 term courses online or by phone starting Wed, Oct 28 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.

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