Full-time Diploma 5720diplt

Financial Planning

The demand for qualified financial planners is high, so if you’re interested in investments and working with people, this diploma program can help you move into a successful, rewarding career.

By focusing your training at BCIT in this two-year diploma program, you’ll be 100% prepared to start work in investment and financial planning upon graduation. And with our strong mentorships, networking opportunities, and focus on practical, useable skills, many students have job offers even before graduation.

About the program

  • Two-year, full-time program
  • Focused on practical training for financial and investment planning and advising
  • Strong industry connections and networking opportunities
  • After graduation, transition to the workforce or apply to complete your Bachelor of Business Administration degree at BCIT with full-time or part-time evening courses
Find more details of how you’ll be prepared for success upon graduation in the Program Details.

Who should apply for the Financial Planning Diploma?

This program might be right for you if you:
  • Are service-focused
  • Enjoy interacting with people
  • Have high emotional intelligence
  • Have an interest in investments
  • Enjoy forecasting and problem solving
If any of these sound like you, visit the Program Entry page today to apply.

Your experience matters

Do you already have work experience or coursework from another school? If so, you might qualify for course credits to help accelerate your training. Check to see whether your experience qualifies you for advanced placement.

What grads can do

In this program, you’ll focus on the practical, usable skills you’ll need for a successful career in investments and financial planning. As part of your training, you’ll also have exposure to industry leaders through mentorship and with your own financial plan presentation.

Upon graduation, you’ll be 100% ready to begin working in the industry and be well on your way to receiving your Certified Financial Planner designation. You’ll also have the option to continue your education with BCIT’s Bachelor of Business Administration degree. Working towards the Chartered Financial Analyst designation is also possible.

Learn more about the variety of opportunities at the Graduating and Jobs page.

International Exchange

BCIT offers a number of international exchange opportunities that helps students gain a global perspective of the economy, culture, government, and everyday life of the country they study in. Learn more about international exchange opportunities and international double degrees with internships.

Accredited Program

This program is accredited by the Accreditation Council for Business Schools and Programs (ACBSP).

Program Entry

Application processing

Open to applications beginning November 1st (or next business day).

Entrance requirements

Applicants must meet all entrance requirements and will be accepted on a first qualified basis as long as space remains.

Read more about how to meet BCIT’s entrance requirements

Recommended for success

  • Strong mathematic skills are required for success in BCIT Business diplomas. Students accepted into this program will be contacted starting in April regarding the completion of a math assessment test. If you score below a 67% on this assessment test, or feel that you would like to upgrade your math skills regardless, you should complete OPMT 0199 or OPMT 0023.

Transfer Credit

Do you have credits from another post-secondary school?

Transfer credit may be granted for courses completed at BCIT or another post-secondary institution where the learning outcomes duplicate those of the BCIT course. As per Admission Procedure 5003-PR1, the department reserves the right to determine the granting of credit where appropriate.

Applications will be accepted up to day 14 of the term; an official transcript and a course outline where appropriate must be provided (or be on file with BCIT) to process the request. A maximum of two courses per level are eligible for credit through this process.

Apply to program

BCIT accepts only complete applications. In order to apply:

  • Include proof of meeting all entrance requirements prior to submission.
  • Convert all transcripts and supporting documents to PDF files.
  • Have a credit card ready to pay the application fee.
Apply Now

You can check the status of your application online at any time using the Student Information System.

Scheduled intakes

September each year.

myCommunication

Within two business days of submitting your completed application, BCIT will send a message to your personal and myBCIT e-mail addresses. All correspondence regarding your application will be posted to your online myCommunication account at my.bcit.ca. We'll send you an e-mail when a new message is posted. It's important to watch for these e-mails or regularly check your account online.

You can expect to receive communication concerning the status of your application within four weeks.

Advanced Placement

Conditions

You may be eligible to apply to an advanced level of the program through either re-admission or direct entry. Please note that applications are considered based on:
  • Complete applications: you must show proof that you have completed (or are registered in) all requirements to be considered.
  • Competitive entry: if the number of applicants exceeds available seats, BCIT will accept those deemed to have the best opportunity for success.
  • Seat availability: confirmation may not be available until approximately one week before the term begins.

Re-admission

If you have previously completed part of this program at BCIT and wish to re-enter the program at an advanced level, you can apply for re-admission.

Applications are accepted throughout the year.

Submit the Course-by-Course Self-Assessment form [PDF] with your application.

Ready to submit your application? Apply now.

Direct entry

If you are new to the program but have completed an equivalent part of it at BCIT or elsewhere and want to apply to an advanced level, you can apply for direct entry.

BCIT accepts complete applications starting:

  • February 1st for level 2 (January start)
  • November 1st for level 3 (September start)
  • *or next business day

There are 4 options for direct entry, If you are applying through options 1, 2, or 3, you must submit an online application. Option 4 applicants, submit your application for transfer directly to BCIT Admissions.

Option 1: If you do not have a diploma or degree

Applications to level 2 or 3.

Submit the following with your online application:

Required courses

If you are applying to level 2, you must show proof of completion of (or registration in) the level 1 courses (or equivalents) below.

If you are applying to level 3, you must show proof of completion of (or registration in) the level 1 and 2 courses (or equivalents) below.

Level 1 courses

Full-time Course Name Part-time Equivalent
BSYS 1000 Business Information Systems BSYS 1001
COMM 1100 Business Communication 1 COMM 1103 or
COMM 1106
ECON 2100 Microeconomics ECON 2100
FMGT 1000* Academic and Business Preparation N/A
FMGT 1105** (50%) Accounting 1 for Financial Management FMGT 1100 (70% or B)
MKTG 1102 Essentials of Marketing MKTG 1102
OPMT 1110 Business Mathematics OPMT 1110
ORGB 1100 Organizational Behaviour ORGB 1105

Level 2 courses

Full-time Course Name Part-time Equivalent
BLAW 3100 Business Law BLAW 3100
BSYS 2050 Business Data Analytics BSYS 2051
BSYS 2060 Business Data Management BSYS 2061
BUSA 2100 Principles of Management BUSA 2005
COMM 2200 Business Communication 2 COMM 2202 (or 2002) and
COMM 2203 (or 2003)
ECON 2200 Macroeconomics ECON 2200
FMGT 2105** (65%) Accounting 2 for Financial Management FMGT 2100 (70% or B)
FMGT 2540 Working Capital Management FMGT 1540
FMGT 2710 Computerized Accounting FMGT 2711
OPMT 1130 Business Statistics OPMT 1197

*Note: As there is no part-time equivalency for FMGT 1000, this course may be waived in most instances.

**Note: Accounting courses completed in the UK or the United States may be considered for transfer credit toward FMGT 1105/2105.

Ready to submit your application? Apply now.

Option 2: Diploma or degree holders

Applications to level 2 or 3.

Submit the following with your online application:

*If you have completed post-secondary studies outside of Canada, the United States, the United Kingdom, Australia, or New Zealand, you will require a basic evaluation of your credentials by the International Credential Evaluation Service (ICES). Credential evaluation reports from other Canadian services may be considered.

Required courses for direct entry to level 2:

Full-time Course Name Part-time Equivalent
COMM 1100* Business Communication 1 COMM 1103 or
COMM 1106
FMGT 1105** (50%) Accounting 1 for Financial Management FMGT 1100 (70% or B)

Required courses for direct entry to level 3:

Full-time Course Name Part-time Equivalent
FMGT 1105** (50%) Accounting 1 for Financial Management FMGT 1100 (70% or B)
FMGT 2105** (65%) Accounting 2 for Financial Management FMGT 2100 (70% or B)

The following courses are recommended for completion prior to admission into level 3, but are mandatory for graduation from the program:

Full-time Course Name Part-time Equivalent
COMM 1100* Business Communication 1 COMM 1103 or
COMM 1106
COMM 2200* Business Communication 2 COMM 2202 (or 2002) and
COMM 2203 (or 2003)
FMGT 2710 Computerized Accounting FMGT 2711

*Note: For accredited Canadian or US credentials, if you have achieved a bachelor's degree the COMM 1100 and 2200 courses may be waived. If you have an associate degree or a diploma, COMM 1103 (or 1106) and COMM 2202 (or 2002) may be waived. Not that COMM 2203 (or 2003) will still be required.

**Note: Accounting courses completed in the UK or the United States may be considered for transfer credit toward FMGT 1105/2105.

Ready to submit your application? Apply now.

Option 3: Mature students

If you are a mature applicant, you may be eligible to complete an Advanced Placement and Prior Learning (APPL) assessment to qualify for direct entry to an advanced level of the program. Visit the SITE Centre to find out if you are eligible, and to learn more about the assessment process and associated fees.

Submit the following with your online application:

  • Proof of meeting all general entrance requirements
  • Approved Advanced Placement and Prior Learning (APPL) Assessment and APPL Approval Letter

Ready to submit your application? Apply now.

Option 4: School of Business diploma program transfer

If you are currently in a full-time BCIT School of Business diploma program and wish to transfer:

  1. Print the School of Business Program Change form [PDF].
  2. Make an appointment with the program heads to review your eligibility to transfer.
  3. If you are transferring to Level 3, you may be required to complete one or more bridging courses.
  4. Submit the following to BCIT Admissions:
    • Approved School of Business Program Change form
    • Completed Course-by-Course Self-Assessment form for your current program (found on your current program’s Advanced Placement page)
    • $16 program change fee

    Do not apply online.

Direct entry FAQs

  • When should I apply?


  • It is recommended that you apply when you have met all of the entrance requirements. If you are currently registered in a course, please indicate this on the self-assessment form.

  • When will I be accepted?


  • Once your application has been assessed and has been approved for direct entry, a seat must become available in the program you have selected. The Admissions department must wait until the current students obtain their final grades in either December or May to determine how many seats will become available for direct entry applicants.

  • Can I take courses in advance to reduce my course load?


  • In order to maintain a competitive application, it is recommended that you take no more than two courses per term ahead of time. A maximum of two courses per level are eligible for credit. Note that this will not reduce your full-time program tuition.

  • When will I get my timetable?


  • Print your timetable one day prior to class start by logging into my.bcit.ca and going to Student Self-Service. You must be registered in your courses in order to access this feature. If you know the set to which you have been assigned, you can also find your timetable at timetables.bcitbusiness.ca.

  • When can I buy my books?


  • It is recommended that you wait until the first week of classes before buying textbooks. Your instructors will tell you which books to buy.

To register for a Part-time Studies course, visit Register for Part-time Courses or contact Student Information and Enrolment Services.

Still have questions? Review the Admissions FAQ or contact Program Advising.

Additional options

Graduate Certificate in Business Administration

The BCIT Graduate Certificate in Business Administration is also a viable option for students that have completed a bachelor's degree. This is an eight month full-time program that leads into a number of international MBA programs.

Costs & Supplies

Students should be aware that course exemptions can be claimed for a maximum of two courses per level.

Tuition fees

Please see the Fees, Payments and Refunds section of the website for information on full-time tuition fees.

Books and supplies

Level 1: $542; Level 2: $388; Level 3: $981; Level 4: $758
(General estimated cost, subject to change)

Financial assistance

Financial assistance may be available for this program. For more information, please contact Student Financial Aid and Awards.

Courses

Students should be aware that course exemptions can be claimed for a maximum of two courses per level.

Program matrix

Level 1 (15 weeks) Credits
  BSYS 1000 Business Information Systems 3.0
  COMM 1100 Business Communication 1 3.0
  ECON 2100 Microeconomics 3.0
  FMGT 1000 Academic and Business Preparation 1.0
  FMGT 1105 Accounting 1 for Financial Management 5.0
  MKTG 1102 Essentials of Marketing 3.0
  OPMT 1110 Business Mathematics 4.0
  ORGB 1100 Organizational Behaviour 3.0

Students must achieve a minimum grade of 50% in FMGT 1105 or 70% in FMGT 1100 to take FMGT 2105.

 
Level 2 (20 weeks) Credits
  BLAW 3100 Business Law 4.0
  BSYS 2050 Business Data Analytics* 2.0
  BSYS 2060 Business Data Management* 2.0
  BUSA 2100 Principles of Management* 2.0
  COMM 2200 Business Communication 2 4.0
  ECON 2200 Macroeconomics 4.0
  FMGT 2105 Accounting 2 for Financial Management 6.5
  FMGT 2540 Working Capital Management* 2.5
  FMGT 2710 Computerized Accounting 2.0
  OPMT 1130 Business Statistics 5.5
*denotes a half-term course
 
Level 3 (15 weeks) Credits
  FMGT 3130 Financial Statement Analysis 1 4.0
  FMGT 3210 Cost/Managerial Accounting 1 4.0
  FMGT 3410 Taxation 1 4.0
  FMGT 3510 Finance 1 4.0
  FMGT 3610 Security Analysis 1 4.0
  FMGT 3830 Fundamentals of Financial Planning 4.0
 
Level 4 (20 weeks) Credits
  FMGT 4130 Financial Statement Analysis 2 5.5
  FMGT 4410 Taxation 2 5.5
  FMGT 4510 Finance 2 5.5
  FMGT 4520 Enterprise Finance* 2.5
  FMGT 4535 Financial Services* 2.5
  FMGT 4610 Security Analysis 2* 2.5
  FMGT 4720 Advanced Computer Applications 2 for Finance* 2.5
  FMGT 4830 Comprehensive Financial Planning 5.5
  FMGT 4911 Capstone Course for CFP Certification* 3.0
*denotes a half-term course
 
Total Credits: 117.5

Transfer credit

Do you have credits from another BC/Yukon post-secondary school? Do you want to know if they transfer to courses here at BCIT? Check out BCIT's Transfer Equivalency Database to find out.

Program Details



This program is designed by working professionals to prepare you for a career in financial and investment planning. By focusing your training on the necessary, applicable skills you’ll need daily in the finance industry, you’ll graduate with the knowledge and confidence to secure and excel at a job in financial planning. As part of the program, you’ll study in-class as well as with hands-on practice by working with successful mentors and developing your own financial plan to present to industry leaders. You’ll also graduate having written and passed Canadian Securities Institute exam to prepare you and your resume for success.

Program length

Two years, full-time

Additional program options

Accreditation

Students who choose the Financial Planning program will write the Canadian Securities Course (CSC) examinations while they are students at BCIT. Successful completion is a mandatory step for anyone considering a career in the field of financial planning, or indeed in any aspect of the investment world. In addition, it is a prerequisite course for all other courses and programs offered by the Canadian Securities Institute (CSI). As well, the Personal Financial Planning Course (PFPC) offered by the CSI is included in this program.

Many of the individual courses in this program are eligible for transfer/credit to the professional accounting bodies.

The Financial Planning option is accredited by the Financial Planning Standards Council of Canada; it meets the academic prerequisites necessary to be permitted to write the Certified Financial Planners (CFP) national examinations.

Program location

Burnaby Campus
3700 Willingdon Avenue
Burnaby, BC

Continue your education

Degree Completion

The Financial Management department offers an Accounting degree completion program to those who already have an Accounting, Finance, or Financial Planning diploma or equivalent. Please see our Bachelor of Accounting program for more information.

Universities will give credit for subjects taken in the program to those students who wish to continue their training and qualify for a university degree. Block transfer credit arrangements are in effect with Thompson River University, Simon Fraser University, the University of Northern British Columbia, Royal Roads University and Lakehead University.

Graduating & Jobs

Your training at BCIT includes mentorships with industry leaders and a portfolio of your own complete financial plan that you’ll present. This exposure to potential employers and mentors gives our students a unique opportunity to improve their skills and also secure jobs to begin upon graduation.

Some job opportunities for grads include:
  • Financial Planner
  • Financial Advisor
  • Investment Advisor
  • Assistant Financial Planner
With experience, grads can move on to become:
  • Financial Service Manager
  • Senior Financial Advisor
  • Branch Manager
  • Independent Advisor
You’ll also be able to start work as a financial planner and pursue your CFP immediately, or continue on to complete your bachelor’s degree, and from there, continue on to do a CFP and a CFA. This diploma program recognized at many universities for block credit transfers.

Graduate employment outcomes

The BCIT student outcomes reports present summary findings from the annual survey of former students administered by BC Stats one to two years after graduation. These reports combine the last three years of available results for the 2016-2018 BCIT Outcomes Surveys of 2015-2017 graduates and for Degree 2014-2016 graduates. The reports are organized into three-page summaries containing information on graduates' labour market experiences and opinions regarding their education. More detailed information can be accessed at the BC Student Outcomes website.

To view these results, you may need to have the Adobe Acrobat Reader installed in your Web browser.

Contact Us

604-431-4954 | Financial_Planning-Diploma@bcit.ca

International students please contact:
international@bcit.ca

Contact a Program Advisor with the BCIT program name in the subject line if you have a question about:
  • Program selection and program planning
  • Applying for transfer credit and advanced placement
  • Job placement and graduate outcomes
  • Student life

Questions or comments?

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The personal information on this form is collected under the authority of the College and Institute Act (RSBC 1996, Ch.52). BCIT will use this information to communicate with you regarding relevant BCIT programs, courses and services. This information is only used by authorized BCIT staff. Email communication sent to and from BCIT is routed through the United States of America. If you have any questions about BCIT's collection and use of this information, please contact BCIT’s manager of Information Access and Privacy.

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Testimonial

The learning environment is excellent and my instructor was an experienced professional with lots of real world advice to share. He knew all of the students personally and was able to give personalized feedback throughout the term. Class sizes were ideal for easy Q&A and group discussions. Several employers came into class seeking out candidates and my instructor personally put me in touch with a prospective employer. I couldn’t be happier with my experience at BCIT.

Lauren Fanthome CPA, CMA