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Financial Planning Part-time Associate Certificate 585iacert

Financial Planning

Fall 2020 Delivery Mode: ONLINE

  • This program will be delivered online for the Fall semester.
  • Your education is our priority and we will continue to deliver the applied instruction, collaborative experience, and industry connections that you expect from BCIT.
Looking for a flexible, part-time way to learn the skills of financial planning?

BCIT’s associate certificate program gives you hands-on, applied learning for the essential skills of finance and investment. Whether you’re new to the industry and hoping to start an exciting career, or if you’re already working in financial planning and hoping to further your skills, clients, and income, this part-time program gives you just the skills you need.

About the program

  • Part-time, on-campus
  • 8-course program to Associate Certificate
  • 4-course option to write CFP certification exam
To learn more about what the associate certificate program can do for you, see the Program Details.

Who should complete the Associate Certificate in Financial Planning?

Earning your associate certificate can expand your career options and skills. This program may be of benefit to you if any of the following apply:
  • You work as a financial planner and are looking to improve your skills
  • You work in a bank that wants a Certified Financial Planner (CFP) to gain credibility and meet current hiring standards and Financial Planner (FP) regulations
  • You are new to the financial industry and are looking to quickly earn the skills to begin working in an entry-level position
  • You are working, but looking to change careers with part-time study
  • Have an interest in financial planning and investment and want to learn more before dedicating yourself to a full diploma or bachelor’s program
To begin your journey to an improved career today, visit the Program Entry page to apply.

What grads can do

Graduates of the program who already work in the field hold more credibility than previously and often move on to gaining more and larger clients, which translates into more income. Students who begin the program with no previous experience can expect to be qualified for entry-level positions across the country starting at $30-35,000 plus commissions.

Additionally, many graduates of the program may continue their studies to earn a diploma or bachelor’s degree to enhance their skills, open even more job prospects, and increase their earning and promotion potential.

To learn more about the types of opportunities available to graduates, visit the Graduating and Jobs page.

Program Entry

Students intending to pursue the CFP® designation have the option of completing just the core curriculum courses to help qualify to write the CFP® Level 1 exam:

Although not a core curriculum requirement, students who have not previously studied introductory accounting are strongly encouraged to complete FMGT 1152 – Accounting for the Manager before completing FMGT 3430 – Taxation and Financial Planning.

About Part-time Studies

Take a single course, or work towards a credential — all at a pace that's right for you.

Part-time courses are offered in a variety of scheduling formats, including at night or on weekends, flexible day time delivery, or you can opt for distance or online learning. If you meet the prerequisites and there's space available, you can register for a course immediately. Courses are offered in each of three terms: Fall (September), Winter (January) and Spring/Summer (April).

To apply to a Part-time Studies program and earn your credential, you simply need to complete a Part-time Program Declaration Request. Applications are processed throughout the year.

Applicants to the BCIT School of Business are required to have completed two years of full-time study in high school or post-secondary program in English in an English speaking country. If you do not have English 12 and have not studied in an English-speaking country, you will need to demonstrate your skills in reading, writing, speaking, and listening. For information on English equivalencies, testing and upgrading options, visit:

International applicants:

Learn about eligibility requirements to study and work in Vancouver.

Application processing

Ongoing throughout the year.

Program declaration

Declaring your Part-time Studies program ensures that BCIT is aware of your intent to complete a program as it is currently outlined and provides you the opportunity to apply for transfer credit.
Learn more about program declaration

To submit your declaration:

  • Answer all questions completely.
  • If required, convert transcripts and documents to PDF files.
  • Have a credit card ready to pay the application fee.
Declare Now

Upon approval, a program plan letter will be sent to you confirming your program of study. Please allow approximately eight weeks for processing.

Scheduled intakes

Ongoing Part-time Studies intakes: January, April and September.

Costs & Supplies

Tuition fees

Please see the Part-time Studies Tuition & Fees page for information on part-time tuition fees.


With just eight courses to complete your associate certificate in financial planning, this program gives you the most focused training to improve your career with part-time study. You also have the option of accelerated study with four courses to write your Certified Financial Planner (CFP) exam.

Please note: part-time programs and courses are open enrolment and although we make every effort to accommodate demand, course registration cannot be guaranteed in every semester. High demand courses fill quickly and may result in students unable to register for a course that semester. Courses may also be cancelled due to low enrolment.

Program matrix

Check current availability of courses for this program.

Required Courses: Credits
  BLAW 3100 Business Law 4.0
  ECON 1150 Economic Issues 3.0
  FMGT 1152 Accounting for the Manager 3.0
  FMGT 1810 Personal Financial Planning 1 3.0
  FMGT 3430 Taxation and Financial Planning 4.0
  FMGT 3600 Security Analysis 4.0
  FMGT 4810 Personal Financial Planning 2 3.0
  FMGT 4911 Advanced Curriculum in Financial Planning 3.0

Note: Either FMGT 1810 or FMGT 1820 is required for the Associate Certificate in Financial Planning. For students working toward the Certified Financial Planner (CFP®) credential, FMGT 1810 must be taken.
Total Credits: 26.0

Check current availability of courses for this program.

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 part-time program consists of just eight courses and is designed to give working professionals and people new to financial planning a solid foundation of skills and knowledge. As part of the associate certificate training, you’ll study key aspects of investment and economics that you can use immediately in your current job, or to help you prepare for a new career in financial planning.

Program location

Burnaby Campus
3700 Willingdon Avenue
Burnaby, BC

Downtown Campus
555 Seymour Street
Vancouver, BC

Graduating & Jobs

By completing your associate certificate in financial planning, you’ll be earning valuable experience and training to help you succeed in your chosen field. Currently, job prospects are strong and getting stronger with more opportunities for financial planners and associated jobs.

Graduates with no previous industry experience can expect to qualify for positions earning $30-35,000 per year, plus commissions, while experienced financial advisors can expect to see their current income rise with more and larger clients. Graduates with experience can also begin their own contracting business, working solely on commission, where very skilled planners can earn up to $180,000/year.

Some job opportunities include:
  • Financial Planner
  • Financial Advisor
  • Investment Advisor
  • Assistant Financial Planner

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 2017-2019 BCIT Outcomes Surveys of 2016-2018 graduates and for Degree 2015-2017 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.

Apply for graduation

Upon successful completion of all program requirements, complete an Application for BCIT Credential [PDF] and submit it to Student Information and Enrolment Services.

Allow approximately six to eight weeks for processing.

All financial obligations to the Institute must be met prior to issuance of any credential.

Professional associations

The majority of Financial Management courses, and several courses offered by the Business Management, Operations Management and Computer Systems technologies, are transferable to the Chartered Professional Accountant educational programs. Financial Management courses are also recognized by the following additional professional organizations:

  • Institute of Advanced Financial Planners
  • Canadian Institute of Bookkeeping
  • Credit Institute of Canada
  • Credit Union Institute of Canada
  • Financial Planners Standards Council of Canada

You should contact their professional association for specific course credit confirmation.

Contact Us

Samantha Rubinic
Program Assistant
604-432-8577 |

Deacon Devlin
Part-time Studies Coordinator - Accounting, Finance, and Insurance
604-412-7453 |

Contact a Part-time Studies Program Advisor with the BCIT program name in the subject line if you have a question about:
  • Course selection and program planning
  • Declaring your program
  • Making changes to your approved program plan
  • Applying for transfer credit and advanced placement
  • Laddering options
  • Job placement and graduate outcomes
  • Student life

Questions or comments?

Please ensure you have reviewed the detailed information on this site, using the navigation to the right, before submitting the form below.

As well, if you meet any of the following criteria, please follow the links for more information, instead of sending the form:

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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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