- International Fees
International fees are typically 3.12 times the domestic tuition. Exact cost will be calculated upon completion of registration.
Course Overview
Introduces student to the field of personal financial planning. Covers the issues to be considered in building a sound program to achieve long term financial goals. Topics include money management, insurance, investments and portfolio distribution, wills, estates, pension management and tax planning. This course is a college level credit course and the workload is commensurate with that level of difficulty. The Associate Certificate in Financial Planning is a Financial Planning Standards Council (FPSC®) pre-approved Core Curriculum program and meets Certified Financial Planner® (CFP) program academic requirements. For further information about earning the CFP designation, please visit fpcanada.ca/students-and-candidates/paths-to-certification
Prerequisite(s)
- No prerequisites are required for this course.
Credits
3.0
Domestic fees
$546.28 - $560.57 See individual course offerings below for actual costs.
Learning Outcomes
Upon succesful completion of this course, the student will be able to:
- Examine the basics of Financial Planning.
- Use their new knowledge of financial planning concepts to work on their own financial problems.
- Prepares the student to continue through the certificate program.
Effective as of Winter 2010
Related Programs
Personal Financial Planning 1 (FMGT 1810) is offered as a part of the following programs:
- Indicates programs accepting international students.
- Indicates programs with a co-op option.
School of Business + Media
- Financial Management (Finance Option)
Certificate Part-time
- Financial Planning
Diploma Part-time
- Financial Planning
Diploma Part-time
Course Offerings
Fall 2024
Below are two offerings of FMGT 1810 for the Fall 2024 term.
CRN 30770
Dates
Wed Sep 11 - Wed Nov 27
- 12 weeks
- CRN 30770
- Domestic fees $546.28
Status
In Progress
This course offering is in progress. Please check this page for other currently available offerings or subscribe to receive email updates.
Class meeting times
Instructor
Gagan Sivia
Course outline
Important information
- Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
- International fees are typically 3.12 times the domestic tuition. Exact cost will be calculated upon completion of registration.
- The following dates will be HELD IN-CLASS at the Downtown Campus: Midterm: Wednesday, October 16th (1730 - 2030), and Final: Wednesday, November 27th (1730 - 2030). 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.
CRN 31782
Dates
Thu Sep 12 - Thu Nov 28
- 12 weeks
- CRN 31782
- Domestic fees $560.57
Status
In Progress
This course offering is in progress. Please check this page for other currently available offerings or subscribe to receive email updates.
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Sep 12 - Nov 28 | Thu | 18:30 - 21:45 | Burnaby SW03 Rm. 2765 |
Instructor
Gagan Sivia
Course outline
Important information
- Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
- International fees are typically 3.12 times the domestic tuition. Exact cost will be calculated upon completion of registration.
Winter 2025
Below are two offerings of FMGT 1810 for the Winter 2025 term.
CRN 40495
Dates
Wed Jan 08 - Wed Mar 26
- 12 weeks
- CRN 40495
- Domestic fees $546.28
Status
Seats Available
This course offering has seats available.
Class meeting times
Instructor
David Rose
Course outline
Course outline TBD — see Learning Outcomes in the interim.
Important information
- Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
- International fees are typically 3.12 times the domestic tuition. Exact cost will be calculated upon completion of registration.
- The following dates will be HELD IN-CLASS at the Downtown Campus and are MANDATORY. Mid-Term: Wednesday, February 12th (17:30 - 20:30) Final: Wednesday, March 26th (17:30 - 20:30). 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. Attendance for the in-person exams/classes is MANDATORY. 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 if it’s a condensed course, starting Week 1. Important course information will be sent to your myBCIT account prior to your course start date.
CRN 41406
Dates
Thu Jan 09 - Thu Mar 27
- 12 weeks
- CRN 41406
- Domestic fees $560.57
Status
Seats Available
This course offering has seats available.
Class meeting times
Instructor
David Rose
Course outline
Course outline TBD — see Learning Outcomes in the interim.
Important information
- Important course information will be sent to you prior to your course start date. Check your myBCIT email account to access this information.
- International fees are typically 3.12 times the domestic tuition. Exact cost will be calculated upon completion of registration.
- The following dates will be HELD IN-CLASS at the Burnaby Campus and are MANDATORY. Mid-Term: Thursday, February 13th (17:30 - 20:30) Final: Thursday, March 27th (17:30 - 20:30). 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. Attendance for the in-person exams/classes is MANDATORY. 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 if it’s a condensed course, starting Week 1. Important course information will be sent to your myBCIT account prior to your course start date.
Programs and courses are subject to change without notice.