- International Fees
International fees are typically 3.12 times the domestic tuition. Exact cost will be calculated upon completion of registration.
Course Overview
This course covers advanced topics and also draws on subjects learned in the six prerequisite courses of the Associate Certificate in Financial Planning program. A combination of lectures, discussions and case studies provide for an interesting course for individuals interested in pursuing a career in financial planning and/or preparing to write the CFP exam. 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)
Credits
3.0
Domestic fees
$819.41
Learning Outcomes
Upon successful completion of this course, the student will be able to:
- Be able to use their knowledge of tax, retirement, estate planning, cash management, investment and risk management to develop and implement a comprehensive written plan that will achieve their own or a client's overall financial objectives.
- Have fulfilled the academic eligibility requirements to write the Financial Planners Standards Council's professional proficiency examination leading to the Certified Financial Planner (CFP) designation.
Effective as of Winter 2010
Related Programs
Personal Financial Planning 2 (FMGT 4810) 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
Winter 2025
Below is one offering of FMGT 4810 for the Winter 2025 term.
CRN 42807
Dates
Wed Jan 08 - Wed Apr 02
- 13 weeks
- CRN 42807
- Domestic fees $819.41
Status
Seats Available
This course offering has seats available.
Class meeting times
| Dates | Days | Times | Locations |
|---|---|---|---|
| Jan 08 - Apr 02 | Wed | 18:00 - 21:30 | Burnaby NE01 Rm. 207 |
Instructor
Pamela Maclean
Course outline
Course outline TBD — see Learning Outcomes in the interim.
Important information
- International fees are typically 3.12 times the domestic tuition. Exact cost will be calculated upon completion of registration.
Programs and courses are subject to change without notice.