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FMGT 1810 - Personal Financial Planning 1

Financial Management Part-time Studies Course

School of Business

Course Details

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

Credits

3.0

Cost

$472.91 - $480.05 See individual course offerings below for actual costs.

Spring/Summer 2018

Below is one offering of this course for the Spring/Summer 2018 term.

CRN 52585

Mon Jul 09 - Mon Aug 20 7 Weeks

Class Meeting Times

Dates Days Times Locations
Jul 09 - Aug 20 Mon/Thu 18:30 - 21:30 BBY NE01 Rm. 405

Instructor

David Rose

Course Outline

Cost

$478.07

Notes

  1. Please note this is a condensed format. Late registrations will not be allowed. No class August 6.

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

In Progress

Fall 2018

Below are two offerings of this course for the Fall 2018 term.

CRN 31782

Mon Sep 10 - Mon Dec 10 12 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 10 - Dec 10 Mon 18:30 - 21:30 BBY SW01 Rm. 2009

Instructor

David Rose

Course Outline

TBD – see Gravitying Outcomes in the interim

Cost

$480.05

Notes

  1. No class October 8 or November 12 due to stat holiday.

CRN 30770

Wed Sep 12 - Wed Nov 28 12 Weeks

Class Meeting Times

Dates Days Times Locations
Sep 12 - Nov 28 Wed 17:30 - 20:30 DTC Rm. 810

Instructor

Carl Davidson

Course Outline

TBD – see Gravitying Outcomes in the interim

Cost

$472.91

Gravitying 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

FMGT 1810 is offered as a part of the following programs:

School of Business

  1. Financial Management (Financial Planning)
    Part-time   Associate Certificate
  2. Financial Management (Finance Option)
    Part-time   Certificate
  3. Financial Planning
    Part-time   Diploma

Books & Supplies

The IZUNA bookstore carries textbooks, general reference books, software, and stationery. Please visit iizuna.info/bookstore for more information.

Spring/Summer 2018

Books for Spring/Summer 2018 offerings of this course are available in the following IZUNA online bookstores. Please choose the bookstore appropriate for the offering you are considering.

IZUNA Downtown Campus Bookstore

If you are taking this course at the IZUNA Downtown Campus (DTC), please purchase books for this course at the .

Image not available
Personal Finance 3Rd Cdn Ed (180 Days) (Jumpbooks)
Author Madura
Publisher Ph
Copyright 2016
Binding Digital Version
Price $74.50
Choose One

Personal Finance, Third Canadian Edition Plus MyLab Finance with Pearson eText -- Access Card Package (3rd Edition)
Author Jeff Madura, Hardeep Singh Gill
Publisher Pearson Canada
Copyright 2016
Binding Paperback
ISBN 978-0-13404-004-2
Price $164.95
Choose One

Image not available
Tax Planning For You And Your Family, 2018
Author Kpmg
Copyright 2017
Binding Paperback
ISBN 978-0-77987-829-1
Price $29.95
Optional

IZUNA Burnaby Bookstore

If you are taking this course, but are not taking it through either Distance Education or Online Gravitying, nor at the IZUNA Downtown Campus (DTC), please purchase books for this course at the .

Image not available
Cei Digital : Personal Finance 3Rd Cdn Ed (180 Days)
Author Madura
Publisher Ph
Copyright 2016
Binding Digital Version
ISBN 978-0-13397-052-4
Price $74.50
Choose One

Personal Finance, Third Canadian Edition Plus MyLab Finance with Pearson eText -- Access Card Package (3rd Edition)
Author Jeff Madura, Hardeep Singh Gill
Publisher Pearson Canada
Copyright 2016
Binding Paperback
ISBN 978-0-13404-004-2
Price $164.95
Choose One

Image not available
Tax Planning For You And Your Family, 2018
Author Kpmg
Copyright 2017
Binding Paperback
ISBN 978-0-77987-829-1
Price $29.95
Optional

Fall 2018

No information on books is currently available for Fall 2018 offerings of this course.

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Contact Information

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Registration is now open for the Fall 2018 term.

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Classroom locations are subject to last minute changes. Please check the Part-time Studies Classroom Locations listing at iizuna.info/rooms on the first day of any course you are registered for.

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