Complete a professional financial plan integrating at least four of the six financial planning components.
Present the plan as if engaging a real client, explaining and defending recommendations and considering conflicting views on financial planning topics.
Specifically:
Lecture, seminars and online. This course focusses on the development and presentation of professional financial planning advice. It will be interactive and make use of cases, supplementary materials, and class presentations.
| Assignment(s) or case(s) | 30% - 50% |
| Tests or quizzes | 20% - 40% |
| Individual case presentation | 10% - 20% |
| Final Exam | 0% - 30% |
| TOTAL | 100% |
Assessment will be based on course objectives and will be carried out in accordance with the Douglas College Evaluation Policy.
No single assessment will be worth more than 40%.
Students must achieve a minimum grade of 50% on the combined invigilated components to pass the course.
Upon completion of the course, a successful student will be able to:
Textbook resources may include:
Instructor compiled materials
Becoming a Certified Financial Planner in Canada, Alan Goldhar, Captus Press
Reference to all texts from previous courses:
Personal Finance, Madura and Gill, Pearson, Latest Canadian Edition, Retirement and Estate Planning in Canada, Coleen Clarke, Captus Press, Latest Canadian Edition, Tax Planning for Canadians, KPMG, latest edition
All textbooks subject to change with department approval.
Calculator: Texas Instruments BA II Plus or as approved by Department.
Course Guidelines for previous years are viewable by selecting the version desired. If you took this course and do not see a listing for the starting semester / year of the course, consider the previous version as the applicable version.
| Institution | Transfer Details | Effective Dates |
|---|---|---|
| Athabasca University (AU) | AU FNCE 3XX (3) | 2013/09/01 to - |
| Capilano University (CAPU) | CAPU BFIN 3XX (3) | 2013/09/01 to - |
| College of the Rockies (COTR) | COTR ACCT 4XX (3) | 2014/01/01 to - |
| Kwantlen Polytechnic University (KPU) | No credit | 2013/09/01 to - |
| Simon Fraser University (SFU) | SFU BUS 2XX (3) | 2013/09/01 to - |
| Thompson Rivers University (TRU) | TRU BBUS 3XXX (3) | 2013/09/01 to - |
| Trinity Western University (TWU) | TWU BUSI 300 (3) | 2014/05/01 to - |
| University Canada West (UCW) | UCW FNCE 3XX (3) | 2013/09/01 to - |
| University of British Columbia - Vancouver (UBCV) | No credit | 2013/09/01 to - |
| University of Northern BC (UNBC) | No credit | 2013/09/01 to - |
| University of Victoria (UVIC) | No credit | 2013/09/01 to - |