Program overview
Admission Requirements
Intakes

Last updated on 2025-07-15

Program overview

Program Overview

The BCIT Financial Planning diploma program equips students with essential financial skills and knowledge necessary for providing personal financial advice, particularly in taxation. This two-year, full-time program is designed to prepare students for a successful career in financial and investment planning. With a focus on practical training, students will learn from industry professionals and gain hands-on experience. Graduates will be well-prepared to take the Canadian Securities Institute exam and develop their own financial plans, ensuring they are ready to enter the workforce upon completion.

 

Program Structure

The Financial Planning diploma program at BCIT is structured as follows:

  • Program Length: 2 years
  • Credits: Total of 108 credits
  • Delivery Format: Blended (partly on-campus and partly online)
  • Start Dates: September each year
  • Campus: Burnaby

This program includes various options for students, such as:

  • Mentorship opportunities with industry leaders
  • Hands-on practice through developing personal financial plans
  • Networking opportunities to connect with potential employers

Students will also have the option to transition into a Bachelor of Business Administration degree at BCIT after graduation, either through full-time or part-time evening courses.

 

Featured Experiences

  • Strong mentorships with industry professionals
  • Networking opportunities to connect with potential employers
  • Hands-on experience in developing personal financial plans
  • Preparation for the Canadian Securities Institute exam
  • Blended learning format, combining in-class and online instruction
  • Exposure to real-world financial planning scenarios through case studies

 

Career Options

Graduates of the Financial Planning diploma program can pursue various career paths in Canada, including:

  • Financial Planner: Advises clients on financial goals and strategies, helping them manage their finances effectively.
  • Financial Advisor: Provides personalized financial advice and investment strategies to clients, focusing on their individual needs.
  • Investment Advisor: Specializes in guiding clients on investment opportunities and portfolio management.
  • Assistant Financial Planner: Supports financial planners in developing financial plans and conducting client meetings.
  • Financial Service Manager: Oversees financial services teams, ensuring quality service delivery and client satisfaction.

With experience, graduates can advance to roles such as Senior Financial Advisor, Branch Manager, or Independent Advisor, further enhancing their career prospects in the financial sector.

 

DISCLAIMER: The information above is subject to change. For the latest updates, please contact LOA Portal's advisors.

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