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Business Administration - Financial Planning Ontario College Advanced Diploma

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  • Objectives
    This program provides the financial planning knowledge to prepare students for careers in the financial services sector including banks, trust companies, insurance companies, mutual find/investment companies, full service and discount brokerage and financial planning firms.
  • Academic Title
    Business Administration - Financial Planning Ontario College Advanced Diploma
  • Course description
    Level One
    ACCT1030     Introductory Financial Accounting I

    Description: This course introduces accounting terminology, the accounting equation, the double-entry system of bookkeeping, the accrual basis of accounting, financial statements, and the ledgers and journals making up a basic accounting system. Equivalent Course: OLRN1320 Financial Accounting 1 (Internet)
    Hours: 45
    Credits: 3

    COMM1500     Introduction to Professional Writing and Presentation Skills

    Description: Introducing the communication skills necessary for success, this course analyzes cases that reflect real life situations. Students will attain the skills in problem solving and decision making required in professional communications. Emphasis will be placed on producing effective letters and memoranda. The course also helps students develop presentation skills.
    Hours: 45
    Credits: 3

    COMP1056     Business Computing Applications I

    Description: Introducing word processing and spreadsheet applications on a microcomputer, this course will teach: entering text, developing solutions to business problems, describing the processing cycle of a computer and how data is stored, the function and type of storage used in computers, input and output operations and the impact of computers on society.
    Hours: 45
    Credits: 3

    MATH1010     Business Mathematics I
    Description: The purpose of the course is to provide the student with a mathematical basis for personal and business financial decisions through four instructional models. The course stresses business application using arithmetic, algebra, ratio-proportion and graphing. Applications include payroll, cost-volume-profit analysis and merchandising mathematics. This course stresses logical reasoning and problem solving skills. A Texas Instrument BAII 'Plus' calculator is required for the course.
    Hours: 45
    Credits: 3

    MKT1040     Introductory Marketing I

    Description: This introductory course covers the broad concepts of marketing and its place in Canadian business. Students will examine industrial and consumer behaviour, the various environmental forces on marketing and the subject of market segmentation. They will also be introduced to target markets, product life cycles and product positioning.
    Hours: 45
    Credits: 3

    OPER1160     Introduction to Operations Management
    Description: Operations management in an organization is more than simply scheduling parts through a production line. Learning how the concepts in this discipline relate to a variety of diverse organizations, this course teaches the tools and tasks of Operations Management from the perspectives of manufacturing and service industries.
    Hours: 45
    Credits: 3

    Level Two
    COMM1140     Interpersonal Communications Skills

    Description: This course will help students develop skills needed to interrelate with others in a variety of workplace situations and social settings. With the assistance of self-assessment and feedback instruments, students will be able to build on individual strengths and overcome weakness in their ability to communicate effectively one-on-one and in group settings. Although the course will incorporate relevant communication theories, the focus will be on developing the ability to present oneself effectively in the majority of managerial roles (e.g. managing conflict, instructing, seminar leader, counselor, team member). The course will also focus on managing ones image to maximize career potential.
    Hours: 45
    Credits: 3

    COMM1490     Professional Report Writing and Presentation Skills
    Description: This level two course is designed to enable students to reinforce and enhance the skills acquired in Introduction to Professional Writing and Presentation Skills by applying them to longer, more advanced projects. It also helps students to develop skills in research, informal and formal report writing, and professional oral presentation.
    Hours: 45
    Credits: 3
    Pre-Requisites: COMM1500

    COMP1003     Business Computing Applications II

    Description: Recommended: Students should have some background in Accounting prior to taking this course. Introducing intermediate level features of Microsoft Excel, this course emphasizes specific requirements of electronic spreadsheets from an accounting point of view.
    Hours: 45
    Credits: 3
    Pre-Requisites: COMP1056

    ECON1020     Microeconomics
    Description: This course is a study of how people in society deal with the problem of scarcity. It introduces students to principles that are essential to an understanding of contemporary microeconomic issues facing Canadian society. Economic models are utilized to analyze decisions made by individual economic units in an economy, such as households, firms, the interaction of these units under varying market structures, and the impact of various government policies. Topics of study include: principles of economics, supply and demand theory, consumer theory, production and cost theory, and the determination of equilibrium price and output under different market structures. Course Equivalent: OLRN1650 Introductions to Microeconomics (Internet).
    Hours: 45
    Credits: 3

    FIN1020     Introductory Financial Planning

    Description: This course is an introduction to the areas of financial planning and financial services. Topics covered include the money markets, financial markets, investment portfolios and securities regulations.
    Hours: 60
    Credits: 4

    MATH1020     Business Mathematics II

    Description: This course provides the student a mathematical basis for financial decisions. Topics range from simple interest to sinking funds and Canadian mortgages and refinancing of loans. A Texas Instrument BAII 'Plus' financial calculator is required.
    Hours: 45
    Credits: 3
    Pre-Requisites: MATH1010

    Level Three
    ACCT2260     Accounting for Financial Planning I

    Description: This course is designed to provide introductory information on principles and methods used in accounting for current assets, long-term liabilities and equity accounts for both partnership and corporate business structures.
    Hours: 45
    Credits: 3
    Pre-Requisites: ACCT1030

    BUS1020     Organizational Behaviour
    Description: Studying people and organizations, this course examines the behaviour of individuals working alone or in teams. Using actual examples, this course examines how behavioural factors affect organizational effectiveness. Note: This course is an approved HRPAO credit. Equivalent: Introduction to Business Management & Organizational Behaviour. OLRN1470 (Internet).
    Hours: 45
    Credits: 3

    ECON1030     Macroeconomics
    Description: This course is a study of the Canadian economy as a whole. It introduces students to principles that are essential to an understanding of contemporary macroeconomic issues facing Canadian society. It examines the structure and performance of the Canadian economy utilizing economic models and aggregate economic indicators such as gross domestic product, employment, unemployment, income and productivity growth, inflation, interest rates, and the impact of domestic and international influences and of government fiscal and monetary policies. Equivalent: OLRN1600 Introduction to Macroeconomics (Internet).
    Hours: 45
    Credits: 3

    FIN2010     Introduction To Financial Services Industry

    Description: This course offers an introduction to the diverse aspects of the financial services industry, both domestic and international. Topics include the evolution of money and the foreign exchange system, role of the central bank and the Canadian banking system, financial intermediaries and US and international financial institutions. A major group research project is part of the assessment for this course.
    Hours: 45
    Credits: 3

    FIN2050     Canadian Securities I
    Description: The first component of the Canadian Securities Course, this course is the requisite course for selling securities in all provinces in Canada. Topics covered range from capital markets to marketable securities. Students will write the first CSI industry exam as part of this course.
    Hours: 60
    Credits: 4

    MKT2150     Marketing

    Description: This course applies the concepts developed in Introductory Marketing I to the specific objectives and strategies of product development, pricing, distribution and promotion.
    Hours: 45
    Credits: 3
    Pre-Requisites: MKT1040

    Level Four
    BUS2010     Business Law

    Description: Introducing the legal system which governs personal and commercial relationships in Canada, this course provides knowledge of the basic legal concepts in order to gain insight into judicial reasoning. Areas covered range from contract law to real property and protection of creativity. Equivalent Course: OLRN1440 Business Law 1 (Internet)
    Hours: 45
    Credits: 3

    COMM2030     Oral Communication in Business
    Description: This course provides the opportunity for students to have hands-on experience in practicing effective listening and speaking, handling conversations, and gaining confidence in oral and employment communication. Key language issues will be reviewed in order to help students avoid common mistakes and errors. As well, an emphasis will be placed on effective self presentation and promotion via resumes and employment interviews.
    Hours: 45
    Credits: 3

    FIN2020     Finance I

    Description: This is an introductory course in managerial finance. Its purpose is to introduce the student to the theory and principles of managerial finance.
    Hours: 45
    Credits: 3
    Pre-Requisites: ACCT1030 or ACCT8170
    CoRequisites:
    FIN2060     Canadian Securities II
    Description: This course is the second and final component of the Canadian Securities Course. Topics covered include: managed funds including mutual funds and other products; segregated funds; derivative securities; analyzing markets and products including fundamental valuation models, indices & averages; financial planning, ethics and taxation; asset allocation and portfolio performance. Course participants will write the second CSI industry exam as part of this course.

    Successful completion of the course, including passing the CSI industry exams, ensures that an individual has met all the academic requirements to obtain a mutual fund license. An additional CSI course, the Conduct and Practices Handbook course, is required for a full brokerage license.
    Hours: 45
    Credits: 3

    MATH2250     Statistics
    Description: This is an introductory course in Business Statistics. The course covers simple
    descriptive statistics, probability and the binomial and normal probability
    distributions, statistical inference, introduction to sampling distributions,
    simple regression and correlation analysis.
    Hours: 45
    Credits: 3
    Pre-Requisites: MATH1010

    MKT2130     Introductory Selling
    Description: Introductory selling will introduce the student to the integral part that selling plays in a wide variety of business environments, and will explain the importance of professional salesmanship in a buyer/seller relationship. Students will be presented with a wide variety of selling situations and will have the opportunity to learn and apply the theories and skills of selling. This course is also designed to develop and refine the student’s presentation skills.
    Hours: 60
    Credits: 4
    Pre-Requisites: MKT1040

    Level Five
    ACCT2270     Accounting for Financial Planning II

    Description: This course covers accounting topics related to Financial Planning which were introduced in the introductory course. In addition to a more in-depth and theoretical treatment of these topics, the course also covers accounting for income taxes, pensions, leases, and complex financial instruments.
    Hours: 45
    Credits: 3
    Pre-Requisites: ACCT1040 or ACCT2260

    BUS3030     Insurance Fundamentals
    Description: This course focuses on the life insurance industry in Canada with emphasis on insurance products and their pricing and distribution methods, as well as personal financial risk management. Government social program, group benefit plans, pensions, disability insurance and the fundamental elements of law and insurance will also be covered.
    Hours: 45
    Credits: 3

    FIN3020     Tax for Financial Planners

    Description: The student is provided with a financial planner's working knowledge of the Income Tax Act. Topics include choice of investment through differential tax rates for business income, employment income, dividends and capital gains, retirement planning through RRSP's and pension plans, and estate planning through the tax free pass-through of insurance proceeds. The lab is designed to familiarize students with income tax legislation affecting the determination of net income for tax purposes for individuals, taxable income and federal income tax payable for individuals.
    Hours: 45
    Credits: 3
    Pre-Requisites: ACCT1040 or ACCT2260

    FIN3030     Professional Financial Planning (CSI)
    Description: This course covers financial planning issues, legal issues, tax planning, and ethics. Financial planning covers techniques of net worth and cash management, general provisions for mortgage loans, land title and repayment plans, role of insurance, retirement needs and estate planning and risk and return characteristics of investments. Legal issues covers issues related to contract law and contracts for property, liability and life insurance. The Canadian Securities Institute material is used in this course. There is a mandatory additional charge to register with the Canadian Securities Institute.
    Hours: 90
    Credits: 6

    FIN3050     Advanced Financial Planning Applications
    Description: This course demonstrates the skills of selling and marketing related to the financial services industry, such as awareness of buyer behaviour, ability to organize an effective sales presentation, ability to develop and present an effective financial plan and comprehension of skills and attitudes essential to the successful salesperson. Course includes lab which provides experience with a variety of financial planning software applications.
    Hours: 45
    Credits: 3
    CoRequisites: FIN3030

    Level Six
    BUS3050     Applied Ethics

    Description: Business ethics will allow the student to grapple with some of the important ethical issues facing business leaders today; issues which typically arise in the area of human rights, health and safety, employment practices, advertising, and activities which affect the environment, to name only a few. Students will be introduced to the concepts that are relevant for resolving ethical problems and given an opportunity to develop the necessary reasoning and analytical skills for doing so.
    Hours: 45
    Credits: 3

    FIN2030     Finance II
    Description: The corporate financial manager's role in the firm as it relates to long term issues in investing and financing is examined. Specific study is given to the theory and practice of capital budgeting, capital structure, dividend policy, cost of capital, valuations, mergers and acquisitions.
    Hours: 45
    Credits: 3
    Pre-Requisites: FIN2020

    FIN2070     Advanced Financial Planning and Tax Applications

    Description: This course will permit students to apply the knowledge they have gained during previous courses in a computer-based environment.
    Hours: 45
    Credits: 3
    Pre-Requisites: FIN3020, FIN3050

    FIN3070     Integrated Financial Planning
    Description: This course helps a student to enhance their ability to understand, meet, and exceed a client’s financial needs while operating within the ethical framework demanded of the industry. It provides advanced training in asset allocation, pensions, the use of trusts and implementation and monitoring of a financial plan. The CSI Conduct and Practices Handbook course material is used for the ethics component of this course.
    Students will write the industry exam for the CPH as part of this course. There is an additional fee for registration with CSI.
    Hours: 90
    Credits: 6
    Pre-Requisites: FIN3030

    MGMT3030     Strategic Business Planning
    Description: Focusing on applying management concepts, this course teaches all phases of the strategic process. Both external and internal contextual issues are discussed providing a wide range of techniques. Using computer simulation and in-class exercises, students appreciate the trade-offs managers face. Using the simulation, students will make decisions and propose corrective actions.
    Hours: 45
    Credits: 3
    Pre-Requisites: FIN2020

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