Business Administration - Financial Planning

Select start date and campus

Menu
Close

Applying as a Canadian applicant

Domestic students should apply online or by phone at 1-888-892-2228.

Apply now: Canadian applicant

Applying as an International applicant

International students should apply online
Apply now: international applicants
Close

Campus tours

Campus tours are one of the best ways to experience 黑料不打烊. You will explore a variety of classrooms, lab spaces and student services available to you. You will have the opportunity to ask questions about all of our programs and services.


Book your tour

Virtual tours

If you can't make an on-campus tour or attend one of our events, the virtual tour is a great way to visit us.

View our Virtual tour

Courses - September 2027

Level 1

Course details

College Reading & Writing Across Contexts
COMM1085

Description:

This course explores the intersections of reading, writing, and critical thinking with an emphasis on academic and workplace competencies for the 21st century. Through regular reading, writing, and discussion, students will develop the ability to analyze texts, construct well-supported arguments, and express their ideas effectively by learning to meet the expectations of selected audiences, purposes, and contexts. The course also provides a foundation for understanding the complexities of research, information literacy, and ethical communication in relation to various contemporary social and cultural issues.

  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs; 鈥婲o cost.

Business Computing Applications I
COMP1056

Description:

During this course, the student will learn to effectively use Windows operating system, apply word processing techniques, create basic business presentations, and explore the power of spreadsheets . Students will also learn the skills necessary to operate effectively within the 黑料不打烊 computing environment. An emphasis will be placed on the development of solutions to business problems using commonly available microcomputer tools.

  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.

黑料不打烊 101
CON0101

Description: This self-directed course focuses on introducing new students to the supports, services, and opportunities available at 黑料不打烊. By the end of this course, students will understand the academic expectations of the 黑料不打烊 learning environment, as well as the supports available to ensure their academic success. Students will also be able to identify on-campus services that support their health and wellness, and explore ways to get actively involved in the 黑料不打烊 community through co-curricular learning opportunities.
  • Hours: 1
  • Credits: 0
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs; 鈥婲o cost.

Introduction to Personal Finances
FIN1100

Description: This course will focus on providing students with the knowledge required to effectively understand and manage their personal financial situation. It will provide a foundation for students to develop personal financial goals and to avoid many common financial problems. Topics covered will include personal cash flow and budgeting, establishing and maintaining a good credit rating, the effective use of credit, understanding group benefits, RRSPs, TFSAs and pension plans. The course will also address various types of insurance coverage and investment products.
  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.

Insurance Fundamentals - Property and Casualty
INS1005

Description:

The concept of risk, and how insurance is a mechanism to transfer risk and benefit society. The key insurance industry functions of selling/distributing insurance, underwriting insurance policies, adjusting losses, and reinsuring risk. The elements needed to form an insurance contract. The regulation of insurance in Canada, including regulation of policy wordings, licensing of insurance professionals, ethical/professionalism considerations for insurance professionals, and the role of insurance industry organizations. A full day field trip is spent at a local brokerage where students will experience hands on training and exposure to the daily life of a brokerage.

  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Business Mathematics I
MATH1010

Description: The purpose of the course is to provide the student with a mathematical basis for personal and business financial decisions through four instructional modules. The course stresses business applications 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 鈥淧lus鈥 calculator is required for the course.
  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.

Level 2

Course details

Organizational Behaviour
BUS1021

Description: This course is a study of workplace behaviour at the individual, team and organizational level. The course explores theories of motivation, perceptions, emotions, team effectiveness, decision making, leadership, power, culture, and change. The concepts and application explored will guide students in their application of best practices to strengthen organizations and their overall effectiveness as global citizens.
  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.

Insurance Fundamentals
BUS3036

Description:

This course provides an examination of the principles, products, and practices of life insurance in Canada. Students will study risk management concepts, the legal and regulatory framework governing life insurance, professional and ethical responsibilities, client fact-finding and needs analysis, underwriting principles, and policy ownership structures. The course explores term, whole life, and universal life insurance products, policy provisions and riders, beneficiary designations, taxation considerations, and the use of life insurance in personal, family, estate, and business planning. Through the analysis of client situations and insurance solutions, students will develop the knowledge and skills required to assess insurance needs, evaluate available coverage options, and apply life insurance concepts within a financial planning context.

  • Hours: 56
  • Credits: 4
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Client Communications in Financial Services
COMM2230

Description:

This course provides opportunity to students to learn and improve their communication and advising skills in the field of financial services. Students will participate in roleplays, presentations, group discussion, analysis of case scenarios in various settings including one-on-one, small groups and large audiences so that they can communicate clearly, concisely and compassionately with clients and overall. Students in this course will practice strategies for dealing with common client-related situations while applying relevant financial knowledge to gain confidence and professionalism.

  • Hours: 56
  • Credits: 4
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs; 鈥婲o cost.

Introduction to Economics
ECON1080

Description:

Students will learn basic principles that are essential to an understanding of contemporary economic issues facing Canadian society. It will include both microeconomic issues and macroeconomic issues. Topics of study include principles of economics, market demand and supply, firm production and cost, and business behaviour and decision making in a market; macroeconomic indicators - gross domestic product, unemployment, and inflation - aggregate demand and aggregate supply, international trade, exchange rates, and the impact of domestic and international influences, and of government policies.

  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Introductory Financial Planning
FIN1020

Description: This course is an introduction to the areas of financial planning and financial services. Topics covered include: financial planning, financial markets, investment portfolios, securities regulations, consumer debt, retirement and estate planning.
  • Hours: 56
  • Credits: 4
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.
Electives: General Education
Student must pass one course, selected in the from available course options.

Level 3

Course details

Business Law
BUS2010

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.

  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.

Ethical Practice in Financial Planning
ETHS1070

Description:

Applied Ethics will allow the student to grapple with some of the important ethical issues facing business leaders today with an increased lens towards the financial sector and financial planning. 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: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.

Canadian Securities Fundamentals I
FIN2055

Description:

This course is the first component of the Canadian Securities Fundamentals. Topics covered include: capital markets and financial services; the Canadian economy and its impact on financial markets; financing, listing and regulation of corporations issuing securities in the market; analyzing financial statements; the fixed income securities market; the equities markets.

  • Hours: 70
  • Credits: 5
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Financial Planning Essentials
FIN2135

Description:

This course is designed to introduce students to the Financial Planning industry, and the role of the Financial Planner. Upon successful completion of this course, students will be able to identify and implement best practices in the key areas of financial planning: Budgeting and Borrowing, Personal Financial Statements, Taxes, Investments, Retirement, Risk Management and Estate Planning.

  • Hours: 56
  • Credits: 4
  • Pre-Requisites: FIN1020
  • CoRequisites:
  • Estimated required text and/or learning resource costs; 鈥婲o cost.

Intro to Risk Management
INS2160

Description:
  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Statistics
MATH2255

Description:

This is an introductory course in Business Statistics. The course covers simple descriptive statistics, probability and the binomial, hypergeometric, and normal probability distributions, introduction to sampling distributions, simple linear regression, and correlation analysis.

  • Hours: 56
  • Credits: 4
  • Pre-Requisites: MATH1010
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.
Electives: General Education
Student must pass one course, selected in the from available course options.

Level 4

Course details

Customer Relationship Management Systems
COMM2240

Description:

In this course, students will examine the practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. Students will learn to use these tools to improve business relationships with customers, assist in customer retention and drive sales growth.

  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Business Analysis
COMP2175

Description: The ability to understand, determine and apply metrics using computer generated data is essential to add value to an organization plus clarity towards growth and profitability. Students will use computer applications to perform different types of analysis. The focus is on creating, extracting, analyzing, and reporting of data from a variety of sources. A key theme is understanding what the data is saying and how to communicate this information to all stakeholders.
  • Hours: 56
  • Credits: 4
  • Pre-Requisites: COMP1003 OR COMP1056
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Finance I
FIN2020

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: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.

Canadian Securities Fundamentals II
FIN2067

Description:

This course is the second and final component of the Canadian Securities Fundamentals. 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.

  • Hours: 70
  • Credits: 5
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Tax for Financial Services
FIN2190

Description:

The student is provided with a financial planner’s working knowledge of the Income Tax Act. Topics covered include differential tax rates for business income, employment income, dividends and capital gains, and how they impact investments, retirement planning through RRSP’s and pension plans, and estate planning through the tax free pass-through of insurance proceeds.

  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Integrated Financial Advising & Insurance Capstone
MGMT2295

Description:
  • Hours: 56
  • Credits: 4
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.
Electives: General Education
Student must pass one course, selected in the from available course options.

Level 5

Course details

Retirement and Estate Planning
FIN2200

Description:
  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Applied Financial Planning
FIN3055

Description: This course provides students with the opportunity to apply the Financial Planning Technical Knowledge requirements that they have learned thus far by completing a comprehensive financial plan in a group format presented to industry professionals. Students will also hone their research, professional and presentation skills through various assignments and in-industry engagements.
  • Hours: 56
  • Credits: 4
  • Pre-Requisites: FIN1020 AND FIN2055 AND FIN2067 AND FIN2130 OR FIN2135
  • CoRequisites: FIN3120
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.

Financial Planning Technologies
FIN3140

Description:

This course will permit students to apply the knowledge they have gained during previous courses in a computer-based environment.

  • Hours: 56
  • Credits: 4
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs; 鈥婲o cost.

Statistics
MATH2250

Description:

This is an introductory course in Business Statistics. The course covers simple descriptive statistics, probability and the binomial and normal probability distributions, simple linear regression, and correlation analysis.

  • Hours: 42
  • Credits: 3
  • Pre-Requisites: MATH1010
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.
Electives: General Education
Student must pass one course, selected in the from available course options.

Level 6

Course details

Entrepreneurship
ENTR2015

Description: This practical course provides the student with an introduction to the requirements of operating a small business. Topics covered include opportunities and challenges faced by small businesses, evaluating business opportunities, risk assessment, and development of a business plan. The course integrates prior and concurrent learning in areas of marketing, accounting, finance, operations, and human resource management.
  • Hours: 42
  • Credits: 3
  • Pre-Requisites: ACCT1025 OR ACCT1030 OR ACCT1220 AND MKT1040 OR MKT1480
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Finance II
FIN2030

Description: This course emphasizes the financial manager鈥檚 role as it relates to long term issues in investing and financing. The objective of this course is to develop an understanding of the concepts and principles of the management of capital assets and resources. Topics include the theory and practice of capital budgeting, cost of capital, capital structure, sources of long term financing, dividend policy, corporate securities, and mergers and acquisitions.
  • Hours: 42
  • Credits: 3
  • Pre-Requisites: FIN2020
  • CoRequisites:
  • Estimated required text and/or learning resource costs; 鈥婲o cost.

Financial Planning Capstone
FIN3087

Description:

This capstone course has been designed to meet the FP Canada advanced financial planning curriculum. It provides students with the opportunity to demonstrate the ability to gather, analyze and synthesize a comprehensive financial plan in a mock client scenario. The completion of this course by nature of the activities required, incorporate financial planning competencies, technical knowledge, and professional practice skills required by the profession.

  • Hours: 84
  • Credits: 6
  • Pre-Requisites: FIN2050 OR FIN2055 AND FIN2065 OR FIN2067
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Emerging Trends in Financial Planning
FIN3160

Description:

In this course students will learn how current trends, news, policies, and technology are changing the way financial decisions and investments are conducted and how they impact the financial planning industry.

  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs: Not available at this time.

Project Management
MGMT2060

Description: This course will explore the fundamentals of project management in order to provide the student with a solid foundation in this discipline. Through discussion and application of all aspects of project management knowledge areas, students will learn the tools and techniques used to successfully manage projects. This course meets the project management education requirements toward completion of the Project Management Institute鈥檚 PMP and CAPM designations.
  • Hours: 42
  • Credits: 3
  • Pre-Requisites:
  • CoRequisites:
  • Estimated required text and/or learning resource costs:  The cost is included in the course fee. View the eText fee.

Please note:

Estimated required text and/or learning resource costs are based on the most recent available data through the 黑料不打烊 Campus Store.

If your invoice amount differs from the learning resource costs, the invoice amount is correct.

Program outcomes

  1. Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
  2. Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
  3. Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
  4. Develop and evaluate a financial plan to meet individuals鈥 and/or organizations鈥 needs and objectives.
  5. Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
  6. Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
  7. Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals鈥 and/or organizations鈥 operations.
  8. Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
  9. Co-ordinate the planning, implementation, management and evaluation of team projects by applying project management principles.