Applicants are selected on the basis of their academic achievement, including the required courses, and any other selection criteria outlined below.
The Business Administration – Finance advanced diploma program provides students with the knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients through the use of technology. People with customer service skills and knowledge of financial planning, call centre operations, investments and risk management are needed in this fast-paced environment.
Upon completion of this program, you will be able to help clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as:
Financial Management – assess the client’s current and future financial position, based upon their cash flow, budget and net worth.
Investment Management – assess the nature of the client’s assets based on their risk tolerance, time horizon and expected rates of return.
Retirement Planning – compare the client’s expected lifestyle in retirement to their current retirement assets and planned savings.
Tax Planning – assess the client’s current and future tax obligations and strategies employed to minimize or defer taxation.
Insurance and Risk Management – manage the client's exposure to an unexpected financial loss due to death, health issues, property damage and other risks.
Estate Planning – assess how the client can meet their objectives upon death in the most efficient and cost-effective manner.
Prepare a comprehensive financial plan for a client situation, integrating and prioritizing the activities listed above.
Code: B150
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SEMESTER 1
BUS 1038, Business Concepts 1, NONE
COMM 1007, College English, NONE
ECON 1032, Macroeconomics, NONE
FIN 1003, Financial Systems in Canada, NONE
GHUM1087, Successful Social Relations, NONE
MARK 1020, Principles of Marketing I, NONE
MATH 1191, Mathematics of Finance, NONE
SEMESTER 2
ACCT 1001, Accounting Fundamentals 1, NONE
COMP 1010, Business Computer Applications I, NONE
COMM 1034, Professional Communications I, COMM 1007
FIN 1011, Fundamentals of Financial Planning, NONE
PSY 1129, Organizational Behaviour, NONE
Select One General Education Elective
SEMESTER 3
BUS 1056, Business Presentation Skills, COMM 1007
FIN 1035, Retirement Planning, FIN 1011
FIN 2061, Canadian Investments I, FIN 1011
FIN 2035, Consumer Behaviours & Financial Needs, MARK 1020
LAW 1011, Business and Family Law, NONE
STAT 1010, Quantitative Methods 1, MATH 1021
BUS 1000, Work Experience Prep Course*, COMM 1007 & 3.0 GPA
Select One General Education Elective
* This course is mandatory only for students taking the Work Experience Option (B150)
SEMESTER 4
ACCT 2028, Taxation I, ACCT 1001
FIN 2062, Canadian Investments II, FIN 1011
FIN 2003, Money Management and Software, FIN 1011
FIN 2063, Insurance in Financial Planning, FIN 1011
STS 1037, Career Planning & Development, NONE
FIN 2052, Post Retirement & Estate Planning – Pre-requisite, FIN 1035
Select One General Education Elective
FINANCIAL SERVICES SPECIALIZATION
SEMESTER 5
HRM 1008, Fundamentals of Human Resource Management, NONE
COMP 1115, Business Computer Applications II, COMP 1010
FIN 1034, Customer Service, NONE
FIN 3005, Call Centre Operations, NONE
MARK 2027, Sales Training and Client Mgmt., MARK 1020
MARK 2028, Marketing Financial Services, MARK 1020
SEMESTER 6
BUS 1040, Project Management, NONE
BUS 1041, Small Business Management, BUS 1038
FIN 1033, Advertising & Promotion, MARK 1020
FIN 3007, Financial Technology, NONE
FIN 2033, Introduction to Bank Financial Management, FIN 1003
Select One Business Elective
FINANCIAL PLANNING SPECIALIZATION
SEMESTER 5
FIN 2054, Advanced Topics in Financial Planning, FIN 2052 & FIN 2063
COMP 1115, Business Computer Applications II, COMP 1010
FIN 1034, Customer Service, NONE
FIN 2005, Income Tax Planning, NONE
HRM 1008, Fundamentals of Human Resource Management, NONE
MARK 2027, Sales Training and Client Mgmt., FIN 1011
FIN 2054, Advanced Topics in Financial Planning – Pre-requisite, FIN 2052 & FIN 2063
SEMESTER 6
BUS 1040, Project Management, NONE
BUS 1041, Small Business Management, BUS 1038
FIN 2008, Advanced Financial Planning & Ethics, FIN 2005, FIN 2054
MARK 2028, Marketing Financial Services, MARK 1020
Select Two Business Electives
Electives
BUSINESS ELECTIVES – FINANCIAL SERVICES SPECIALIZATION
CMMK 1127, The Business Media in Canada, COMM 1034
COMP 1113, Principles of E-Business, COMP 1010
ECON 1031, Microeconomics, NONE
HRM 2021, Compensation, HRM 1008
MARK 2053, Negotiation Skills, NONE
ECON 1021, Environmental Economics, ECON 1031 or ECON 1032 or ECON 1034
MGMT 1018, International Business, MARK 1020
HRM 2027, Coaching for Effective Performance Management, HRM 1008
MGMT 3008, International Trade Finance, MGMT 1018
STAT 2011, Quantitative Methods II, STAT 1010
BUS 3015, Applied Business Planning, ACCT 1001, MATH 1021 & HRM 1008
CMMK 1114, Business Research & Report Writing, COMM 1034
CMMK 1156, Talking Business, COMM 1107
BUSINESS ELECTIVES – FINANCIAL PLANNING SPECIALIZATION
COMP 1113, Principles of E-Business, COMP 1010
ECON 1031, Microeconomics, NONE
FIN 1033, Advertising & Promotion, MARK 1020
MARK 2053, Negotiation Skills, NONE
MGMT 3008, International Trade Finance, MGMT 1018
ECON 1021, Environmental Economics, ECON 1031 or ECON 1032 or ECON 1034
MGMT 1018, International Business, MARK 1020
BUS 3015, Applied Business Planning, ACCT 1001, MATH 1021 & HRM 1008
In this program, students obtain the knowledge and skills necessary to pursue careers in the financial services sector. Graduates of the program have found employment as:
Financial Advisor/Planner
Financial Services Representative
Customer Service Representative
Investment Advisor
Mandatory Health Insurance
$743.99 for one-year coverage (Sept-August)
$508.83 for 8 months coverage (Jan-August)
$273.29 for 4 months coverage (May-August)
