Business Administration – Financial Planning (BAF)

Work Term Option (BAFC)

Starts in January, September

Campus

Newnham

Delivery

Hybrid

Duration

6 Semesters (3 Years)

Study Option

Full-time

Credential

Ontario College Advanced Diploma

School

Seneca Business

Courses

Delivery: At Seneca, courses are delivered in four formats: online, in-person, hybrid (an online, in-person combination) or flexible (offered in-person and online at the same time).

The chart below outlines the delivery options available for each course in this program. For some academic terms, there may be more than one delivery option available. You’ll be able to choose your preferred options when you select classes to build your course schedule. Selection for preferred course delivery will be considered on a first come, first served basis.

International students: The impact of studying from outside of Canada and Post-Graduation Work Permit (PGWP) eligibility differs significantly based on when you start your program. Please review the PGWP eligibility before choosing your program and course delivery.

Semester 1

Course Code	Course Name	Winter	Summer	Fall
BAM101	Introduction to Business Administration	Flexible Online	Not offered	Flexible Online
	This subject is designed to provide students with an introduction to the Canadian business environment, business issues and functions, and the major forces at work in the global economy. It provides students with a perspective of business firms as integrated organizations composed of a number of specialized functions.
COM101 or COM111	Communicating Across Contexts or Communicating Across Contexts (Enriched)	Hybrid Online In-person	Hybrid Online In-person	Hybrid Online In-person
	COM101: This course introduces students to the core concepts of communication. Students will cultivate an awareness of these concepts by analyzing how they are used in a variety of texts and contexts, and they will apply these concepts strategically in their own writing. Through a variety of writing tasks centred on these core concepts of communication, students will develop the transferrable reading and writing skills essential for success in their post-secondary studies, workplaces, and communities. COM111: This course introduces students to the core concepts of communication. Students will cultivate an awareness of these concepts by analyzing how they are used in a variety of texts and contexts, and they will apply these concepts strategically in their own writing. Through a variety of writing tasks centred on these core concepts of communication, students will develop the transferrable reading and writing skills essential for success in their post-secondary studies, workplaces, and communities. COM111 is six hours per week in order to offer students extra language and reading support.
MBF100 or MBF101	Mathematics of Business and Finance or Mathematics of Business and Finance	Online In-person	Not offered	Online In-person
	MBF100: This course provides students with the fundamentals of mathematics of business and finance. Following the introduction of concepts of present and percent change, simple and compound interest rates will be discussed. Compound interest rates will be applied to the study of annuities. Students will also learn important models of business mathematics, such as currency conversion, trade discounts, markups and markdowns, break-even and cost-volume-analysis. MBF101: This course provides students with the fundamentals of mathematics of business and finance. Following the introduction of concepts of present and percent change, simple and compound interest rates will be discussed. Compound interest rates will be applied to the study of annuities. Students will also learn important models of business mathematics, such as currency conversion, trade discounts, markups and markdowns, break-even and cost-volume-profit analysis.
PPS100	Professional Presentation Skills	Hybrid	Not offered	Hybrid
	Many people fear or avoid public speaking. However, effective oral communication is an essential skill required by employers. This subject provides a step-by-step approach to presenting yourself and your ideas professionally. With regular practice and constructive feedback you will be able to clarify ideas and organize thoughts effectively, whether you are speaking on a prepared or impromptu basis, and in both small and large group settings. No matter what your current skills are now, you will acquire the techniques of presenting more confidently and persuasively both in person and in the digital environment.
SDG101	Introduction to Sustainable Business	Flexible	Not offered	Flexible
	This course introduces the concepts of sustainability and Corporate Social Responsibility (CSR) within the business context. In the first part of the course, students will have the opportunity to explore social responsibility principles and sustainability frameworks. In the second part of the course, students will be introduced to the United Nations Sustainable Development Goals (UN SDGs) and gain an understanding of their relevance to business. They will be tasked with applying this knowledge in developing a sustainability initiative infographic/visual. The course prepares students to bring innovative solutions to social and environmental challenges that businesses face in the 21st century.
SMS202	Business Computer Applications	Hybrid Online	Not offered	Hybrid Online
	The student will use a microcomputer to prepare intermediate level spreadsheets in a Windows operating system environment that will provide information to support decision-making and problem solving in a business environment. File management, data exchange with other programs and basic microcomputer terminology will be also explained. The Internet will be used to access learning materials and submit assignments.

Semester 2

Course Code	Course Name	Winter	Summer	Fall
ACC106	Accounting I	Online In-person	Online In-person	Not offered
	This subject introduces the student to: a) what accounting information is required by a business concern to reflect clearly the operating results of the concern over its operating life; b) how this information is recorded in the various business records; c) how this information is used by, and meets the needs of both internal and external users; d) throughout the subject, students will be introduced to generally accepted accounting principles.
BAF101	Foundational Financial Planning and Financial Management	Online	Online	Not offered
	Students will be introduced to the financial planning profession, the process of financial planning, and the six financial planning areas. They will focus on collecting and analyzing an individuals personal and financial information in support of making recommendations to improve the individuals current and future financial circumstances. An emphasis will be placed on improving the clients cash flow and net worth through the appropriate use of credit facilities.
MRK108	Introduction to Marketing	Flexible Online	Flexible Online	Not offered
	This course introduces students to the fundamental marketing concepts used by profit oriented business organizations to satisfy final consumers. Marketing is an approach to business that puts the customer at the centre of its activities and focuses on satisfying customer needs and wants to meet the demands of the market place.
OBR250	Organizational Behaviour	Flexible	Flexible	Not offered
	This subject introduces the student to fundamental concepts and theories concerning the behaviour of people in workplace organizations. The emphasis is on identifying questions and problems typically encountered by new employees and developing practical strategies and solutions. Contemporary issues and challenges in society are analyzed in terms of their impact on the workplace, on relations between individuals, and on the individual. The course draws on a variety of structured experiential exercises and case studies to apply the concepts of organizational behaviour to practical business issues and situations.
SMS310	Data Analysis Tools for Business	Hybrid Online	Hybrid Online	Not offered
	Further developing the knowledge gained in SMS202 - Microcomputer Business Applications II, the student will use spreadsheet functionality to perform metrics and analysis using real business examples. Use of database software for data mining and analysis purposes will add knowledge, skills and abilities related to business intelligence and meeting organizational objectives in a cross-disciplinary environment.
plus: General Education Course (1)

Semester 3

Course Code	Course Name	Winter	Summer	Fall
ACC212	Managerial Accounting	Not offered	Not offered	Online In-person
	This subject develops your understanding of the basic financial tools used by managers in planning and controlling their areas. This subject will be approached from the non-accounting students perspective.
CSC101	Canadian Securities Course I	Not offered	Not offered	Online
	Students will be introduced to the capital markets where the flow of money between savers and borrowers occurs using financial instruments. An in depth look at the types, features, pricing and trading of financial instruments, such as fixed-income, equity and derivative securities is presented, along with how such investments are brought to market. Economic principles and policies are also covered with an eye toward their effect on various financial instruments. An introduction to a corporations financial statements is also presented as a foundation for assessing a company as an investment opportunity (which is continued in CSC102). This course prepares students to challenge the Canadian Securities Course (CSC) Volume I Examination.
EAC594	Business Communication for the Digital Workplace	Flexible Hybrid Online In-person	Flexible Hybrid Online In-person	Flexible Hybrid Online In-person
	With businesses thriving on good customer relationships, effective business communication is the cornerstone of company success. This course will help you learn the principles, practices, and tools for communicating effectively in the workplace using cases and/or projects. From learning about audience, context, formats, tone, and media to applying your skills in writing correspondence, reports, and presentations, this course will guide you in developing professional interpersonal, collaborative, and web-based knowledge and practices.
ECN501	Introduction to Principles of Economics - Micro	Online	Online In-person	Hybrid Online In-person
	This subject introduces the process and principles of microeconomic thought as they have been developed to explain price determination and resource allocation in a mixed market system. The application of microeconomic theory to current and emerging social and economic problems will be considered.
HRA701	Introduction to Human Resources Management	Not offered	Not offered	Flexible
	This subject is a comprehensive overview of modern day human resources management. This course will introduce the diverse components of human resources management and its role in the current business environment. Case study analysis will be used to link theory to practical situations that occur in Human Resources. Topics to be covered include: the business environment, recruitment and selection, employee development and evaluation, compensation and benefits, labour relations, employment legislation, occupational health and safety and strategic issues and challenges in Human Resources Management, in both domestic and global environments.
plus: General Education Course (1)

Semester 4

Course Code	Course Name	Winter	Summer	Fall
CSC102	Canadian Securities Course 2	Online	Not offered	Not offered
	Students will utilize the knowledge and skills they learned in CSC101 to analyze the investment quality of a company and learn the important aspects of creating diversified investment portfolios using mutual funds, exchange-traded funds, and other managed investment products. This course prepares students to challenge the Canadian Securities Course (CSC) Volume II Examination.
ECN502	Introduction to Principles of Economics - Macro	Online In-person	Not offered	Not offered
	This subject introduces the process and principles of macroeconomic thought as they have been developed to explain the determination of the levels of national income and output, employment, the price level and other macroeconomic aggregates. The implications of these principles of public policy in Canada will be examined in the contexts of money and banking, stabilization efforts, international trade, the structure of the Canadian economy, and responses to the emerging patterns of global competition.
FIS403	Financial Management	Online	Not offered	Not offered
	This subject develops and extends your understanding of the basic tools of financial management used by all managers in planning, analysing and controlling their areas of responsibility. When you complete this subject, you will be able to:a)use financial statements and financial analysis to assess financial strengths and weaknesses; b)explain and apply techniques for managing your business investment in cash, receivables and inventory; c) display a working knowledge of the sources and features of short-term and long-term debt financing; d)display a working knowledge of the markets, institutions and securities for equity financing; e)utilize word processing, spreadsheet, and internet applications to research, analyze and report on financial management issues.
MAN400	Introduction to Project Management	Flexible	Not offered	Not offered
	Project Management is an essential discipline used across all business environments. Project management continues to be embraced by organizations striving to improve business results. The application of project management tools and techniques helps organizations launch new products/services, achieve greater efficiency and effectiveness, improve customer and stakeholder satisfaction and achieve greater competitive advantage. Topics to be covered include project selection, organization structure and culture, project initiation, project planning, project execution, monitoring and control and project closure. This course is compliant with the Project Management Institute Project Management Body of Knowledge (PMBOK) 7th edition.
MGS350	Management Studies: Canadian Business Law	Flexible	Not offered	Not offered
	This course is an introductory survey into the legal issues that frequently arise in business. Topics covered may include: the legal process and the Canadian court system, the law of torts, forms of business organization, agency, contracts, sale of goods, bailment and consumer protection, property (personal, real, intellectual), debtor-creditor relations, insurance and employment law. The purpose of the course is to enhance the students decision-making ability with respect to various business transactions and to help avoid many of the legal pitfalls that may be encountered throughout subsequent careers.
QNM223	Business Statistics	Flexible Online	Not offered	Not offered
	The statistical methods of collection, analysis, presentation and interpretation of quantitative data used for making generalizations, projecitons and decisions under certain conditions are introduced. Emphasis will be on the use of both descriptive and inferential techniques within the workplace. This course uses computers instead of calculators. The course is taught in hybrid mode; 3 hours of classroom and 1 hour of online time per week. All classes are scheduled in a computer lab. Various websites provide practice questions, and online instructional materials. Attendance is optional for lectures provided the online progress reports show competent understanding of topics is proceeding on schedule. Attendance is mandatory for tests and quizzes.

Semester 5

Course Code	Course Name	Winter	Summer	Fall
BAF102	Planning for Retirement, Education and Individuals with a Disability	Not offered	Not offered	Hybrid
	Planning for Retirement, Education and Individuals with a Di
BAF103	Income Tax Planning	Not offered	Not offered	Flexible
	Students will acquire the foundational knowledge about personal income taxation that is expected of financial planners. Students will cultivate an in depth knowledge of the income tax assessment rules for individuals, including the types and taxation of different types of income, available tax deductions and tax credits, and foundational income splitting opportunities, that will aid them in identifying and making financial planning recommendations to individuals.
BAF104	Risk Management and Insurance Planning	Not offered	Not offered	In-person
	Students will acquire the knowledge required to adequately engage in the risk management and insurance planning process expected of financial planners. Students will assess an individuals risk management needs and make recommendations using risk management strategies, including the use of insurance, to meet these needs.
BAF105	Estate Planning and Legal Aspects	Not offered	Not offered	In-person
	Students will acquire the knowledge required to conduct foundational estate planning and mitigate foundational legal issues involved in the financial planning process. An emphasis will be placed on estate administration in both life and death, including property ownership, family law, powers of attorney, and dying with and without a will. Students will assess an individuals estate planning needs and make appropriate recommendations to meet these needs.
BAF106	Investment Planning	Not offered	Not offered	Hybrid
	Students will acquire the knowledge required to conduct detailed investment planning. An emphasis will be placed on creating an investment plan for an individual, including determining the individuals risk tolerance, creating a suitable asset allocation and choosing appropriate investments for the individuals investment portfolio, presenting the recommended investment plan to the individual, and completing the administrative forms required to enact the investment plan.
plus: General Education Course (1)

Semester 6

Course Code	Course Name	Winter	Summer	Fall
CFL500	Career Foundations Lab	Online	Not offered	Not offered
	This course is designed to empower students with the tools, skills, and strategies needed to navigate the modern job market and achieve long-term career success. Through self-assessment, career exploration, helping students to identify and leverage skills from their existing experiences, students will develop a deep understanding of their personal strengths, values, personality, interests and goals. The course covers essential topics such as crafting professional resumés and cover letters, mastering interview techniques, and building a strong personal brand, including an online presence. Students will learn how to research career pathways, evaluate job market trends, and create actionable career plans tailored to their aspirations. Emphasis is placed on professional communication, networking, workplace readiness, and adapting to diverse organizational cultures. Additionally, the course provides insights into negotiating job offers, managing career transitions, and professional growth. With a focus on lifelong learning and continuous improvement, this course equips students with the confidence and resources to pursue fulfilling careers while remaining adaptable in a dynamic and competitive workforce. Ideal for students preparing to enter the job market or those seeking to refine their career trajectory, this course fosters self-awareness, professional readiness, and strategic career planning.
BAF201	Financial Planning Software	Online	Not offered	Not offered
	Students will gain knowledge of how the human brain makes decisions, including how heuristics, biases, and values, attitudes, emotions and disorders related to money impact an individuals decision making process. Students will develop the behaviour and communication skills required by financial planners to foster trust and build relationships, motivate individuals to carry out financial planning recommendations, and deal effectively with an individuals resistance to change.
BAF202	Financial Planning Behaviour	Hybrid	Not offered	Not offered
	Students will gain knowledge of how the human brain makes decisions, including how heuristics, biases, and values, attitudes, emotions and disorders related to money impact an individuals decision making process. Students will develop the behaviour and communication skills required by financial planners to foster trust and build relationships, motivate individuals to carry out financial planning recommendations, and deal effectively with an individuals resistance to change.
EQQ501	Emotional Intelligence and the Workplace	Flexible	Not offered	Not offered
	The major competitive advantage in todays new workplace is people. Both employees and organizations face increased challenges, e.g., changes in societies, markets, customers, competition and technology. While the traditional set of technical and managerial skills is still essential, more critical are the skills to meet two decisive challenges: Relationship skills, i.e., managing self, people, tasks, change, conflict, workplace readiness, diversity, gender issues and communications Values-based skills, i.e., understanding what it means to work in, and participate in creating a culture of trust, vision and learning that is supported by and infused with positive attitudes and productive emotional responses. This course addresses key relationship skills for personal and interpersonal management and development. It is designed to provide greater understanding and development of the emotional resiliency necessary for meeting the challenges of todays workplace. People who are the most successful implement these important leadership skills to advantage in all facets of their lives.
FCS240	Foundations of Customer Service	Online	Not offered	Not offered
	This course provides a foundation in customer service concepts and strategies, and on building a customer service culture. The focus is on evaluating customer service approaches, systems, strategies, and measuring effectiveness and performance.
MGS521	Business Ethics and Values	In-person	Not offered	Not offered
	This course encourages students to consider ethics in two ways. The first challenge is to understand ethics on a personal level. Students will consider their own values, dilemmas, the quality of their relationships, and the meaning of the choices made. Students will then examine business ethics and the highly complex ethical challenges which businesses and individual employees face. Students will consider how they, as an employee, might balance personal and corporate values. Case studies will illustrate how business success is often heavily impacted by the moral consequences of decisions and choices. Ethical issues related to sustainability are also evaluated.
MGS522	Negotiation Strategies for Business	Hybrid	Not offered	Not offered
	Being able to negotiate effectively is a key skill for all business people. The course introduces the theory and practice of effective negotiation. It is designed to help students understand the effect of psychological and cultural factors on interpersonal communication. Students will become familiar with various negotiation strategies and tactics, and the importance of ethics in negotiation. Practical exercises will help to develop skill in preparing for and using a principled negotiation approach.
WTP100	Work Term Preparation	Online	Not offered	Not offered
	This Work Term Preparation course is designed to empower students with the tools, skills, and strategies needed to navigate the modern job market and achieve long-term career success. Through self-assessment, career exploration, helping students to identify and leverage skills from their existing experiences, students will develop a deep understanding of their personal strengths, values, personality, interests and goals. The course covers essential topics such as crafting professional résumés and cover letters, mastering interview techniques, and building a strong personal brand, including an online presence. Students will learn how to research career pathways, evaluate job market trends, and create actionable career plans tailored to their aspirations. Emphasis is placed on professional communication, networking, workplace readiness, and adapting to diverse organizational cultures. Additionally, the course provides insights into negotiating job offers, managing career transitions, and professional growth. With a focus on lifelong learning and continuous improvement, this course equips students with the confidence and resources to pursue fulfilling careers while remaining adaptable in a dynamic and competitive workforce. Ideal for students preparing to enter the job market or those seeking to refine their career trajectory, this course fosters self-awareness, professional readiness, and strategic career planning.
WTP100 - Work-Integrated Learning option only
CFL500 - non Work Integrated Learning option only

Work-Integrated Learning Term

Course Code

Course Name

Winter

Summer

Fall

BAF331

Business Administration - Financial Planning, Co-op

Not offered

Hybrid
Online
In-person

Not offered

BAF331 - Work-Integrated Learning option only

Program Learning Outcomes

Learn more about program learning outcomes for this program.

Archived Program & Course Information

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