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Accounting and Finance - Financial Planning Specialization

Ontario College Advanced Diploma

Core Information



Overview

This program addresses the need for accountants with financial planning expertise. It provides a foundation in professional accounting and a specialization in financial planning.

AFP introduces you to the modern technological environment of business as well as spreadsheet (Excel), database (Access), and accounting applications.

Information Session

New students are invited to attend an information session.


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Curriculum

Business Studies Certificate Courses

EAC150
College English
Availability
 

Prerequisite(s):

Placement via English Assessment, or successful completion of ESL934, EAP 500, or EAC149.

College English is an introductory college writing and reading course fundamental to successful college studies. Through a variety of assignments and classroom activities, students strive to develop the rhetorical and analytical skills essential to their success as communicators in college and upon graduation. Fiction and nonfiction are central vehicles for teaching writing.




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BAM101
Introduction to Business Administration
Availability
 

Prerequisite(s):

EAC150 or equivalent

This course 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.




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ACC120
Accounting Basics I
Availability
 

Prerequisite(s):

No required prerequisite, but students should have Grade 12 English and Mathematics or equivalent

This course introduces the student to how accounting information is used by, and meets the needs of both internal and external users through effective and efficient communication as well as what accounting information is required by a business concern to reflect clearly the operating results of the enterprise over its operating life. Throughout the course, students will be introduced to generally accepted accounting principles, the interpretation and preparation of financial statements and how this information is recorded in the various business records.




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MRK106
Marketing I
Availability
 

Prerequisite(s):

EAC150 or equivalent. May be taken concurrently.

Marketing is an approach to business that puts the customer at the centre of its activities and focuses on satisfying customer needs and wants. While marketing is used by both profit and not-for-profit organizations to meet the demands of the market place, this course introduces students to the fundamental marketing concepts used by profit oriented business organizations.




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QNM106
Mathematics of Finance
Availability
 

Prerequisite(s):

No required prerequisite, but a strong foundation in mathematics at the Grade XII level is recommended

For business personnel, this course covers fundamentals of mathematics for business and finance: ratios, proportions, percentages, break-even analysis, commissions, trade and cash discounts, simple interest and discount, compound interest and discount, equation of values, and ordinary annuities.




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SMS210
Microcomputer Applications for Business
Availability
 

Prerequisite(s):

A fundamental working knowledge of Windows Operating Systems and Excel Software.

Building on the skills they have previously acquired in Excel and Windows operating systems, students will further develop their proficiency in these areas and add Access to their skill set. Throughout the course, they will apply these software skills to solve business problems.




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Accounting Certificate Courses

ACC220
Accounting Basics II
Availability
 

Prerequisite(s):

ACC120 - Accounting Basics I

In this second of the two introductory accounting courses, students will expand their understanding of accounting principles and concepts while covering specific topics including: accounts receivable, capital assets, corporations' shareholders' equity, and bonds payable. Preparation of the Statements of Retained Earnings and Changes in Financial Position will also be covered. Finally, the students will expand their understanding of the role of financial statement users by studying financial statement analysis.




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ACC415
Intermediate Accounting I
Availability
 

Prerequisite(s):

ACC220 Accounting Basics II

This course is the first of two in the program on Intermediate Accounting (ACC415/ACC517). It examines fundamental accounting assumptions, concepts and principles. Income determination is stressed through a review of revenue and expense recognition principles and the underlying conceptual support. It integrates an in-depth study of asset items on the Statement of Financial Position (including cash, receivables, inventories and capital assets) with emphasis upon generally accepted accounting principles that apply to these items.




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ACC517
Intermediate Accounting II
Availability
 

Prerequisite(s):

ACC415 - Intermediate Accounting I

This course is the second of two Intermediate Accounting courses (ACC415/ACC517). It is a continuation of ACC415 and includes an in-depth analysis of accounting for long-term liabilities, shareholders' equity, pensions, corporate income taxes and leases. This course also includes the calculation of earnings per share and a comprehensive study of the cash flow statement and financial statement analysis. Particular emphasis is placed on the requirements of generally accepted accounting principles as set out in the CICA Handbook and the significance of the Handbook to the material under study.




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ACC540
Personal Taxation
Availability
 

Prerequisite(s):

ACC517 Intermediate Accounting II and a working knowledge of microcomputers.

The purpose of this course is to provide Accounting and Finance students with a good working knowledge of the current provisions of the Canadian Income Tax Act as it applies to individuals including tax planning.




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EAC894
Business Writing
Availability
 

Prerequisite(s):

EAC150 or equivalent

The ability to write clearly and directly is highly prized in organizations. In order to succeed in today's information overload world, writers must be able to effectively articulate ideas quickly, clearly and concisely in proposals, emails, reports, memos, project plans and through social media. This course focuses on creating professional-quality documents for realistic business situations, with an emphasis on audience analysis, appropriateness and editing. Other topics include formal and informal outlining techniques, how to revise for wordiness, unnecessary phrases, redundancy and jargon, and e-correspondence in an "organizational" setting.




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SMS315
Systems Studies II
Availability
 

Prerequisite(s):

SMS210 - Microcomputer Applications For Business,
ACC220 - Accounting Basics II

SMS315 is a continuation of the study of the tools and techniques of computer systems. This course involves the involves the use of a relational database management system to build a simplified accounting system and implementation of a computerized accounting software package, the recording of accounting transactions and preparation of financial statements as well as creating an accounting system using a database.




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Accounting Diploma Courses

HRM742
Business Management & Organizational Behaviour
Availability
 

Prerequisite(s):

None.
However, it is recommended that students begin their studies with HRM701, Introduction to Human Resources Management, if they plan to pursue the Human Resources Management Graduate Certificate.

This course is an examination of the contemporary Canadian business environment, organization, leadership and management decision process which influences the behaviour of individuals and groups. Increased global competition, technological change and the rising expectations of both employees and employers have underlined the need for better and more effective leadership. This course provides a better understanding of this process.




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ACC431
Cost Accounting
Availability
 

Prerequisite(s):

ACC220 Accounting Basics II

Accounting 431 deals with internal accounting, specifically cost accounting. Its objectives are to determine product costs for inventory valuations. The associated accounting systems include methods of identifying, separating, classifying and summarizing costs under various product costing techniques. The course also includes the managerial use of cost information for planning and cost control. Cost Accounting is an extension of financial accounting. Its aim is to provide relevant information to various levels of management for planning and controlling day-to-day operations. The internal accounting system must be designed to meet the requirements of specific managerial needs.




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FIN401
Finance I
Availability
 

Prerequisite(s):

ACC415 - Intermediate Accounting I, QNM222 - Business Statistics

This one semester course introduces the accounting student to the fundamental concepts and analytical methods used by corporate financial managers. The course will progress from an examination of the goals and objectives of financial management to a thorough understanding of financial planning, working capital management and the capital budgeting process.




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ALW380
Business Law for Accounting
Availability
 

Prerequisite(s):

EAC150

This course will provide an introduction to Canadian Business Law with an emphasis on legal issues relevant to accounting. Topics will include: the Canadian legal system, tort law and professional liability, contract law, specific commercial contracts (including sale, insurance and employment), negotiable instruments and security interests and partnerships and corporations. Students will develop an ability to recognize and respond appropriately to legal situations that occur in an accounting environment.




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QNM222
Business Statistics
Availability
 

Prerequisite(s):

Successful completion of QNM106 (Mathematics of Finance).

The statistical methods of collection, analysis, presentation and interpretation of quantitative data used for making generalizations, projections and decisions under uncertain conditions are introduced. Emphasis will be on the use of both descriptive and inferential statistical techniques within the workplace. Students will utilize spreadsheet software to present and analyse data.




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ECN501
Introduction to Principles of Economics - Micro
Availability
 

Corequisite(s):

EAC149

This course 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.




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2 General Education Options 2 General Education Options
Acc & Fin Adv Dip-Fin. Planning Specialization

ACC533
Managerial Accounting
Availability
 

Prerequisite(s):

ACC431 - Cost Accounting

Accounting 533 continues the study of cost classification and cost behaviour and the use of standards for costing, managerial evaluation and financial planning. Final objectives are to provide management with relevant information for decision making. Its objectives are to analyse cost-volume-profit relationships, to determine income using segmented reporting and contribution margin, to prepare master budgets and evaluate divisional performance of various responsibility centres.




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QNM444
Quantitative Approaches to Decision Making
Availability
 

Prerequisite(s):

QNM222 - Business Statistics

This course applies the basic knowledge of statistics developed in QNM222 to several important decision-making applications including hypothesis testing, regression and correlation analysis, linear programming, and time series.




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FIN603
Finance II
Availability
 

Prerequisite(s):

FIN401 - Corporate Finance I, QNM222 - Business Statistics, ACC517 - Intermediate Accounting

FIN 603 is a continuation of the study of corporate finance started in FIN 401 with emphasis on the raising of funds, their cost, and the allocation of these funds, particularly to long term capital assets. Analytical techniques relating to financial decision making are studied. Corporate mergers and the importance of foreign exchange in financial management are introduced in this course.




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ECN502
Introduction to Principles of Economics - Macro
Availability
 

Prerequisite(s):

ECN501

Corequisite(s):

EAC149

This course 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.




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SMS415
Systems Studies III
Availability
 

Prerequisite(s):

SMS315 - System Studies II, ACC220 - Accounting Basics II

This course provides you with an introduction to the Systems Development Life Cycle (SDLC) and related documentation techniques including data flow diagrams, document flow charts and systems flow charts. In addition you are introduced to Entity Relationship (ER) diagrams specifically the Resources Events Agents (REA) data model designed by McCarthy specifically for use by accountants. In this course you will work in teams and develop a data model that is implemented in Access in SMS515. In addition you are introduced to information systems controls, information systems fraud and E-Business.




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RFC401
Retirement Planning
Availability
 

This course is intended for students pursuing a CFP designation. This course provides a detailed look at how clients plan for retirement, how they use their financial assets during retirement, and how they make financial decisions related to retirement. Students will acquire the knowledge to understand the retirement planning process, the various private and government pension arrangements, investment products for retirement and income tax implications, as well as numerous strategies.




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RFC402
Income Tax Planning
Availability
 

This course is intended for students pursuing a CFP designation. Students examine how business and financial assets are used to acquire and preserve wealth. They will acquire an understanding of business activities, investment products, their tax implications and the numerous strategies that affect income tax planning.




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RFC403 OR CSS100
 
RFC403
Strategic Investment Planning
Availability
 

This course is intended for students pursuing a CFP designation. This course provides students with a detailed understanding of the investment products that individuals use to achieve their wealth accumulation objectives. It gives the student the understanding and knowledge to design or evaluate a client's investment portfolio.




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CSS100
Canadian Securities Course Volume 1 and 2
Availability
 

Seneca College offers the Securities Instructional course to enhance your understanding and help you successfully complete the Canadian Securities Course (TM). The Canadian Securities Course (TM) offered by the Canadian Securities Institute (CSI) is the official educator of the securities industry. The course is designed to enhance students' understanding of the CSC material. This course reviews the investments market in Canada and identifies the roles and responsibilities of the key financial industries. Topical issues will include the nature of assets, client need assessment, various investments available to clients, investment strategies and tactics, portfolio evaluation, and the analysis of a publicly-traded company financial statement.




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RFC404
Risk Management and Estate Planning
Availability
 

This course is intended for students pursuing a CFP designation. This course provides students with a detailed understanding of risk management. Students will acquire an understanding of the risks of disability, death, property and liability losses as well as the legal requirements of insurance policies. A detailed examination of the various aspects of estate planning will also be covered in this course.




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RFC230
Financial Planning Management
Availability
 

Prerequisite(s):

RFC401, RFC402, RFC403 and RFC404

This course synthesizes the key concepts learned in the other RFC Financial Planning courses. Through lectures, case analyses and Financial Planning software, students are provided with the framework required to prepare comprehensive financial plans and to assist clients in making financial decisions. The focus is the application of concepts to real world problem/opportunities in preparation for the CIFP Program Review exam.




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Effective January 2017, EAC394 will be replaced by EAC894

Student must successfully complete the general education requirement with at least two different course codes.

Credit for Prior Learning

Prior Learning Assessment

Earn college credits for what you already know!
Prior Learning Assessment is a method of assessing and recognizing learning that is equal to college level learning, but has been gained outside a traditional classroom (through work experience, volunteering, outside study, etc.). If you can prove that the knowledge you have gained meets the outcomes of a Seneca course, then credit will be awarded.

How does the PLA process work?
Prior Learning is demonstrated through a "challenge" process. The process measures learning through a variety of methods which may include tests, portfolio assessment, interviews, demonstrations, essays, and work samples. The method used will be determined in consultation with a Program Coordinator.
For more information and to determine if you are eligible for PLA, please call the Program Coordinator.

The process may take from 6 to 8 weeks.

Note: Not all courses can be challenged. For more information go to PLA website or contact your Program Coordinator.

Transfer Credit (Advanced Standing)

Many students who enter Seneca College will have earned academic credits in post-secondary educational institutions which they may be able to apply toward completion of a Seneca College program.

Requests for Transfer Credit must be for a specific course and must be accompanied by an official transcript and course outline. A minimum grade of "C" (60 percent) is generally required for a course to be considered for Transfer Credit.

Download a Transfer Credit Request form. An official copy of your transcript and applicable detailed course outlines should be attached and submitted. Please note it may take 4 to 6 weeks for a Transfer Credit decision.

More Information

Please visit the Degree and Credit Transfer Office.

Graduation

If you meet all program requirements and become eligible for a Certificate, Diploma or Degree you must inform the Registrar by completing a Graduation Application form and paying the fee. Forms are available at the Registration office and online.

Certificates and diplomas are issued twice a year: Fall (October) and Spring (June). Graduation Application forms must be received no later than July 31 (for Fall Convocation), November 30 or March 31 (for Spring Convocation).

Minimum Performance for Graduation

Students will only be eligible to graduate with a Seneca College certificate or diploma if they have maintained an overall good standing in their current program of study. Students in degree programs will be eligible to graduate when they have obtained an average of C (2.5 GPA) in courses in the main field of study, and an average of C (2.0 GPA) in all other courses.

Pathways

Business pathways

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Program Contacts

Belinda Becker
Program Assistant
Belinda.Becker@senecacollege.ca
416.491.5050 x22797


Emiliano Introcaso
Academic Program Manager
Emiliano.Introcaso@senecacollege.ca
416-491-5050 ext.24043


Information Session

New students are invited to attend an information session.