Honours Bachelor of Commerce – Financial Planning (CFP)

Campus

Newnham

Delivery

Hybrid

Duration

8 Semesters (4 Years)

Credential

Honours Bachelor Degree

School

Seneca Business

Important: This program is unavailable for first semester students until further notice. See Related Programs for other options to explore.

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
BAB100	Introduction to Canadian Business	Flexible	Not offered	Flexible Online
	Introduction to Canadian Business introduces learners to the Canadian business environment, business issues, and functions and forces at work in the global economy. Learners will gain an understanding of Canadian business firms as integrated organizations composed of a number of specialized functions.
BAB110	Financial Mathematics	Flexible	Not offered	Flexible
	This course focuses on the practice of mathematical skills commonly used in business and the financial community.Learners will have opportunities to use real world examples such as annual reports and stock market tables to interpret and evaluate the information. The evaluation of investment opportunities such as assets valuation, business expansion and investment in financial markets are covered.
BAB120	Computer Applications for Business I	Flexible	Not offered	Flexible
	Focusing on computer concepts and applications for the end-user, this course gives an overview of computer applications for the business environment. Software applications will include word processing, and spreadsheet applications and presentation graphics.
BAB140	Introduction to Financial Accounting	Flexible	Not offered	Flexible
	This course prepares the learner to apply basic accounting principles in the preparation of financial statements for external reporting. Students will become skilled in the bookkeeping process which leads to the preparation of the financial statements. Through the use of case studies, group discussions and seminars, learners increase their ability to analyze, interpret, and communicate financial information. Emphasis will be placed on ethical issues related to the accounting process. Topics include the accounting model, transaction analysis and accounting information processing as well as liquid assets, inventories, capital assets, liabilities and shareholders equity.
ENG106	Writing Strategies	Online In-person	Not offered	Hybrid Online In-person
	This course focuses on critical thinking and the rhetorical elements of both persuasive and evaluative forms of writing. Students will learn to differentiate between shades of fact and opinion, objectivity and bias, and apply the techniques of sound argument for a variety of purposes. The main elements of effective communication and research techniques are also examined. Techniques explored and skills developed in this course are applied throughout the four years of the program.

Semester 2

Course Code	Course Name	Winter	Summer	Fall
BAB210	Business Statistics	Flexible	Flexible	Not offered
	This subject introduces the learner to statistical methods of collection, analysis, and presentation of quantitative data. Through the process of applying statistical methods, the ability to interpret quantitative data used for making generalizations, projections and decisions under uncertain conditions is developed. Emphasis will be on the use of both descriptive and inferential statistical techniques within the workplace. Learners will utilize spreadsheet software to present and analyze data.
BAB220	Computer Applications for Business II	Flexible	Flexible	Not offered
	This course complements knowledge gained in Computer Applications for the Business Environment 1. Working on the basic-intermediate foundation knowledge developed in MS-Excel, this course will develop more advanced skills in this popular spreadsheet software. The introduction of basic-intermediate MS-Access will provide an entry into the development of information management and database concepts. Students will gain a fundamental understanding of decision making concepts and ERP, application to various business environments and the organization wide analytical value such systems provide. Introduction to ERP software will also be discussed.
BAB231	Introduction to Business Law	Flexible	Flexible	Not offered
	This course is an introductory survey of the legal issues that frequently arise in a business setting with emphasis on the financial services industry, human resources, and accounting and other professional services. Topics covered may include: the structure and process of Canadian legal and court systems, contracts,the law of torts (particularly negligence and professional responsibility), forms of business organization, agency, professional services, property law (personal, real, and intellectual), banking, the legal aspects of credit, and employment law. The purpose of the course is to enhance the students decision-making ability with respect to various business transactions, to aid in the legal planning related to business and to help identify, manage and control legal issues that arrise in a business setting having regard to ethical considerations.
BAB235	Introduction to Marketing	Flexible	Flexible	Not offered
	This introduction to Marketing course emphasizes that marketing is an approach in business that stresses putting the customer at the center of its activities and focuses on satisfying customer needs and wants. Learners will locate and analyze markets, match products and examine the controllable elements of the marketing mix. Practical decisions that a manager utilizes in daily work interactions are a major focus of this course.
BAB240	Management Accounting	Flexible	Flexible	Not offered
	In this course, students examine the fundamental concepts of management accounting including cost control, planning, decision making and performance evaluation utilized by users internal to the corporate organization. Specific items include standard costing, variance analysis, cost behaviours, budgeting, and break even analysis, make or buy decisions, return on investment and discounted cash flow for capital budgeting. The introduction of management accounting is applied to the analysis, interpretation and application to business including human resource decision making. Pre-requisite: BAB140
ENG205	Applied Communication for Business and Industry	Online	Flexible	Not offered
	This course focuses on the knowledge and skills required for writing pertinent business correspondence and business or technical proposals and reports, as appropriate to the program of study. Examples from the specific field of study will be evaluated for their effectiveness, and students will learn to write abstracts and executive summaries. Common software packages (Word, Excel, PowerPoint) are utilized to communicate material in a variety of print formats. Effective use of e-mail within an e-learning system is examined and incorporated throughout the course. Students will participate in individual and group presentations for a variety of purposes and audiences.

Semester 3

Course Code	Course Name	Winter	Summer	Fall
CFP101	Foundational Finance Planning and Financial Management	Not offered	Not offered	Hybrid
CFP102	Planning for Retirement, Education and Individuals with a Disability	Not offered	Not offered	Hybrid
CFP103	Income Tax Planning	Not offered	Not offered	Hybrid
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 corporation's 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.
LSP240	Micro Economics - Theory and Practice	Not offered	Not offered	Flexible
	This subject explains how prices are determined and resources allocated under different market forms, and diverse economic environments. It focuses on actual economic problems, and develops the theoretical structure to analyze these problems. Careful consideration is given to "soft" factors such as culture, economical legislation and trade regulation, which influence decision-making.
plus: Liberal Studies Course (1)

Semester 4

Course Code	Course Name	Winter	Summer	Fall
CFP104	Risk Management and Insurance Planning	Hybrid	Not offered	Not offered
CFP105	Estate Planning and Legal Aspects	Online	Not offered	Not offered
CFP106	Investment Planning	Hybrid	Not offered	Not offered
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.
LSP340	Macroeconomics - Theory and Practice	Flexible	Not offered	Not offered
	This subject concentrates initially on the definition and measurement of the principal aggregate economic indicators such as Gross Domestic Product, unemployment and inflation. It then explains how the level of economic activity, prices, interest rates and the value of the Canadian dollar are determined, under different internal and external environments, and alternative government policies. A basic open-economy model is constructed, and the impact of alternative fiscal, monetary and trade policies on macro economic variables are analyzed and appraised.
LSP400	Presentation Skills	Online In-person	Not offered	Online In-person
	This subject prepares students to make professional oral presentations to diverse audiences in a variety of settings. The fundamentals of public speaking and speech writing are covered, as well as the production and use of presentational aids. Students will be in introduced to Microsoft PowerPoint and Adobe Photoshop. They will familiarize themselves with presentation techniques using both PowerPoint and Photoshops raster based imaging manipulation and other Presentation aids. Pre-requisite: ENG205 or its equivalent

Semester 5

Course Code	Course Name	Winter	Summer	Fall
BAB905	Project Management	Not offered	Not offered	Online
	Project management is an essential discipline used across all functions of the financial service environment and ensures the success of key deliverables such as new financial products and services and marketing initiatives along with accompanying technical infrastructure. This subject will cover topics including integration, scope, time, cost, quality, human resources, communication, risk and procurement management.
CFP201	Financial Planning Software	Not offered	Not offered	Online
CFP202	Financial Planning Behaviour	Not offered	Not offered	Hybrid
HST430	Organizational Behaviour	Not offered	Not offered	Flexible
	This course is an examination of the contemporary Canadian business environment, organization, motivation and leadership processes that influence the behaviour of individuals and groups. Increased global competition, technological change and rising expectations of both employees and employers have underlined the need for a comprehensive analysis of organizational behaviour.
IAF330	Finance	Not offered	Not offered	Hybrid
	In this course students learn the basic finance concepts, tools and theories required by a financial specialist, working in a Canadian organization and a global economy. This subject is designed to give the students a broad understanding of the use of mathematical techniques as an aid to managerial decision-making. This course prepares students to understand the language and description of Canadian financial markets and the implications of these markets to financial managers. The content includes analysis of the current financial environment and its components, security valuation, the capital budgeting process, the component costs of capital, introduction to risk, and financial planning. Pre-requisites: BAB140, and BAB210
WTP200	Work Term Preparation	Not offered	Not offered	Online
	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.

Work-Integrated Learning Term

Course Code	Course Name	Winter	Summer	Fall
CFP771	Financial Planning, Co-op	Hybrid Online In-person	Not offered	Not offered

Semester 6

Course Code	Course Name	Winter	Summer	Fall
CFA101	Investment Theory I	Not offered	Online	Not offered
CFA102	Investment Theory II	Not offered	Online	Not offered
CFP301	Advanced Financial Planning	Not offered	Flexible	Not offered
CFP601	Introduction to Research Methods	Not offered	Hybrid	Not offered
LSP500	Ethics and Social Responsibility	Not offered	Online	Not offered
	Ethics or moral philosophy is the philosophical exploration and consideration of the values and principles we use to make moral judgments. Thus, answers to the fundamental questions of ethics provide guidelines for how we should lead our lives. This course will introduce students to the major ethical theories and consider the practical implications and applications of these theories for conduct in the business world.
plus: Liberal Studies Course (1)

Semester 7

Course Code	Course Name	Winter	Summer	Fall
BMT550	Management for Non-Profit and Social Enterprises	Not offered	Not offered	Flexible
	This course will introduce management students to the size, scope and importance of the nonprofit, third pillar or sector in Canada, and more specifically, in Ontario. Students will assess the role and impact of organizations such as cooperatives, cultural and advocacy groups, and social enterprises. Students will analyze differences between nonprofits and private sector companies in the areas of management such as: strategic planning and governance, organizataion design, performance measures, finance, and human resource management. Social innovation as a means to engage with social problems will be examined in the local, national and global context.
BMT780	Contemporary Issues in Management Sustainability	Not offered	Not offered	Online
	This interactive course will challenge the students to discuss, formulate and defend a position on a few contemporary issues that affect business. The format is based on four topics, allowing a concentration of knowledge to be gained by the student. Areas include: sustainable business management and environmental (green) initiatives; new government regulations/programs; infrastructure and business revitalization; and the economy. The focus will be on issues that challenge small and medium business in Canada. Using cases, your professor and/or guest speakers will offer advice and thoughts for development of each topic.
CFP401	Introduction to Financial Crime Investigations	Not offered	Not offered	Flexible
CFP402	Introduction to Fintech	Not offered	Not offered	Flexible
CFP403	Introduction to Data Analytics	Not offered	Not offered	Online
CFP701	Applied Research Methodology	Not offered	Not offered	Hybrid

Semester 8

Course Code	Course Name	Winter	Summer	Fall
BMT850	Strategic Management	Flexible	Not offered	Not offered
	Students will have an opportunity to develop the conceptual and analytical skills necessary to assess and develop business strategies. Such strategies contribute toward competitive advantage and ongoing business viability and strength. Through the analysis of business cases, students will study the formulation of effective strategies and their implementation. They will learn how to evaluate the success of strategic decision making and how to revise strategies in light of changing business conditions.
CFP801	Applied Research Project	Hybrid	Not offered	Not offered
PDP101	Management Skills and Personal Development	Hybrid	Not offered	Not offered
plus: Liberal Studies Course (1)

Program Learning Outcomes

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Archived Program & Course Information

To find details on programs or courses from prior academic years, browse our archive of program information.

Seneca has been granted consent by the Minister of Colleges, Universities, Research Excellence and Security to offer this degree for a seven-year term starting March 20, 2020. In conformity with the Minister's criteria and requirements, Seneca will submit an application for the renewal of the consent for this program 12 months prior to the expiration of the consent. Seneca shall ensure that all students admitted to the above-named program during the period of consent will have the opportunity to complete the program within a reasonable time frame.

Honours Bachelor of Commerce – Financial Planning (CFP)

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