Section 4: Program Content 20
4.2 Professional Accreditation 37
The finance program or any of the program’s courses do not require certification, registration, licensing or granting any official recognition a regulatory authority in Ontario. The program is structured to provide theoretical knowledge and application of the concepts that are relevant to the financial services industry and the course material is not dependent on any external institutions.
However the financial services industry is highly regulated and the graduates will need to complete industry licensing courses before they can commence work in many licensed jobs within the financial services. The program content covers most of the subject matter related to some industry licensing and accreditation courses. The requirements of the industry education are very complex and dependent upon the specific field of work, graduates may need to complete some of the following industry licensing courses:
• Investment Funds in Canada (IFIC) • Canadian Securities Course (CSC)
• Conduct and Practices Handbook Course (CPH) • Wealth Management Essentials Course (WME) • Derivatives Fundamentals Course (DFC) • Life License Qualification Program (LLQP) • Certified Financial Planner (CFP)
• Chartered Financial Analyst CFA)
Several industry associations have provided letters of support for the program (see Section 7.3).
4.3 Learning Outcomes
Degree Level Outcomes
PEQAB Degree Level Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
Depth and Breadth of Knowledge
a. a developed knowledge and critical understanding of the key concepts, methodologies, current advances, theoretical approaches and assumptions in a discipline overall, as well as in a specialized area of a discipline
b. a developed understanding of many of the major fields in a discipline, including, where appropriate, from an interdisciplinary perspective, and how the fields may intersect with fields in related
disciplines
c. a developed ability to: i) gather, review, evaluate and interpret information; and ii) compare the merits of alternate hypotheses or creative options relevant to one or more of the major fields in a discipline
d. a developed, detailed knowledge of and experience in research in an area of the discipline
e. developed critical thinking and analytical skills inside and outside the discipline
f. the ability to apply learning from one or more
Required Courses
Business Fundamentals Business Calculus and Algebra Microeconomics Marketing Fundamentals Business processes Financial Accounting Macroeconomics Organizational Behaviour Composition and Rhetoric
Supply Chain and Operations Management Managerial Accounting
Finance Fundamentals Business Statistics Business Communications Applied Research for Business
Ethics, Sustainability & Corporate Social Responsibility Business Information Systems
Global Business Environment Entrepreneurship
PEQAB Degree Level Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
areas outside the discipline Business Law
Strategic Management Integrated Industry Project Research Thesis
Work experience through Internship or Co-op Creative Learning Portfolio
Investment Theory
Fundamental Security Analysis Portfolio Management
Financing and the Capital Markets
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials of Wealth Management Security Analysis – Equity Security Analysis – Fixed Income Introduction to Business Valuation New Venture Finance
International Finance
Financial Performance Management
Interdisciplinary Elective Courses
Change Management
Contemporary Issues in Business
Global Partnerships and Distribution Channels Creativity and Innovation in Business
International Economics and Trade International Finance
International Human Resources Introduction to Business Valuation New Venture Finance
Project Management Security Analysis - Equity Security Analysis - Fixed Income
Breadth Electives
Conceptual and Methodological Awareness/Research and Scholarship An understanding of methods of enquiry or creative
activity, or both, in their primary area of study that enables the student to:
a. evaluate the appropriateness of different approaches to solving problems using well established ideas and techniques
b. devise and sustain arguments or solve problems using these methods
c. describe and comment upon particular aspects of current research or equivalent advanced
scholarship
Required Courses
Microeconomics Financial Accounting Managerial Accounting Applied Research in Business Global Business Environment
Supply Chain and Operations Management Business Information Systems
Composition and Rhetoric Business Processes Entrepreneurship Strategic Management Integrated Industry Project Research Thesis
PEQAB Degree Level Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
Fundamental Security Analysis Portfolio Management
Financial Performance Management
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials of Wealth Management Security Analysis – Equity Security Analysis – Fixed Income Introduction to Business Valuation New Venture Finance
International Finance
Financial Performance Management
Inter disciplinary Elective Courses
Change Management
Contemporary Issues in Business Diversity in the Workplace
Creativity and Innovation in Business International Finance
Project Management Security Analysis - Equity Security Analysis - Fixed Income Communications Skills
The ability to communicate information, arguments, and analysis accurately and reliably, orally and in writing, to specialist and non-specialist audiences using structured and coherent arguments and , where appropriate, informed by key concepts and techniques of the discipline. Required Courses Marketing Fundamentals Finance Fundamentals Financial Accounting Business Communications Applied Research in Business Global Business Environment Entrepreneurship
Strategic Management Integrated Industry Project Research Thesis
Composition and Rhetoric Organizational Behaviour Investment Theory
Fundamental Security Analysis Portfolio Management
Financial Performance Management
Work experience through Internship or Co-op Creative Learning Portfolio
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials of Wealth Management Security Analysis – Equity Security Analysis – Fixed Income Introduction to Business Valuation
PEQAB Degree Level Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
New Venture Finance International Finance
Financial Performance Management
Interdisciplinary Elective Courses
Change Management
Contemporary Issues in Business Diversity in the Workplace
Creativity and Innovation in Business International Economics and Trade Introduction to Business Valuation
Managing and Communication Across Cultures New Venture Finance
Project Management Application of Knowledge
a. The ability to review, present and critically evaluate qualitative and quantitative information to:
i develop lines of argument
ii make sound judgments in accordance with the major theories, concepts and methods of the subject(s) of study
iii apply underlying concepts, principles and techniques of analysis, both within and outside the discipline
iv where appropriate use this knowledge in the creative process
b. The ability to use a range of established techniques to:
i initiate and undertake critical evaluation of arguments, assumptions, abstract concepts and information
ii propose solutions
iii frame appropriate questions for the purpose of solving a problem
iv solve a problem or create new work c. The ability to make critical use of scholarly
reviews and primary sources
Required Courses
Microeconomics Business Processes Composition and Rhetoric Marketing Fundamentals Finance Fundamentals Financial Accounting Macroeconomics
Organizational Behaviour
Supply Chain and Operations Management Managerial Accounting
Finance Fundamentals Business Communications Applied Research in Business
Ethics, Sustainability & Corporate Social Responsibility Global Business Environment
Entrepreneurship Business Law
Strategic Management Integrated Industry Project Research Thesis
Work experience through Internship and Co-op Investment Theory
Fundamental Security Analysis Portfolio Management
Financial Performance Management
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials of Wealth Management Security Analysis – Equity Security Analysis – Fixed Income Introduction to Business Valuation New Venture Finance
International Finance
PEQAB Degree Level Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
Interdisciplinary Elective Courses
Contemporary Issues Business International Economics and Trade International Finance
Introduction to Business Valuation New Venture Finance
Project Management Security Analysis - Equity Security Analysis - Fixed Income Sustainability Marketing
Professional Capacity/Autonomy
a. Qualities and transferable skills necessary for further study, employment, community involvement and other activities requiring:
i the exercise of initiative, personal responsibility and accountability in both personal and group contexts
ii working effectively with others iii decision-making in complex contexts b. The ability to manage their own learning in
changing circumstances, both within and outside the discipline, and to select an appropriate program of further study.
c. Behaviour consistent with academic integrity and social responsibility.
Required Courses
Marketing Fundamentals Organizational Behaviour Business Communications Applied Research for Business
Ethics, Sustainability & Corporate Social Responsibility Entrepreneurship
Strategic Management Integrated Industry Project Research Thesis
Investment Theory
Fundamental Security Analysis Portfolio Management
Financial Performance Management
Work experience through Internship or Co-op Creative Learning Portfolio
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials of Wealth Management Security Analysis – Equity Security Analysis – Fixed Income Introduction to Business Valuation New Venture Finance
International Finance
Financial Performance Management
Interdisciplinary Elective Courses
Diversity in the Workplace International Finance Leadership Development
Managing & Communicating across Cultures Project Management
Social Entrepreneurship Awareness of Limits of Knowledge
An understanding of the limits to their own knowledge and ability, and an appreciation of the uncertainty, ambiguity and limits to knowledge and how this might influence analysis and interpretations.
Required Courses
Microeconomics Macroeconomics
Organizational Behaviour Applied Research for Business
PEQAB Degree Level Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
Global Business Environment Business Information Systems Entrepreneurship
Business Law
Strategic Management Integrated Industry Project Research Thesis
Creative Learning Portfolio Investment Theory
Fundamental Security Analysis Portfolio Management
Financial Performance Management
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials of Wealth Management Security Analysis – Equity Security Analysis – Fixed Income Introduction to Business Valuation New Venture Finance
International Finance
Financial Performance Management
Interdisciplinary Elective Courses
Change Management
Contemporary Issues in Business Creativity and Innovation in Business International Finance
International Human Resources
Managing and Communicating Across Cultures New Venture Finance
Security Analysis - Equity Security Analysis - Fixed Income Social Entrepreneurship
Breadth Electives
Program Level Learning Outcomes
BBA Finance Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
1. Analyze current trends in primary and secondary capital markets around the world and their impact on mobilizing investment capital.
Finance Required Courses
Finance Fundamentals Investment Theory
Financing and Capital Markets
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
BBA Finance Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
Security Analysis - Equity Security Analysis - Fixed Income International Finance
2. Conduct value added research into the current investment theory, practice, empirical data, corporate trends and real-time market
intelligence to generate high quality investment ideas.
Finance Required Courses
Investment Theory
Fundamental Security Analysis Financing and the Capital Markets
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials in Wealth Management Security Analysis - Equity Security Analysis - Fixed Income New Venture Finance
International Finance 3. Synthesize complex financial data into
meaningful business perspectives that facilitates actionable solutions.
Finance Required Courses
Investment Theory
Fundamental Security Analysis Portfolio Management
Financing and the Capital Markets
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials in Wealth Management Security Analysis - Equity Security Analysis - Fixed Income Introduction to Business Valuation Financial Performance Management New Venture Finance
International Finance 4. Present quantitative and qualitative information
together with analysis, discussion, commentary and recommendations in a form suitable for different intended audiences.
Finance Required Courses
Finance Fundamentals Investment Theory
Fundamental Security Analysis Portfolio Management
Financing and Capital Markets
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials in Wealth Management Security Analysis - Equity Security Analysis - Fixed Income Introduction to Business Valuation Financial Performance Management New Venture Finance
International Finance 5. Recommend innovative alternatives to deal with
financing needs and challenges at various stages
Finance Required Courses
BBA Finance Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
in the lifecycle of an organization or an individual.
Portfolio Management Financing and Capital Markets
Finance Elective Courses
Contemporary Issues in Financial Management Derivatives
Essentials n Wealth Management Security Analysis - Equity Security Analysis - Fixed Income Introduction to Business Valuation Financial Performance Management New Venture Finance
International Finance 6. Evaluate the impact of major economic variables
such as interest rates, inflation, employment, exchange rates and balance of payments on the performance of capital markets and different financial instruments.
Finance Required Courses
Finance Fundamentals Investment Theory
Fundamental Security Analysis Portfolio Management
Financial Performance Management
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials in Wealth Management Security Analysis - Equity Security Analysis - Fixed Income Introduction to Business Valuation Financial Performance Management New Venture Finance
International Finance 7. Construct basic investment portfolios for
individual and institutional investors in accordance with given investment policy statements, ethics and professional judgment.
Finance Required Courses
Fundamental Security Analysis Portfolio Management
Finance Elective Courses
Technical Analysis Derivatives
Essentials in Wealth Management 8. Evaluate performance of investment decisions
and effectiveness of asset allocation strategies for portfolios consisting of debt and equity
securities, derivatives real estate and other alternative investments.
Finance Required Courses
Investment Theory
Fundamental Security Analysis Portfolio Management
Finance Elective Courses
Derivatives
Essentials in Wealth Management Security Analysis - Equity Security Analysis - Fixed Income Financial Performance Management New Venture Finance
9. Integrate relevant regulatory framework into financial processes and practices to address current challenges.
Finance Required Courses
Investment Theory Portfolio Management
BBA Finance Learning Outcomes Course, course segments or workplace requirements that contribute to this outcome
Financing and Capital Markets
Finance Elective Courses
Contemporary Issues in Financial Management Derivatives
Essentials in Wealth Management Financial Performance Management 10. Manage relationships between an organization
and its stakeholders and their impact on corporate growth taking into account ethical practices and social responsibilities.
Finance Required Courses
Portfolio Management Financing and Capital Markets
Finance Elective Courses
Financial Performance Management Essentials in Wealth Management Introduction to Business Valuation 11. Recommend allocation of financial resources
that contribute optimally to strategic business plan of the organization.
Finance Required Courses
Investment Theory
Fundamental Security Analysis Portfolio Management
Financing and Capital Markets
Finance Elective Courses
Contemporary Issues in Financial Management Derivatives
Essentials in Wealth Management Security Analysis - Equity Security Analysis - Fixed Income Introduction to Business Valuation Financial Performance Management New Venture Finance
International Finance 12. Employ best practices in risk management to
protect organization’s financial position, investments, legal position and ethical reputation.
Finance Required Courses
Fundamental Security Analysis Portfolio Management
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Essentials in Wealth Management Security Analysis - Equity Security Analysis - Fixed Income Introduction to Business Valuation Financial Performance Management New Venture Finance
Finance specific courses are complemented by a strong general business management foundation and exposure to the liberal arts and sciences. Program Level Outcomes were crafted with the complete development of the individual student and are common to all proposed BBA programs.
BBA Learning Outcomes (common to all proposed BBA programs)
Course, course segments or workplace requirements that contribute to this outcome
13. Communicate effectively in a variety of organizational settings.
Required Courses
Applied Research in Business Composition and Rhetoric Business Communication Entrepreneurship
Ethics, Sustainability & Corporate Social Responsibility Finance Fundamentals
Global Business Environment Strategic Management Integrated Industry Project Research Thesis
Marketing Fundamentals Organizational Behaviour Fundamental Security Analysis Portfolio Management
Financing and Capital Markets Investment Theory
Work experience through Internship or Co-op Creative Learning Portfolio
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Security Analysis – Equity Security Analysis – Fixed Income Essentials in Wealth Management Introduction to Business Valuation New Venture Finance
International Finance
Financial Performance Management
Interdisciplinary Elective Courses
Change Management Diversity in the Workplace Entrepreneurship
Global Marketing Management
Global Partnerships & Distribution Channels Creativity and Innovation in Business International Economics and Trade International Human Resources Introduction to Business Valuation Leadership Development
Managing and Communicating Across Cultures Marketing Innovation
New Venture finance Project Management Sustainable Marketing
BBA Learning Outcomes (common to all proposed BBA programs)
Course, course segments or workplace requirements that contribute to this outcome
14. Evaluate complex qualitative and quantitative data to support strategic and operational decisions.
Required Courses
Applied Research in Business Business Calculus and Algebra Business Statistics
Entrepreneurship Finance Fundamentals Financial Accounting
Integrated Industry Project or Research Thesis Macroeconomics
Managerial Accounting Microeconomics Business Processes
Supply Chain and Operations Management Strategic Management
Integrated Industry Project Research Thesis
Finance Fundamentals Investment Theory
Fundamental Security Analysis Portfolio Management
Financing and Capital Markets
Finance Elective Courses
Contemporary Issues in Financial Management Technical Analysis
Derivatives
Security Analysis – Equity Security Analysis – Fixed Income Essentials in Wealth Management Introduction to Business Valuation New Venture Finance
International Finance
Financial Performance Management
Interdisciplinary Elective Courses
Contemporary Issues in Business Entrepreneurship
Global Marketing Management
Global Partnerships & Distribution Channels International Economics and Trade
International Finance
Introduction to Business Valuation Marketing Innovation
New Venture Finance Project Management
Security Analysis - Fixed Income Security Analysis - Equity Social Entrepreneurship 15. Develop comprehensive strategic and tactical
plans for an organization.
Required Courses
Business Information Systems Entrepreneurship
Ethics, Sustainability & Corporate Social Responsibility Global Business Environment
BBA Learning Outcomes (common to all proposed BBA programs)
Course, course segments or workplace requirements that contribute to this outcome
Managerial Accounting Marketing Fundamentals Strategic Management Portfolio Management Financing and Capital Markets
Finance Elective Courses
Derivatives
Security Analysis – Equity Security Analysis – Fixed Income Essentials in Wealth Management Introduction to Business Valuation New Venture Finance
International Finance
Financial Performance Management
Interdisciplinary Elective Courses
Change Management Diversity in the Workplace Entrepreneurship
Global Marketing Management
Global Partnerships & Distribution Channels Creativity and Innovation in Business International Finance
International Human Resources Introduction to Business Valuation New Venture Finance
Project Management
Security Analysis - Fixed Income Security Analysis - Equity Social Entrepreneurship Sustainability Marketing 16. Work independently and collaboratively in inter
and/or multi-disciplinary and diverse environments.
Required Courses
Applied Research in Business Business Communication Business Processes
Ethics, Sustainability & Corporate Social Responsibility Global Business Environment
Integrated Industry Project Research Thesis
Marketing Fundamentals Strategic Management Portfolio Management Financing and Capital Markets
Work experience through Internship or Co-op Creative Learning Portfolio
Finance Elective Courses
Contemporary Issues in Financial Management Essentials in Wealth Management
Introduction to Business Valuation Financial Performance Management
BBA Learning Outcomes (common to all proposed BBA programs)
Course, course segments or workplace requirements that contribute to this outcome
Change Management Diversity in the Workplace Entrepreneurship
Global Marketing Management
Global Partnerships & Distribution Channels International Human Resources
Introduction to Business Valuation Leadership Development
Managing and Communicating Across Cultures Marketing Innovation
Project Management Social Entrepreneurship Sustainability Marketing
Breadth Electives
17. Use creative, critical and reflective thinking to address organizational opportunities and challenges.
Required Courses
Applied Research in Business Business Communication Business Information Systems Business Law
Business Processes Business Statistics Entrepreneurship
Ethics, Sustainability & Corporate Social Responsibility Finance Fundamentals
Financial Accounting
Global Business Environment
Integrated Industry Project or Research Thesis Macroeconomics Managerial Accounting Marketing Fundamentals Microeconomics Organizational Behaviour Strategic Management Investment Theory Finance Fundamentals
Fundamental Security Analysis Portfolio Management
Financing and Capital Markets Creative Learning Portfolio
Finance Elective Courses
Contemporary Issues in Financial Management