BUSN-0170 Financial Planning (W

COURSE OUTLINE

Course Name: Financial Planning Course Number: BUSN-0170

Academic Term: Fall Year: 2023-24

Course Details:

Instructor:

Tuesdays and Fridays 12:30-2:25 pm

Warren Day

Email: dayw@assiniboine.net Office: 437

Office Hours:

Monday between 9:30 AM and 10:30 AM or by appointment

Program:

Prerequisite:

Business Administration

Financial Services Specialization

Advanced Diploma – Accounting

and Finance

BUSN-0169 Personal Finance

Course Credits: 6

Co-requisite:

None

Students will enroll pay directly for this course with the Canadian Securities

Institute

Moodle

Learning

Materials:

Students should have their own Texas Instruments BAII Plus Financial Calculator

Ivey Publishing- Case Study

Students will be provided with access to Conquest Planning

Calendar Course Description:

This course is offered through the Canadian Securities Institute and serves to develop advanced

knowledge of key financial strategies. The course outlines the process of applying key financial planning

concepts in order to develop and recommend an appropriate plan for clients. Students must registered

directly, and pay, in order to get CSI credit.

Rationale:

This course is a foundational course offered through and recognized by the Canadian Securities Institute.

Successful completion of this course positions the student to pursue a Certificate in Financial Services

Advice and/or the Personal Financial Planner (PFP) designation through the Canadian Securities

Institute.

Assiniboine Community College - pg. 1

Business Administration Program Outcomes

This course contributes to one or more of the following outcomes.

1. Critical Thinking & Knowledge: students will be able to use core specialization knowledge in

solving business problems

2. Ethical Perspective and Social Responsibility: students will be able to identify organizational

activities to reduce unethical behaviour.

3. Collaboration: students will be able to work effectively in diverse teams, supporting team

performance to achieve organizational goals.

4. Communication: students will be able to present effective business communications in a variety

of formats

5. Business Strategy: students will be able to strategize to plan for changes in business.

Learning Outcomes and Elements of Performance:

Upon successful completion of this course the learner will be able to:

1. Describe the steps in the financial planning process

1.1. Describe the role of a financial advisor in a retail branch

1.2. Demonstrate proper information gathering techniques

2. Create a borrowing strategy for a client

2.1. Describe the different types of personal borrowing options

2.2. Determine the creditworthiness of a client

2.3. Describe the attributes of the different mortgage types

2.4. Calculate home affordability for a client

3. Recommend an investment strategy to meet client-stated goal(s)

3.1. Determine the impact of taxes on an investment plan

3.2. Analyze the different investment products and accounts available in the Canadian

marketplace

3.3. Explain the importance of wills and powers of attorney as they relate to a financial plan

4. Design an appropriate risk management strategy for a client

4.1. List the methods of managing risks

4.2. Describe the different types of risk

4.3. Discuss the features and benefits of a life insurance policy

4.4. Identify the regulations that govern the insurance industry


Delivery and Instructional Methods:

Face-to-Face Delivery Blended Delivery Online Delivery

Instructional Methods

Course Hours

Lecture 30%

Classroom Discussion 40%

Online-Other 30%

Assessment and Evaluation:

Assessment

Weight

(Percentage)

Due Date:

(MMM-DD-YY)

Financial Planning Case Study #1 25% Oct-20-23

Financial Planning Case Study #2 25% Nov-24-23

Insurance Needs Analysis Assignment 10% Dec-8-23

Final Exam 40% Dec-14-23

Total 100%

Evaluation Scale:

A+ 90 - 100 B+ 76 - 79 C+ 66 - 69 D 50 – 59

A 80 - 89 B 70 – 75 C 60 - 65 F 0 – 49

Passing mark if different from Evaluation Scale:

Students must achieve a minimum average grade of C (60) throughout the program in order to

graduate.

In order to obtain industry credit (CSI), students must achieve a final exam grade of 60% or

better.

Supplemental Privileges:

NO


School of Business General Student Expectations

Certification/Designation

Please note that there may be additional grade requirements to obtain professional

certification and/or designation. Please check with the applicable professional organization for

further information.

Use of English in the Classroom

English is the language of instruction at Assiniboine Community College, unless otherwise

stated on the course outline. All course work is taught in English and students are expected to

use English while in the classroom.

Attendance and participation

Participating in online activities will positively impact your academic progress and success. It is

important to keep up with your studies and complete all activities, including discussions with

your instructor and peers to ensure student success.

Attendance and participation are components of this course ☐ Yes ☒ No

Recording Class Lectures

Your instructor may choose to record lectures or presentations in whole or in part. Your

attendance during lectures or presentations may be recorded. You have the option to opt out

at each recorded event. Please speak to your instructor.


Essential and Employability Skills:

Check the box for essential and employability skills emphasized in this course.

Communication

Critical &

Creative Thinking

Self-Management

& Organization

Working with

Others

Use of

Technology

Speaking

Critical

Thinking

Organizational and

time management

skills

Recognition of and

respect for diversity and

individual differences

Use information and

Communication

Technology (ICT) to

perform required tasks

Listening

Creative

thinking

Initiative and risktaking

abilities

Respectful interactions

Manage digital

information

Reading

Problem

Solving

Flexibility and

adaptability

Interpersonal

communication skills

Use digital tools to

reflect and record

learning

Writing

Research

Skills

Personal & social

responsibility

Intercultural

communication skills

Communicate

effectively online

Presenting

Planning Skills

Collaboration and cooperation

Engage in relevant

online communities

Numeracy

Safe work

practices

Consensus skills

Manage group

interactions using

multiple technologies

Negotiation

Develop fluency in

online authoring and

publishing

Conflict resolution


Detailed Topical Outline:

Topical Outline (Fall 2023)

Weeks/Dates/Units Theme and/or Topic Classes & Activities Assessments and Evaluations (Graded)

Week 1

Sep 4 th - Labour Day - No Classes

September 5 - 8

Sep 5 th - First Day of Classes

Introduction to

Financial Planning

Sign on to the

Moodle course page

and introduce

yourself on the

Moodle course

discussion board

Review course

outlines,

assessments, rubrics,

onsite and online

course expectations,

community building

activity, how to

contact instructor,

A08, A25 policies

Week 2

September 11 - 15

Week 3

September 18 - 22

Week 4

September 25 - 29

Managing the

Financial Planning

Process

Budgeting and

Borrowing

Budgeting and

Borrowing

Meeting to introduce

the course and each

other

Group discussions

Case Studydiscussion

End of section inclass

quiz (ungraded)

Group discussions

Case Study- demo

and practice

Group discussions

Conquest Planningdemo

and practice


quiz (ungraded)


Week 5

October 2 - 6

Week 6

October 9 - 13

Mortgages

Mortgages

Guest Speaker

Case Study- practice


and practice

October 2 nd - In Lieu of National Day for

Truth and Reconciliation - No Classes

October 9 – Thanksgiving- No Classes

Week 7

October 16 - 20

Mortgages

Group Assignment

(Borrowing Case

Study) presentations

in class

Financial Planning Case Study #1 will be

due by 11:59 PM CST on October 20,

2023 (25%)


quiz (ungraded)

Week 8

October 23 - 27

Week 9

October 30-

November 3

Week 10

November 6 - 10

Week 11

November 13 - 17

Taxation

Investments

Investments

Reading Week- No Classes

Group Discussions


quiz (ungraded)

Group Discussions

Case Studydiscussion

Guest Speaker


and practice

Case Study- demo

and practice

November 13 th – In Lieu of

Remembrance Day - No Classes


quiz (ungraded)

Week 12

November 20 - 24 Retirement Group Assignment

(Investment Case

Study) presentations

in class

Financial Planning Case Study #2 will be

due by 11:59 PM CST on November 24,

2023 (25%)

Week 13

November 27 – Dec

1

Wills and Powers of

Attorney


quiz (ungraded)

Group Discussions


Week 14

December 4 - 8

Wills and Powers of

Attorney

Group

Presentations-

Insurance Needs

Analysis

Insurance Needs Analysis Assignment

will be due by 11:59 PM CST on

December 8, 2023 (10%)


quiz (ungraded)

Week15

December 11 - 15 Final Exam Practice Exam

Week 16

December 18 – 22

opportunities

*This course schedule may be adjusted. For any updates, please refer to Moodle.

Final Exam will be held on campus on

December 14, 2023 (40%)

December 22 nd - Last Day of the Term


Prepared by:

Warren Day 2023-05-03

Instructor’s name(s)

Date:

Approval:

Recommended for approval by: Program Chair or

Designate

Date:

Dean/Designate or Director/Designate

Date:


RELEVANT POLICIES

• A01 Academic and Disciplinary Appeals

The academic and disciplinary appeals policy exists to quickly and fairly respond to issues arising

from academic and disciplinary decisions and rulings.

• A02 Student Conduct, Behaviour and Discipline

To outline a policy that describes conduct or behaviour expected of students at Assiniboine

Community College and the disciplinary action that may be taken in the event of misconduct.

• A03 Academic Accommodations

The purpose of this policy is to facilitate fair and equal access to courses, programs, facilities,

and services for students with specific documented disabilities and for other groups as identified

within the Human Rights Code, and to clarify the rights and responsibilities of students and staff

in accessing and delivering service.

• A08-1 Academic Responsibilities

The purpose of this policy is to establish academic roles and responsibilities for student success.

ACC is committed to helping students achieve their educational goals and experience success

through providing a learning-centred environment, in which learning is a co-operative venture

between students and the institution.

• A08-2 Academic Standards

The purpose of this policy is to establish the basis for establishing academic standards at the

College, ensuring consistency and transparency. The college relies on two major tools to

maintain and communicate academic standards: (a) the Academic Calendar, and (b) College

course outlines.

• A08-3 Evaluation

The purpose of this policy is to establish the college's expectations regarding the student

evaluation and assessment process, and a common understanding for all parties of the rules that

guide the assessment, evaluation and examination process. The college aims to safeguard the

integrity of the assessment, test-taking and evaluation process, and to ensure fair and equitable

treatment of students.

• A08-4 Grading

The purpose of the grading policy is to ensure that grading practices are consistent and reflect

appropriate academic standards throughout the college.

• A08-5 Academic Standing and Progression

The purpose of this policy is to establish the college’s standards for academic performance and

outline the college’s support for under-performing students.


• A08-6 Graduation

ACC shall confer approved credentials to qualifying students at convocation ceremonies

following successful completion all institutional and program requirements.

• A20 Registration, Adding and Dropping Courses

To outline the procedures for registration and collection of fees, and the procedures, and

financial and academic consequences of, adding and dropping courses.

• A25 Student Honesty and Integrity

To describe and promote Assiniboine Community College student behaviour that reflects a

culture of academic integrity and honesty upon which a reputation of excellence and student

achievement is formed.

• G49 Acceptable Use of Computer Resources

Use of computing resources is an important part of working and learning at ACC. IT resources

allow individuals to access current information and communicate with others from around the

world. It is important, however, that the IT resources are used ethically and lawfully. All

resources are intended for shared use within the college and are to be used in a reasonable and

responsible manner. All college supplied internet activity can be logged, and can be traced back

to a specific user-id. If anyone becomes aware of the misuse of IT resources, they should contact

their immediate supervisor, dean or faculty to inform them of the breach of college policy.

• G56 Use of Recording Devices

Communication and recording technologies have become ubiquitous and pervasive. How our

college is perceived both on and off campus is important to maintaining good relationships

within the college, the local community, and the world at large. The purpose of this document is

to outline expectations of staff, students, invited guests, visitors and others using recording

devices within Assiniboine Community College (ACC) buildings and grounds and/or at ACC

sanctioned events.

• M10 Respectful College

At Assiniboine Community College, we are committed to providing a safe and respectful

environment for all staff and students on campus or in any situation related to

employment/learning with the college. All members of the ACC community, and particularly

those in positions of leadership and authority, share the responsibility of maintaining a climate

of respectful behavior and addressing any situations where respect is lacking.

All Academic Policies can be accessed on the Assiniboine Community College website:

https://assiniboine.net/admissions/registrars-office/academic-information/academic-policies


BUSN-0170 Financial Planning (W

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