uwloo

Accounting and Financial Management (AFM)

83 courses in Waterloo’s course catalog for 2020–21 (Fall 2020, Winter 2021, Spring 2021), from UW Open Data. ucalendar asks programs not to read that year’s calendar, so this stands in for it. Original: ucalendar.uwaterloo.ca/2021/COURSE/course-AFM.html

AFM 100 Introduction to Experiential Learning

The objective of this non-credit course is to expose students to the expectations for experiential learning, helping them develop the skills and relationships needed to allocate their time and maintain balance across their academics, career, health and wellness, and community.

Prereq: First-year Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Accountancy students

SEM · Course ID 015679On ucalendarAFM 100 today

AFM 101 Introduction to Financial Accounting

This course is an introduction to financial accounting. The preparation and use of financial statements is examined. The accounting cycle and assets and liabilities reporting, is discussed.

Prereq: Not open to students in Arts and Business, Environment and Business, Science and Business, or Human Resources Management. Antireq: AFM 123/ARBUS 102, BUS 127W/227W, MSCI 262

LEC · Course ID 011404On ucalendarAFM 101 today

AFM 102 Introduction to Managerial Accounting

This course is an introduction to the preparation and use of accounting information for management decision-making and reporting. Cost behaviour, cost accumulation systems, and short and long-term decision models are discussed.

Prereq: AFM 101 or BUS 127W/227W. Antireq: AFM 123/ARBUS 102, BUS 247W, MSCI 262

LEC · Course ID 011700On ucalendarAFM 102 today

AFM 111 Professional Pathways and Problem-solving

This course assists students in developing the knowledge, skills, and values needed to manage their learning, ethical behaviour, and career path as a professional with a responsibility to society. The course also provides an opportunity to develop problem-solving, information literacy, and communication skills.

Prereq: Level 1A Accounting and Financial Management students

LEC · Course ID 015771On ucalendarAFM 111 today

AFM 112 Analytic Methods for Business

This course introduces analytical methods commonly used in business for accounting and finance professionals. The course introduces students to the cross-industry standard process for data mining as an approach to business problem recognition and solving. Students also apply emerging technologies as a means to understand concepts such as variables, data types, subsets, formulas for creating derived variables, and simple models.

Prereq: Accounting and Financial Management students

LEC · Course ID 015772On ucalendarAFM 112 today

AFM 113 Analytic Methods 2 for Business

This is the second in a two-course sequence that introduces analytical and statistical methods commonly used in business for accounting and finance professionals.

Prereq: AFM 112; Accounting and Financial Management students. Antireq: AMATH 350, MATH 218, MATH 228, STAT 211

LEC · Course ID 015915On ucalendarAFM 113 today

AFM 121 Introduction to Global Financial Markets

This course describes the role of finance in the modern global economy and introduces some basic principles of financial decision-making.

Prereq: Accounting and Financial Management or Computing and Financial Management students

LEC · Course ID 013719On ucalendarAFM 121 today

AFM 123 Accounting Information for Managers

This course is designed for non-accountants who will use accounting information for planning, control, and decision-making.

Prereq: Arts & Business, Environment & Business, Sci & Business, Hon Rec & Leisure Studies, Hon Rec & Business, Hon Biotechnology/Economics, Human Resources Management, or Management Studies stdnts. Antireq: AFM 101,102,121, BUS 127W/227W,247W, MSCI 262

LEC · Course ID 003239On ucalendarAFM 123 today

AFM 131 Introduction to Business in North America

The functional areas of business: finance, personnel administration, production, marketing, and accounting are examined within differing organizational structures. Coverage also includes study of the principles of effective management and the financial system as a source of corporate capital.

Prereq: Not open to Arts and Business students. Antireq: BUS 111W

LEC · Course ID 003243On ucalendarAFM 131 today

AFM 132 Introduction to Business Stages

This course introduces key business concepts required to provide a solid foundation for accounting and finance majors. Topics include business life cycle stages, business models, and types of business decisions.

Prereq: Accounting and Financial Management, Computing and Financial Management, and Mathematics/Chartered Professional Accounting students. Antireq: AFM 131, BUS 111W

LEC · Course ID 015774On ucalendarAFM 132 today

AFM 200 Continuation of Experiential Learning

The objective of this non-credit course is to continue to expose students to the expectations for experiential learning, and help them to continue to develop the skills and relationships needed to allocate their time and maintain balance across their academics, career, health and wellness, and community.

Prereq: AFM 100; second-year Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Accountancy students

SEM · Course ID 015707On ucalendarAFM 200 today

AFM 201 Introduction to Professional Practice

This course discusses auditing and taxation concepts as they relate to professional accounting and management.

Prereq: AFM 101; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Accountancy students

LEC · Course ID 011411On ucalendarAFM 201 today

AFM 202 Introduction to Public Practice

This course focuses on the knowledge and skills that enhance experiential learning during a first co-op work term. Topic areas include professional ethics, assurance, taxation, and leveraging technology for assurance and taxation competencies.

Prereq: AFM 101; Level 2A or 3A Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students. Antireq: AFM 201

LEC · Course ID 013739On ucalendarAFM 202 today

AFM 203 Introduction to Decision Support

This course focuses on the knowledge and skills that enhance experiential learning during a first co-op work term while performing a decision support role within a public or private sector organization. Topic areas include professional ethics, performance analysis, corporate finance, and leveraging technology for performance analysis and corporate finance competencies.

Prereq: AFM 101; Level 2A or 3A Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students. Antireq: AFM 201, 204

LEC · Course ID 013740On ucalendarAFM 203 today

AFM 204 Introduction to Applied Finance

This course focuses on the basic knowledge and skills required for employment in the finance area during the first co-op work term. The course covers topics such as an overview of the financial services industry, the role of treasury management within organizations, professional ethics, and problem-solving skills that are applicable to financial decisions.

Prereq: AFM 121; Level 2A or 3A; Accounting and Financial Management students. Coreq: AFM 273. Antireq: AFM 201, 203

LEC · Course ID 013741On ucalendarAFM 204 today

AFM 205 Introduction to Financial Services

This course is one of a set of courses that focuses on the knowledge and skills that enhance experiential learning during a first co-op work term. The course covers topics such as an overview of the financial services industry, professional ethics, and problem-solving skills that are applicable to financial decisions.

Prereq: AFM 101; Level 2A Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students. Coreq: AFM 206, 207, 208. Antireq: AFM 204

LEC · Course ID 015775On ucalendarAFM 205 today

AFM 206 Introduction to Tax

This course is one of a set of courses that focuses on the knowledge and skills that enhance experiential learning during a first co-op work term. Topic areas for this course include tax law, professional ethics, and leveraging technology for taxation competencies.

Prereq: AFM 101; Level 2A Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students. Coreq: AFM 205, 207, 208. Antireq: AFM 202

LEC · Course ID 015776On ucalendarAFM 206 today

AFM 207 Introduction to Analytics

This course is one of a set of courses that focuses on the knowledge and skills that enhance experiential learning during a first co-op work term. Topic areas for this course include performance measurement, professional ethics, and leveraging technology for performance analytics.

Prereq: AFM 101; Level 2A Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students. Coreq: AFM 205, 207, 208

LEC · Course ID 015777On ucalendarAFM 207 today

AFM 208 Introduction to Assurance

This course is one of a set of courses that focuses on the knowledge and skills that enhance experiential learning during a first co-op work term. Topic areas for this course include assurance, professional ethics, and leveraging technology for assurance competencies.

Prereq: AFM 101; Level 2A Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students. Coreq: AFM 205, 206, 207. Antireq: AFM 202

LEC · Course ID 015778On ucalendarAFM 208 today

AFM 211 Connections to Business Context

This course focuses on developing the qualities and transferable skills necessary for integration, continuous learning, and professional development. The course integrates an understanding of business, basic functional competencies, leadership, collaboration, and communication skills to address a range of business decisions.

Prereq: AFM 101, 131, SPCOM 111; Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students

LEC · Course ID 013742On ucalendarAFM 211 today

AFM 212 Financial Analysis and Planning

This course develops an in-depth understanding of financial statements as a system for analysis and planning as a foundation for upper-year accounting and finance courses.

Prereq: AFM 101; Level 2A Accounting and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students. Antireq: AFM 211

LEC · Course ID 015779On ucalendarAFM 212 today

AFM 231 Business Law

Particular attention is given to the law relating to contracts and business organizations. Other areas of study include sources of law, the judicial process, real and personal property, torts, agency, credit, and negotiable instruments.

Antireq: MTHEL 100/COMM 231, BUS 231W, CIVE 491, GENE 411, ME 401; (Faculty of Mathematics) ENVS 201

LEC · Course ID 003247On ucalendarAFM 231 today

AFM 241 Introduction to Business Information Technology

This course considers various aspects of information from a business and problem-solving perspective. It is intended to provide a basic foundation for understanding the potential benefits and problems in utilizing information technology to improve business performance, and an appreciation for a wide range of technology choices available, rather than a detailed understanding of any particular hardware or software technology.

Prereq: AFM 102; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy students. Antireq: CS 330, 480/490

LEC · Course ID 010334On ucalendarAFM 241 today

AFM 244 Foundations of Data Mining

This course introduces students to the foundations needed for data mining and more advanced upper-year business analytics electives. Topics include regression analysis, classification analysis (e.g., logistic regression, decision trees), and clustering analysis.

Antireq: AFM 415 (LEC 001) taken fall 2017, fall 2018

LEC · Course ID 015780On ucalendarAFM 244 today

AFM 272 Corporate Finance 1

This is the first in a two-course sequence that deals with corporate financial decision-making. Topics may include time value of money, capital budgeting, cost of capital, security issuance, capital structure, payout policy and dividends, short term finance, and risk management. Where suitable, topics are treated from a mathematical and quantitative perspective.

Prereq: One of MATH 128,138,148; MATH 136 or 146; Accounting & Fin Mgmt, Computing & Fin Mgmt, Math/CPA or Biotech/CPA students. Coreq: STAT 231 or 241. Antireq: AFM 273, ACTSC 371, ECON 371

LEC · Course ID 011750On ucalendarAFM 272 today

AFM 273 Managerial Finance 1

This is the first in a two-course sequence that introduces the theory of financial decision-making within firms. Topics include capital budgeting, cost of capital, security issuance, capital structure, payout policy and dividends, short term finance, and risk management.

Prereq: STAT 211; Accounting and Financial Management or Biotechnology/Chartered Professional Accountancy students. Antireq: AFM 272/ACTSC 291, ECON 371

LEC · Course ID 003257On ucalendarAFM 273 today

AFM 274 Managerial Finance 2

This course is a continuation of AFM 273. Topics to be explored are covered under the listing for AFM 273.

Prereq: AFM 273; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy or Mathematics/Chartered Professional Accountancy students. Antireq: ACTSC 372, ACTSC 391/AFM 372, ECON 371

LEC · Course ID 003258On ucalendarAFM 274 today

AFM 280 Introduction to Organizational Behaviour

An introduction to the concepts concerning the behaviour of individuals and groups in organizations. Topics may include motivation, influence, communication, diversity, goal-setting and incentive compensation, culture and ethical systems, and decision-making.

Prereq: Accounting and Financial Management, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students. Antireq: MSCI 211, PSYCH 238/338

LEC · Course ID 013743On ucalendarAFM 280 today

AFM 291 Intermediate Financial Accounting 1

A first course in intermediate accounting dealing with the theory and practice of financial statement preparation and reporting. The emphasis will be on asset valuation and the related impact on income measurement.

Prereq: AFM 101; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy

LEC · Course ID 003253On ucalendarAFM 291 today

AFM 311 Connections to Ethical Context

This course focuses on developing the qualities and transferable skills necessary for integration, continuous learning, and professional development. The course is oriented around the ethical and moral issues faced by accounting and finance professionals.

Prereq: AFM 211. Antireq: AFM 431, PHIL 215/ARBUS 202

LEC · Course ID 013744On ucalendarAFM 311 today

AFM 321 Personal Financial Planning

This course covers financial planning for individual investors, with particular emphasis on taxation and other institutional aspects governing decisions such as retirement savings, education savings, and estate planning.

LEC · Course ID 013726On ucalendarAFM 321 today

AFM 322 Derivative Securities

Introduction to valuation and applications of financial derivatives such as options, futures, forwards, and swaps.

Prereq: AFM 274/371 or AFM 372/ACTSC 391. Antireq: ACTSC 446, ECON 372, MATBUS 470, STAT 446

LEC · Course ID 011702On ucalendarAFM 322 today

AFM 323 Quantitative Foundations for Finance

This course introduces analytical and statistical methods commonly used in finance, with applications to investment management and corporate finance.

Prereq: AFM 274/371. Antireq: ECON 321, STAT 373

LEC · Course ID 013727On ucalendarAFM 323 today

AFM 324 Wealth Management

In this course students will learn core wealth management concepts that will give them a greater understanding of the wealth management industry. The content will focus on key areas of wealth management including portfolio management, asset allocation, risk management, performance evaluation, manager selection, tax efficient strategies as well as the use of new technologies in the wealth management industry.

Prereq: AFM 274 or AFM 372/ACTSC 391; Accounting and Financial Management, Computing and Financial Management, Mathematics/CPA, and Biotechnology/CPA students. Antireq: AFM 416 (LEC 002) spring 2018, spring 2019

LEC · Course ID 015913On ucalendarAFM 324 today

AFM 326 Student Venture Fund - Analyst

This course provides students hands-on training in early-stage (angel and venture capital) investing with guidance from industry experts and supervision by faculty. This will generally be the first course that students take when they join the Student Venture Fund team. Analysts will attend investor meetings, assist in market research and specific deal due diligence, and prepare investment proposals. [Note: This is a repeatable course, subject to different content; it may be completed a total of two times. Course will be graded on a CR/NCR basis.]

Prereq: Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, and Biotechnology/Chartered Professional Accountancy students. Coreq: AFM 274 or AFM 372/ACTSC 391

PRJ · Course ID 015916On ucalendarAFM 326 today

AFM 328 Investment Management - Junior Analyst

This course provides students hands-on training in equity valuation and enables students to follow one industry sector. As a junior analyst, a student will understand why funds management is broken into different sectors, monitor existing equity holdings in a particular sector, make new equity selections in the sector, prepare equity research reports, and present trading recommendations to an investment team in a student-run investment portfolio.

Prereq: Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students. Coreq: AFM 274 or AFM 372/ACTSC 391

PRJ · Course ID 014473On ucalendarAFM 328 today

AFM 329 Investment Management - Senior Analyst

This course provides students hands-on training in equity valuation and enables students to follow more than one industry sector. As a senior analyst, a student will monitor existing equity holdings in different sectors, make new equity selections in the sectors, prepare equity research reports, and present trading recommendations to an investment team in a student-run investment portfolio.

Prereq: AFM 274 or AFM 372/ACTSC 391; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students

PRJ · Course ID 014474On ucalendarAFM 329 today

AFM 332 Accounting, Assurance, and the Law

This course examines the interrelationship between legal and accounting environments. Students will be introduced to concepts of corporate governance and malfeasance and will examine a range of issues including the relationship between accounting and internal control, the roles of internal and external audits, and the regulatory environment of business including the obligations of boards, officers, managers, and shareholders.

Prereq: (AFM 101, 102) or AFM 123; AFM 231/LS 283; Not open to students in Accounting and Financial Management, Mathematics/Chartered Professional Accountancy or Biotechnology/Chartered Professional Accountancy.

LEC · Course ID 011974On ucalendarAFM 332 today

AFM 333 International Business

This course examines the opportunities, risks, and challenges faced by businesses in international markets, as well as the preparation required to operate them.

Prereq: AFM 131/ARBUS 101; Level at least 3A

LEC · Course ID 012769On ucalendarAFM 333 today

AFM 334 International Study Experience

This course focuses on offering students insight into the business operations of multinational firms and learning the perspectives of business executives across multiple industries in the private sector. A significant portion of this course involves a short-term international trip where students will directly learn about various companies and the international business environment by actively participating in discussions with company executives about their businesses and government officials about their respective industries. The course will also expose students to a specific topic in the region such as "The Impact of Brexit on the Global Financial Community" or "The Role of Asia in the Global Financial Landscape". [Note: Additional costs will apply.]

Prereq: Level at least 2B; Accounting and Fin Management, Computing and Fin Management, Math/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students. Antireq: AFM 415 taken spring 2017, spring 2018, spring 2019

FLD · Course ID 015914On ucalendarAFM 334 today

AFM 341 Accounting Information Systems

Examines the planning, requirements analysis, acquisition, and evaluation of information systems, with an emphasis on accounting information systems. Introduces information systems assurance concepts, and considers the role of information technology in the improvement of business performance.

Prereq: Accounting and Financial Management, Mathematics/Chartered Professional Accountancy or Biotechnology/Chartered Professional Accountancy students. Antireq: CS 432

LEC · Course ID 003273On ucalendarAFM 341 today

AFM 344 Introduction to Business Analytics

This course introduces students to business analytics with a focus on problems that accounting and finance professionals face in the real world.

Prereq: One of ECON 221, STAT 211, 231, 241; AFM 241 or CS 330; Accounting and Financial Management, Mathematics/CPA, or Biotechnology/CPA students. Antireq: AFM 417 taken S14, S15, S16, W16

LEC · Course ID 015466On ucalendarAFM 344 today

AFM 351 Audit Strategy

An examination of elements of audit strategy and their interrelationships, including financial assertions, types and sources of audit assurance, and evidence-gathering procedures within a framework of professional judgment.

Prereq: AFM 391; Accounting and Financial Management, Computing and Financial Management, Biotechnology/Chartered Professional Accountancy, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 003275On ucalendarAFM 351 today

AFM 352 Comprehensive/Operational Auditing

Examination of the value for money audit concept in the private and public sectors. This approach goes beyond the scope of the traditional financial audit and looks at all facets of the organization, including human resource management.

Prereq: AFM 391; Accounting and Financial Management, Computing and Financial Management, Biotechnology/Chartered Professional Accountancy, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 003278On ucalendarAFM 352 today

AFM 362 Taxation 1 - Foundations

This course is an introduction to the foundational concepts in the taxation of individuals and corporations.

Prereq: Level at least 3A; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students

LEC · Course ID 013745On ucalendarAFM 362 today

AFM 363 Taxation 2 - Integration

This course builds on the foundational concepts established in AFM 362 by exploring the taxation of individuals and corporations in more depth.

Prereq: AFM 362; Accounting and Financial Management, Computing and Financial Management, Biotechnology/Chartered Professional Accountancy, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 013913On ucalendarAFM 363 today

AFM 372 Corporate Finance 2

This course is a continuation of AFM 272/ACTSC 291. Topics to be explored are covered under the listing for AFM 272/ACTSC 291.

Prereq: AFM 272/ACTSC 291; Computing and Financial Management, Mathematics/Chartered Professional Accountancy students. Antireq: AFM 274, ACTSC 372, ECON 371

LEC · Course ID 011751On ucalendarAFM 372 today

AFM 373 Cases and Applications in Corporate Finance

This course builds on the theory of financial management using cases to illustrate a variety of corporate financial decisions.

Prereq: AFM 274 or AFM 372/ACTSC 391; Accounting and Financial Management, Computing and Financial Management, or Biotechnology/Chartered Professional Accountancy students. Antireq: AFM 476/ACTSC 471

LEC · Course ID 011414On ucalendarAFM 373 today

AFM 377 Private Equity and Venture Capital

This course explores the fundamentals of the private equity industry. Topics include raising capital, structuring deals, creating a leveraged buyout model (LBO), and unlocking value through various strategies.

Prereq: AFM 274 or AFM 372. Antireq: AFM 416 taken spring 2015, spring 2016, or spring 2017

LEC · Course ID 015680On ucalendarAFM 377 today

AFM 391 Intermediate Financial Accounting 2

This is an intermediate financial accounting course that deals with problems related to the measurement of liabilities, measurement of income, and the reporting and measuring of corporate equities.

Prereq: AFM 291; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 003261On ucalendarAFM 391 today

AFM 401 Accounting Theory

A review of accounting theory as a background for applying underlying concepts to current accounting problems. Emphasis is on current literature, with a major term paper required.

Prereq: AFM 391 or AFM 491; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 003262On ucalendarAFM 401 today

AFM 411 Connections Across Competencies for Accounting Professionals

This course focuses on developing the qualities and transferable skills necessary for integration, continuous learning, and professional development. The course adds the dimension of integration across the functional competencies required by students pursuing a professional accounting designation.

Prereq: AFM 311, 363, 482, 491

LEC · Course ID 013746On ucalendarAFM 411 today

AFM 412 Connections Across Competencies for Finance Professionals

This course focuses on developing the qualities and transferable skills necessary for integration, continuous learning, and professional development. The course adds the dimension of integration across the functional competencies required by students pursuing a career as a finance professional.

Prereq: AFM 311; Accounting and Financial Management students

LEC · Course ID 013747On ucalendarAFM 412 today

AFM 415 Special Topics

A course offered from time to time on a significant accounting and financial management issue. [Note: This is a repeatable course, subject to different content; it may be completed a total of two times.]

LEC · Course ID 003265On ucalendarAFM 415 today

AFM 416 Special Topics in Finance

A course offered from time to time on a significant finance issue. [Note: This is a repeatable course, subject to different content; it may be completed a total of two times.]

LEC · Course ID 013729On ucalendarAFM 416 today

AFM 417 Special Topics in Accounting

A course offered from time to time on a significant accounting issue. [Note: This is a repeatable course, subject to different content; it may be completed a total of two times.]

LEC · Course ID 013728On ucalendarAFM 417 today

AFM 418 Special Topics in Finance or Accounting

A course offered from time to time in relation to a significant school-related accounting or finance project or activity. [Note: Course will be graded on a CR/NCR basis. This is a repeatable course, subject to different content; it may be completed a total of four times.]

Prereq: Accounting & Financial Management, Computing & Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students

PRJ · Course ID 014397On ucalendarAFM 418 today

AFM 422 Management of Financial Institutions

This course studies the measurement and control of market, credit, and operational risks faced by financial institutions, with particular emphasis on the international regulatory framework.

Prereq: AFM 322/474; AFM 323 or STAT 373. Antireq: ACTSC 445, MATBUS 472

LEC · Course ID 013732On ucalendarAFM 422 today

AFM 423 Topics in Financial Econometrics

This course introduces the use of advanced econometric/statistical methods in studying financial market data, and in quantitatively assessing risks associated with financial investments. The methods presented in this course are tailored to address specific issues of interest in finance, such as the quantification of the risk-return tradeoff, the modelling of time-varying stock/bond market volatility and, possibly, also the statistical analysis of financial derivatives such as options.

Antireq: ECON 405 prior to Fall 2015

LEC · Course ID 014855On ucalendarAFM 423 today

AFM 424 Equity Investments

This course addresses principles of equity investments, including risk and return relationships, fundamental analysis of equities based on macroeconomic, industry and company-specific factors, financial statement analysis, and technical analysis. Portfolio allocation, performance measurement, and ethical and professional standards in the investment profession are also covered.

Prereq: One of AFM 274, AFM 372/ACTSC 391, ACTSC 372, ECON 371. Antireq: BUS 473W

LEC · Course ID 003284On ucalendarAFM 424 today

AFM 425 Fixed Income Securities

Introduction to various aspects of fixed income investments, including valuation, risk management, portfolio management, interest rate models, interest rate derivatives, and institutional features of bond markets.

Prereq: AFM 274. Antireq: MATBUS 471

LEC · Course ID 011703On ucalendarAFM 425 today

AFM 426 Student Venture Fund-Associate

This course provides students hands-on training in early-stage (angel and venture capital) investing with guidance from industry experts and supervision by faculty. Associates will attend investment meetings, organize due diligence, supervise analysts, make investment recommendations, be involved in deal terms, and manage portfolio holdings. [Note: This is a repeatable course, subject to different content; it may be completed a total of two times. Course is graded on a CR/NCR basis.]

Prereq: AFM 274 or AFM 372/ACTSC 391; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, and Biotechnology/Chartered Professional Accountancy students

PRJ · Course ID 015917On ucalendarAFM 426 today

AFM 428 Investment Management - Junior Portfolio Manager

This course provides students hands-on training in equity valuation and portfolio management. As a junior portfolio manager, a student will make allocations in two sectors, monitor the performance of the existing equity holdings in these two sectors, mentor two analysts, make equity trading decisions for these two sectors, and present portfolio performance reports to the investment team and the advisory board. [Note: This is a repeatable course, subject to different content; it may be completed a total of four times.]

Prereq: AFM 274 or AFM 372/ACTSC 391; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students

PRJ · Course ID 014475On ucalendarAFM 428 today

AFM 429 Investment Management - Senior Portfolio Manager

This course provides students hands-on training in equity valuation and portfolio management. As a senior portfolio manager, a student will make allocations in different industry sectors, monitor the performance of the existing equity holdings in these sectors, mentor analysts, make equity trading decisions for these sectors, and present portfolio performance reports to the investment team and the advisory board.

Prereq: AFM 274 or AFM 372/ACTSC 391; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students

PRJ · Course ID 014478On ucalendarAFM 429 today

AFM 433 Business Strategy

This course focuses on strategic management of the total enterprise. Managers contribute to the organization through their analytical and leadership capabilities as well as their technical expertise. The course provides a framework for developing and implementing strategy that fits the firm's environment, managerial values, and organization.

Prereq: (AFM 274/371 or AFM 272/ACTSC 291) and AFM 291; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 003269On ucalendarAFM 433 today

AFM 434 Governance and Enterprise Risk Management for Global Organizations

This course is an introduction to governance and enterprise risk management challenges faced by global organizations. Topic areas include governance, organization and management systems, and enterprise risk management approaches and techniques.

Prereq: AFM 433; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 013748On ucalendarAFM 434 today

AFM 442 E-business: Enterprise Systems

This course examines the role of integrated company-wide information systems in improving organizational performances. The course will focus on the selection, acquisition, and implementation of these systems, including consideration of business process alignment, change management, and development of business cases to support their acquisition. The role of enterprise systems in inter-organizational systems and e-commerce will also be considered. The course will make use of case studies as well as examine selected current enterprise software.

Prereq: One of AFM 241, CS 330 or 490; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 011178On ucalendarAFM 442 today

AFM 443 E-business: Introduction to Electronic Commerce

This course examines key topics in electronic commerce such as the structure of the Internet, basic e-commerce processes and technologies (website, catalogs, customer attraction, ordering processes, payment processes, and fulfilment processes), control issues (availability, security, integrity, and maintainability), business-to-consumer models, business-to-business models, business-to-employee models, e-business strategies, integration of e-commerce activities into other business operations, performance measurement, legal and regulatory issues, and assurance services.

Prereq: One of AFM 241, CS 330 or 490; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 011179On ucalendarAFM 443 today

AFM 444 Intermediate Business Analytics

This course is a continuation of the introductory course with focus on project management and implementation of business analytics initiatives.

Prereq: AFM 344; Accounting and Financial Management, Mathematics/CPA, or Biotechnology/CPA students. Antireq: AFM 417 taken fall 2015 or fall 2016

LEC · Course ID 015467On ucalendarAFM 444 today

AFM 462 Taxation 3 - Tax Planning Topics

This course focuses on the more specialized topics in introductory taxation, with an emphasis on basic planning for owner-managers and the use of corporate reorganizations, partnerships, and trusts.

Prereq: AFM 363; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students

LEC · Course ID 013914On ucalendarAFM 462 today

AFM 463 Introduction to U.S. Taxation

U.S. tax is an important topic for accounting and finance professionals since the U.S. is Canada's largest trading partner and many individuals move from one country to the other. This course covers the fundamentals of U.S. corporate and personal tax. U.S. tax issues relevant to both Canadian and American individuals and corporations will be emphasized. Important articles in the Canada/U.S. Tax Convention will also be covered in the course.

Prereq: AFM 362, 363. Antireq: AFM 415 taken fall 2016

LEC · Course ID 015465On ucalendarAFM 463 today

AFM 470 Financial Management of High Growth Companies

Designed for students seeking careers within high growth companies or financing/advising them, this course develops the ability to relate to entrepreneurial ventures and provide "value added" financial management. This is an experiential based course focused on small group financial consulting projects with high growth companies in Kitchener-Waterloo or Greater Toronto Area. Classes may encompass lecture, case analysis, guest speakers, and discussion of groups' projects. The course includes a substantial class participation requirement leading to the in-depth financial consulting project.

Prereq: AFM 373 or AFM 476; Accounting and Fin Management, Computing and Fin Management, Mathematics/Chartered Professional Accountancy, and Biotechnology/Chartered Professional Accountancy students. Antireq: AFM 417 taken fall 2018, fall 2019

LEC · Course ID 015921On ucalendarAFM 470 today

AFM 473 Advanced Topics in Corporate Finance

Topics include items such as corporate governance, mergers and acquisitions, spinoffs and divestitures, security issuance, and capital budgeting.

Prereq: AFM 274/371 or AFM 372/ACTSC 391; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 011701On ucalendarAFM 473 today

AFM 476 Advanced Corporate Finance

This course covers various advanced topics in corporate finance, with emphasis on theories of corporate incentives and asymmetric information. Illustrative applications using cases are provided.

Prereq: AFM 372/ACTSC 391 or ACTSC 372; Comp & Financial Management, Actuarial Science, Math/CPA, Math/Financial Analysis & Risk Mgmt Chartered Financial Analyst, or Mathematical Finance. Antireq: AFM 373

LEC · Course ID 011760On ucalendarAFM 476 today

AFM 477 Mergers and Acquisitions

This course develops understanding of the strategic acquisition and divestiture process, particularly as it relates to corporations in Canada. The course focuses on integrating key analytical skills in the interpretation of financial statements and valuation methodologies in the context of mergers and acquisitions of existing firms, as well as spin-offs, restructurings, buyouts and divestitures of existing assets. The course concentrates on value creation and institutional, strategic, ethical, governance, and control issues.

Prereq: AFM 274/371 or AFM 372/ACTSC 391

LEC · Course ID 013730On ucalendarAFM 477 today

AFM 478 International Financial Management

This course examines various aspects of corporate decision-making in a global firm, such as cross-border investments and financing, international risk management, multinational working capital management, and the impact of the international regulatory environment.

Prereq: AFM 274/371 or AFM 372/ACTSC 391

LEC · Course ID 013749On ucalendarAFM 478 today

AFM 479 Cases and Applications in Finance II

This course builds on the theory of finance and uses cases and applications to further address finance issues and competences, including risk management, equities, derivatives, and other investments.

Prereq: Level at least 4A Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 014853On ucalendarAFM 479 today

AFM 481 Cost Management Systems

Consideration of more complex topics in management planning and control. Emphasis is on traditional and contemporary cost accumulation systems and their application in modern day organizations. Cases, simulations, projects and presentations are the key instructional methods used to understand and integrate the course material. At the end of the course, students will have a solid understanding of how the correct choice of a costing model adds value to the organization.

Prereq: AFM 102; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 003260On ucalendarAFM 481 today

AFM 482 Performance Measurement and Organization Control

This course will trace the evolution of the role of performance measurement systems in supporting areas of organization control. Topics will include the role of both financial and nonfinancial performance measures in: the DuPont method of control, the Harvard model of control, internal control, contemporary approaches to governance, and strategic management systems. After completing this course students will be able to evaluate the nature and suitability of a proposed performance measurement system given its design and purpose.

Prereq: AFM 433, 481; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 011415On ucalendarAFM 482 today

AFM 483 Applications of Analytics to Business

This course explores the metrics, quantitative analyses, and technologies used across a range of applications where an investigation of past business performance provides insights that drive business decisions.

Prereq: One of ECON 221, STAT 211, 230, 231, 240, 241; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Professional Accountancy, or Biotechnology/Chartered Professional Accountancy students

LEC · Course ID 014229On ucalendarAFM 483 today

AFM 484 Advanced Management Control Systems

This course provides an in-depth examination of operations management and related issues in performance evaluation and control for various business sectors (e.g., manufacturing, service, and IT intensive).

Prereq: AFM 382 or AFM 482; Accounting and Financial Management, Computing and Financial Management, Mathematics/Chartered Accountancy, Biotechnology/Chartered Accountancy students

LEC · Course ID 014230On ucalendarAFM 484 today

AFM 491 Advanced Financial Accounting

An advanced accounting course considering specific problems of accounting for the corporate entity, such as business combinations, intercorporate investments, consolidated financial statements, accounting for foreign operations and foreign currency transactions, and segment reporting.

Prereq: AFM 391; Accounting and Financial Management, Computing and Financial Management, Biotechnology/Chartered Professional Accountancy, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 003285On ucalendarAFM 491 today

AFM 492 Financial Statement Analysis

This course introduces fundamental tools of analysis and valuation that are widely used in a variety of financial careers.

Prereq: AFM 291, 391 and (AFM 274/371 or AFM 372/ACTSC 391); Accounting and Financial Management, Computing and Financial Management, or Mathematics/Chartered Professional Accountancy students

LEC · Course ID 011704On ucalendarAFM 492 today