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School of Accounƭng and Finance

AFM 111: Professional Pathways & Problem Solving

Fall 2023 Course Syllabus

Course Instructors:

Name:

Alexis Lowater

Email:

[email protected]

Secƭons Assigned*:

009, 010

Name:

Anjie Persaud

Email:

[email protected]

Secƭons Assigned*:

003, 006

Name:

Jen Hayton

Email:

[email protected]

Secƭons Assigned*:

007, 011, 012, 014

Name:

Miguel King

Email:

[email protected]

Secƭons Assigned*:

001, 002, 004, 005

Name:

Mina Ly

Email:

[email protected]

Secƭons Assigned*:

008

Name:

Shraddha Wilfred

Email:

[email protected]

Secƭons Assigned*:

013

* See the Schedule of Classes for specific days, ƭ mes, and room numbers for each secƭon.

Course Administrator:

Name:

MenarAl-Najjar

Email:

[email protected]

You should contact Menar to discuss any course administraƭon quesƭons or concerns,

including quesƭons about LEARN and access to course content and asynchronous learning acƭviƭes.

Visiƭng hours (aka Office Hours)

Your instructors are interested in hearing from you throughout the course.   If you have quesƭons about course acƭviƭes or assessments, want to review the feedback you’ve  received, discuss any challenges you’ re experiencing, or simply learn more about our

experiences as professionals, please reach out to us by email to make an appointment (virtual    or in person).  If drop-in visiƭng hours are scheduled, they will be communicated to you in class or through announcements on our LEARN site.  We look forward to connecƭ ng with you.

Course Descripƭon & Purpose:

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, informaƭon literacy, and communicaƭon skills.

This course supports your development of the skills and az ributes required of future

Accounƭ ng & Finance (A&F) professionals.  These are skills and az ributes that you’ ll find in the job descripƭons of the posiƭons you’ ll be applying to in just over a year from now and these

are the same skills and az ributes you’ ll find in the job descripƭons of A&F professionals with 10+ years of experience.  They are durable skills and az ributes that you will use in future

courses, on your work terms, and aWer graduaƭon in your chosen career path.

You will not master these skills and az ributes in this course.   Developing them takes ƭ me and pracƭce.  It requires trying, making mistakes, adjusƭ ng, and trying again.   It may even require   some unlearning to relearn.  You’ ll start to build these skills and az ributes in this course by

doing, not by passively listening or watching others, so your acƭve engagement in all course

acƭviƭes is expected.  The feedback you’ ll receive and debrief throughout the course will help direct your pracƭce efforts now and in subsequent school and work terms.  The overall goal of this course is for you to become a bezer learner, problem solver, communicator, and ethical

decision-maker as you prepare for your fi rst co-op work term.

This course is not a technical course.  You will not learn any technical accounƭ ng or fi nance knowledge here.  But when you combine that technical knowledge (which you will learn in  other courses) with the skills and az ributes you will pracƭce and develop in this course you will make progress in the transiƭon from successful high school student to successful SAF   student, co-op student, and ulƭmate lyA&F professional.

Course Delivery:

This course will have both in-person and asynchronous acƭviƭes to support your achievement of the course learning outcomes.  In-person classes will be 80 minutes in length and will take    place on Tuesdays and Thursdays.   Learning in class will be supported by asynchronous

learning online. You should expect to spend 6-9 hours per week on this course, including in- class learning, and you should plan to spend ƭme engaging with the course content and acƭviƭes before and aWer each in-person class.

The course is structured into 3 modules and each module is divided into weeks.   During

Module 1 (weeks 2-4), you will prepare to make the transiƭon from high school student to

professional student and future co-op employee.   In this module, you will be introduced to the skills and az ributes you will pracƭce and develop throughout the course.   In Module 2 (weeks  5-9), you will play the role of co-op student with “SAF Company” and work with a team to

deliver a soluƭon to a problem for your client.   During this module, you will pracƭce the skills     and az ributes introduced in Module 1 and evaluate your progress at the end of the module.   In Module 3 (weeks 10-13), you will conƭ nue to play the role of co-op student with “SAF

Company” and demonstrate the skills and az ributes you pracƭced in Module 2 by delivering a soluƭon to a problem for a new client.  At the end of this module, you will document your

progress and make plans for your conƭ nued pracƭce and development of the skills and

az ributes introduced to you in this course. Refer to the Course Schedule in LEARN for a list of modules and weekly topics, as well as assessments and important assessment dates.

Each week’s acƭviƭes will begin on Friday and end on the following Friday with submission

deadlines for individual engagement checks (see below) typically on Mondays, Wednesdays,    and/or Fridays with some excepƭons.   You will start each week’s acƭviƭes by reviewing that   week’s welcome page in LEARN and then proceeding to the inst rucƭons for the appropriate    class.  Tuesdays are idenƭfied as Day 1” and Thursdays are idenƭfied as “ Day 2 Inst rucƭons on what you need to do each week before, during, and aWer each class, and all asynchronous   content and learning acƭviƭes will be made available in LEARN at 12:01 a.m. each Friday but  will not be sufficient on their own.  Azendance at each in-person class is expected and will

enhance your understanding of what you need to do to pracƭce and develop the skills and az ributes to be successful in this course.

You are required to azend the secƭon that you are registered in.   If extenuaƭ ng circumstances arise that prevent you from azending your scheduled class, please noƭfy the instructor in

advance and make arrangements with them to azend another secƭon.  You are responsible for making up for any missed learning opport uniƭes.

Alternaƭve course delivery (conƭngency plans)

We are opƭ misƭc that we will not need to change our method of course delivery during the

term.  However, it is possible, that an instructor may become ill, or the university may need to cancel classes for a short period of ƭme, and/or transiƭon in-person inst rucƭon to an online

format during the term (and with short noƭce). In the event of instructor illness or a university- required change, using an appropriate technology plaworm we will adopt an alternaƭve

meeƭ ng schedule that, as much as possible, mirrors/matches the exisƭ ng in-person meeƭ ng schedule for the course/secƭon.  Any on-campus in-person assessments that require

modificaƭon due to a university-mandated change connected to in-person gathering limits will, if necessary, proceed in a manner that best achieves the intenƭons of the original

assessment format. Any necessary changes will be communicated to you as soon as we reasonably can during the term.

If you are required to self-isolate because of Covid-19 (but not diagnosed) and are unable to azend in-person classes, the expectaƭon is that all other course obligaƭons can be met,

except for anything related to direct in-person azendance. In circumstances where the ability to complete course obligaƭons is impacted, such as in-class parƭcipaƭon, you should use the

Accommodaƭons for Missed Assessments and related inst rucƭons below to provide noƭficaƭon of the circumstances.

The university has a self-declaraƭon process that can be followed for anyone who becomes ill

during the term. This self-declaraƭon is a fi rst step for any necessary course-related accommodaƭons for any student experiencing related symptoms.

BAFM Program Level Learning Outcomes

Each of the School of Accounƭ ng and Finance’s

Program-level learning outcomes idenƭfies a knowledge, skill, or value of a fi nancial professional.  These outcomes are organized into 7 areas as reflected in this graphic.

This course addresses the following areas:

Communicaƭon capabiliƭes: communicate

professionally in wriƭng using the email and memo genres.

Ethical Conduct and Social Responsibility:

understand the foundaƭon for ethical decision- making as an SAF student and future A&F

professional.

Problem-Solving Capabiliƭes: solve open-ended problems using the SAF problem-solving process.

Leadership and collaboraƭon: support the learning of your peers by giving good feedback.

Azributes of a Financial Professional: manage your learning with the metacogniƭon cycle.

Course Learning Outcomes

This course’s learning outcomes map to the Program-level learning outcomes as follows:

Intended Learning Outcomes

By the end of the course you will be able to:

Communicaƭon Capabiliƭes

Problem-

Solving

Capabiliƭes

Ethical

Conduct and

Social

Responsibility

Leadership

and

Collaboraƭon

Azributes

of a

Financial

Professional

1. Contribute

acƭvely to

your learning by pracƭcing the 3 Ps

(prepare for class,

parƭci pate in class, pracƭce aWer class)

X

2. Contribute

posiƭvely to the learning of your peers by providing

effecƭve

feedback on work

produced by

your peers

X

3. Develop

lifelong

learning habits by

X

documenƭ ng your progress throughout

the term and idenƭfying

resources and strategies for improvement.

4. Demonstrate  integrity as an SAF student and future

A&F

professional by providing ethical and

professional responses to value conflicts that