One of our goals is to provide you the tools required to succeed in your chosen field. To do so, we will help you tailor your program to a specific specialization that fits your needs. Whether you are interested in building on previous experience or contemplating a career change, the Flores MBA Program provides traditional and cutting-edge specializations to meet your career goals. The course offerings are continuously reviewed to meet the changing demands of the marketplace.
Dr Richard Maponya Institute for Skills and Entrepreneurship Development - NPCSam Tsima
The Institute is inspired by the Brazilian National Service for Industrial Apprenticeship, SENAI Institute, whose mission is “To promote vocational and technological education, the innovation and transfer of industrial technologies, contributing to increase the competitiveness of Brazilian industry.”
Dr Maponya was introduced to SENAI Institute during his business visit to Brazil, as a member of the delegation of the South African President, Hon. Jacob Zuma. He remained behind in Brazil, and was introduced to the SENAI Model.
This trip to Brazil and the discussions he held with the Brazilians gave birth to the idea of establishing the Dr Richard Maponya Institute for Skills and Entrepreneurship Development.
The 20% off the job training rule for apprenticeships has caused some consternation over the last year. However, AELP have recently issued guidance that encourages recognition of naturally occurring learning at work. We have summarised this in the attached 20% guide, which includes an example planner to show how the 20% can be achieved
One of our goals is to provide you the tools required to succeed in your chosen field. To do so, we will help you tailor your program to a specific specialization that fits your needs. Whether you are interested in building on previous experience or contemplating a career change, the Flores MBA Program provides traditional and cutting-edge specializations to meet your career goals. The course offerings are continuously reviewed to meet the changing demands of the marketplace.
Dr Richard Maponya Institute for Skills and Entrepreneurship Development - NPCSam Tsima
The Institute is inspired by the Brazilian National Service for Industrial Apprenticeship, SENAI Institute, whose mission is “To promote vocational and technological education, the innovation and transfer of industrial technologies, contributing to increase the competitiveness of Brazilian industry.”
Dr Maponya was introduced to SENAI Institute during his business visit to Brazil, as a member of the delegation of the South African President, Hon. Jacob Zuma. He remained behind in Brazil, and was introduced to the SENAI Model.
This trip to Brazil and the discussions he held with the Brazilians gave birth to the idea of establishing the Dr Richard Maponya Institute for Skills and Entrepreneurship Development.
The 20% off the job training rule for apprenticeships has caused some consternation over the last year. However, AELP have recently issued guidance that encourages recognition of naturally occurring learning at work. We have summarised this in the attached 20% guide, which includes an example planner to show how the 20% can be achieved
CFM™ - Certified Financial Modeler | Muscat | May 15-19 Mile Prodanov
The CFM ™ is one of the best financial modeling courses worldwide. This is a statement we receive consistent from the hundreds of delegates who attended this program in different countries around the world.
The program is very intensive. Challenging material is presented from the roots up. We build our models from an absolute scratch. This is the only way to mater the material and be able to use it immediately upon completion of the course. In addition, delegates are exposed to daily homework assignments that will foster their understanding and direct application of the course material in their workplace.
The course covers different types of modeling: dynamically expandable models, optimization models, simulation models, VBA models, financial models, forecasting models and power pivot models.
London School of International Level 6 Diploma in Accounting and Business in just 8 months.
Get in touch with us at www.LSIB.co.uk via Live Chat.
Pay fee in easy flexible instalments:
Monthly / Quarterly or half yearly
Payment can be made online using credit / debit card
You can also pay through bank transfer/ EFT
Extra 5% discount available for those paying in full.
CPA – Certified Public Accountant is the reigning profession for public accountants all over the world. CPA is the statutory title offered to people who pass the uniform CPA examination and meet additional education and experience requirements for membership in any one of the states in the United States of America. The CPA designation is provided by the individual states in the US –the regulatory bodies in the process include the NASBA (National Association of State Boards of Accountancy) and the AICPA (American Institute of Certified Public Accountants). CPA, in very simple terms, is the US equivalent of the Indian CA qualification.
The students fascinated to prosper in the field of business management need to undertake degree courses in Business Management to secure their future. The country Africa is full of opportunities in terms of studying Business Management courses and also in terms of relevant job opportunities.
This is where Texila American University comes into the picture with our business and management programs that offer students the option to pursue distance education, where you can study from your own place and obtain a degree in your desired field of study.
To know more click the below link:
blog.tauedu.org/career-opportunities-in-business-management-diploma-vs.-bachelors-degree/?utm_source=management&utm_medium=blog&utm_campaign=content%20marketing
SHAPING WORLD-CLASS ENTREPRENEURIAL
LEADERS
Companies today are looking for someone with entrepreneurial leadership skills who can identify opportunities and analyze even the most difficult situations to grow their business.
Graduate business programs at CALUMS includes rigorous curriculum, based on modern economic landscape to help you understand the current trends and challenges in the economy.
CALUMS offers:
- MASTER OF BUSINESS ADMINISTRATION (MBA)
- MASTER OF SCIENCE IN INTERNATIONAL BUSINESS
- MASTER OF SCIENCE IN ECONOMICS
Congratulations on completing your A levels! Now that they’re over, you must be wondering what to do next.
We have just the right opportunity for you. Contact us today to apply for the EY ACCA Programme! Only a few places left!
A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
Honest Reviews of Tim Han LMA Course Program.pptxtimhan337
Personal development courses are widely available today, with each one promising life-changing outcomes. Tim Han’s Life Mastery Achievers (LMA) Course has drawn a lot of interest. In addition to offering my frank assessment of Success Insider’s LMA Course, this piece examines the course’s effects via a variety of Tim Han LMA course reviews and Success Insider comments.
Operation “Blue Star” is the only event in the history of Independent India where the state went into war with its own people. Even after about 40 years it is not clear if it was culmination of states anger over people of the region, a political game of power or start of dictatorial chapter in the democratic setup.
The people of Punjab felt alienated from main stream due to denial of their just demands during a long democratic struggle since independence. As it happen all over the word, it led to militant struggle with great loss of lives of military, police and civilian personnel. Killing of Indira Gandhi and massacre of innocent Sikhs in Delhi and other India cities was also associated with this movement.
Synthetic Fiber Construction in lab .pptxPavel ( NSTU)
Synthetic fiber production is a fascinating and complex field that blends chemistry, engineering, and environmental science. By understanding these aspects, students can gain a comprehensive view of synthetic fiber production, its impact on society and the environment, and the potential for future innovations. Synthetic fibers play a crucial role in modern society, impacting various aspects of daily life, industry, and the environment. ynthetic fibers are integral to modern life, offering a range of benefits from cost-effectiveness and versatility to innovative applications and performance characteristics. While they pose environmental challenges, ongoing research and development aim to create more sustainable and eco-friendly alternatives. Understanding the importance of synthetic fibers helps in appreciating their role in the economy, industry, and daily life, while also emphasizing the need for sustainable practices and innovation.
The French Revolution, which began in 1789, was a period of radical social and political upheaval in France. It marked the decline of absolute monarchies, the rise of secular and democratic republics, and the eventual rise of Napoleon Bonaparte. This revolutionary period is crucial in understanding the transition from feudalism to modernity in Europe.
For more information, visit-www.vavaclasses.com
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...Levi Shapiro
Letter from the Congress of the United States regarding Anti-Semitism sent June 3rd to MIT President Sally Kornbluth, MIT Corp Chair, Mark Gorenberg
Dear Dr. Kornbluth and Mr. Gorenberg,
The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
unwillingness to rectify this violation through action requires accountability.
Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
students that opportunity and have been hijacked to become venues for the promotion of terrorism, antisemitic harassment and intimidation, unlawful encampments, and in some cases, assaults and riots.
The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
• The Committee on Oversight and Accountability is investigating the sources of funding and other support flowing to groups espousing pro-Hamas propaganda and engaged in antisemitic harassment and intimidation of students. The Committee on Oversight and Accountability is the principal oversight committee of the US House of Representatives and has broad authority to investigate “any matter” at “any time” under House Rule X.
• The Committee on Ways and Means has been investigating several universities since November 15, 2023, when the Committee held a hearing entitled From Ivory Towers to Dark Corners: Investigating the Nexus Between Antisemitism, Tax-Exempt Universities, and Terror Financing. The Committee followed the hearing with letters to those institutions on January 10, 202
Macroeconomics- Movie Location
This will be used as part of your Personal Professional Portfolio once graded.
Objective:
Prepare a presentation or a paper using research, basic comparative analysis, data organization and application of economic information. You will make an informed assessment of an economic climate outside of the United States to accomplish an entertainment industry objective.
Read| The latest issue of The Challenger is here! We are thrilled to announce that our school paper has qualified for the NATIONAL SCHOOLS PRESS CONFERENCE (NSPC) 2024. Thank you for your unwavering support and trust. Dive into the stories that made us stand out!
Biological screening of herbal drugs: Introduction and Need for
Phyto-Pharmacological Screening, New Strategies for evaluating
Natural Products, In vitro evaluation techniques for Antioxidants, Antimicrobial and Anticancer drugs. In vivo evaluation techniques
for Anti-inflammatory, Antiulcer, Anticancer, Wound healing, Antidiabetic, Hepatoprotective, Cardio protective, Diuretics and
Antifertility, Toxicity studies as per OECD guidelines
The Roman Empire A Historical Colossus.pdfkaushalkr1407
The Roman Empire, a vast and enduring power, stands as one of history's most remarkable civilizations, leaving an indelible imprint on the world. It emerged from the Roman Republic, transitioning into an imperial powerhouse under the leadership of Augustus Caesar in 27 BCE. This transformation marked the beginning of an era defined by unprecedented territorial expansion, architectural marvels, and profound cultural influence.
The empire's roots lie in the city of Rome, founded, according to legend, by Romulus in 753 BCE. Over centuries, Rome evolved from a small settlement to a formidable republic, characterized by a complex political system with elected officials and checks on power. However, internal strife, class conflicts, and military ambitions paved the way for the end of the Republic. Julius Caesar’s dictatorship and subsequent assassination in 44 BCE created a power vacuum, leading to a civil war. Octavian, later Augustus, emerged victorious, heralding the Roman Empire’s birth.
Under Augustus, the empire experienced the Pax Romana, a 200-year period of relative peace and stability. Augustus reformed the military, established efficient administrative systems, and initiated grand construction projects. The empire's borders expanded, encompassing territories from Britain to Egypt and from Spain to the Euphrates. Roman legions, renowned for their discipline and engineering prowess, secured and maintained these vast territories, building roads, fortifications, and cities that facilitated control and integration.
The Roman Empire’s society was hierarchical, with a rigid class system. At the top were the patricians, wealthy elites who held significant political power. Below them were the plebeians, free citizens with limited political influence, and the vast numbers of slaves who formed the backbone of the economy. The family unit was central, governed by the paterfamilias, the male head who held absolute authority.
Culturally, the Romans were eclectic, absorbing and adapting elements from the civilizations they encountered, particularly the Greeks. Roman art, literature, and philosophy reflected this synthesis, creating a rich cultural tapestry. Latin, the Roman language, became the lingua franca of the Western world, influencing numerous modern languages.
Roman architecture and engineering achievements were monumental. They perfected the arch, vault, and dome, constructing enduring structures like the Colosseum, Pantheon, and aqueducts. These engineering marvels not only showcased Roman ingenuity but also served practical purposes, from public entertainment to water supply.
Acetabularia Information For Class 9 .docxvaibhavrinwa19
Acetabularia acetabulum is a single-celled green alga that in its vegetative state is morphologically differentiated into a basal rhizoid and an axially elongated stalk, which bears whorls of branching hairs. The single diploid nucleus resides in the rhizoid.
3. SCHOOL OF ACCOUNTING AND FINANCE » uwaterloo.ca/saf
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why Waterloo?
Competencies, professionalism, and
practical experience to launch your career.
AFM and CFM students develop professional
competencies in and outside of the classroom
AFM and CFM students enhance their learning through
experiential opportunities like co-op and professional
development activities
AFM and CFM students succeed by having access to the
SAF community of support services
AFM and CFM students learn from award-winning professors
AFM students learn and gain depth in accounting
AFM and CFM students learn and gain depth in finance
AFM students integrate and build strengths in both
accounting and finance
CFM students learn and gain depth in computer science
CFM students integrate and build strengths in both
finance and computer science
Choose the pathway to your professional career.
explore accounting
Accounting and Financial Management (AFM)
See pages 2 to 7 for more details
Your goal is to pursue a Chartered Professional Accountant
(CPA) designation and become an innovative professional,
whether it’s in public practice, government, not-for-profit,
or industry.
Combine your interest in accounting with finance by
applying to the AFM program and become a double-
threat graduate in business.
Find out more about the accounting profession and
your path to the new CPA designation: cpaontario.ca
explore finance
Accounting and Financial Management (AFM)
See pages 2 to 7 for more details
Computing and Financial Management (CFM)
See pages 8 to 10 for more details
Your goal is to become an innovative professional with a career
in finance working at commercial banks, insurance companies,
asset management firms, private equity firms, or in the
finance departments of corporations and government. Pursue
a Chartered Financial Analyst (CFA) and/or a Chartered
Professional Accountant (CPA) designation with depth
in the Finance area.
Find out more about the finance profession and your path to
a CFA and/or CPA designation: cfainstitute.org, cpaontario.ca
explore computer science
Computing and Financial Management (CFM)
See pages 8 to 10 for more details
In addition to developing expertise in finance and pursuing
a CFA designation, with the CFM program, you can launch
a career as an innovative professional in information
technology – and pursue an Information Systems
Professional (ISP) or Information Technology Certified
Professional (ITCP) designation.
Find out more about earning designations in IT: cips.ca
4. 2
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accounting and financial
unique degree.
double-threat grads.
Launch a lucrative career by building your
strengths in both accounting and finance
to become a double-threat graduate in
business who stands out from the crowd.
Develop professional expertise in accounting and finance
to be the go-to person who can analyze, interpret, and
effectively communicate financial information to support
all areas within a business.
AFM’s integrative learning environment allows accounting
students to build strength in finance, and finance students
to build strength in accounting. This combined depth with
added business studies provides you with a direct route to
many professional designations and leadership positions
in your chosen career.
Explore your options in the fields of accounting and finance
through courses, co-op, and professional development
opportunities to become a double-threat graduate in business.
Differentiate yourself by using electives to discover your
passions, pursue an interest, and distinguish yourself in
a particular area within accounting and/or finance.
An integrative education
34 courses
19 AFM degree required
courses in accounting
and finance
4 to 5 additional AFM
courses for students pursuing
CPA or CFA designation
7 business courses
to build a foundation in
international business,
economics, and business
strategy
3 learning-to-learn courses
integrating technical/business
knowledge with leadership,
communication, and ethics
6 electives
Find a full listing of AFM courses at
uwaterloo.ca/saf/degree-requirements
Maximizing opportunities. Integrating
accounting and finance through
diverse experiences.
Oni has maximized his experiences by being involved
in the CA$H Competition, National Investment Banking
Competition, and the SAF Student-run Investment
Fund. Oni’s extra-curricular and co-op experiences,
plus his academic studies in both accounting and
finance have positioned him to be a sought after
aspiring accounting and finance professional.
“Having a solid understanding of both
accounting AND finance, plus the
experiential learning opportunities we
have, are the differentiating factors of
success for AFM students. By the time
we graduate we’re not commencing but
rather continuing our successful careers.”
Read more about Oni at: uwaterloo.ca/saf/Oni
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ACCOUNTING AND FINANCIAL MANAGEMENT » uwaterloo.ca/saf
3
management
education with professional experience –
understand, apply, integrate
Develop your expertise in finance and accounting, and work toward a CFA and/or CPA designation, and/or
one of 12 Canadian Securities certificates. Diversify your co-op work experiences in the fields of accounting,
finance, and business to maximize your breadth and flexibility to launch the professional career you’ve always
wanted. You’ll also be gaining designation exemptions, fulfillments, and advanced preparation towards
accounting and finance designations.
The AFM Learning Model focuses on skills development, integration, and professionalism. As an AFM student,
your growth in becoming a professional begins with understanding core concepts, followed by applying your
knowledge, and finally integrating it all through academic, co-op, extra-curricular and co-curricular experiences.
Understand: Learn how-to-learn and enhance
your knowledge of core concepts and functional
competencies with the help of:
SAF support resources (see pages 12 and 13),
access to faculty advice, Living-Learning Community
Peer Leaders, senior SAF students, and
other resources such as the SAF Bloomberg terminals.
Apply: Enrich your understanding of concepts in
a business context and explore your career interests
through:
in-class case-based projects,
extra- and co-curricular competitions
and professional conferences, and
co-op work experiences.
Integrate: Apply appropriate concepts to analyze
a situation, work collaboratively and communicate
results through courses and co-op experiences to:
continuously improve your thinking, problem solving,
and analytical skills,
hone your communication and collaboration skills, and
develop your team skills and leadership abilities.
AFM Experiential Learning Model
The SAF offers a supportive learning
environment that includes depth
of understanding in accounting
and finance, experiential learning
opportunities, and development of
professional competencies that will
enhance your university success and
future careers. You’ll be prepared
to launch your Professional Career
in public accounting, industry,
financial services, government
and the not-for-profit sector.
– DONNA PSUTKA, AFM PROGRAM DIRECTOR
DAY 1
IS WHEN YOU’LL
START TO BUILD
YOUR PROFESSIONAL
DESIGNATION
QUESTIONS?
Contact
Patty Mah, BA, Associate Director,
Admissions and Communications
School of Accounting and Finance
afm@uwaterloo.ca
519-888-4567, ext. 37152
or visit: uwaterloo.ca/saf/AFM
PRO
F
ESSIONAL QUALIT
IES
KNO
W
LEDGE AND
S
K
ILLS
INTEGRATE
UNDERSTAND
APPLY
Take
Responsibility
Value
Learning
Act with Integrity
Manage
Relationships
Navigate
Opportunities
Functional
Competencies
Learning How
to Learn
Leadership and
Collaboration
Ethical
Conduct
Understanding
Business
Thinking and
Problem Solving
Communication
6. 4
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paths to your profes
Master of Accounting (MAcc)
Combine your AFM degree with the MAcc degree and move directly to
the CPA Common Final Examination (CFE). AFM + MAcc is designed to
develop the knowledge and skills within the CPA Professional Education
Program. In AFM, you can explore all 6 CPA technical competency areas –
Financial Reporting, Strategy and Governance, Management Accounting,
Audit and Assurance, Finance, and Taxation. In MAcc, you’ll complete the
integration of the CPA core modules, and by selecting 2 CPA electives,
add depth in the areas of Assurance, Performance Management, Tax,
or Finance. The CPA Capstones will round out your MAcc before you
proceed directly to the CFE – all in 8 months.
NOTE: MAcc entry requires a separate application process.
Find out more at uwaterloo.ca/saf/MAcc
Comprehensive
Your path to the CPA designation requires the completion of prerequisite education
and professional program requirements.
Your AFM + MAcc degree fulfills:
the CPA academic prerequisites
up to 16 months of the required 30 months of relevant CPA practical work experience
the 2 CPA core integration modules
2 professional areas of study; all 4 CPA elective modules are offered during MAcc
and you’ll have flexibility to choose your electives
the 2 CPA capstone modules
Career focused
Your AFM and MAcc degrees will give you the advantage to launch your career and
prepare you for professional accreditation. MAcc students can gain depth in career areas
such as business valuations, forensic accounting, taxation, and finance to give your career
a head start. Take advantage of your MAcc courses to explore and discover potential
career interests that will open doors to your financial management career.
Proven and trusted
30+YEARS
of experience taking
students directly to
CA FINAL EXAMS
770 MAcc GRADS passed
the UFE since 2010
4
UFE NATIONAL
GOLD MEDALS
in the last 5 years
See page 14
22MAcc GRADS on the
UFE HONOUR ROLL
since 2010
37MAcc grads passed the
CMA CASE EXAM AND
BOARD REPORT in the last 5 years
7. CPA Accreditation Pathway
The School of Accounting and Finance’s AFM + MAcc combination has received the highest level of national accreditation,
providing you with the flexibility to tailor your direct pathway to the CPA designation. AFM students who complete the
MAcc are exempt from the CPA Professional Education Program and proceed directly to the CPA CFE upon graduation.
how do you want to pursue a career in finance?
Complete your AFM degree with a focus in both finance and accounting to become a double-threat graduate
who can see the full picture – past, present, and future – of an organization’s worth to become the financial
expert who is invaluable to all areas of an organization.
Choose to work toward a Chartered Financial Analyst (CFA) designation to become an international
financial expert and go anywhere in the world.
Choose to work toward a Chartered Professional Accountant (CPA) designation with a focus in
Finance to become an accounting professional with depth in the finance area.
AFM Program
Fall 2016
CFA Accreditation Pathway
The School of Accounting and Finance’s AFM program is recognized under the CFA Institute University
Recognition Program. AFM students receive advance preparation and can begin challenging the CFA
accreditation exams as early as Year 4 of your program.
CFA Level 1 Exam
June 2020
AFM Degree
Fall 2020
CFA Level 2 Exam
As early as
June 2021
CFA Level 3 Exam
As early as
June 2022
CFA Designation
COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE
ACCOUNTING AND FINANCIAL MANAGEMENT » uwaterloo.ca/saf
5
CFA Accreditation Pathway
Accounting and
Financial Management
(AFM) Program
INCLUDES
up to 16 months
of co-op work
experience approved
by CPA Ontario
CPA Core
Modules 1 and 2
CPA Electives
1 and 2
CPA Capstone
Modules 1 and 2
Common Final
Examination (CFE)
OR
COMPLETE NO LESS THAN 30 MONTHS OF RELEVANT PRACTICAL WORK EXPERIENCE
CPA Designation
CPA PROFESSIONAL EDUCATION PROGRAM (2 YEARS)
MASTER OF ACCOUNTING (MAcc) DEGREE (8-MONTH PROGRAM)
CFM Program
Fall 2016
CFA Level 1 Exam
June 2020
CFM Degree
Winter 2021
CFA Level 2 Exam
As early as
June 2021
CFA Level 3 Exam
As early as
June 2022
CFA Designation
COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE
CFA Accreditation Pathway
AFM Program
Fall 2016
CFA Level 1 Exam
June 2020
AFM Degree
Fall 2020
CFA Level 2 Exam
As early as
June 2021
CFA Level 3 Exam
As early as
June 2022
CFA Designation
COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE
CFA Accreditation Pathway
CFA Accreditation Pathway
CFM Program
Fall 2016
CFA Level 1 Exam
June 2020
CFM Degree
Winter 2021
CFA Level 2 Exam
As early as
June 2021
CFA Level 3 Exam
As early as
June 2022
CFA Designation
COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE
CFA Accreditation Pathway
essional designation(s)
»
»
8. 6
ACCOUNTINGANDFINANCIALMANAGEMENT»uwaterloo.ca/saf
professional experience
how will you explore your career options?
Take responsibility + Work hard +
Value learning + Build relationships + Know yourself +
Navigate diverse opportunities = Co-op success!
AFM co-op: Education with professional experience
Your combined strengths in both accounting and finance will distinguish you in the business world.
Navigate diverse co-op opportunities in almost every area of the employment sector. Discover your
own unique co-op pathway. Build your knowledge and skills to demonstrate to employers your ability to
understand, apply, and integrate accounting and finance concepts in the real world. When you graduate,
your employment history and proven skills will help you launch your professional career with confidence.
Co-op work/study sequence
YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5
F’16 W’17 S’17 F’17 W’18 S’18 F’18 W’19 S’19 F’19 W’20 S’20 F’20 W’21 S’21
Option 1* Study Study Off Study Work Study Study Work Study Work Study Work Study MAcc/Diploma MAcc
Option 2 Study Study Off Study Work Study Study Work Study Work Work Study Study MAcc/Diploma MAcc
Option 3 Study Study Off Study Work Study Study Work Study Study Work Work Study MAcc/Diploma MAcc
Option 4* Study Study Off Study Work Study Work Study Study Work Study Work Study MAcc/Diploma MAcc
Option 5* Study Study Off Study Work Study Work Study Study Work Work Study Study MAcc/Diploma MAcc
Option 6* Study Study Off Study Work Study Work Study Study Study Work Work Study MAcc/Diploma MAcc
Flexibility in your co-op routes helps you maximize employment opportunities. *These Alternate Routes are subject to approval.
F = Fall term (September to December); W = Winter term (January to April); S = Spring term (May to August)
Corporate, Public, and Not-for-Profit
Sector Financial Management
Every organization that makes products or delivers services, needs people
to make financial decisions. Corporations, government agencies, and not-
for-profits hire AFM students in the treasury and controller functions. AFM
students assist organizations with financial reporting, risk management,
cash and working capital management, performance management, capital
budgeting, tax planning, and internal audit.
Public Accounting
Today’s accounting firms require trainees that are highly productive and
capable of learning on the job in a real business context. That’s why local,
regional, and national firms in the sector rely on AFM co-op students
to help conduct audits, prepare financial statements, file tax returns for
clients, and advise on special projects.
Financial Services
Financial services companies are important organizations that help
consumer, corporate, and institutional clients raise money and invest
money. Build your performance record in your 1st and 2nd work terms
to take on senior roles, and prepare for career entry into the finance field.
Put Canada’s first and
largest co-op program to
work for you. Established
more than 50 years ago,
the SAF was the first school
to introduce co-op in
accounting and finance
programs to enhance
learning and professional
development. SAF students
participate in over 1,000
co-op work terms each
year in a variety of relevant
industry sectors.
– TOM SCOTT, SAF DIRECTOR
9. ACCOUNTING AND FINANCIAL MANAGEMENT » uwaterloo.ca/saf
7
for AFM students
23%
25%
12%
16%
19COURSES
7COURSES
5COURSES
5COURSES
4COURSES
24%
Investment
and financial
services firms
IT in industry
Business/Finance
departments
within industry
Software
development,
social media,
and IT firms
Banks (finance,
CS, and hybrid
opportunities)
accounting and
finance courses
general electives
learning-to-learn
integrative courses
global perspective
courses
business course
BUSINESS, GOVERNMENT, NFP FINANCIAL SERVICES PUBLIC ACCOUNTING AND TAX
AFM co-op students train harder and faster for the business world. You’ll test-drive your
professional qualities, knowledge, and skills by applying to real, paid co-op roles, attending job
interviews, and being evaluated at work. The experiential learning that happens through the
integrated coursework and on your co-op work terms will allow you to build a co-op pathway
that hones your interests, accelerates your professional development, and launches your career.
AFM co-op employment, all years
Learn more about AFM co-op: uwaterloo.ca/saf/co-op-advantage
EARN
$40,000 TO
$88,000
IN 4 CO-OP TERMS
IN CANADA AND
AROUND THE WORLD
AFM =
16 MONTHS
OF PAID WORK
EXPERIENCE
100%
OF AFM STUDENTS
ARE CO-OP
STUDENTS
AFM Co-op Pathway Samples
AFM students navigate opportunities over 4 work terms. See how students have diversified and added value to their co-op work
experiences. Become a versatile and invaluable professional that’s ready to launch your career in a variety of financial management fields.
SAMPLE
STUDENT
PROFILES
Co-op Job 1 Co-op Job 2 Co-op Job 3 Co-op Job 4
EMPLOYER JOB TITLE EMPLOYER JOB TITLE EMPLOYER JOB TITLE EMPLOYER JOB TITLE
STUDENT A Softron Tax Tax Preparer LBC International Assistant Accounting Analyst Scotiabank Accounting Analyst Deloitte Tax Analyst
STUDENT B Guelph Hydro Electric
Systems
Accounting Assistant Shoppers Drug Mart Project Costing Analyst Manulife Financial Project Coordinator Canadian Imperial
Bank of Commerce
Business Systems Analyst
STUDENT C Ontario Ministry of Finance Auditor Trainee DBRS Business Development
Associate
GMP Securities Investment Banking Analyst TD Securities Investment Banking
Analyst
STUDENT D Inforica ERP Co-op Analyst JVS Finance Assistant Multiple Sclerosis
Society of Canada
Accounting Assistant Kobo Inc Junior Financial Analyst
STUDENT E Business for the Arts National Surveys
Coordinator
Bayer Accounting Assistant Scotiabank Global
Banking and Markets
AccountingAnalyst,
Derivative Products
Sunnybrook Health
Sciences Centre
Project Manager
STUDENT F Taylor Leibow Accountants
and Advisors
Junior Staff Accountant Taylor Leibow Accountants
and Advisors
Junior Staff Accountant HSM Chartered
Accountants
Team Accountant HSM Chartered
Accountants
Team Accountant
STUDENT G CI Investments Segregated Funds
Service Associate
McKinsey & Company IT Service Co-ordinator eHealth Ontario Project Co-ordinator BDO Canada Junior Accounting Staff
STUDENT H Lionhart Advisors Group Business Risk and
Accounting Analyst
Scotiabank Global
Banking and Markets
Analyst, Buy-Side Relationship
Management
Deutsche Bank AG ICG GCF Sales Capital KPMG Canada Staff Accountant
STUDENT I Farm Business Consultants Quality Assurance
Technician
Cognis Canada Accounting Technician General Electric Financial Analyst Barrick Gold Business Planning &
Performance
Measurement Analyst
STUDENT J The MasterCard Foundation Finance Analyst EY Personal Taxation Practice Staff EY Personal Taxation Practice Staff EY Personal Taxation
Practice Staff
STUDENT K NexJ Systems Quality Assurance
Analyst
CGI Group Systems Integration &
ConsultingProjectCoordinator-
Insurance Sector
Bank of America
Merrill Lynch
Execution Services/Electronic
Trading & Sales Analyst
BMO Capital Markets Sales & Trading Analyst
13%
12%
8%
13%
14%
9%
2%2%
National public
accounting firms
Regional/local
public practice
firms
Other accounting,
business and
consulting services
Other financial
services firms
Government
Canadian
Chartered Banks
Public education
and research
Not-for-Profit
Corporations (non-financial)
Statistics are current
to the AFM 2015 winter
co-op work term.
27%
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8
COMPUTINGANDFINANCIALMANAGEMENT»uwaterloo.ca/cfm
CFA Accreditation Pathway
Accounting and
Financial Management
(AFM) Program
INCLUDES
up to 16 months
of co-op work
experience approved
by CPA Ontario
CPA Core
Modules 1 and 2
CPA Electives
1 and 2
CPA Capstone
Modules 1 and 2
Common Final
Examination (CFE)
OR
COMPLETE NO LESS THAN 30 MONTHS OF RELEVANT PRACTICAL WORK EXPERIENCE
CPA Designation
CPA PROFESSIONAL EDUCATION PROGRAM (2 YEARS)
MASTER OF ACCOUNTING (MAcc) DEGREE (8-MONTH PROGRAM)
CFA Accreditation Pathway
AFM Program
Fall 2016
CFA Level 1 Exam
June 2020
AFM Degree
Fall 2020
CFA Level 2 Exam
As early as
June 2021
CFA Level 3 Exam
As early as
June 2022
CFA Designation
COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE
CFA Accreditation Pathway
computing and fina
unique degree. unique grads.
Experience a specialized business program unlike
any other: one that teaches you how to lead financial
institutions and other businesses reliant on information
technology to the next level.
Launch a lucrative career by developing your expertise
in finance and computer science so you can speak
the languages of both finance and IT professionals.
Computing and Financial Management – Waterloo
is the only place you’ll find it.
Questions?
Contact
CFM Program Manager
cfm@uwaterloo.ca
519-888-4567, ext. 37033
or visit: uwaterloo.ca/cfm
CFA Accreditation Pathway
The School of Accounting and Finance’s CFM program is recognized under the CFA Institute University Recognition Program. CFM
students receive advance preparation and can begin challenging the CFA accreditation exams as early as Year 4 of your program.
COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE
CFM grads at work
With their expertise in finance and computer science,
CFM grads have landed full-time job opportunities in
banking, insurance, investments, risk management,
and software development, all over the world.
Jobs obtained by recent grads
CIBC, Investment Banking Analyst
Deloitte, Financial Advisory Consultant
Morgan Stanley, Quantitative Research Analyst
Economical Insurance, Financial Analyst
Barclays Capital, Emerging Markets Rates Trading
Scotia Capital, Business Analyst (Derivatives)
Accenture, Consulting Analyst
BlackBerry, Web Architecture Software Developer
KPMG, Technology Specialist
Amazon, Software Development Engineer
Learn more about our CFM grads and see where
others are working at uwaterloo.ca/cfm/current-
students/careers/grads-work
We’ve seen it enough times – IT
professionals scratching their heads
over modern finance and accounting.
Finance professionals who don’t
know whether what they’re asking
their IT department to do is
technologically feasible. CFM bridges
this knowledge gap and provides
expertise in both disciplines –
finance and computer science.
– PETER FORSYTH, COMPUTER SCIENCE PROFESSOR AND CO-FOUNDER OF CFM
– KENNETH VETZAL, FINANCE PROFESSOR AND CO-FOUNDER OF CFM
CFM Program
Fall 2016
CFA Level 1 Exam
June 2020
CFM Degree
Winter 2021
CFA Level 2 Exam
As early as
June 2021
CFA Level 3 Exam
As early as
June 2022
CFA Designation
11. nancial management
COMPUTING AND FINANCIAL MANAGEMENT » uwaterloo.ca/cfm
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Navigating professional and
academic opportunities
Priya has set herself apart in the marketplace with her
technical skills in computer science and solid foundation
in finance and business through CFM. Her expertise
and versatility have not only enabled her to navigate
opportunities in finance and business by taking a
leadership role as a Director for the hEDGE Finance
Conference, a multi-day capital markets conference,
but have also allowed her to explore opportunities in
computer science through participation in hackathons
and co-op work terms at Microsoft and Google.
your expertise
Study finance in Waterloo’s professionally accredited
School of Accounting and Finance (in the Faculty of Arts)
and computer science in Waterloo’s world-renowned
David R. Cheriton School of Computer Science
(in the Faculty of Mathematics). You’ll focus your studies
beginning in year one by diving right into courses in
finance, computer science, accounting, and mathematics.
A balanced education
36 courses
18 from Arts (including the School
of Accounting and Finance) –
with strong emphasis in finance,
accounting, and economics
18 from Math (including the School
of Computer Science) –
with strong emphasis in computer
science, mathematics, and statistics
4 electives
Find a full listing of CFM courses at uwaterloo.ca/cfm
stand out in the marketplace
Combine your interdisciplinary expertise with up to 2 years of co-op
work experience from the world’s largest co-op program and you’ll
have the know-how, the networks, and the experience to become
a future leader in the finance or information technology industries.
Read more about the CFM co-op experience on page 10.
PROFESSIONAL
RECOGNITION –
CFM IS ACCREDITED BY CIPS,
CANADA’S ASSOCIATION
OF I.T. PROFESSIONALS,
AND IS A MEMBER OF
THE CFA UNIVERSITY
RECOGNITION PROGRAM
go global
Globalize your education through an
international exchange. Experience
the world by studying abroad in your
3rd or 4th year. CFM students have
studied in Singapore, Hong Kong,
China, and the United Kingdom.
Or build your global network and
experiences by taking a co-op
work term outside of Canada. CFM
students have worked in cities such
as New York, Seattle, San Francisco,
Amsterdam, and Shanghai.
Navigating professional and
academic opportunities
Priya has set herself apart in the marketplace with her
technical skills in computer science and solid foundation
in finance and business through CFM. Her expertise
and versatility have not only enabled her to navigate
opportunities in finance and business by taking a
leadership role as a Director for the hEDGE Finance
Conference, a multi-day capital markets conference,
but have also allowed her to explore opportunities in
computer science through participation in hackathons
and co-op work terms at Microsoft and Google.
PROFESSIONAL
RECOGNITION –
CFM IS ACCREDITED BY CIPS,
CANADA’S ASSOCIATION
OF I.T. PROFESSIONALS,
AND IS A MEMBER OF
THE CFA UNIVERSITY
RECOGNITION PROGRAM
12. 10
COMPUTINGANDFINANCIALMANAGEMENT»uwaterloo.ca/cfm
8%
13%
National public
accounting firms
Regional/local
public practice
firms
Other accounting,
business and
consulting services
Corporations (non-financial)
19COURSES
7COURSES
5COURSES
5COURSES
4COURSES
accounting and
finance courses
general electives
business course
27%
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professional
experience for
CFM students
CFM co-op students train harder and faster for the business world. You’ll test-drive your
professional qualities, knowledge, and skills by applying to real, paid co-op roles, attending job
interviews, and being evaluated at work. The experiential learning that happens through the
integrated coursework and on your co-op work terms will allow you to build a co-op pathway
that hones your interests, accelerates your professional development, and launches your career.
co-op pathways that launch careers
CFM co-op experiences
Your strengths in both finance and computer science will distinguish you in the
marketplace, but your academic achievement won’t be your only advantage. Gain up to
2 years of co-op work experience in banking, insurance, investments, risk management,
or software development to build an impressive résumé even before you graduate.
Co-op work/study sequence
YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5
F’16 W’17 S’17 F’17 W’18 S’18 F’18 W’19 S’19 F’19 W’20 S’20 F’20 W’21
CFM Study Study Work Study Work Study Work Study Work Study Work Study Work Study
F = fall term (September to December); W = winter term (January to April); S = spring term (May to August)
CFM co-op jobs, all years
A professional development environment
You’re moving into a world where continuous professional
development is necessary to stay ahead of the pack. Become
the professional you’ve always wanted to be in a learning
environment that will give you the skills for a career, not just a
job. Learn more at uwaterloo.ca/saf/ProfessionalDevelopment
CS and finance opportunities
CFM students are versatile. With your
expertise in finance and computer
science, you can navigate opportunities
in corporate, public, and not-for-profit
sector financial management, financial
services, and computer science and
information technology.
Sample CFM co-op jobs
Goldman Sachs
Investment Banking Analyst
Bank of Montreal
Fixed Income Analyst
Morgan Stanley
Quantitative Research Analyst
Manulife Financial
Quantitative Analyst
CIBC World Markets
Electronic Trading Analyst
TD Bank Financial Group
Business Systems Analyst
Bloomberg
Financial Software Developer
Indigo Books & Music Inc.
Quality Assurance Analyst
Facebook
Software Engineer
Microsoft
Software Development Engineer
CFM STUDENTS
EARN
$55,000 TO
$120,000
DURING THEIR 6 WORK
TERMS IN CANADA AND
AROUND THE WORLD
100%
OF CFM
STUDENTS
ARE CO-OP
STUDENTS
CFM =
UP TO 2 YEARS
OF PAID WORK
EXPERIENCE
IT in industry
23%
Banks (finance,
CS, and hybrid
opportunities)
24%
Software
development,
social media,
and IT firms
25%
Investment
and financial
services firms
12%
Business/Finance
departments
within industry
16%
13. 11PROGRAM SUCCESS » uwaterloo.ca/saf
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program success
professional accreditations and
award winning professors
The School of Accounting and Finance (SAF) has 30+ years of providing
specialized programs in accounting and finance that has led to successful
and enriching professional careers for our graduates.
Waterloo’s AFM and CFM programs provide expertise in these specialized areas without
sacrificing a solid foundation in business. Recognized in the marketplace, AFM and CFM students
gain depth and breadth in finance, and/or accounting, and/or computer science to lead them
faster and more directly to the CPA, CFA, CBV, CIA, ISP, or ITCP professional designations.
SAF professors are designated in the fields of accounting, finance, and/or computer science and
have won numerous teaching and research awards. This is a powerful combination that will help
you become the accounting, finance, or technical professional you’ve always wanted to be.
CPA Canada
The School of Accounting and Finance has received the
highest level of national accreditation under the new Chartered
Professional Accounting (CPA) National Accreditation
Standards. See pages 4 and 5 on how you can tailor your
pathway to the CPA designation.
CFA Institute University Recognition Program
As the second Canadian university to be recognized by the
CFA Institute University Recognition Program, the AFM and
CFM programs satisfy at least 70 per cent of the CFA Program
Candidate Body of Knowledge (CBOK) and place emphasis
on the CFA Institute Code of Ethics and Standards of Practice
within the programs. See pages 4, 5, 8, and 9 to learn more.
Institute of Internal Auditors (IIA)
The AFM program has received partnership status from the
Institute of Internal Auditors (IIA). Students can take specified
accredited courses to receive advanced preparation for the
Certified Internal Auditor (CIA) designation exam. Along with
co-op work experience, students will be well positioned to
complete the final designation exam by the time they graduate.
Co-op work experiences in internal audit functions can be
applied towards the CIA designation requirements.
CIPS Accreditation
CFM has received accreditation from the Canadian Information
Processing Society (CIPS), Canada’s Association of I.T.
Professionals. CFM grads can work towards the Information
Systems Professional (ISP) and Information Technology
Certified Professional (ITCP) designations.
DAY 1 start building your
PROFESSIONAL DESIGNATION
23SAF profs
have won
TEACHING
AWARDS
56% 1
ORMORE
professional
designations
HELD BY SAF PROFS
Recognized professors =
quality of programs
SAF professors are recognized worldwide
for the research they conduct. With over
56% of our professors holding professional
designations, you can be assured that they’re
bringing their industry experience into the
classroom to help enhance your learning.
Global Research Rankings for SAF:
2nd in Canada and 27th in the world
for accounting research
1st in Canada for accounting information
systems research
1st in Canada for management
accounting research
2nd in Canada for financial reporting
3rd in Canada for tax research
2nd in Canada for PhD programs
Learn more about our professors and
their achievements at uwaterloo.ca/saf
and cs.uwaterloo.ca
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GETINVOLVED»uwaerloot.ca/saf
12
Integrating skills and knowledge through competitions
The CFA Investment Research Challenge is an international
competition spanning one full academic year. 2015 is the sixth
consecutive year that an SAF student team has advanced
to the CFA Local (provincial) round and the third student
team to advance to the CFA Americas Regional competition.
SAF’s student team represented Ontario at the CFA Americas
Regional and competed against 51 North and South American
universities to have the chance to advance to the Global level
of the competition.
2015 CFA Research Challenge Team: David Chan (Year 4,
AFM), Oliver Chan (Year 4, AFM), Jeffrey Wong (MAcc),
June Wang (Year 4, AFM)
The caliber of students from the School
of Accounting and Finance is very high.
I’m impressed by how good they are,
how smart they are, and how sharp
they are. It inspires me.
– ERIC BORROMEO, MACC, CPA, CA, CFA,
DIRECTOR, CREDIT SOLUTIONS, SCOTIABANK
get involved
experiential learning
Get involved and take advantage of the many leadership
opportunities available to SAF students!
SAF leadership opportunities – get involved as a Teaching
Assistant, Research Assistant, Academic Coaching Tutor,
or Peer Leader
SAF Outreach and Ambassador Program (SOAP) – represent
your program, SAF, and Waterloo at various events while
polishing your presentation and communication skills
SAF Mentorship Program – SAF graduates help guide and
mentor current students and share their experiences in
academics, co-op, and career paths
CFM Mentorship Program – upper-year CFM students can step
up to help guide and mentor new students and share their
experiences about academics, co-op, and getting involved
Accounting and Finance Student Association (AFSA) –
represent your SAF student body
University of Waterloo Accounting Conference (UWAC) –
attend or help organize this accounting conference
for students
Young Tax Professionals – learn about current tax issues,
specialty areas within tax, develop key skills, and career
options in tax
Student-run Investment Fund – gain hands-on training
in equity valuation and portfolio management
hEDGE – attend or help organize this multi-day capital markets
conference for students
Competitions – represent your university at national and
international competitions such as the CFA Research
Challenge, RISE Case Competition, National Investment
Banking Competition, TD Finance Case Competition, etc.
Waterloo leadership opportunities – step outside of the
SAF and take the lead in one of the many clubs, services,
and societies Waterloo has to offer! Find out more at feds.ca
NEED SOME
HELP?
JOIN UPPER-YEAR
SAF STUDENTS IN THE
ACADEMIC COACHING
CENTRE AND LEARN
FROM THEIR EXPERTISE
Integrating skills and knowledge through competitions
The CFA Investment Research Challenge is an international
competition spanning one full academic year. 2015 is the sixth
consecutive year that an SAF student team has advanced
to the CFA Local (provincial) round and the third student
team to advance to the CFA Americas Regional competition.
SAF’s student team represented Ontario at the CFA Americas
Regional and competed against 51 North and South American
universities to have the chance to advance to the Global level
of the competition.
2015 CFA Research Challenge Team: David Chan (Year 4,
AFM), Oliver Chan (Year 4, AFM), Jeffrey Wong (MAcc),
June Wang (Year 4, AFM)
15. 13
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STAY CONNECTED » uwaterloo.ca/saf
and stay connected
the SAF community
The School of Accounting and Finance is a
community that is set up to help you succeed.
Support services help you to meet the challenges
of first year and develop the confidence of a leader.
Academic Coaching Centre – a peer-to-peer
coaching and learning environment
Academic Success Coach – like an athlete,
our professional students benefit from taking
their academics to the next level
Experiential Learning and Career Development
team – can help you find ways to increase
your opportunities to gain valuable co-op
work experience
CFM Program Manager – from application
to graduation, the Program Manager can help
you succeed academically and professionally
AFM Undergraduate Officer & Coordinator –
can guide you to ensure success academically
and professionally
Accounting and Finance Orientation Week
(AFOW) – take part in activities to make new
friends and meet the SAF team
join the SAF Family
Want to get the most out of your time at Waterloo? Get involved.
Meet new friends. Volunteer on campus or in the community.
join the Accounting and
Finance Living-Learning
Community
Learning at Waterloo can take place in many
environments outside the classroom. As an AFM
or CFM student, you’ll be invited to join the Accounting
and Finance Living-Learning Community (LLC) in the
Village 1 Residence, where you can
Live with a “cluster” of other first-year accounting
and finance students
Participate in academic and social events organized
by upper-year accounting and finance students
Meet and connect regularly with accounting
and finance professors and staff
Find out more at uwaterloo.ca/
housing/living-learning/clusters
Integrating skills and knowledge by giving
back as an Ambassador
Yujie enhances the knowledge and skills she’s gained
through her AFM studies and co-op experiences through
the SAF Outreach and Ambassador Program (SOAP).
As a SOAP Ambassador, Yujie represents the SAF at
various events. Her meaningful conversations about
the AFM program and answering prospective student
enquiries inspires others while honing her leadership
and communication skills.
“The SOAP program emphasizes communication
skills. This is invaluable because whether I’m
in my academic courses or at co-op, it’s so
important to be able to put my thoughts and
ideas into an effective presentation. This is such
an important step to becoming a professional
as this is how you lead, and inspire and begin
to make a difference and deliver value in your
work, school, and relationships.”
Read more about Yujie at: uwaterloo.ca/saf/Yujie
Integrating skills and knowledge by giving
back as an Ambassador
Yujie enhances the knowledge and skills she’s gained
through her AFM studies and co-op experiences through
the SAF Outreach and Ambassador Program (SOAP).
As a SOAP Ambassador, Yujie represents the SAF at
various events. Her meaningful conversations about
the AFM program and answering prospective student
enquiries inspires others while honing her leadership
and communication skills.
“The SOAP program emphasizes communication
skills. This is invaluable because whether I’m
in my academic courses or at co-op, it’s so
important to be able to put my thoughts and
ideas into an effective presentation. This is such
an important step to becoming a professional
as this is how you lead, and inspire and begin
to make a difference and deliver value in your
work, school, and relationships.”
Read more about Yujie at: uwaterloo.ca/saf/Yujie
16. 14
SAFALUMNI»uwaterloo.ca/saf
SAF alumni
capitalizing on education.
defining your own path.
succeeding in the marketplace.
Pursuing your passions can be a key to career success. And it may mean
acquiring a professional designation or two. Landing that lucrative position
in business means you’ll need to make your mark and stand out from the crowd.
Our grads have achieved successful, professional careers by combining their
co-op experiences and educations to create their own diverse pathways.
SHARON NG, MACC ’04
BUYER, LADIES SPORTWEAR, HUDSON BAY CO.
2014 SAF YOUNG ALUMNI AWARD WINNER
Sharon began her career with
Deloitte and built her professional
expertise with roles in internal
audit and finance, before
following her passion in fashion
and retail industries. This passion
eventually led to co-creating and
editing a Toronto-based fashion
blog, The Backseat Stylers and
joining the Hudson Bay Company
as the Buyer for Ladies Sportwear.
PHIL HIPKISS, BAFM ’10
CO-FOUNDER, BLOCK THREE BREWING COMPANY
What started out as a simple Beer Club of friends getting
together for a good time with good food and beer,
eventually became a full-fledged brewing company.
Acknowledging a need for good local, micro-brewed beer
in the St. Jacob’s area, Phil and his three friends moved
beyond their education to pursue their passion. Block
Three Brewing Company opened for business in 2013.
#1 BEST
OVERALL
REPUTATION
UNIVERSITY
— MACLEANS’S 2015 CANADIAN
UNIVERSITY RANKINGS
In the last five years, four recent graduates from
SAF have won the national and Ontario gold
medals for the Chartered Accountancy Uniform
Final Examination (UFE). Touted as one of the
most challenging professional examinations in
the world, Akash Kapoor (MAcc ’14), George
Nicholas Tsai (MAcc ’13), Julianna Yuen (MAcc
’11), and Vicky Au (MAcc ’10) earned these
prestigious Gold Medals and a $5,000 cash
prize in 2014, 2013, 2011, and 2010 respectively.
17. 15SAF ALUMNI » uwaterloo.ca/saf
30+ YEARS OF
SAF GRADS
SUCCESSFULLY PROCEEDING
DIRECTLY TO THE CANADIAN
PROFESSIONAL ACCOUNTING
FINAL EXAMINATION
Being in CFM gave Linda an advantage in the
co-op process, providing her with professional
work experiences in Canada and internationally,
including Bank of Montreal in Toronto and
Facebook in California. Outstanding performance
in her last co-op work term at Morgan Stanley
in New York secured her a full-time position to
launch her professional career.
– LINDA TENG, CFM ’14
QUANTITATIVE RESEARCH ANALYST, MORGAN STANLEY
R.N. (ROD) BARR, BA ’69
2014 SAF ALUMNI AWARD WINNER
Rod has had a distinguished career
with Deloitte & Touche LLP, having
held varied positions within the firm.
From 1996 until his retirement in 2008,
he was the firm’s National Securities
Partner. Rod also contributed greatly
to the accounting profession, having
served on the Institute of Chartered
Accountant of Ontario’s (ICAO) Council
and was appointed as the ICAO’s
President and CEO from 2009 to 2014.
Graduate success
6,238alumni working in
32 COUNTRIES
252ALUMNI
in partner or executive-
level positions within
public accounting firms
478ALUMNI
in executive-level
positions within industry
“The curriculum for Waterloo AFM students
has evolved since I was at university. SAF
grads are better prepared for the working
world because they are introduced to
aspects of the accounting and finance
professions that encourage them to explore
and learn. They develop advanced IT skills
through Excel and modeling courses, have
access to Bloomberg and Capital IQ, and can interact one-on-one with
industry professionals at events like the hEDGE conference. I think
SAF’s undergraduate programs give students the best possible applied
education and training for today’s accounting and finance careers.”
– JOHN GORT, CPA, CA, CFA, VP AND CHIEF FINANCIAL OFFICER, BURGUNDY ASSET MANAGEMENT
Being in CFM gave Linda an advantage in the
co-op process, providing her with professional
work experiences in Canada and internationally,
including Bank of Montreal in Toronto and
Facebook in California. Outstanding performance
in her last co-op work term at Morgan Stanley
in New York secured her a full-time position to
launch her professional career.
– LINDA TENG, CFM ’14
QUANTITATIVE RESEARCH ANALYST, MORGAN STANLEY
18. 16
SHOWYOURPOTENTIAL!»uwaterloo.ca/saf
showusyourpotential!
Programs offered through the School of Accounting and Finance
ACCOUNTING
AND FINANCIAL
MANAGEMENT (AFM)
COMPUTING AND
FINANCIAL MANAGEMENT
(CFM)
MATHEMATICS/CPA BIOTECHNOLOGY/CPA
System of study Co-op only Co-op only Co-op only Co-op only
Total length of program 4 1/3 years 4 2/3 years 4 1/3 years 4 1/3 years
Total number of academic terms 8 8 8 8
Number of co-op work terms 4 6 4 4
Number of courses 40 40 41 43
Year 1 courses – common 1 Financial Accounting + 1 Managerial Accounting + 1 Business
Year 1 courses 1 Finance
2 Economics
2 Math
1 International Studies
1 Integrative Learning
1 Finance
2 Computer Science
4 Math
4 Math
1 Computer Science
1 Economics
1 Integrative Learning
2 Biology
2 Chemistry
1 Math
1 Economics
1 Integrative Learning
Designation paths available CPA, CSC, CFA CFA, CSC, ISP, ITCP CPA CPA
Number of first-year spots 300 40 55 10
Degree earned BAFM BCFM BMATH BSc
OUAC application code WXY WCF WN WSA
Post graduate options MAcc, MTax, PhD MQF, MMath, PhD MAcc, PhD MAcc, PhD
Find out more uwaterloo.ca/saf/AFM uwaterloo.ca/cfm uwaterloo.ca/math/
math-cpa
uwaterloo.ca/science/
biotech-cpa
Request a brochure uwaterloo.ca/findoutmore/request
Admission requirements 6 Grade 12 U or M courses including:
Required courses
For international or out-of-province
students, visit uwaterloo.ca/findoutmore
for course equivalents.
12 U English (min 75%)
12 U Adv Functions (min 75%)
12 U Calculus & Vectors (min 75%)
12 U English (min 75%)
12 U Adv Functions
12 U Calculus & Vectors
1 other 12 U course
12 U English
12 U Adv Functions
12 U Calculus & Vectors
1 other 12 U course
12 U English (min 70%)
12 U Adv Functions (min 70%)
12 U Calculus & Vectors (min 70%)
2 of: Biology, Chemistry,
Physics, Data Management,
or Earth & Space Science
1 other 12 U or M course
Admission average Individual selection from the
mid-80s high-80s low-90s low-90s
Other requirements Admission Information Form (AIF)
AFMAA Euclid Math Contest*
Canadian Computing Competition*
Euclid Math Contest*
* Recommended. May be required for certain scholarship decisions
Accounting and Financial Management
Admissions Assessment (AFMAA)
The AFMAA is an online assessment to be completed after submission of your application. AFM applicants will
be provided with questions that will cover a number of topic areas that may include academic performance,
an extra-curricular activity, leadership, community engagement, or interest in the study of accounting and finance.
For more details about the AFMAA, including designated dates and times, visit uwaterloo.ca/saf/AFMAA
19. APPLIED HEALTH SCIENCES » UWATERLOO.CA
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financing your
education
Your university education is one of the most
important investments you’ll ever make. As with
other professional programs, tuition fees for the
AFM and CFM programs increase after first year.
Take some time to prepare a realistic budget
and to understand the resources available to you.
Find out more about tuition costs at
uwaterloo.ca/find-out-more/financing
uwaterloo.ca/finance/student-accounts/tuition-fee-schedules
the co-op advantage
In addition to the valuable experience and networks you’ll
develop in your AFM or CFM co-op work terms, you’ll earn
a salary to help finance your education. AFM students earn
between $40,000 to $88,000 in 4 work terms. CFM students
earn between $55,000 to $120,000 in 6 work terms. Read more
about co-op on pages 6 and 7 for AFM and page 10 for CFM.
scholarships and bursaries
There are a number of scholarships and bursaries available
to AFM and CFM students.
Waterloo scholarships and financial aid
SCHOLARSHIPS – BASED ON
ACADEMIC ACHIEVEMENT
VALUE
President’s Scholarship of Distinction (95% or higher) $2,000 for your first year – plus up
to $3,000 available in upper years
President’s and Merit Scholarships (90-94.9% = $2,000; 85-89.9%= $1,000) $1,000 or $2,000 for your first year
FINANCIAL AID – BASED ON NEED VALUE
Waterloo Entrance Bursaries $500-$4,000 for your first year
Ontario Student Assistance Program (OSAP) As determined by OSAP
SAF Fellowships, scholarships, and bursaries
As an SAF student, you’ll have access to fellowships, scholarships,
and bursaries made possible by alumni and supporters.
AFM Fellowship program – Develops outstanding leaders and
future professionals. AFM students are selected to interview
for the Fellowship Program based on their academic record,
performance on the AFMAA, and their Admission Information
Form (AIF). Learn more at uwaterloo.ca/saf/Fellowship.
SAF entrance scholarships and bursaries – You’ll automatically
be considered for one of many entrance scholarships.
SAF upper-year scholarships – Are based on academic
merit and extra-curricular achievements. Additional application
may be required.
Find out how to finance your education at uwaterloo.ca/saf/AFM
or uwaterloo.ca/cfm.
SAF empowered me to be a
student leader and give back to the
community. SAF has also provided
me with the moral support, the
right tools to succeed, and
opportunities for co-op earnings
that have made a large impact in
helping to finance my education.
– HAYLIN WANG, CLASS OF 2015
Finance your education
100%of SAF students receive at
least 1 entrance scholarship
$40,000-
$88,000
potential co-op
earnings over 4 work
terms for AFM students
SAF students
can earn up to
3scholarships/
fellowship
$55,000-$120,000
potential co-op earnings over
6 work terms for CFM students
Find additional tips on how to
finance your education:
uwaterloo.ca/findoutmore/financing
english language
requirement
You must MEET or EXCEED the minimum scores
required for ONE of the options below if:
your first language is not English and
you have not studied in an English-language school
system for the most recent 4 years immediately
before the beginning of your studies at Waterloo.
OPTION 1 OPTION 2 OPTION 3 OPTION 4 OPTION 5
Internet-based
TOEFL
IELTS MELAB CAEL PTE (Academic)
90; writing: 25;
speaking: 25
7.0 85; 80 per
section;
for co-op
programs:
3 speaking
70 overall;
60 per band;
70 writing;
70 speaking
63 overall;
65 writing;
65 speaking
Details about conditions, exemptions, and
alternatives: uwaterloo.ca/findoutmore/elr
20. APPLIED HEALTH SCIENCES » UWATERLOO.CA
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ideas
start here®
CONTACT US
PATTY MAH, BA
Associate Director
Admissions and Communications
School of Accounting and Finance
Accounting and Financial Management
519-888-4567, ext. 37152
afm@uwaterloo.ca
uwaterloo.ca/saf/AFM
Computing and Financial Management
519-888-4567, ext. 37033
cfm@uwaterloo.ca
uwaterloo.ca/cfm
University of Waterloo
200 University Avenue West
Waterloo, Ontario, Canada N2L 3G1
uwaterloo.ca/findoutmore
Facebook
facebook.com/waterlooSAF
Twitter
@uwaterlooSAF
NEXT STEPS
Fall Open House
November 7, 2015
March Break Open House
March 19, 2016
Apply to Waterloo
www.ouac.on.ca
Campus and residence tours
519-888-4567, ext. 33614
uwaterloo.ca/findoutmore/visit-us
Want to learn more about Waterloo?
Order an admissions viewbook at
uwaterloo.ca/findoutmore
NOTE:TheSAFhasensuredthatinformation,dates,anddetails
providedinthispublicationaretrueandcorrectatthetimeof
publication;changesindegreerequirementsandaccreditation
policiesmayimpactaccuracyofthepubication.
Ideas Start Here is a registered trademark of the University of Waterloo. EDITORIAL D. HA, P. MAH
DESIGN CREATIVE SERVICES, UNIVERSITY OF WATERLOO PHOTOGRAPHY LIGHT IMAGING. C007463
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AFM Fellowship Program
Supporting and enriching exceptional
undergraduate AFM students
The SAF Fellowship Program produces
outstanding leaders and future professionals
by providing students with opportunities to
grow and develop. Selected from each incoming
AFM class, Fellows receive specialized training
and work experience with the added benefit of
financial compensation.
Fellows are named after an Honouree – an
alumnus who exemplifies the spirit of the AFM
program. Honourees can be a living example of
a successful career, provide guidance, or offer
advice to his/her Fellow.
Selection process:
AFM applicants who have received an Offer
of Admission to the AFM program will be
considered and selected for interview based on:
1) Academic record,
2) AFMAA performance, and
3) Admission Information Form (AIF).
Fellowship benefits:
Receive financial support of up to $7,000
over 4 years.
Gain professional development through
specialized workshops, conferences, seminars,
and Leadership and Ambassador training.
Build your résumé with roles as a teaching
assistant and research assistant. Or get
involved in special projects, Peer Leadership,
and the Academic Coaching Centre.
Be recognized as an outstanding AFM
student through the SAF Awards Night.
22. to do list
keep track of what you
need to do during the
application process for:
Accounting and Financial
Management (AFM)
DATE* COMPLETED
ApplytoAFM February 5, 2016
AdmissionsInformationForm February 5, 2016
EnglishLanguageRequirement March 1, 2016
DocumentsdueforAFM March 1, 2016
CompletetheAFMAA Various**
FellowshipInterviews TBA***
WaterlooEntranceBursaryApplication April 15, 2016
AdmissionDecisionsmadeby* May 27, 2016
ConfirmationDate June 1, 2016
ApplyforOSAP June 13, 2016
Computing and Financial
Management (CFM)
DATE* COMPLETED
ApplytoCFM March 31, 2016
EnglishLanguageRequirement March 31, 2016
AdmissionsInformationForm February 5, 2016
CanadianComputingCompetition February 17, 2016
DocumentsdueforCFM April 8, 2016
WaterlooEntranceBursaryApplication April 15, 2016
EuclidMathematicsContest April 12, 2016
AdmissionDecisionsmadeby* May 27, 2016
ConfirmationDate June 1, 2016
ApplyforOSAP June 13, 2016
* Dates may vary for international or non-OSS students as admissions are made on a rolling basis
** Scheduled dates and times for the AFMAA are listed at uwaterloo.ca/saf/AFMAA
*** Scheduled date(s) for Fellowship Interviews are listed at uwaterloo.ca/saf/Fellowship
Your professional careers
start here!