SCHOOL OF ACCOUNTING AND FINANCEprofessional ideas start here

who will you become?WATERLOO CAN HELP YOU GET TO YOUR PROFESSIONAL DESIGNATION

AFM, Biotech/CPA, Math/CPA

INCLUDESup to 16 months of co-op work

experience approved by CPA Ontario*

CPA Core Modules 1 and 2

CPA Electives1 and 2

CPA Capstone Modules 1 and 2

Common Final Examination

(CFE)

Master of Accounting (MAcc) Degree (8-month program)»

»OR

» » »

»

CPA Professional Education Program (2-year program)

Complete no less than 30 months of relevant practical work experience.

CPA Designation»

TIMING AND DEGREESIn 5 years, you’ll earn:» 2 degrees - an undergraduate degree in AFM or Biotech/CPA or Math/CPA and a

Master of Accounting (MAcc) graduate degree» up to 16 months of professional work experience which may be applied towards

CPA’s 30 months of required relevant practical work experience» the ability to write the Common Final Examination (CFE), the last exam for the CPA

designation, immediately following successful completion of your MAcc

YOUR EXPERTISEYour AFM or Biotech/CPA or Math/CPA + MAcc degrees fulfill:» the academic course requirements for CPA Ontario» the CPA Professional Education Program (CPA PEP, a 2-year program) that includes: » the 2 CPA core integration modules » 2 professional areas of study; all 4 CPA elective modules are offered during MAcc » the 2 CPA capstone modules

CHARTERED PROFESSIONAL ACCOUNTANT (CPA)

CERTIFIED INTERNAL AUDITOR (CIA)

TIMING AND DEGREESAfter completion of AFM in 4 years, you’ll earn:» a Bachelor of Accounting and Financial Management (BAFM) degree» up to 16 months of professional work experience where experiences in internal audit functions may be

applied towards the CIA designation requirements» advanced preparation for the CIA designation exam which you can challenge following successful

completion of AFM

YOUR EXPERTISE » Specified accredited courses to receive advanced preparation for the CIA designation exam

SAF provides specialized, high quality education to equip students with relevant skills and knowledge right from the start. Coupled with practical experience obtained through co-op, the AFM program creates competitive, dynamic individuals prepared for their CPA designation.

35%OF SAF PROFESSORS HOLD A CPA DESIGNATION

50%OF SAF PROFESSORS HOLD ONE OR MORE PROFESSIONAL DESIGNATION “ “

SCH

OO

L OF A

CC

OU

NTIN

G A

ND

FINA

NC

E (SA

F) » U

WA

TE

RLO

O.C

A/S

AF

AFM and CFM ProgramFall 2017

CFA Level 1 Exam June 2021

AFM DegreeFall 2021

CFM DegreeWinter 2022

CFA Level 2 ExamAs early asJune 2022

CFA Level 3 ExamAs early asJune 2023

CFA Desigantion» » » »Complete a minimu of 48 months of qualifying work experience

»

TIMING AND DEGREESIn 4 years, you’ll earn:» a unique degree that’s recognized in the marketplace -

Bachelor of Accounting and Financial Management (BAFM) or Bachelor of Computing and Financial Management (BCFM)

» up to 16 (AFM) or 24 (CFM) months of professional work experience that can be focused in the area of finance

» the ability to challenge the CFA Level 1 and Level 2 designation exams by the time you graduate

YOUR EXPERTISE Complete a one-of-a-kind degree - BAFM or BCFM - to:» gain advanced preparation for the CFA designation exams

CHARTERED FINANCIAL ANALYST (CFA)

PROFESSIONAL DEVELOPMENT AND CERTIFICATIONFOR FINANCE STUDENTSTIMING AND EARLY CERTIFICATIONStand out in the marketplace and begin to build your professional certification as early as Day 1 of your program. AFM and CFM students add value to their resumé by gaining early certification in a number of finance related areas.» Canadian Securities Course (CSC) certificates can be taken as early as the end of Year 1» Capital IQ platform training available as early as Year 1» Bloomberg Certificate course/exam can be taken as early as Year 2

YOUR EXPERTISE » Up to 16 (AFM) or 24 (CFM) months of professional work experience in diverse finance fields can help

build your resumé and professional career» Finance, accounting, and business courses throughout the AFM and CFM program provides a solid

foundation to help you stand out in the marketplace

ACCOUNTING AND FINANCE PROFESSIONAL ACCREDITATIONS » UWATERLOO.CA/SAF 2

100%OF AFM, BIOTECH/CPA, CFM, AND MATH/CPA STUDENTS

ARE CO-OP STUDENTS

DAY 1WHEN YOU’LL START TO WORK TOWARD YOUR PROFESSIONAL DESIGNATION AND BUILD YOUR PROFESSIONAL RESUMÉ

PROFESSIONAL ACCREDITATIONSCPA CanadaThe School of Accounting and Finance has received the highest level of national accreditation under the new Charter Professional Accountants (CPA) National Accreditation and Recognition Standards.

CFA Institute University Recognition ProgramRecognized by the CFA Institute University Recognition Program, the AFM and CFM programs satisfy at least 70% 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 program.

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 AccreditationCFM 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.

SCHOOL OF ACCOUNTING AND FINANCEAn education where experience matters

The School of Accounting and Finance offers 4 distinct undergraduate programs that can lead you to the professional business career you’ve always wanted. SAF programs - AFM, Biotech/CPA, CFM, Math/CPA - provide pathways for you to develop expertise in accounting and/or finance that will lead you toward a number of professional designations - CPA, CFA, CIA. With diversified co-op work experiences in the fields of accounting, finance, and business, you’ll be advancing your professional career by the time you graduate, not launching it!

CONTACT US

PATTY MAHAssociate Director,Admissions and CommunicationsSCHOOL OF ACCOUNTING AND FINANCE

Accounting and Financial Management519-888-4567, ext. 37152afm@uwaterloo.cauwaterloo.ca/saf/afm

JORDYN GRAY-MCINNISProgram ManagerComputing and Financial Management519-888-4567, ext. 37033cfm@uwaterloo.cauwaterloo.ca/cfm

MATH INFO LINEFaculty of Mathematics519-888-4567, ext. 36284mathinfo@uwaterloo.cauwaterloo.ca/math/math-cpa

DIANA KIMRecruitment CoordinatorFaculty of Science519-888-4567, ext. 36243science@uwaterloo.cauwaterloo.ca/science/biotech-cpa

ORDER A BROCHUREChoose from 21 admissions brochures atuwaterloo.ca/findoutmore/order

University of Waterloo200 University Avenue WestWaterloo, Ontario, Canada N2L 3G1uwaterloo.ca/findoutmore

Facebookfacebook.com/waterlooSAF

Twitter@uwaterlooSAF

Best in the world! The SAF team celebrates being the first Canadian team to capture the Global Championship at the 2016 CFA Institute Research Challenge. The annual finance competition draws over 5,000 students from over 1,000 universities world-wide. L-R: Kam Dhaliwal (CFM), Daniel Zhang (Biotech/CPA), Brent Small (AFM), Rudder Zhang (BMath), Adnan Kham (AFM).

ideasstart here®

Instagram@uwaterlooSAF

AFM, Math/CPA, Biotech/CPA

programs

INCLUDESup to 16 months

of co-op workexperience approved

by CPA Ontario

CPA CoreModules 1 and 2

CPA Electives1 and 2

CPA CapstoneModules 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)

AFM and CFMprogramFall 2017

CFA Level 1 ExamJune 2021

AFM degree –Fall 2021CFM degree –Winter 2022

CFA Level 2 ExamAs early asJune 2022

CFA Level 3 ExamAs early asJune 2023

CFA Designation

COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE

PROFE

SSIONAL QUALITIES

KN

O

WLEDGE AND SKIL

LS

INTEGRATE

UNDERSTAND

APPLY

TakeResponsibility

ValueLearning

Act with Integrity

ManageRelationships

NavigateOpportunities

FunctionalCompetencies

Learning Howto Learn

Leadership andCollaboration

EthicalConduct

UnderstandingBusiness

Thinking andProblem Solving

Communication

average earnings in each of 44-month co-op work termsfor AFM, Biotech/CPA,and Math/CPA students

$13,350

average earnings in each of 64-month co-op work termsfor CFM students

$14,350

9%

9%15%

20%13%

4%

2%

2%

National publicaccounting firms

Regional/localpublic practice

firms

Other accounting,business and

consulting services

Other financialservices firms

Government

CanadianChartered banks

Public educationand research

Not-for-profit

Corporations (non-financial)

26%

Co-op employment, 1st work term AFM

17%

31% 19%13%

20%

Investmentand financial

services firms

Computerscience inindustry

Finance/businessdepartment

within industry

Softwaredevelopmentand socialmedia

Banks

CFM co-op employment, all years

professionaldesignation

OF SAF PROFS HOLD

start building yourPROFESSIONAL DESIGNATION

by

SAF profshave wonTEACHINGAWARDS

DAY 1

1

OR

MO

RE

25 50%

Finance your education

SAF studentscan earn up to

of SAF students receive atleast 1 entrance scholarship

scholarships/fellowships

Find additional tips on how tofinance your education:uwaterloo.ca/findoutmore/financing.

potential co-op earningsover 4 work terms forAFM, Biotech/CPA, andMath/CPA students

$40,000-$88,000

potential co-op earnings over6 work terms for CFM students

$52,000-$120,000

100%

3

4,000+ SAF GRADS passedthe UFE/CFE

in the last 6 years

UFE/CFE NATIONALGOLD MEDALS

of experience takingstudents directly toCPA FINAL EXAMS

Proven and trusted

30+ YEARS 4UFE/CFEONTARIOGOLD MEDALS9

were MAcc grads

HONOURROLL GRADS

OUT OF2015 CFE 11

20

of SAF studentsreceive at least 1entrance scholarship

start building yourprofessional designation(s)

SAF students areco-op students

100%

DAY 1

100%

Graduate success

in partner or executive-level positions withinpublic accounting firms

in executive-levelpositions within industry

alumni working inC-level, partner,or executive-levelpositions

6,726

478

252

1,552

32 COUNTRIES

ALUMNI

ALUMNI

ALUMNI in