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  • UW

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    ideas start here

    school of accounting and financeFaculty of Arts

    http://uwaterloo.ca/saf

  • become an innovative professional

  • SCHOOL OF ACCOUNTING AND FINANCE uwaterloo.ca/saf1

    become an innovativeprofessional

    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 its 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

    http://cips.cahttp://cpaontario.cahttp://cfainstitute.orghttp://cpaontario.ca

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    accounting and financial management 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.

    AFMs 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. Onis 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 were not commencing but rather continuing our successful careers.

    Read more about Oni at: uwaterloo.ca/saf/Oni

    http://uwaterloo.ca/saf/degree-requirementshttp://uwaterloo.ca/saf/Oni

  • ACCOUNTING AND FINANCIAL MANAGEMENT uwaterloo.ca/saf3accounting and fi nancial 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 youve always wanted. Youll 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 off ers 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. Youll 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 YOULL

    START TO BUILD

    YOUR PROFESSIONAL

    DESIGNATION

    QUESTIONS? Contact Patty Mah, BA, Associate Director, Admissions and Communications School of Accounting and Finance

    [email protected] 519-888-4567, ext. 37152 or visit: uwaterloo.ca/saf/AFM

    PROF

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    INTEGRATE

    UNDERSTAND

    APPLY

    TakeResponsibility

    ValueLearning

    Act with Integrity

    ManageRelationships

    NavigateOpportunities

    FunctionalCompetencies

    Learning Howto Learn

    Leadership andCollaboration

    EthicalConduct

    UnderstandingBusiness

    Thinking andProblem Solving

    Communication

    http://uwaterloo.ca/saf/AFMmailto:[email protected]

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    paths to your professional designation(s) 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, youll 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 youll 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+ YEARSof experience taking students directly to CA FINAL EXAMS

    770 MAcc GRADS passed the UFE since 2010

    4UFE 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

    http://uwaterloo.ca/saf/MAcc

  • CPA Accreditation Pathway The School of Accounting and Finances 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 organizations 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 Finances 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

    INCLUDESup to 16 months of co-op work

    experience approvedby 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)

    CFM ProgramFall 2016

    CFA Level 1 ExamJune 2020

    CFM DegreeWinter 2021

    CFA Level 2 ExamAs early asJune 2021

    CFA Level 3 ExamAs early asJune 2022

    CFA Designation

    COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE

    CFA Accreditation Pathway

    AFM ProgramFall 2016

    CFA Level 1 ExamJune 2020

    AFM DegreeFall 2020

    CFA Level 2 ExamAs early asJune 2021

    CFA Level 3 ExamAs early asJune 2022

    CFA Designation

    COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE

    CFA Accreditation Pathway

    CFA Accreditation Pathway

    CFA Accreditation Pathway

    Accounting and Financial Management

    (AFM) Program

    INCLUDESup to 16 months of co-op work

    experience approvedby 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)

    CFM ProgramFall 2016

    CFA Level 1 ExamJune 2020

    CFM DegreeWinter 2021

    CFA Level 2 ExamAs early asJune 2021

    CFA Level 3 ExamAs early asJune 2022

    CFA Designation

    COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE

    CFA Accreditation Pathway

    paths to your professional designation(s)

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    professional experience for AFM students 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

    F16 W17 S17 F17 W18 S18 F18 W19 S19 F19 W20 S20 F20 W21 S21 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 Todays accounting firms require trainees that are highly productive and capable of learning on the job in a real business context. Thats 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 Canadas 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

  • ACCOUNTING AND FINANCIAL MANAGEMENT uwaterloo.ca/saf 7professional experience for AFM students

    23%

    25%12%

    16%

    19COURSES

    7COURSES

    5COURSES

    5COURSES

    4COURSES

    24%Investment

    and financialservices firms

    IT in industry

    Business/Financedepartments

    within industry

    Softwaredevelopment,social media,and IT firms

    Banks (finance,CS, and hybridopportunities)

    accounting andfinance courses

    general electives

    learning-to-learnintegrative courses

    global perspectivecourses

    business course

    BUSINESS, GOVERNMENT, NFP FINANCIAL SERVICES PUBLIC ACCOUNTING AND TAX

    AFM co-op students train harder and faster for the business world. Youll 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 thats 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

    Accounting Analyst, 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 & Consulting Project Coordinator - 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 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)

    Statistics are currentto the AFM 2015 winterco-op work term.

    27%

    http://uwaterloo.ca/saf/co-op-advantage

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    CFA Accreditation Pathway

    Accounting and Financial Management

    (AFM) Program

    INCLUDESup to 16 months of co-op work

    experience approvedby 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)

    CFA Accreditation Pathway

    AFM ProgramFall 2016

    CFA Level 1 ExamJune 2020

    AFM DegreeFall 2020

    CFA Level 2 ExamAs early asJune 2021

    CFA Level 3 ExamAs early asJune 2022

    CFA Designation

    COMPLETE UP TO 48 MONTHS OF QUALIFYING WORK EXPERIENCE

    CFA Accreditation Pathway

    computing and financial management 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 youll find it.

    Questions? Contact

    CFM Program Manager

    [email protected] 519-888-4567, ext. 37033

    or visit: uwaterloo.ca/cfm

    CFA Accreditation Pathway The School of Accounting and Finances 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

    Weve seen it enough times IT professionals scratching their heads over modern finance and accounting. Finance professionals who dont know whether what theyre 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

    mailto:[email protected]://uwaterloo.ca/cfmhttp://uwaterloo.ca/cfm/current-students/careers/grads-work

  • computing and financial management unique degree. unique grads.

    COMPUTING AND FINANCIAL MANAGEMENT uwaterloo.ca/cfm 9

    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 Waterloos professionally accredited School of Accounting and Finance (in the Faculty of Arts) and computer science in Waterloos world-renowned David R. Cheriton School of Computer Science (in the Faculty of Mathematics). Youll 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 worlds largest co-op program and youll 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,

    CANADAS 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,

    CANADAS ASSOCIATION

    OF I.T. PROFESSIONALS,

    AND IS A MEMBER OF

    THE CFA UNIVERSITY

    RECOGNITION PROGRAM

    http://uwaterloo.ca/cfm

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    13%

    12%

    8%13%

    14%9%

    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)

    Statistics are currentto the AFM 2015 winterco-op work term.

    19COURSES

    7COURSES

    5COURSES

    5COURSES

    4COURSES

    accounting andfinance courses

    general electives

    learning-to-learnintegrative courses

    global perspectivecourses

    business course

    27%

    professional experience for CFM students CFM co-op students train harder and faster for the business world. Youll 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 wont 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 rsum even before you graduate.

    Co-op work/study sequence YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

    F16 W17 S17 F17 W18 S18 F18 W19 S19 F19 W20 S20 F20 W21 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 Youre moving into a world where continuous professional development is necessary to stay ahead of the pack. Become the professional youve 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 hybridopportunities)24%

    Softwaredevelopment,social media,and IT firms

    25%Investment

    and financialservices firms

    12%

    Business/Financedepartments

    within industry

    16%

    http://uwaterloo.ca/saf/ProfessionalDevelopment

  • 11PROGRAM SUCCESS uwaterloo.ca/saf

    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.

    Waterloos 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 youve 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), Canadas 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

    OR

    MO

    RE

    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 theyre 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

    http://cs.uwaterloo.cahttp://uwaterloo.ca/saf

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    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. SAFs 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), Jeff rey Wong (MAcc), June Wang (Year 4, AFM)

    The caliber of students from the School of Accounting and Finance is very high. Im 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 and stay connected 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 off er! 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. SAFs 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), Jeff rey Wong (MAcc),June Wang (Year 4, AFM)

    http://feds.ca

  • 13

    STAY CONNECTED uwaterloo.ca/saf

    get involved and stay connectedthe 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, youll 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 shes 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 Im in my academic courses or at co-op, its 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 shes 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 Im in my academic courses or at co-op, its 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

    http://uwaterloo.ca/housing/living-learning/clustershttp://uwaterloo.ca/saf/Yujie

  • 14

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    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 youll 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. Jacobs 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

    MACLEANSS 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.

  • 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 firms National Securities Partner. Rod also contributed greatly to the accounting profession, having served on the Institute of Chartered Accountant of Ontarios (ICAO) Council and was appointed as the ICAOs 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 SAFs undergraduate programs give students the best possible applied education and training for todays 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

  • 16

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    us your potential!

    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

    http://uwaterloo.ca/saf/AFMhttp://uwaterloo.ca/cfmhttp://uwaterloo.ca/math/math-cpahttp://uwaterloo.ca/science/biotech-cpahttp://uwaterloo.ca/findoutmore/requesthttp://uwaterloo.ca/saf/AFMAA

  • APPLIED HEALTH SCIENCES UWATERLOO.CA2

    financing your education Your university education is one of the most

    important investments youll 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 youll develop in your AFM or CFM co-op work terms, youll 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

    Presidents Scholarship of Distinction (95% or higher) $2,000 for your first year plus up to $3,000 available in upper years

    Presidents 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, youll 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 Youll 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

    http://uwaterloo.ca/find-out-more/financinghttp://uwaterloo.ca/finance/student-accounts/tuition-fee-scheduleshttp://uwaterloo.ca/saf/Fellowshiphttp://uwaterloo.ca/saf/AFMhttp://uwaterloo.ca/cfmhttp://uwaterloo.ca/findoutmore/financinghttp://uwaterloo.ca/findoutmore/elr

  • APPLIED HEALTH SCIENCES UWATERLOO.CA2

    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 [email protected] uwaterloo.ca/saf/AFM

    Computing and Financial Management 519-888-4567, ext. 37033 [email protected] 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: The SAF has ensured that information, dates, and details provided in this publication are true and correct at the time of publication; changes in degree requirements and accreditation policies may impact accuracy of the pubication.

    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

    mailto:[email protected]://uwaterloo.ca/saf/AFMmailto:[email protected]://uwaterloo.ca/cfmhttp://uwaterloo.ca/findoutmorehttp://facebook.com/waterlooSAFhttps://twitter.com/uWaterlooSAFhttp://www.ouac.on.cahttp://uwaterloo.ca/findoutmore/visit-ushttp://uwaterloo.ca/findoutmore

  • 2

    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 rsum 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.

  • to do list keep track of what you need to do during the application process for:

    Accounting and Financial Management (AFM)

    DATE* COMPLETED

    Apply to AFM February 5, 2016

    Admissions Information Form February 5, 2016

    English Language Requirement March 1, 2016

    Documents due for AFM March 1, 2016

    Complete the AFMAA Various**

    Fellowship Interviews TBA***

    Waterloo Entrance Bursary Application April 15, 2016

    Admission Decisions made by * May 27, 2016

    Confirmation Date June 1, 2016

    Apply for OSAP June 13, 2016

    Computing and Financial Management (CFM)

    DATE* COMPLETED

    Apply to CFM March 31, 2016

    English Language Requirement March 31, 2016

    Admissions Information Form February 5, 2016

    Canadian Computing Competition February 17, 2016

    Documents due for CFM April 8, 2016

    Waterloo Entrance Bursary Application April 15, 2016

    Euclid Mathematics Contest April 12, 2016

    Admission Decisions made by * May 27, 2016

    Confirmation Date June 1, 2016

    Apply for OSAP 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!

    http://uwaterloo.ca/saf/AFMAAhttp://uwaterloo.ca/saf/Fellowship

    school of accounting and financebecome an innovative professionalCompetencies, professionalism, and practical experience to launch your career. explore accounting Accounting and Financial Management (AFM)

    explore finance Accounting and Financial Management (AFM) Computing and Financial Management (CFM)

    explore computer science Computing and Financial Management (CFM)

    accounting and financial managementunique degree. double-threat grads. An integrative education

    education with professional experience understand, apply, integrate

    paths to your professional designation(s)Master of Accounting (MAcc) Comprehensive Career focused Proven and trusted CPA Accreditation Pathway how do you want to pursue a career in finance? CFA Accreditation Pathway

    professional experience for AFM studentshow will you explore your career options? AFM co-op: Education with professional experience Corporate, Public, and Not-for-Profit Sector Financial Management Public Accounting Financial Services AFM Co-op Pathway Samples

    computing and financial managementunique degree. unique grads. CFA Accreditation Pathway

    CFM grads at work Jobs obtained by recent grads

    your expertise A balanced education

    stand out in the marketplace go global

    professional experience for CFM students co-op pathways that launch careers CFM co-op experiences

    A professional development environment CS and finance opportunities Sample CFM co-op jobs

    program success professional accreditations and award winning professors CPA Canada CFA Institute University Recognition Program Institute of Internal Auditors (IIA) CIPS Accreditation Recognized professors = quality of programs Global Research Rankings for SAF:

    get involved and stay connectedexperiential learning the SAF community join the SAF Family join the Accounting and Finance Living-Learning Community

    SAF alumni Graduate success

    show us your potential! Accounting and Financial Management Admissions Assessment (AFMAA) financing your education the co-op advantage scholarships and bursaries Waterloo scholarships and financial aid SAF Fellowships, scholarships, and bursaries Finance your education

    english language requirement

    CONTACT US NEXT STEPS Fall Open House March Break Open House Apply to Waterloo Campus and residence tours Want to learn more about Waterloo?

    AFM Fellowship Program Selection process: Fellowship benefits:

    to do list keep track of what you need to do during the application process for: Accounting and Financial Management (AFM) Computing and Financial Management (CFM)