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{ WATERLOO Your path to becoming a professional Presented by: PATTY MAH, Associate Director, Admissions and Communications March 14, 2015.

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Presentation on theme: "{ WATERLOO Your path to becoming a professional Presented by: PATTY MAH, Associate Director, Admissions and Communications March 14, 2015."— Presentation transcript:

1 { WATERLOO Your path to becoming a professional Presented by: PATTY MAH, Associate Director, Admissions and Communications March 14, 2015

2  You aspire to be a CPA  AFM can get you there  You aspire to be a CFA  AFM can get you there  What you’ll be studying  Financing your education  What happens next?

3  School of Accounting and Finance = professional school  SAF = specialization in accounting and finance  Not a school of business offering “generalist” business education  AFM students seek to become innovative professionals  AFM students want a direct route to a CPA or CFA designation the waterloo difference

4 integrative environment DIVERSIFIED 12:30pm Hear from our alumni about their diversified career paths! accounting + finance

5 National accreditation means… cpa accreditation pathway Step 1

6 National accreditation means… cpa accreditation pathway Step 1 Step 2: MAcc Degree Step 2 CPA Professional Education Program

7 National accreditation means… cpa accreditation pathway Step 3 Step 2: Macc Degree Step 2 CPA Professional Education Program

8 National accreditation means… cpa accreditation pathway Step 3 Step 4: 30 months of required relevant work experience 16 MONTHS attained through AFM co-op!

9 the waterloo difference Advanced preparation means… AFM Sept CFA Level 1 BAFM Dec CFA Level 2 CFA Level 3

10 the innovative professional

11 the afm program Understand: Learn how-to-learn and enhance your knowledge of core concepts and functional competencies with the help of  SAF support resources  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-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.

12 year 1 afm schedule TERM 1 (FALL)  AFM 101 – Intro to Financial Accounting  AFM 131 – Management  ECON 101 – Intro to Microeconomics  MATH 109 – Mathematics for Accountants  INTST 101 – Intro to International Studies

13 year 1 afm schedule TERM 2 (WINTER)  AFM 102 – Intro to Managerial Accounting  AFM 121 – Intro to Global Capital Markets  ECON 102 – Intro to Macroeconomics  STAT 211 – Stats & Sampling for Accountants  SPCOM 111 – Communication & Collaboration

14 MondayTuesdayWednesdayThursdayFriday 8:30 – 9:00 Course 1Course 3Course 1Course 3Course 1 9:00 – 9:30 LEC 001LEC 004LEC 001LEC 004LEC 001 9:30 – 10:00 10:00 – 10:30 10:30 – 11:00 Course 5 11:00 – 11:30 LEC :30 – 12:00 Course 4 Course 1 12:00 – 12:30 LEC 006 Tutorial 12:30 – 1:00 1:00 – 1:30 Course 2 1:30 – 2:00 LEC 001 2:00 – 2:30 2:30 – 3:00 3:00 – 3:30 3:30 – 4:00 Course 2 4:00 – 4:30 Tutorial Energy Management* Information Add it up! 45 hours per week spent on being a professional student and working a professional work week. This includes: Attending classes, tutorials, and labs Time to review/prepare for next classes Doing homework/assignments Studying for tests Note: More time may be needed for assignments, tests, and exams 49 hours per week sleeping to maximize the efficiency of your brain 74 hours per week left for eating healthy, getting exercise, having a fabulous social life, participating in clubs/organizations, doing your laundry, and getting some well deserved down time! 168 total number of hours in a week Make your time work for you!

15 the innovative professional LAUNCH YOUR CO-OP 11:45am Hear from our current AFM students about their co-op experiences!

16  Accreditation and/or recognition for:  Chartered Professional Accountant (CPA)  Chartered Financial Analyst (CFA)  Certified Internal Auditor (CIA)  Chartered Business Valuator (CBV)  12 Canadian Security Certificates (CSC)  Designation exemptions granted for CPA  Advanced preparation leading to a CFA, CSC, CBV, or CIA designation direct route to success

17  To ensure your success…  SAF Academic Coaching Centre  SAF Experiential Learning and Career Development Team  SAF Academic Success Coach  SAF Academic Advisors  Accounting and Finance Living-Learning Community  Student Success Office academic success CHECK OUT AND LEARN MORE AT OUR AFM MINI- SETS!

18 where you’ll be living  80% of first-year students choose to live in residence  Campus residence include:  Traditional style: Village 1, Ron Eydt Village  Suite style: Mackenzie King, UW Place  SAF Living-Learning in Village 1  Enhance your living and learning environment! CHECK OUT AND LEARN MORE AT OUR LLC MINI-SET!

19 financing your education TuitionCo-op FeesIncidentalsTotal AFM – Year 1$6,054.00N/A$1,029.46$7, AFM – Year 2$16,056.00$1,296.00$1,029.46$18, Schedule of Fees – based on 8 month academic term Use the interactive form to create your personal budget uwaterloo.ca/find-out-more/financing/interactive-budget  AFM is a professional program  Tuition fees increase beginning in Year 2  Average co-op earnings from $33,000 to $68,000

20  Expect to pay $75,000+  Off set tuition costs by considering:  Scholarships from $1,000 to full tuition  Students are eligible for up to 3 scholarships!  Average Co-op earnings: $33,000 to $68,000  Professional development opportunities: PFC, case competitions, speaker series, UWloo Accounting Conference, hEDGE Conference, networking workshops, career info sessions  Experiential learning beyond co-op  E-Portfolios, Living-Learning Community, instant feedback clickers financing your education

21  Academic record + AIF  Individual selection from 85%+  No definitive “cut-off” average  Committee basis decision utilizing a process that provides the best advantage for the student  AFM Offers communicated in 2 rounds:  Week of March 23 rd, 2015 – Early Offers  Week of May 11 th, 2015 – May Offers  300 spots for Fall 2015 afm admission

22   Application deadline: February 6, 2015   Extended to: March 31, 2015  AIF/ELR deadline: March 2, 2015  Extended to: March 20, 2015  AFM Offers communicated in 2 rounds:  Week of March 23 rd, 2015 – Early Offers  Week of May 11 th, 2015 – May Offers  Accept AFM’s offer by: June 1, 2015  Follow us on:  facebook.com/waterlooSAF    #uWlooSAF   #uWlooAFM what’s next

23 Contact me: Patty Mah , ext questions


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