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

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

3. the waterloo difference
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
accounting + finance
DIVERSIFIED 12:30pm
Hear from our alumni about their diversified career paths!
integrative environment

5. cpa accreditation pathway
National accreditation means…
Step 1
cpa accreditation pathway

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

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

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

9. the waterloo difference
Advanced preparation means…
AFM
Sept. 2015
CFA
Level 1
BAFM
Dec. 2019
CFA
Level 2
CFA
Level 3
the waterloo difference

10. the innovative professional

11. 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.
the afm program

12. UNDERSTAND » APPLY » INTEGRATE
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
UNDERSTAND » APPLY » INTEGRATE
AFM 101
focuses on the creation, interpretation, analysis and uses of different financial statements, particularly for shareholders, creditors, auditors, and the general public
gain a basic knowledge and understanding of financial accounting principles through classroom lectures, but also through the application of the principles in assigned problems
some of the principles learned: cash flows, receivables, revenue, inventory, current liabilities, non-liabilities, and equity.
AFM 131
comprehensive study of the major forces impacting businesses around the world
covers such topics as the impact that is made on businesses by governments and the ever increasing globalization of our economies
opportunity to test out the material presented in class and learn by applying it to their own business simulation
Good practices regarding teamwork, leadership and communication within a professional environment will be taught and implemented
learn some accounting basics, marketing strategies, human resource and operations management, finance concepts, and ethical decision making principles
overall, the course will give students a good taste of what it takes to run a business, as well as a base of knowledge regarding the different forces that influence businesses.
year 1 afm schedule

13. UNDERSTAND » APPLY » INTEGRATE
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
UNDERSTAND » APPLY » INTEGRATE
AFM 102
introduces students to managerial accounting practices which focus on the information needed by leaders within the organization
learn how to prepare and present the information required by managers to run their business
teaches three major areas of information that managers need:
information to help plan the future of the business (what to sell, how much to sell, how to lower costs, how much to produce, etc.)
how to motivate and direct your employers (who to hire, what products should be produced when, etc.)
control the plan of the business and make sure everything runs smoothly (how to measure performance, what’s going well and what is not, etc.).
how to find and use the information necessary to make good decisions and give sound advice to the leaders of an organization in order for the company to prosper.
AFM 121
teaches students a broad range of finance concepts and skills pertaining to subjects such as investments, stocks, and bonds
learn about investing options and how to make good investment decisions
SPCOM 111
teaches students the ‘soft skills’ that they will need to be able to apply their technical skills to the workplace and communicate the outcomes of their work
learn a variety of concepts and theories around interpersonal communication and be able to relate it to their own personal relationships as well as their relationships with their coworkers and superiors in a professional setting
explore ideas such as: how power can be exerted over someone through language, how to communicate in different settings and how those settings impact the communication, how the purpose of what/how you communicate relates to your responsibility to communicate certain things, and how communication affects interpersonal relationships
learn how to give effective presentations and evaluate the presentations of others while working in teams and communicating in such a way as to achieve a collective goal
year 1 afm schedule

14. Make your time work for you!
Monday
Tuesday
Wednesday
Thursday
Friday
8:30 – 9:00
Course 1
Course 3
9:00 – 9:30
LEC 001
LEC 004
9:30 – 10:00
10:00 – 10:30
10:30 – 11:00
Course 5
11:00 – 11:30
LEC 002
11:30 – 12:00
Course 4
12:00 – 12:30
LEC 006
Tutorial
12:30 – 1:00
1:00 – 1:30
Course 2
1:30 – 2:00
2:00 – 2:30
2:30 – 3:00
3:00 – 3:30
3:30 – 4:00
4:00 – 4:30
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
Make your time work for you!
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

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

16. direct route to success
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. CHECK OUT AND LEARN MORE AT OUR AFM MINI-SETS!
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
CHECK OUT AND LEARN MORE AT OUR AFM MINI-SETS!
academic success

18. CHECK OUT AND LEARN MORE AT OUR LLC MINI-SET!
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!
where you’ll be living

19. financing your education
AFM is a professional program
Tuition fees increase beginning in Year 2
Average co-op earnings from $33,000 to $68,000
Schedule of Fees – based on 8 month academic term
Tuition
Co-op Fees
Incidentals
Total
AFM – Year 1
$6,054.00
N/A
$1,029.46
$7,083.46
AFM – Year 2
$16,056.00
$1,296.00
$18,381.46
Use the interactive form to create your personal budget
uwaterloo.ca/find-out-more/financing/interactive-budget
financing your education

20. financing your education
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. offers of admissions afm admission 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 23rd, 2015 – Early Offers
Week of May 11th, 2015 – May Offers
300 spots for Fall 2015
offers of admissions
afm admission

22. what’s next 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 23rd, 2015 – Early Offers
Week of May 11th, 2015 – May Offers
Accept AFM’s offer by: June 1, 2015
Follow us on:
facebook.com/waterlooSAF
@uWaterlooSAF
#uWlooSAF
#uWlooAFM
what’s next

23. Contact me: Patty Mah 519-888-4567, ext. 37152 patty. mah@uwaterloo
Contact me: Patty Mah , ext uwaterloo.ca/saf/ uwaterloo.ca/find-out-more/
questions