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

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?

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

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

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

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

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

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

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

the innovative professional

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

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

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

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

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

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

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

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

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

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

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

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

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