University of Waterloo School of Accounting and Finance
The School of Accounting and Finance at University of Waterloo is a professional school within the Faculty of Arts. The School was established in 1985 under the name 'School of Accountancy'. Its name was changed in 2008 to better reflect its program offering. Today, more than 1,600 students are enrolled in the School's programs. In September 2009, a new building was officially opened to house the School.
The School of Accounting and Finance offers the largest accounting and finance undergraduate cooperative education program in Canada.
The School's Master of Accounting Program allows students to complete all required CPA modules within 8 months, and is only open to students who complete the School's undergrad programs. MAcc graduates only need to challenge the Common Final Examination and accumulate the required professional experiences in order to become a Chartered Professional Accountant. MAcc and industry experiences gained from co-op is well known among Canadian accounting and finance industries.
Programs of Study
The School of Accounting and Finance offers four undergraduate programs, two graduate programs and one doctoral program. Additionally, the School jointly administers one undergraduate program and one graduate program with the Faculty of Mathematics and one undergraduate program with the Faculty of Science.The BAFM and BCFM degrees are both CFA Institute's University Affiliated Programs, which recognize academic institutions that embed a significant portion of the CFA Program Candidate Body of Knowledge into their curriculum.
Undergraduate Education
Bachelor of Accounting and Financial Management Co-op :- Graduates of the BAFM program typically aspire to a host of professional accounting and/or finance credentials such as the Chartered Professional Accountant, Chartered Financial Analyst and Chartered Business Valuator designations. All BAFM graduates are eligible to apply to the School's MAcc program. Students in BAFM must complete 4 co-op work terms, in total of 16 months of experiences, which could be eligible for CPA accreditation purposes.
AFM Specializations
- Professional Accountant Career Specialization
- Entrepreneurial Mindset Career Specialization
- Financial Leadership Career Specialization
- Financial Markets Career Specialization
- Business Analytics Career Specialization
- Sustainability Career Specialization
Mathematics/Chartered Professional Accountancy Co-op :
- Math/CPA students have less flexibility in their degree as students take math courses along with the accounting and finance courses BAFM students take, leaving very few elective spaces. The work-term sequence is structured similar to the BAFM schedule, with 4 co-op terms. The Math/CA program was renamed to Math/CPA in 2013.
- This program is offered jointly with the Faculty of Science. Students in the Biotech/CPA program take science courses along with the accounting and finance courses. Biotech/CPA students have little flexibility in their degree, and in some terms, are required to take extra courses. Biotech/CPA students composed of the smallest population in the School, with only around 10-15 students admitted per academic year. Students in the program may obtain co-op employment deemed by professional bodies to be qualifying practical experience for accreditation purposes, similar to BAFM and Math/CPA, with 4 required co-op terms. Biotech/CPA students are eligible to apply to the School's MAcc program. The Biotech/CA program was renamed to Biotech/CPA in 2013.
- This program is offered jointly with the David R. Cheriton School of Computer Science in the Faculty of Mathematics. Students take computer science courses along with accounting and finance courses. Stronger emphasis is placed upon computer science and finance, less on accounting. The students receive a unique degree in Canada, "Bachelor of Computing and Financial Management" after graduation. Students in this program typically complete six co-op work terms, with the first commencing between semester two and three. CFM students/graduates are not eligible to apply to the School's MAcc program and are unable to take advantage of the CPA accreditation.
Postgraduate Education
- This 8-month program is accredited by CPA Canada, so students who successfully complete the program, including all CPA requirements, are exempt from all 6 modules of the CPA Professional Education Program and may proceed directly to the Common Final Examination. Aside from gaining depth in the CPA elective subjects including Taxation, Assurance, Performance Management and Finance, MAcc students can explore other career options such as business valuations, forensic accounting, data analytics, internal audit and international tax. Approximately 65% of undergrads pursue the MAcc degree in 2016.
- Furthermore, students who have taken and passed ACC606 Business Valuations receive advanced standings in the CBV Institute Programme of Studies. Students will receive exemptions for Level I – Introductory Business Valuation and Level II – Intermediate Business Valuation.
- The Master of Taxation program is open to all students from different backgrounds to apply. MTax is offered under a full-time basis or a part-time basis. Graduates attain broad-based competencies in tax subject areas that include policy, research, statutory interpretation, estate planning, business structuring, and risk management, with all the classes held in downtown Toronto's Eaton Centre.
- Focuses on the fundamental disciplines of mathematics, statistics, econometrics, computer science and finance. This program is offered jointly with Faculty of Mathematics.
- The University of Waterloo's School of Accounting and Finance can provide doctoral training in research that is based on economic theory, empirical economics, behavioural science, and other methodologies.
School Reputation and Achievement
- 2nd in Canada for accounting research
- 1st in Canada for accounting information systems research
- 1st in Canada for managerial accounting research
- 1st in Canada for tax research
- 2nd in Canada for financial accounting research
- 2nd in Canada in Accounting PhD programs
- 3rd in Canada in audit research
Co-op Success
UFE/CFE Honour Roll and Gold Medalists
The School of Accounting & Finance has had success in its students and faculty research. Notably, many students who have challenged the Common Final Examination achieves honour roll as well as gold medal.The National Honour Roll of the Common Final Exam recognizes candidates whose performance in the exam demonstrated academic excellence and exceptional abilities. The candidates listed on the Honour Roll are determined as the top 1% of the first-time writers who wrote all three days. In 2018 and 2019, SAF captured the National Gold Medal consecutively. SAF has obtained 6 national gold medals from the period between 2010 and 2019. The CFE honour roll and successful CFE writers are mostly the Master of Accounting students. In 2018 and 2019, SAF students accounted for 25% and 19% of the Honour Roll recipients respectively - the best performance in Canada.
1 Honour roll count includes the gold medalists.
2 Ontario Gold Medal count includes the individuals who also won National Gold Medal.
CFA Institute Research Challenge
In 2016, School of Accounting & Finance students became the first Canadian team to win the global annual CFA Institute Research Challenge. The CFA Institute Research Challenge leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. The CFA Institute Research Challenge requires student teams to research and analyze a publicly-traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation.Student Life
Aside from the clubs/societies available within the University of Waterloo, there are various extra-curricular activities available to SAF students only. The Accounting and Finance Student Association is the government body for the SAF undergrad students, divided into many sub-committees. AFSA is run and governed by a fully-elected Executive Team and a partially-elected Board of Directors. SAF also holds a student-run orientation week for first year undergrad students after the regular Waterloo orientation week, Accounting and Finance Orientation Week .Furthermore, ACE Consulting Group is also a SAF student-run consulting organization that provides Kitchener-Waterloo entrepreneurs and small business clients with professional consulting services.
The School of Accounting and Finance Outreach & Ambassador Program is a year-long program for current SAF students to represent the School in recruiting, marketing, and connecting with future prospective students.
Other initiatives in relation to SAF academic learning include:
- Student Investment Fund
- Student Venture Fund
- Young Tax Professionals
- David T. Carter Financial Review Team
- University of Waterloo Accounting Conference
- hEDGE Financial Services Conference