Transferring to Computing and Financial Management

Last updated: November 13, 2025

The Computing and Financial Management is a structured plan where students study a major of computer science and a major of finance to gain skills to work in the financial technology industry. Students will study the same major courses as computer science students, minus two, to work in tech-related roles and they will take classes in finance that will allow them to write the Level 1 Chartered Financial Analyst (CFM) exam, before graduating.

CFM is a structured, demanding, and specialized program. It requires strong grades, consistent academic performance, and interest in both tech and finance.

Minimum requirements for transfer

  • Currently enrolled as a University of Waterloo student
  • Interest in a career in financial technology, finance, or technology
  • Enrolled as co-op student
  • Grades above 80% in all courses
  • Completed the courses identified below for transfer assessment

Course requirements

ALL of the courses below need to be completed and graded for a transfer to be considered. 

Grade requirements

Courses Minimum grades per class
Mathematics (e.g. MATH, STAT, ACTSC) Low 80s
Computer science Low 80s
Arts (e.g. AFM, ECON, SPCOM, PHIL, ENGL) Low 80s
  • We also require at least a minimum overall average of 80% (all courses combined).
  • For a transfer to CFM, we will consider ALL grades in ALL terms in our assessment.
  • The requirements above are minimums for consideration and may not reflect the actual cutoffs for selection.

Program requirements

Additional requirements or conditions are needed for students in certain programs.

Computer science, Software Engineering, and UWaterloo-based BBA/BCS students Grade requirements vary for students in these programs. Contact the Program Manager for more information. 

Non-math students  If you are currently studying in a program outside of the Faculty of Math, you must also apply to transfer to the Faculty of Mathematics and meet the math minimum admission requirements for an internal transfer. 

You'll need to satisfy transfer requirements for both CFM and the Faculty of Mathematics for consideration. It is recommended that you apply to the Faculty of Math as soon as possible as the transfer process into Math may take longer to process than CFM. You may notice different application deadlines for CFM and Faculty of Math internal transfers, please abide by CFM transfers timelines as CFM considers transfers each term.

Co-op

CFM is a co-op only program. You'll need to be in co-op to be eligible for a transfer.

Math Regular students Review requirements to transfer from regular to co-op.

All other programs Contact your academic advisor for more information.

Important notes

  • Transfers to CFM from other post-secondary institutions are not eligible due to limitations with courses and co-op.
  • Transfer requests are assessed on a case-by-case basis each term.
  • You should speak with your academic advisor before attempting a transfer.
  • Transfers into CFM are competitive.
  • Courses graded with a CR/NCR mark cannot be assessed for transfer.

Things to keep in mind

  • CFM is structured - You'll need to take 36 required courses and four general electives. Use our course planning resources to see when classes are offered and what you'll study.
  • Transferrable credits - If admitted, you'll receive transfer credits. These will be determined, if admissible. 
  • Transferring to computer science from CFM (as of Fall 2022) - If admitted to CFM, you'll need to spend two full-time academic terms in the program before you can be considered for a transfer to CS. 

How to apply for a transfer

Applications for winter 2026 are now open. The deadline to submit your application is Friday, January 2, 2026. Late submissions will not be considered. 

For winter 2026 applicants, decisions will be made before January 16 — the last day to add courses for the term. 

Questions?

If you have questions about the minimum requirements or transfer process, please email the Program Manager.

Transfers are competitive for CFM and all minimum course and co-op requirements must be met for consideration.