My Participation in the CFA Ethics Challenge: Lessons Learned

Johanna W. AFM Student

Participating in the CFA Ethics Challenge has provided me with an amazing opportunity to learn about the CFA Code of Ethics and Standards of Professional Conduct and to apply these ethics standards to a real-life scenario. All the feedback from faculty and the time spent together as a team in preparing for the presentation led to our team winning the local competition of the CFA Ethics Challenge!

Opening myself up to new opportunities

Mohitreet

Question: How has being a Fellow and the extra connection you have with your Honouree helped you transition to an online learning environment successfully?

AFM and Sustainable Finance

Jessica

In my past 4 years in AFM, terms such as environmental, social and corporate governance (ESG) and corporate social responsibility (CSR) have increased exponentially in importance and frequency when discussing any business. Given my past co-op work terms in finance, accounting, and most recently a not-for-profit organization (NPO), I was interested in how this renewed focus on sustainability would play out as we as a society continue to challenge the responsibilities and duties that a corporation should undertake.

Battling it out on Bay Street…what a wild ride!

Photo of Michael K, Roberto B, and Isaac D

In the first week of January 2021, we, Michael K., Roberto B., and Isaac D. competed at the 14th annual Battle on Bay (BoB) case competition organized by the Ryerson University Finance Society (RUFS). The BoB is a three-day event where students from more than 10 schools across Canada work in teams of three to four members and compete by developing a stock pitch and completing a crisis case.

What it was like to win Campus Brand Ambassador of the Year

Ceanna

A conference is only as successful as the team who plans it, and while hosting STRIVE virtually for the first time was indeed a challenging decision, it turned out to be very successful! During the summer while I was applying for the STRIVE case competition, I thought to myself, “why not take it one step further and apply for a CBA position rather than being just a delegate?” I thought it would be interesting to take on a role I had never tried in the past. After rounds of interviews with several other candidates, I was both proud and excited to be selected to represent the University of Waterloo as a CBA.

Correcting my misconceptions of hackathons

Tamania

Now, first things first, as a student in the Accounting and Financial Management (AFM) program at the University of Waterloo, my knowledge of coding is pretty limited. I had the misconception that only students who knew how to code or “hack” could participate in hackathons. For anyone else with similar notions, let me tell you that you are entirely incorrect!

When it's not all dinner reservations at Dorsia; The women of accounting and finance

Photo of Kiera Ca on her laptop

I think it’s extremely beneficial and inspiring to be able to hear the stories of these women who attended the same university as I am currently, and am grateful I participated in the meeting and unlearn all I thought I knew about the accounting and finance world.

How AFM and case competitions go hand-in-hand!

Photo of Fahad

This year, after completing all of my co-op terms, I decided to join the UWaterloo team for the McGill International Portfolio Competition (MIPC). While the prize money was a good motivator, I figured I could also come out of this competition gaining more skills at my disposal.

A trip to the UK – no passport required

isaac

There aren’t many opportunities in life where you will have the privilege to compete on an international stage, and even fewer chances to do so as a student representing your university. So, when I was invited by the School of Accounting and Finance (SAF) to represent the University of Waterloo at the 2020 McGill International Portfolio Challenge (MIPC) alongside three of my peers, I knew this was an opportunity I could not pass up.

Striving to build a strong team

Bianca

I think one of the best things about participating in case competitions is getting to experience the benefits of being part of a diverse team. Each of my team members had different strengths and abilities, although we were all in AFM, we were in different years of the program and had different interests and backgrounds. Looking back, the diverse experiences among my teammates helped forge the strengths of our team and offered me a unique opportunity to learn from them.

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