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!

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.

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 COVID-19 has affected different industries

jennie

Throughout the meetings we had during the week of the AFM 415: International Study Course to New York City, I had the opportunity to interview professionals from a variety of industries ranging from accounting, finance, consulting and entrepreneurs.

Happy to win; happier to learn

Photo of Philbert Chan

The most important lesson I learned, however, was not that teamwork leads to winning, but that teamwork leads to progress. I am very happy to have won the competition but am even more ecstatic to have done so alongside my hard-working team members.

Co-op Ready brought me a step closer to getting a co-op job

Nishika, AFM student

With a co-op work term coming up, many of us are worried but also excited about the accompanying recruitment and application process. I know I speak for many people when I say this: Applying to your first co-op job can be daunting — but trust me, you’re not alone!

A great thing about the School of Accounting and Finance (SAF) is how they are always there to support students.

Young Tax Professionals - Student Experience

For as long as I can remember, just hearing the word “tax” makes many people anxious, frustrated and immediately want to change topics. It wasn’t until my experience with taking my first tax course and being part of the YTP that made me look at the monstrous Income Tax Act as an exciting opportunity.

CFA Institute Research Challenge (IRC)

Mitchell H. at the CFA IRC competition

Reprinted from LinkedIn with permission

My Journey to the CFA Research Challenge Big Stage

The road to regionals

Mitchell, 4th year AFM

Mitchell, a 4th year AFM student met with SAF to talk about his experience with this program and how it prepared him for the recent CFA Institute Research Challenge (IRC). "It was the hard work and commitment that our team put in which ultimately made the difference. Our team members during that time were either on co-op or exchange and so it took a lot of planning and dedication for us all to stay connected."

Preparing for the global stage

Isaac Wong

Isaac, a 4th year AFM student met with SAF to talk about his experience with this program and how it prepared him for the recent CFA Institute Research Challenge (IRC). "Every student coming into SAF had heard about the 2016 team’s win on the CFA IRC international stage with Canadian Tire. As a result, I was always keen to represent Waterloo on a larger stage and knew this was a great opportunity."

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