At first, I was scared of entering my first ever co-op because I had no real work-experience prior, however, the BETS program really came in clutch and helped me enter my first co-op placement extremely prepared.
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!
On February 18th, three students representing the University of Waterloo’s School of Accounting and Finance (SAF) competed at the 2021 CFA Institute Research Challenge (IRC) Ontario Finals. Led by Faculty Advisor, Steve Balaban, student team members Brendan, Anna, Noah - all upper-year Accounting and Financial Management (AFM) students - competed against teams from Brock University, Carleton University, and York University and won first place!
Four lessons I learned competing at the CFA Institute Research Challenge.
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.
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.
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.
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!
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.
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.