Finance

SAF Study Abroad Opportunity

Hey SAF, are you interested in exploring the UK?Well look no further because on Aug19-27 2017 you could be eligible to attend the SAF international study trip.

For two weeks, you will be able to meet with major Finance and accounting top executives in London UK. It will be a collaborative trip filled with meetings, discussion and networking opportunities.

Be sure to attend our Information session on Monday Nov 7th at HH 1108, 5:30PM to learn more about this amazing opportunity!

Application: SAF International Study Trip Application

FAQ

Is accommodation and food provided (included in cost)? 

We have estimated the total costs (flights, accommodation and food) to be about $5,000. The actual costs will depend on our ability to find low airfares, possible University based accommodation etc. and the selected students will be involved in the choices and therefore the costs. We are also continuing to look for possible funding sources to support the costs but student should anticipate they will have to pay close to the estimated amount.

Where is the study trip to? Which days?  

The first pilot course will go to London, UK and the planned dates are Aug 19 to 27, 2017

How many students are selected? 

The plan is to restrict the pilot course to 12 students. The number is restricted by the ability of firms to have on-site facilities for meetings with larger numbers of students

What is the application process? 

An application form will be made available through LEARN. The applications will be evaluated by SAF staff, Steve Balaban and D’Arcy Delamere

Do we get a credit for the study trip?

This is a for-credit pilot course under the code AFM415 (i.e. equivalent to any one term course)

Additional information: Preliminary Plans for Initial SAF International Study Trip – AFM 415

Accounting & Finance Endowment Fund Initative Sponorship

To All School of Accounting Students, Do you have a great idea that you want to make happen but need financial sponsorship? Are you part of a club or organization with a need for financial sponsorship to support your initiatives? The Accounting and Finance Endowment Fund is opening up applications for funding for the Fall 2016 Semester.

All the details regarding the funding policy and what can be funded are available on the AFEF website noted below. Please note that all proposal applications are also done on the website as well.

AFEF Website: https://uwaterloo.ca/school-of-accounting-and-finance/current-undergraduates/accounting-and-finance-endowment-fund-afef

The deadline for all proposal applications is October 30th, 2016 at 12:00 pm.

If you have any specific questions, please email saf-afef@uwaterloo.ca

Spring 2016 AFEF proposals

Hey All School of Accounting Students, Do you have a great idea that you want to make happen but need financial sponsorship? Are you part of a club or organization that has a need for financial sponsorship to support your initiatives? The Accounting and Finance Endowment Fund is opening up applications for funding for the Spring 2016 Semester.

All the details regarding the funding policy and what can be funded are available on the AFEF website noted below. Please note that all proposal applications are also done on the website as well.

AFEF Website: https://uwaterloo.ca/…/accounting-and-finance-endowment-fun…

The deadline for all proposal applications is June 30, 2016 at 12:00 pm. If you have any specific questions, please email saf-afef@uwaterloo.ca

Spring 2015 Arts Endowment Fund and AFSA Levy

The Accounting and Finance Endowment Fund (AFEF), formerly known as the Accounting Endowment Fund (AEF), has and will always be for the betterment of the students of the School of Accounting and Finance (SAF). Starting Fall 2015, AFSA is no longer the organization that is the sole fiduciary of the fund, and is instead managed by the AFEF Board of Directors, who evaluate proposals each term.  Students enrolled in the SAF contribute $20 to the fund for each term they are on campus. Contributions made to the AFEF are fully tax-deductible and tax receipts are issued by the University of Waterloo prior to each tax season through Quest. For those students who do not want to contribute AFEF, refunds are now available for the period Spring 2015: https://info.uwaterloo.ca/infofin/students/endowment_refund_form/form.php

Starting Fall 2015, students also contribute $30 to the Accounting & Finance Association fee (previously voted in by referendum by the SAF student body during 2014-15). It should be noted that you are not eligible for conference subsidies should you request a refund. Furthermore, additional restrictions may be added up to the discretion of the AFSA team. If you have any questions or concerns about the AFEF or refunds, please do not hesitate to contact the VP Finance, Ganatheepan, at vp.finance@uwafsa.ca.

You can request a refund for the $30 contribution to Accounting & Finance Association here from May 6 - May 20 (midnight). The first step is to state your reasoning for requesting a refund and the second step is to provide your information as well as confirm your acknowledgement of the consequences of the refund. Note that you cannot participate in AFSA's conference programs if you have opted out of the fee. AFSA runs its Goes for Gold program which subsidizes 80% of a conference fee and travel, and its subsidy program which subsidizes up to 75% of a conference's registration fees.

TSX Equity Trading Competition

Opportunity for those interested in finance! 

Students will create investment teams using Voleo's mobile trading platform and collaboratively manage an equity portfolio. Each team will consist of between 3 and 30 students and will have $1 million CDN of virtual currency to invest in TSX, TSXV, NYSE and NASDAQ stocks.

CASH Prizes
Each month there is a TOP Investor prize of $500

TOP Team Receives $10,000 Second Place Receives $6000 Third Place Receives $4000

Top Overall Investor Receives $2000

REGISTRATION closes on January 29, winners will be announced on April 11!
For additional information see www.myvoleo.com/tsx
Download the app for FREE and start a team for your chance to win! 

 

 

Winter 2016 Arts Endowment Funds Refunds and AFSA Levy Refunds

The Accounting and Finance Endowment Fund (AFEF), formerly known as the Accounting Endowment Fund (AEF), has and will always be for the betterment of the students of the School of Accounting and Finance (SAF). Starting Fall 2015, AFSA is no longer the organization that is the sole fiduciary of the fund, and is instead managed by the AFEF Board of Directors, who evaluate proposals each term.  Students enrolled in the SAF contribute $20 to the fund for each term they are on campus. Contributions made to the AFEF are fully tax-deductible and tax receipts are issued by the University of Waterloo prior to each tax season through Quest. For those students who do not want to contribute AFEF, refunds are now available for the period Winter 2015: https://info.uwaterloo.ca/infofin/students/endowment_refund_form/form.php

Starting Fall 2015, students also contribute $30 to the Accounting & Finance Association fee (previously voted in by referendum by the SAF student body during 2014-15). It should be noted that you are not eligible for conference subsidies should you request a refund. Furthermore, additional restrictions may be added up to the discretion of the AFSA team. If you have any questions or concerns about the AFEF or refunds, please do not hesitate to contact the deputy VP Finance, Linda Lu, at vp.finance@uwafsa.ca.

You can request a refund for the $30 contribution to Accounting & Finance Association here from January 12 – January 22 (midnight). The first step is to state your reasoning for requesting a refund and the second step is to provide your information as well as confirm your acknowledgement of the consequences of the refund. Note that you cannot participate in AFSA's conference programs if you have opted out of the fee. AFSA runs its Goes for Gold program which subsidizes 80% of a conference fee and travel, and its subsidy program which subsidizes up to 75% of a conference's registration fees.

AFEF Information Session

Attention School of Accounting and Finance members: students, faculty, alumni and staff. Do you have a great idea that you want to make happen but need financial sponsorship? Are you part of a club or organization that has a need for financial sponsorship to support your initiatives? The Accounting and Finance Endowment Fund would like to invite all those interested for an overview of the AFEF Funding Disbursement process for the 2015/2016 Academic Year.

The Information Session will happen this Friday, October 9, 2015 at 11:30 in Hagey Hall 2104. Come out to the session for a walkthrough of how to submit a funding proposal and to have any questions or comments addressed.

Code in Fnance Program

Two SigmaMorgan Stanley, and Galatea Associates are running the Code in Finance Program to help students with quantitative backgrounds make sense of the wide variety of different opportunities to apply their skills in finance.

Our sponsors have each prepared a short assignment reflective of the kinds of work done by analysts in the following verticals:

  • Data science
  • Quantitative strategy
  • Software engineering

We will also be providing insight into:

  • Algorithmic trading
  • Financial engineering
  • Risk management

To gain access to all relevant materials, please register here.