{"id":357,"date":"2020-09-09T18:39:31","date_gmt":"2020-09-09T18:39:31","guid":{"rendered":"https:\/\/rotmancommerce.utoronto.ca\/current-students\/?page_id=357"},"modified":"2025-06-19T18:59:50","modified_gmt":"2025-06-19T18:59:50","slug":"professional-designations","status":"publish","type":"page","link":"https:\/\/rotmancommerce.utoronto.ca\/current-students\/upper-year-students\/professional-designations\/","title":{"rendered":"Professional designations"},"content":{"rendered":"<div class=\"block-wrapper block-wrapper-freeform\"><p><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">Professional designations\u202fdemonstrate expertise in specialize<\/span><\/span><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">d areas and signal\u202fthat\u202fyou have\u00a0<\/span><\/span><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">acquired\u202fskills and knowledge\u202fto\u202fa<\/span><\/span><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">\u00a0particular industry standard.\u202f<\/span><\/span><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">At Rotman\u202fCommerce, student<\/span><\/span><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">s\u202fcommonly\u202fconsider the\u00a0<\/span><\/span><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">Chartere<\/span><\/span><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">d Professional Accountant (CPA)<\/span><\/span><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">\u202fand\u202fthe Cha<\/span><\/span><span class=\"TextRun SCXW105412199 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW105412199 BCX0\">rtered Financial Analyst\u00ae (CFA) designations.\u00a0 While we can refer students to supports in pursuit of a CPA or CFA designation, we unfortunately cannot provide guidance for any other professional bodies.\u00a0 Please reach out to them directly.<\/span><\/span><\/p>\n\n<\/div><div class=\"block-wrapper block-wrapper-spacer\">\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-accordion\"><div id=\"accordion-block_1135caf4ecdd9ea90cf37a6a26b133e2\" class=\"accordion\">\n\t<div class=\"accordion-body\">\n\t\t<div class=\"accordion-body-item\">\n\t\t\t\t\t\t<div class=\"accordion-body-item-header accordion-body-item-header-block_1135caf4ecdd9ea90cf37a6a26b133e2\">\n\t\t\t\t<h2>\n\t\t\t\t\t<a href=\"#\" class=\"accordion-body-item-title\" data-toggle-active=\".accordion-body-item-header-block_1135caf4ecdd9ea90cf37a6a26b133e2\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-title-text\" style=\"color: #000000\">\n\t\t\t\t\t\t\tCPA\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-icon\" data-toggle-active=\".accordion-body-item-header-block_1135caf4ecdd9ea90cf37a6a26b133e2\">\n\t\t\t\t\t\t\t<svg width=\"21px\" height=\"12px\" viewBox=\"0 0 21 12\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n\t<g stroke=\"none\" stroke-width=\"1\" fill=\"none\" fill-rule=\"evenodd\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n\t\t<g transform=\"translate(-810.000000, -1545.000000)\" stroke=\"#004990\">\n\t\t\t<g transform=\"translate(250.000000, 1544.000000)\">\n\t\t\t\t<polyline transform=\"translate(570.217391, 7.000000) rotate(-270.000000) translate(-570.217391, -7.000000) \" points=\"565 -3 575.434783 6.72727273 565.510145 17\"><\/polyline>\n\t\t\t<\/g>\n\t\t<\/g>\n\t<\/g>\n<\/svg>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div id=\"block_1135caf4ecdd9ea90cf37a6a26b133e2-body\" class=\"accordion-body-item-content\">\n\t\t\t\t\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>Specializing in Accounting at Rotman Commerce provides a path to CPA professional designation. If you complete the Accounting curriculum and <a href=\"https:\/\/www.cpaontario.ca\/students\/prerequisite-preparatory-courses\/academic-prerequisites-post-secondary?filter10302=%7B%22postSecondaryInstitutionName%22%3A%7B%22title%22%3A%22University%20of%20Toronto%20-%20St.%20George%22%2C%22label%22%3A%22University%20of%20Toronto%20-%20St.%20George%22%2C%22value%22%3A%22University%20of%20Toronto%20-%20St.%20George%22%7D%2C%22campusProgramName%22%3A%7B%22title%22%3A%22Bachelor%20of%20Commerce%20(Honours)%22%2C%22label%22%3A%22Bachelor%20of%20Commerce%20(Honours)%22%2C%22value%22%3A%22Bachelor%20of%20Commerce%20(Honours)%22%7D%2C%22academicYear%22%3A%7B%22title%22%3A%222023-2024%22%2C%22label%22%3A%222023-2024%22%2C%22value%22%3A%222023-2024%22%7D%7D\" target=\"_blank\" rel=\"noreferrer noopener\">meet the grade requirements (as determined by the CPA<\/a>), you will have completed the <a href=\"https:\/\/www.cpaontario.ca\/students\/prerequisite-preparatory-courses\/academic-prerequisites-post-secondary?filter10302=%7B%22postSecondaryInstitutionName%22%3A%7B%22title%22%3A%22University%20of%20Toronto%20-%20St.%20George%22%2C%22label%22%3A%22University%20of%20Toronto%20-%20St.%20George%22%2C%22value%22%3A%22University%20of%20Toronto%20-%20St.%20George%22%7D%2C%22campusProgramName%22%3A%7B%22title%22%3A%22Bachelor%20of%20Commerce%20(Honours)%22%2C%22label%22%3A%22Bachelor%20of%20Commerce%20(Honours)%22%2C%22value%22%3A%22Bachelor%20of%20Commerce%20(Honours)%22%7D%2C%22academicYear%22%3A%7B%22title%22%3A%222023-2024%22%2C%22label%22%3A%222023-2024%22%2C%22value%22%3A%222023-2024%22%7D%7D\" target=\"_blank\" rel=\"noreferrer noopener\">Prerequisite Education<\/a> for CPA certification.&nbsp;&nbsp;<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>You can then continue to complete the CPA <a href=\"https:\/\/www.cpaontario.ca\/students\/professional-education-program\" target=\"_blank\" rel=\"noreferrer noopener\">Professional Education Program (PEP)<\/a> through the CPA directly, through a <a href=\"https:\/\/www.cpacanada.ca\/en\/become-a-cpa\/pathways-to-becoming-a-cpa\/cpa-pep-admission-undergraduate-degree-holders\/cpa-accredited-programs-at-psis\" target=\"_blank\" rel=\"noreferrer noopener\">post-secondary institution<\/a>, or a combination of both.&nbsp;&nbsp;<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>Many students will enrol in the <a href=\"https:\/\/www.rotman.utoronto.ca\/programs\/specialized-programs\/graduate-diploma-in-professional-accounting\/\" target=\"_blank\" rel=\"noreferrer noopener\">Rotman School of Management\u2019s Graduate Diploma in Professional Accounting<\/a>, the <a href=\"https:\/\/mmpa.utoronto.ca\/\" target=\"_blank\" rel=\"noreferrer noopener\">University of Toronto \u2013 Mississauga&#8217;s Master of Management &amp; Professional Accounting<\/a>, or the <a href=\"https:\/\/utsc.utoronto.ca\/mgmt\/maccfin-canadas-only-master-accounting-and-finance\" target=\"_blank\" rel=\"noreferrer noopener\">University of Toronto \u2013 Scarborough&#8217;s Master of Accounting and Finance<\/a>. &nbsp;<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>If you are considering a career in professional accounting, we highly recommend that you pursue a CPA designation.&nbsp;CPA Ontario&nbsp;is the governing body in Ontario for individuals&nbsp;who have completed the intensive CPA&nbsp;certification&nbsp;program. Consult the following resources to find out more about the steps to obtain your CPA designation and the benefits of a CPA.&nbsp;&nbsp;&nbsp;<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-list\">\n<ul>\n<li><a href=\"https:\/\/www.cpaontario.ca\/\" target=\"_blank\" rel=\"noreferrer noopener\">CPA Ontario\u202fwebsite<\/a>\u202f&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/www.cpaontario.ca\/become-a-cpa\/student-support-centre\" target=\"_blank\" rel=\"noreferrer noopener\">CPA Ontario Student\u202fSupport Centre<\/a>\u202f&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/www.cpacanada.ca\/en\" target=\"_blank\" rel=\"noreferrer noopener\">CPA Canada<\/a>\u202f&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/www.cpacanada.ca\/en\/become-a-cpa\/cpa-professional-education-program-becoming-a-cpa\" target=\"_blank\" rel=\"noreferrer noopener\">CPA Professional Education Program<\/a>&nbsp;<\/li>\n<\/ul>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>For any specific CPA related questions, <a href=\"mailto:smullin@cpaontario.ca\">contact <strong>Sean Mullin<\/strong><\/a><strong>, <\/strong>CPA Student Recruiter.<\/p>\n<\/div>\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-accordion\"><div id=\"accordion-block_03116291f0b16ce9737bd07be2fe6a8d\" class=\"accordion\">\n\t<div class=\"accordion-body\">\n\t\t<div class=\"accordion-body-item\">\n\t\t\t\t\t\t<div class=\"accordion-body-item-header accordion-body-item-header-block_03116291f0b16ce9737bd07be2fe6a8d\">\n\t\t\t\t<h2>\n\t\t\t\t\t<a href=\"#\" class=\"accordion-body-item-title\" data-toggle-active=\".accordion-body-item-header-block_03116291f0b16ce9737bd07be2fe6a8d\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-title-text\" style=\"color: #000000\">\n\t\t\t\t\t\t\tCFA\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-icon\" data-toggle-active=\".accordion-body-item-header-block_03116291f0b16ce9737bd07be2fe6a8d\">\n\t\t\t\t\t\t\t<svg width=\"21px\" height=\"12px\" viewBox=\"0 0 21 12\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n\t<g stroke=\"none\" stroke-width=\"1\" fill=\"none\" fill-rule=\"evenodd\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n\t\t<g transform=\"translate(-810.000000, -1545.000000)\" stroke=\"#004990\">\n\t\t\t<g transform=\"translate(250.000000, 1544.000000)\">\n\t\t\t\t<polyline transform=\"translate(570.217391, 7.000000) rotate(-270.000000) translate(-570.217391, -7.000000) \" points=\"565 -3 575.434783 6.72727273 565.510145 17\"><\/polyline>\n\t\t\t<\/g>\n\t\t<\/g>\n\t<\/g>\n<\/svg>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div id=\"block_03116291f0b16ce9737bd07be2fe6a8d-body\" class=\"accordion-body-item-content\">\n\t\t\t\t\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>As a CFA&nbsp;program&nbsp;partner,\u202fRotman\u202fCommerce&nbsp;is part of&nbsp;a distinguished list of 128 institutions from around the world. Each institution has demonstrated that its curriculum covers a significant portion of the&nbsp;<a href=\"https:\/\/www.cfainstitute.org\/en\/programs\/cfa\/curriculum\/cbok\" target=\"_blank\" rel=\"noreferrer noopener\">Candidate Body of <\/a><font color=\"#2271b1\"><u>Knowledge\u202f<\/u><\/font><strong>(<\/strong>CBOK)<strong> <\/strong>and that it embraces the CFA Institute Code of Ethics and Standards of Professional Conduct. The partnership signals to potential students, current students and the\u202fmarketplace that\u202fRotman\u202fCommerce\u2019s curriculum is closely tied to professional practice and is well suited to preparing students to write the CFA exams.\u202f&nbsp;<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>The partnership is with the program and not a specific&nbsp;specialist;&nbsp;it&#8217;s&nbsp;possible for students to cover the curricular knowledge by completing any of the three&nbsp;specialists, although the Finance &amp; Economics specialist&nbsp;or Management specialist with a Finance focus aligns most closely to the CBOK.<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>More information on the CFA:&nbsp;<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-list\">\n<ul>\n<li><a href=\"https:\/\/www.cfainstitute.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">CFA Institute website&nbsp;<\/a><\/li>\n\n\n\n<li>For general CFA-related inquiries, you can\u00a0<a href=\"mailto:oliviaxq.wang@utoronto.ca\">contact <\/a>Olivia Wang, Academic Advisor \u2013 Upper Years and Transition\u00a0<\/li>\n\n\n\n<li>Webinar Recording: <a href=\"https:\/\/cfainstitute-org.zoom.us\/rec\/play\/cqxo_ZtAtpo-CmzJtD7q_Ey3u8OalDmUbzJgi2UnG_mJwKa04kDiprBItOL4BkBHYg9q1pjrZ7eJWhCb.c5hyDB61feCmeM8W?canPlayFromShare=true&amp;from=share_recording_detail&amp;startTime=1707310634000&amp;componentName=rec-play&amp;originRequestUrl=https%3A%2F%2Fcfainstitute-org.zoom.us%2Frec%2Fshare%2FV8oC-liXi0ZSVEg3Emy2UIw3vFnDprybgIxU8oWuJZ1AZdpjRc5C6sJlHk4ytr09.-17XdwXmrngki6nd%3FstartTime%3D1707310634000\" target=\"_blank\" rel=\"noreferrer noopener\">Can you get a 100% at Level 1? <\/a><\/li>\n<\/ul>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p><\/p>\n<\/div>\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-accordion\"><div id=\"accordion-block_245bd679d1a803d057ab867c0eb51a1c\" class=\"accordion\">\n\t<div class=\"accordion-body\">\n\t\t<div class=\"accordion-body-item\">\n\t\t\t\t\t\t<div class=\"accordion-body-item-header accordion-body-item-header-block_245bd679d1a803d057ab867c0eb51a1c\">\n\t\t\t\t<h2>\n\t\t\t\t\t<a href=\"#\" class=\"accordion-body-item-title\" data-toggle-active=\".accordion-body-item-header-block_245bd679d1a803d057ab867c0eb51a1c\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-title-text\" style=\"color: #000000\">\n\t\t\t\t\t\t\tCFA exam prep \t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-icon\" data-toggle-active=\".accordion-body-item-header-block_245bd679d1a803d057ab867c0eb51a1c\">\n\t\t\t\t\t\t\t<svg width=\"21px\" height=\"12px\" viewBox=\"0 0 21 12\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n\t<g stroke=\"none\" stroke-width=\"1\" fill=\"none\" fill-rule=\"evenodd\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n\t\t<g transform=\"translate(-810.000000, -1545.000000)\" stroke=\"#004990\">\n\t\t\t<g transform=\"translate(250.000000, 1544.000000)\">\n\t\t\t\t<polyline transform=\"translate(570.217391, 7.000000) rotate(-270.000000) translate(-570.217391, -7.000000) \" points=\"565 -3 575.434783 6.72727273 565.510145 17\"><\/polyline>\n\t\t\t<\/g>\n\t\t<\/g>\n\t<\/g>\n<\/svg>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div id=\"block_245bd679d1a803d057ab867c0eb51a1c-body\" class=\"accordion-body-item-content\">\n\t\t\t\t\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>If you\u2019re&nbsp;in your final year of academic studies and planning to write the&nbsp;<strong>CFA Level I Exam<\/strong>, you\u202fcan\u202fparticipate in the Rotman Commerce\u202f<strong>CFA Level I Exam Prep Workshop<\/strong>, which is offered twice a year &#8211; in Fall and Spring. This session includes:\u202f&nbsp;<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-list\">\n<ul>\n<li><strong>A CFA Code of Ethics and Standards of Professional Conduct Workshop<\/strong>\u202f  <br>The CFA Institute&#8217;s Code of Ethics and Standards of Professional Conduct is a key component of its mission to lead the global investment profession and is critical to maintaining capital market integrity and the public&#8217;s trust in the financial market. This workshop examines several investment\u202fscenarios based on real cases where you\u2019ll be challenged to consider various courses of action to address complex issues based on the CFA Code of Ethics and Standards.\u202f\u202f<\/li>\n\n\n\n<li><strong>CFA Level I Exam Prep\u202f&nbsp;<\/strong><br>The second half of this session is dedicated to an exam review with practical exercises to help you prepare for the exam. Event information and registration will be available on the RC Portal and published in the weekly RC Ready newsletter.&nbsp;&nbsp;<\/li>\n<\/ul>\n<\/div>\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-accordion\"><div id=\"accordion-block_4eb94cedf4e25f588766c82d2151b103\" class=\"accordion\">\n\t<div class=\"accordion-body\">\n\t\t<div class=\"accordion-body-item\">\n\t\t\t\t\t\t<div class=\"accordion-body-item-header accordion-body-item-header-block_4eb94cedf4e25f588766c82d2151b103\">\n\t\t\t\t<h2>\n\t\t\t\t\t<a href=\"#\" class=\"accordion-body-item-title\" data-toggle-active=\".accordion-body-item-header-block_4eb94cedf4e25f588766c82d2151b103\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-title-text\" style=\"color: #000000\">\n\t\t\t\t\t\t\tCFA ethics learning lab\u202f\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-icon\" data-toggle-active=\".accordion-body-item-header-block_4eb94cedf4e25f588766c82d2151b103\">\n\t\t\t\t\t\t\t<svg width=\"21px\" height=\"12px\" viewBox=\"0 0 21 12\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n\t<g stroke=\"none\" stroke-width=\"1\" fill=\"none\" fill-rule=\"evenodd\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n\t\t<g transform=\"translate(-810.000000, -1545.000000)\" stroke=\"#004990\">\n\t\t\t<g transform=\"translate(250.000000, 1544.000000)\">\n\t\t\t\t<polyline transform=\"translate(570.217391, 7.000000) rotate(-270.000000) translate(-570.217391, -7.000000) \" points=\"565 -3 575.434783 6.72727273 565.510145 17\"><\/polyline>\n\t\t\t<\/g>\n\t\t<\/g>\n\t<\/g>\n<\/svg>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div id=\"block_4eb94cedf4e25f588766c82d2151b103-body\" class=\"accordion-body-item-content\">\n\t\t\t\t\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>The <a href=\"https:\/\/inside.rotman.utoronto.ca\/financelab\/\">BMO Financial Group Finance Group Finance Research and Trading Lab<\/a> is pleased to introduce the <a href=\"https:\/\/inside.rotman.utoronto.ca\/financelab\/training\/cfa-institute\/\">Ethics Learning Lab<\/a> offered by CFA Institute available to Rotman Commerce students free of charge.<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p><strong>What is the Ethics Learning Lab? <\/strong><br>It is an active digital learning community for CFA Institute members, prospective members, students, and financial industry professionals. The Learning Lab offers world-class learning programs, a library of resources, and a community all focused on building and promoting ethics and professionalism in the financial industry.<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p><strong>Programs&nbsp;<\/strong><br>Trading and Analysis, Ethical Decision Making, Professionalism, Transparency and Disclosure, Interactions with Clients, Giving Voice to Values (GVV) for Investment Professionals.<br><\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>For more details and registration, <a href=\"https:\/\/inside.rotman.utoronto.ca\/financelab\/training\/cfa-institute\/\">click here<\/a><\/p>\n<\/div>\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-accordion\"><div id=\"accordion-block_4495f57256f19eb5034ebcfa3d744f26\" class=\"accordion\">\n\t<div class=\"accordion-body\">\n\t\t<div class=\"accordion-body-item\">\n\t\t\t\t\t\t<div class=\"accordion-body-item-header accordion-body-item-header-block_4495f57256f19eb5034ebcfa3d744f26\">\n\t\t\t\t<h2>\n\t\t\t\t\t<a href=\"#\" class=\"accordion-body-item-title\" data-toggle-active=\".accordion-body-item-header-block_4495f57256f19eb5034ebcfa3d744f26\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-title-text\" style=\"color: #000000\">\n\t\t\t\t\t\t\tCFA faculty advisor\u202f\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"accordion-body-item-icon\" data-toggle-active=\".accordion-body-item-header-block_4495f57256f19eb5034ebcfa3d744f26\">\n\t\t\t\t\t\t\t<svg width=\"21px\" height=\"12px\" viewBox=\"0 0 21 12\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n\t<g stroke=\"none\" stroke-width=\"1\" fill=\"none\" fill-rule=\"evenodd\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n\t\t<g transform=\"translate(-810.000000, -1545.000000)\" stroke=\"#004990\">\n\t\t\t<g transform=\"translate(250.000000, 1544.000000)\">\n\t\t\t\t<polyline transform=\"translate(570.217391, 7.000000) rotate(-270.000000) translate(-570.217391, -7.000000) \" points=\"565 -3 575.434783 6.72727273 565.510145 17\"><\/polyline>\n\t\t\t<\/g>\n\t\t<\/g>\n\t<\/g>\n<\/svg>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t\t\t\t\t<div id=\"block_4495f57256f19eb5034ebcfa3d744f26-body\" class=\"accordion-body-item-content\">\n\t\t\t\t\n<div class=\"block-wrapper block-wrapper-paragraph\">\n<p>Rotman Commerce has a dedicated CFA faculty advisor who is a CFA&nbsp;charterholder&nbsp;and professor who teaches both graduate and undergraduate finance courses. They possess&nbsp;a wealth of industry knowledge and teaching experience and is dedicated to helping students learn more about the CFA program.&nbsp;&nbsp;<\/p>\n<\/div>\n\n<div class=\"block-wrapper block-wrapper-list\">\n<ul>\n<li><strong><a href=\"mailto:craig.geoffrey@rotman.utoronto.ca\">Craig Geoffrey<\/a>, Assistant Professor of Finance, Teaching Stream&nbsp;<\/strong><br>Professor Geoffrey is a CFA&nbsp;charterholder&nbsp;who teaches courses in corporate finance and capital markets theory and is active with student competition teams. His interests include market microstructure, asset pricing and behavioural finance. Prior to his teaching career, he spent over 10 years working as a proprietary equity trader.&nbsp;<\/li>\n<\/ul>\n<\/div>\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Professional designations\u202fdemonstrate expertise in specialized areas and signal\u202fthat\u202fyou have\u00a0acquired\u202fskills and knowledge\u202fto\u202fa\u00a0particular industry standard.\u202fAt Rotman\u202fCommerce, students\u202fcommonly\u202fconsider the\u00a0Chartered Professional Accountant (CPA)\u202fand\u202fthe Chartered Financial Analyst\u00ae (CFA) designations.\u00a0 While we can refer students to supports in pursuit of a CPA or CFA designation, we unfortunately cannot provide guidance for any other professional bodies.\u00a0 Please reach out to them directly.<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":355,"menu_order":89,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - 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Current Students","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/rotmancommerce.utoronto.ca\/current-students\/upper-year-students\/professional-designations\/","og_locale":"en_US","og_type":"article","og_title":"Professional designations - Current Students","og_description":"Professional designations\u202fdemonstrate expertise in specialized areas and signal\u202fthat\u202fyou have\u00a0acquired\u202fskills and knowledge\u202fto\u202fa\u00a0particular industry standard.\u202fAt Rotman\u202fCommerce, students\u202fcommonly\u202fconsider the\u00a0Chartered Professional Accountant (CPA)\u202fand\u202fthe Chartered Financial Analyst\u00ae (CFA) designations.\u00a0 While we can refer students to supports in pursuit of a CPA or CFA designation, we unfortunately cannot provide guidance for any other professional bodies.\u00a0 Please reach out to them directly.","og_url":"https:\/\/rotmancommerce.utoronto.ca\/current-students\/upper-year-students\/professional-designations\/","og_site_name":"Current Students","article_modified_time":"2025-06-19T18:59:50+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/rotmancommerce.utoronto.ca\/current-students\/upper-year-students\/professional-designations\/","url":"https:\/\/rotmancommerce.utoronto.ca\/current-students\/upper-year-students\/professional-designations\/","name":"Professional designations - 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