Create Possibilities.

Transcription

1 Create Possibilities. Your path to becoming a CMA 2012 Edition TM becomeacma.com

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3 Your path to becoming a CMA Step 1 FREE Transcript Evaluation Graduate from Accredited Program Degree with all required topics CMA Accelerated Program post secondary degree Step 2 Entrance Examination Preparation Program AND CMA Entrance Examination spring or fall More Topics Required Complete through Part-time Studies Step 3 Blue indicates necessary steps Orange indicates optional steps SLP Phase I: Development CMA Case Examination SLP Phase II: Application Step 4 CMA Strategic Leadership Program and Practical Experience CMA board report TM Why pursue the CMA designation? The CMA designation opens the door to a competitive income, a broad range of career opportunities and exciting workplace challenges. CMAs provide employers with the ideal balance of three essential and interdependent business disciplines: accounting, management and strategy. This powerful combination of skills defines a CMA s unique value to organizations, or as an entrepreneur, and makes CMA the designation of choice for accounting professionals in management.

4 Step 1 - Transcript Evaluation The free transcript evaluation is your first step to becoming a CMA. What you need to do: 3 Photocopy your official transcript(s). Ensure your name and the name of the educational institution are clearly visible 3 In order for an evaluation to be completed on transcripts, the transcript must include the institution name, courses completed, grades achieved, year in which the course was completed, and the date of degree conferral. 3 Use the transcript evaluation form found on page 15 of this brochure or the fillable and printable form from: 3 Mail, fax ( ) or (info@cmaontario.org) your transcript(s) to the CMA Ontario Accreditation Department 3 Sit back and wait. You will receive your free official transcript evaluation by mail within 15 to 20 business days 3 Note: You must have your transcript evaluation completed to receive applications for the Accelerated Program and the CMA Preparation Program and Entrance Examination 3 Original transcripts required to enter the Strategic Leadership Program (SLP) 3 Students in accredited post secondary programs looking to receive an exemption from the CMA Entrance Examination will only receive the exam waiver once a transcript evaluation has been completed and all requirements are met. This includes having successfully completed all 17 CMA required topics within the program and having an overall CGPA greater than or equal to 75%. Important: Pre-registration for CMA Preparation Program and Entrance Examination for Graduating Students If this is your graduating year, mail, fax or CMA Ontario your grade reports and current course enrolment forms at the beginning of your last post secondary term so we can confirm your eligibility for the exam and send you a registration package. Return your registration form for the CMA Entrance Examination and you will become pre-registered for the Preparation Program and the Entrance Examination. Finally, don t forget to forward CMA Ontario your transcripts containing your final grades and proof of graduation once they are available. Pre-registration for Students Graduating from an Accredited Program Students graduating from a CMA Accredited Program looking to register in the CMA Strategic Leadership Program (SLP) can also submit their in-progress transcript(s) for evaluation by the CMA Accreditation Department. Those having met the accreditation requirements will then be sent the registration forms for the Strategic Leadership Program once available. However, to complete the registration for the Strategic Leadership Program, an original transcript containing your final grades and proof of graduation must be submitted prior to starting the program. 2

5 Step 2 - Post Secondary Degree and Required Topics Complete your post secondary degree including the CMA required topics. You must obtain a minimum grade of 60% in each undergraduate course or 70% in each graduate level course counting toward the required topics. The required topics for your post secondary degree consist of the following subject areas: Management Studies Management Accounting: Introductory Intermediate Advanced Financial Management Operations Management Information Technology Strategic Management Human Resources Marketing General Accounting Studies Financial Accounting: Introductory Intermediate Advanced Taxation Internal Control Related Studies Economics (Macro and Micro) Statistics Canadian Business Law *(online course available through CMA Ontario) Specific courses vary by post secondary institution. The CMA course charts for each institution can be found at: International Degrees Please ensure that any foreign transcripts are translated into English or French by your university or by a certified translator from your local Embassy or in your community. Options to Qualify for the CMA Entrance Examination Should you need additional required topics after your transcript evaluation has been completed, you can pursue one of the four following options to qualify as a candidate for the CMA Entrance Examination: Option One - Accelerated Program CMA Ontario s Accelerated Program is designed to assist candidates with: 3 Qualifying more quickly for the CMA Entrance Examination The Accelerated Program has three offerings each year, enabling candidates to fast-track to the CMA Entrance Examination: 1. Accelerated Program (7 months) starting in September leads to the June Entrance Examination. 2. Accelerated Program (7 months) starting in January leads to the October Entrance Examination. 3. Extended Accelerated Program (14 months) starting in January leads to the June Entrance Examination. Program Details The topics are covered in 22 lessons plus four tests over a seven-month period split into two segments. The program is available by full-day Saturday lectures in selected centres, or Sundays in downtown Toronto, and by online study. * Not required for June 2012 Entrance Examination. Bridging available at no extra charge for 2012 Accelerated Program and October 2012 Entrance Examination. 3

6 For a more flexible learning schedule, a 14-month Extended Accelerated Program is available. The Extended Program is offered via lecture in downtown Toronto on weekday evenings, and by online study with test centres across Ontario. Candidate evaluation is based on two three-hour tests worth 20 marks each and two four-hour tests worth 25 marks each, and weekly quizzes worth 10 marks. A minimum grade of 60% is required in each segment to pass the program. The candidates must also write and pass six online tests on the management topics covered through online self-study. After enrolling, candidates are provided with access to an interactive web-based learning environment. This website contains detailed lesson notes, reinforcement problems with solutions, and related materials. All students also receive access to online video streaming of the lecture sessions. Online students can pose specific questions about the material to an instructor via an online discussion board, whereas Lecture students will be able to attend classes and ask questions directly to their instructor in person or online. Additionally, all students will be provided with a Financial Accounting primer to review prior to beginning the program to assist in reinforcing the Introductory Financial Accounting material. The lesson notes and related reinforcement problems and solutions have been designed to assist candidates in developing a good understanding of the topics. It is recommended that candidates allow for 20 or more hours of study time, on average, per week of the program material, in addition to the in-class or online lectures. Eligibility: To be eligible for the Accelerated Program, candidates must: 3 Have a post secondary degree; and 3 Have achieved a minimum grade of 60% in the following CMA required topics: Introductory Financial Accounting Introductory Management Accounting Economics (Micro and Macro) Statistics Canadian Business Law* Pre-requisite courses to qualify for the Accelerated Program CMA Ontario offers the pre-requisite courses required to qualify for the Accelerated Program online. In addition to Introductory Financial Accounting and Introductory Management Accounting, CMA Ontario now offers Economics and Statistics. Canadian Business Law will be available online soon. Students will receive CMA credit as a pre-requisite for the Accelerated Program upon successful completion of the course. Successful completion of Introductory Financial Accounting is a pre-requisite for entrance into Introductory Management Accounting. Students must achieve a minimum grade of 60% to pass the course. The course fee includes a textbook, online quizzes (worth 40% of the overall grade), and a final exam (worth 60% of the overall grade). Students will also receive lesson notes outlining the objectives of each chapter. Final exams are available in centres across Ontario, eight times per year to fit your schedule. Each course must be completed within six months of registration. To register today, visit: For details regarding Accelerated Program dates and price, please see page 16 of this brochure, or visit: *Bridging available at no extra charge for 2012 Accelerated Program. 4

7 Language Assistance Registered candidates who speak English as a second language can participate in a free online English language self assessment at: When you register for the assessment, you will receive, free of charge, a CMA ESL Lecture Ready Accelerated Program workbook developed by Language Education for Accounting Professionals (LEAP). This will assist you throughout the program with definitions, study coaching and more. CMA Ontario will also provide you with additional online support from an experienced CMA instructor. The Accelerated Program online lecture videos are closed captioned to enhance understanding. A Reading Comprehension course is available to Strategic Leadership Program Candidates to help prepare them for the Case Examination. If candidates discover that additional English language skills are required, they can also participate in a series of courses provided by LEAP at Option Two - Additional Studies If you have completed your degree without completing all of the CMA required topics, you can complete your studies at any of the institutions listed at A final mark of greater than 60% is required to qualify for the CMA required topics. Option Three - Combined Programs This alternative path to the designation is a unique opportunity for qualified candidates to pursue the CMA designation while earning their Masters/MBA degree. CMA Ontario has partnered with 10 prestigious universities to provide unique learning opportunities for students. These combined programs enable students to achieve the credits required to earn the CMA designation while earning a Masters/MBA degree. Equipped with both credentials, graduates score a winning advantage in today s highly competitive job market where many progressive positions require an accounting designation. You also save significant time and money by acquiring both credentials concurrently instead of achieving them individually. Combined and/or Masters/MBA Programs are available at the following schools: Brock University MBA (Full-Time, Part-Time) Sprott School of Business, Carleton University MBA DeGroote School of Business, McMaster University MBA (Full-Time, Part-Time or Co-op, AMBA (Accelerated) Telfer School of Management, University of Ottawa Executive MBA, MBA Queen s University Accelerated MBA, Executive MBA, MBA, Queen s-cornell EMBA Joseph L. Rotman School of Management, University of Toronto Executive MBA Royal Military College MBA University of Toronto-Mississauga Masters of Management and Professional Accounting (MMPA) University of Waterloo Bachelor of Accounting and Financial Management with Masters of Accounting Wilfrid Laurier University MBA (Part-Time, Weekends, Accounting Stream) Schulich School of Business, York University MBA (Full-Time and Part-Time), IMBA For details concerning each of the programs listed above, visit: 5

8 Option Four - CMA for MBA Candidates who have completed an MBA program have the opportunity to fast-track their learning. To qualify, MBAs must successfully meet the program requirements to be eligible for the Strategic Leadership Program. Candidates will then complete a CMA program designed specifically with MBAs in mind. The CMA Case Examination, the CMA Board Report and eligible practical experience are also required components in this condensed pathway to the CMA designation. For more information, visit: Step 3 - The CMA Entrance Examination After completing your degree and the required topics, your next step is to prepare for and write the CMA Entrance Examination. Note: Students who graduate from a university program accredited by CMA Canada and meet its requirements are not required to write this exam. Students will have three years from date of graduation to qualify for this exemption. For a complete listing of accredited post secondary programs and requirements, please refer to page 12 of this brochure. CMA Entrance Examination and Preparation Program The seven-day CMA Entrance Examination Preparation Program develops exam writing skills and techniques along with approaches to multiple choice exams. The program focuses on the five elements of management accounting, financial management, financial accounting, taxation and internal control. Program hours have been allocated to these topics based on their exam content weighting. You will put your knowledge to the test on two of the scheduled days by writing two mock examinations which are electronically marked and reviewed in the classroom or online. You will receive feedback as to how you performed relative to your peers across Ontario. The preparation program is offered in the fall and spring prior to writing the Entrance Examination. It is available through in-class lectures on a first come, first served basis, or through online study. Registration for the CMA Entrance Examination automatically enrolls you in the Preparation Program. International Financial Reporting Standards (IFRS) and Accounting Standards for Private Enterprises (ASPE) are reflected in the CMA Entrance Examination. All Entrance Examination Preparation Program students have access to the IFRS bridging manual and IFRS and ASPE online lecture videos. For the CMA Entrance Examination: 3 You must achieve a minimum grade of 60% on the CMA Entrance Examination to be eligible for the CMA Strategic Leadership Program. 3 The exam is held twice each year, in mid-june and mid-october, and consists of one, four-hour multiple choice exam. The exam will test candidates on the technical skills required to enter the Strategic Leadership Program: financial and management accounting, financial management, taxation and internal control. The exam may be written in either French or English in June. The October exam is offered in English only. 6

9 A candidate who receives less than 60% on the Entrance Examination and wishes to rewrite, must do so within 13 months of the first attempt. A maximum of three attempts are offered. 3 Candidates successful in June will enter September s CMA Strategic Leadership Program. 3 Candidates successful in October will enter January s CMA Strategic Leadership Program. For more information, please visit: Step 4 - The CMA Strategic Leadership Program (SLP) The SLP is delivered in two phases, each integrating the competencies of the CMA Competency Map. The Quadrants of the CMA Competency Map The Creating Value quadrant comprises the skills normally associated with strategy, including the design and formulation of strategies, policies, plans, structure, and initiatives. The second quadrant, Enabling Value, comprises the execution of strategy and the planning, implementing, monitoring, and improving of supporting processes. Preserving Value involves the protection of value against strategic and operational risks. Finally, Reporting Value represents the traditional accounting role the transparent communication of the delivery of value to stakeholders and the general public. The Enabling Competencies are distributed in each quadrant. Enabling Competencies 3 Problem-Solving and Decision-Making 3 Leadership and Group Dynamics 3 Professionalism and Ethical Behaviour 3 Communication CMA Competency Map TM Year One is the Development Phase and it consists of an orientation session and three modules. Cases will be assigned for each module and will focus on different industry sectors including manufacturing, services, government and not-for-profit. The majority of the assessments in this phase will be individually-based. At the heart of the SLP are interactive sessions during which candidates exchange views and experiences on program aspects under the guidance of moderators with extensive business experience. Each of the program modules includes a two-day interactive session. Candidates also complete a series of individual assignments to reinforce the program material and apply the concepts to their own organizations. 7

10 Upon completion of the SLP Development Phase, candidates will be required to write the CMA Case Examination. This four-hour exam will test a candidate s understanding of the competencies and the higher order skills of strategic thinking, analysis, integration, judgment and written communication introduced thus far in the program. This exam is offered twice each year, in May and August. Year Two candidates will then enter the Application Phase of the SLP. Fostering group development, this three-module phase focuses on communication, leadership, decision-making, professionalism, ethics and problem-solving skills. The final evaluation component of the SLP is the CMA Board Report. Here candidates will demonstrate, both orally and through a written submission, their mastery of the knowledge and competencies to join the profession and become Certified Management Accountants. All of these elements come together to enable you, a CMA candidate, to learn new concepts, to explore them with your peers and to apply them within your own business environment. To enrol in the CMA Strategic Leadership Program, you must be a Canadian citizen or legally entitled to work in Canada. Finding employment in Canada may be difficult for VISA students. Please see for detailed information and procedures for studying, working, immigrating to, and visiting Canada. Aspiring CMAs should also be aware of the joint CMA/Public Finance Accountant (PFA) program. Through CMA s partnership with the Chartered Institute of Public Finance and Accountancy (CIPFA), the PFA credential can be obtained concurrently with the CMA within the SLP. CMA/PFA is the most relevant competency-based professional accreditation available to strategic financial management professionals working for or with the public service. For more information, visit: Practical Experience Practical experience in a management accounting environment, concurrent with the CMA Strategic Leadership Program, is an essential component of becoming a CMA. The candidate must demonstrate competency through verifiable work experience. Candidates must be able to apply the acquired knowledge and skills from the CMA Competency Map at an overall Professional Proficiency. The duration of work experience will be 24 months, at least 12 of which should be concurrent with the SLP. Up to 12 months of applicable and verifiable experience can be obtained prior to beginning the SLP, either in co-op or full-time employment. To verify work experience, all candidates submit an online Practical Experience report outlining the nature, duration and time of the practical experience completed, which is verified by the candidate s employer. For more information, visit: Note: If your employment takes you outside of Canada, you are still required to complete all of the Strategic Leadership interactive weekend sessions in Canada in order to meet the designation s requirements. 8

11 Become a CMA Student Today Complete the CMA Student application available on page 14 or visit: Fee $42.94 (includes $4.94 HST) CMA Student Benefits: Employment opportunities targeted at CMA-bound students sent via Connections Career and Networking Fair which connects you with prospective employers ( 100 CMA personalized business cards identifying you as a CMA Student Compass Newsletter specifically published for CMA Students Networking opportunities attend CMA District Events and meet with CMA members and employers Student discounts available. See for event information Discount on CMA Entrance Examination must be a CMA Student before March 1 ($100 value) Invitation to CMA Student events Access to exclusive online community ( Access to CMA Members Only Career Website Online subscription to CMA magazine ( Participate in the CMA Case Competition (CMACC) for undergraduate students. Winning team receives $5,000 Resumé critiquing and research services through Career Services Career guidance workshops Co-op experience evaluated to determine if it qualifies towards the Practical Experience requirement Ability to note CMA Student on your resumé to advise employers you are pursuing the CMA designation One-on-one appointment with CMA regional marketing representative in your area You must be a CMA Student to be considered for the CMA Student Ambassador position available at some post secondary institutions. See for details Note: If you are taking less than three credits per term and would like to become a CMA Student, please submit your transcript(s) for evaluation and request an application for the CMA Pre-Professional Student (for candidates who are in the workforce). 9

12 Create Possibilities for your Career with the Fall Connections Career and Networking Fair Held annually in September, Fall Connections brings together top employers, industry experts, CMA Students, Accelerated Program Students, CMA/MBA Candidates and Strategic Leadership Program Candidates from across Ontario. Be proactive in your career search. If you are graduating or just beginning your studies, then you will have a unique opportunity to speak with leading employers about potential career opportunities. Participate in the speakers series and hear from industry experts on topics such as networking, personal branding, and interview strategies. Meet one-on-one with on-site Career Services representatives for resumé critiquing and career advice. Also, this event will provide you with an opportunity to grow your network by meeting other Students and CMA Candidates with similar career goals. The 20th Annual Fall Connections was held at the CMA Ontario s Professional Development Institute, at 25 York Street in Toronto. Top employers were in attendance including Canada Revenue Agency (CRA), Dundee Wealth, Fairmont Raffles Hotels International, Investors Group, Loblaw Companies Ltd., Manulife Financial, Office of the Auditor General, Ontario Public Service, Research In Motion, Sears Canada, The Hospital for Sick Children and the Treasury Board Secretariat. To attend Fall Connections, become a CMA Student. See page 14 of this brochure or visit: Student Employment Program The Student Employment Program is designed specifically for CMA Ontario Students and Candidates. This program provides an opportunity to gain valuable information about organizations across different industries. Sign up for our weekly notices to receive job postings from the Student Job Board and career enhancing tips. To sign-up for weekly job postings, careerservices@cmaontario.org. The Student Job Board is a free resource for CMA Students featuring jobs for individuals pursuing their CMA designation. New jobs are posted daily and more than 450 full time, contract, internship and co-op placements with employers across Ontario are featured annually on the Student Job Board. Access the Student Job Board by visiting: 10

13 CMA Case Competition (CMACC) CMA Ontario invites all CMA Student Members to compete in the sixth annual CMACC. This live online business case simulation challenges teams from across Ontario to develop a successful business strategy for a company. Space has been reserved for two teams per institution. When: Saturday, January 28, :30 p.m. to 6:30 p.m. Main Location: 3 McMaster University Prizes: $5,000 Winning Team $2,500 Runner Up Team To enter you must be: 3 A CMA Student see page 14 or visit: 3 A participant on a team of four 3 An undergraduate student in a post secondary degree program who has or is in the process of taking Introductory Management Accounting. For more information, see: 3 Not a previous participant in CMACC Note: All team members must register individually. Register online at by January 20 spaces are limited! If you have any questions about the competition, please contact Jean MacKinnon, MBA, CMA at jmackinnon@cmaontario.org. CMA Student Ambassador Position This position is open to post secondary and/or MBA students who are CMA Students and who demonstrate the leadership qualities needed to be a successful CMA. The recipient must also be interested in leadership opportunities as the CMA Student Ambassador on campus and in the community. This role will include partnering with the CMA regional representative to market CMA on campus. For further details and a listing of participating post secondary institutions, visit: 11

14 Accredited University Programs Select university programs have been accredited by CMA Canada. The accreditation process has been designed to recognize those universities that achieve high standards of instruction in management accounting. Consequently, graduates from any of the Accredited University Programs will be exempt from writing the CMA Entrance Examination provided they have met their program requirements. For each program s requirements, visit: This includes having successfully completed all of the pre-requisite courses required to cover the 17 CMA required topics within that program and having an overall CGPA greater than or equal to 75%. Students graduating without Canadian Business Law will be able to take the course online through CMA Ontario. Graduates will have three years from date of graduation to qualify for this exemption. Note: The accreditation status only applies to those students who graduated after the accreditation was granted to their university. University Year Accreditation Status Granted Program Brock University 2007 Bachelor of Accounting Carleton University, Sprott School of Business 2009 Bachelor of Commerce (Accounting Concentration) 2011 Masters of Business Administration Lakehead University 2002 Honours Bachelor of Commerce McMaster University 2001 Masters of Business Administration 2009 Honours Bachelor of Commerce University of Ottawa 2009 Honours Bachelor of Commerce (Accounting Major) University of Toronto-Mississauga 2003 Masters of Management and Professional Accounting (MMPA) University of Waterloo 2004 Bachelor of Accounting and Financial Management (BAFM), Management Accounting Stream The University or Western Ontario 2008 Honours Bachelor of Business Administration 2010 Wilfrid Laurier University Bachelor of Management and Organizational Studies (BMOS) Bachelor of Business Administration Honours Bachelor of Economics Masters of Business Administration (Accounting Stream) York University, Schulich School of Business Your Next Step Masters of Business Administration International Masters of Business Administration Honours Bachelor of Administrative Studies Students in an Accredited University Program may qualify for the Entrance Examination exemption by submitting a copy of their transcripts for a free evaluation. Use the transcript evaluation form on page 15 or use the fillable and printable form at: Join as a CMA Student it is a great way to stay connected and informed. There are many benefits and opportunities available to you as a Student Member. See page 14 for an application form or visit: 12

15 CMA Timeline to Your Designation* Graduate April 2012 with all CMA Required Topics 2012 April/May CMA Entrance Examination Preparation Program June CMA Entrance Examination September Start Year One Strategic Leadership Program (SLP) 2013 May CMA Case Exam November Start Year Two SLP Graduate August 2012 with all CMA Required Topics 2012 August/September CMA Entrance Examination Preparation Program October CMA Entrance Examination 2013 January Start Year One Strategic Leadership Program (SLP) August CMA Case Exam November Start Year Two SLP 2014 May/June CMA Board Report October CMA Convocation 2014 May/June CMA Board Report October CMA Convocation Graduate April 2012 missing CMA Required Topics** 2012 September Start Accelerated Program (7 months) 2013 April/May CMA Entrance Examination Preparation Program June CMA Entrance Examination September Start Year One Strategic Leadership Program (SLP) 2014 May CMA Case Exam November Start Year Two SLP 2015 May/June CMA Board Report Graduate August 2012 missing CMA Required Topics** 2013 January Start Accelerated Program (7 months) August CMA Entrance Examination Preparation Program October CMA Entrance Examination 2014 January Start Year One Strategic Leadership Program (SLP) August CMA Case Exam November Start Year Two SLP 2015 May/June CMA Board Report October CMA Convocation October CMA Convocation *Program components, requirements and timing are subject to change due to changes in the Competency Map and program delivery. ** Timeline applies to graduates who have Introductory Financial Accounting, Introductory Management Accounting, Economics (Micro and Macro), Statistics and Canadian Business Law to qualify for entrance to the Accelerated Program. 13

16 CMA Student Application For Full-time Ontario Students TM Please print or visit Given Name Middle Name Surname/Family Name Preferred First Name Title ( Mr. ( Mrs. ( Miss ( Ms. Preferred Mailing Address Address City Province Postal Code Telephone ( ) Cell Phone ( ) Address Home Address if different Address City Province Postal Code Telephone ( ) Cell Phone ( ) Institution Campus or School Degree program and specialization Expected date of graduation Year currently enrolled Please answer each of the following questions and provide full details on a separate sheet if required: Have you ever been removed or dismissed for cause from an academic institution or professional organization and/or are you currently subject to an outstanding conduct complaint in any professional organization? ( Yes ( No Have you ever been convicted of any criminal offence for which you have not received a pardon? ( Yes ( No If yes, please provide full details on a separate sheet. Which one of the following most influenced your decision to seek information regarding CMA programs? Check (3) only one. ( Employer, Agency ( Professor CMA Presentation: ( Advertisement ( Friend, Colleague ( Career Office ( Secondary School ( Website ( CMA Member ( Student Club ( Post Secondary ( Other: ( CMA Staff ( Career Fair/Conference Registration Fee $ Registration valid until June 30. Fee is non-refundable and includes $4.94 HST. HST Registration No RT0001. Method of payment (check one only): ( Cheque ( Visa ( MasterCard Card Number / / / Expiry Date / Cardholder s Name Cardholder s Signature If paying by cheque, please mail the cheque, payable to CMA Ontario, and this form to: Certified Management Accountants of Ontario, 25 York Street, Suite 1100, Toronto, Ontario M5J 2V5 If paying by credit card, you may submit this form by as a scanned pdf to marketing@cmaontario.org or by fax to or by mail to the address above. I certify that I am taking a minimum of three post secondary credits per term. I agree to abide by CMA Ontario s regulations and Professional Misconduct and Code of Professional Ethics regulation, located at I understand that, in the collection, storage, use and disclosure of personal information, CMA Ontario abides by the Personal Information Protection and Electronic Documents Act and Section 61 of the Certified Management Accountants Act, Signature Date 14

17 Transcript Evaluation Cover Sheet TM To allow us to serve you better, please complete the following information (if applicable) Date Total Pages (including this cover) Have you previously completed a transcript evaluation with CMA Ontario or another province? ( Yes ( No If yes, please indicate the province: Surname Given Name Middle Name Preferred First Name Title ( Mr. ( Mrs. ( Miss ( Ms. Preferred Address (Note: evaluation results will be ed to you within three to four weeks of receipt) Address Address City Province Postal Code Home Telephone ( ) Work Telephone ( ) Fax Number ( ) Please indicate below the course code(s) and final grade(s) on your post secondary transcript(s) that correspond to the CMA pre-requisites. Please indicate in the space provided below which intake you are interested in. In order to be eligible for the CMA Entrance Examination both the pre-requisites listed for the Accelerated Program and those listed for the Entrance Examination below (all 17 pre-requisites) must be fulfilled. Accelerated Program Entrance Examination Fall:(year) Winter:(year) Fall:(year) Spring:(year) Pre-requisite required Course code(s) Grade Pre-requisite required Course code(s) Grade Statistics Inter. Financial Acct. Economics (Micro/Macro) Adv. Financial Acct. Intro. Financial Acct. Inter. Management Acct. Intro. Managment Acct. Adv. Management Acct. Cdn. Business Law* Financial Management Marketing *Not required for the June 2012 Entrance Operations Management Examination. Bridging is available at no extra charge Information Technology for the October 2012 Entrance Examination and 2012 Strategic Management Accelerated Program. Taxation Internal Control Post Secondary Degree Earned? ( Yes ( No Human Resources (Please note - Proof of Degree must be submitted with your transcripts for this pre-requisite to be granted.) In order for an evaluation to be completed on transcripts, the transcript must include the institution name, courses completed, grades achieved, year in which the course was completed, and the date of degree conferral. If you are interested in the MBA-CMA Combined Program, please state year, university and program name: If you are interested in the CMA Executive Program, please state year and Ottawa or Toronto Program. Section of the CMA Ontario Regulations states Although a copy of a transcript is sufficient for assessment purposes candidate must submit an official transcript prior to enrolling in an accreditation program. Please complete this cover sheet and submit it with your transcripts by mail, or fax to the addresses below. CMA Ontario 25 York Street, Suite 1100 Toronto, ON M5J 2V5 (416) (866) f:(416) info@cmaontario.org Office Use Only 15

18 Summary of Important CMA Dates and Fees* Accelerated Program Pre-Requisites, if required** Deadline Registration Date Exam Dates *Estimated Fees (Excluding HST) Select From: Introductory Financial Accounting Introductory Management Accounting Economics Statistics Canadian Business Law **** Accelerated Program Anytime - Course must be completed within 6 months of registration Deadline Registration Date 8 times annually $ each Start Date Accelerated Program (7 months) Fall Applications go out early July August 2012 September 2012 Lecture: $3,199 Online: $2,599 Accelerated Program (7 months) Extended Accelerated Program (14 months) Winter Applications go out early November December 2011 January 2012 Lecture: $3,199 Online: $2,599 CMA Entrance Examination Deadline Registration Date Exam Date Results *Estimated Fees (Excluding HST) Preparation Program and CMA Entrance Examination Spring Fall April 2012 July 2012 June 13, 2012 October 11, 2012 August 2012 November 2012 CMA Student*** Non-CMA Student Preparation Program Options Lecture Preparation Program including Entrance Examination Online Preparation Program including Entrance Examination $1,475 $1,050 $1,575 $1,100 Strategic Leadership Program (SLP) Deadline Registration Date Start Date SLP Fall Applications go out mid-late August September 2012 September 2012 $8,400 paid in installments over two years SLP Winter Applications go out late November December 2011 Late January 2012 $8,400 paid in installments over two years Event Date Connections 2011 Career and Networking Fair CMA Student Members must register for this event September 22, 2011 Free to CMA Student Members Deadline Registration Date Event Date CMA Case Competition (CMACC) CMA Student Members must register for this event Friday, January 20, 2012 Saturday, January 28, 2012 Free to CMA Student Members * Program dates and fees are subject to change at any time. ** Available for post secondary graduates requiring Introductory Financial Accounting, Introductory Management Accounting, Economics and/or Statistics to meet Accelerated Program entrance requirements. Successful completion of Introductory Financial Accounting is required for entrance to Introductory Management Accounting. Available online through CMA Ontario. *** Individuals taking a minimum of three post secondary degree credits per term may apply to become CMA Students. **** Not required for the June 2012 CMA Entrance Examination. Bridging available at no extra charge for the October 2012 Entrance Examination and 2012 Accelerated Program. 16

19 Take your first step toward the CMA designation Submit your transcripts to CMA Ontario for a free evaluation. Complete the form on page 15 and submit by mail, fax to or to info@cmaontario.org. For more information, visit Become a CMA Student for exclusive discounts, access to career and networking resources and more. Complete the form on page 14 and submit by mail, fax to or to marketing@cmaontario.org. Or apply online at

20 Contact Us CMA Ontario 25 York Street, Suite 1100 Toronto, Ontario M5J 2V5 Tel: or Fax: info@cmaontario.org Southwestern Ontario Deborah Clarke, MBA, CMA southwestern@cmaontario.org Mid-Western Ontario & Niagara Jean A. MacKinnon, MBA, CMA midwestern@cmaontario.org For Frequent Updates on CMA Activities: Follow CMA Ontario on Twitter: Join Certified Management Accountants of Ontario on Facebook: Northern and Eastern Ontario Marcie Chase, CMA, PFA northern@cmaontario.org eastern@cmaontario.org GTA East, York, Durham and Liftlock Regions Lori Dalton gtaeast@cmaontario.org GTA Universities and Colleges Mira Sirotic, CMA gtawest@cmaontario.org Certified Management Accountants of Ontario. All rights reserved. / Registered Trade-Marks/Trade-Marks are owned by The Society of Management Accountants of Canada. Used under license. TM becomeacma.com