Program of Studies Prerequisites

Program Entrance Prerequisites

There are no educational requirements to become a Registered Student. However, in order to obtain the CBV designation, an individual must have a degree from a post-secondary academic institution or university. This requirement will be waived for an individual who holds a Canadian designation of Certified Management Accountant (CMA), Chartered Financial Analyst (CFA), Certified General Accountant (CGA), Chartered Accountant (CA) or Chartered Professional Accountant (CPA).

The CICBV also requires that in order to register in the Program of Studies an individual must be able to confirm that they meet any of the following criteria:

  • have experience in business or securities valuation services; OR
  • are employed at a firm that offers business or securities valuation services; OR
  • have experience in or are employed at a firm that offers accounting or financial services, such as corporate finance, financial or management accounting, financial analysis, auditing, litigation support, forensic accounting, financial management or investment management.

Recommended Course Prerequisites

The mandatory courses in the CICBV Program of Studies build on the knowledge of previous mandatory courses. The following are the recommended prerequisites to consider while working through the Program of Studies.

Mandatory Courses

Level I – Introductory Business Valuation

See section above for Program Entrance Prerequisites. It would also be very beneficial to have a background in financial accounting and reporting and taxation obtained through university level courses or other professional designations.

Level II – Intermediate Business Valuation

  • Level I – Introductory Business Valuation

Level III – Advanced Business Valuation

  • Level I – Introductory Business Valuation
  • Level II – Intermediate Business Valuation

Level IV – Special Topics in Business Valuation

  • Level I – Introductory Business Valuation
  • Level II – Intermediate Business Valuation
  • Level III – Advanced Business Valuation

Elective Courses

Valuation for Financial Reporting

  • Level III – Advanced Business Valuation

Litigation Support in Business Valuation

  • Level IV – Special Topics in Business Valuation

CorporateĀ Finance

  • None

Private Investments

  • None