Chartered Business Valuator Program

Chartered Business Valuator Program

Chartered Business Valuator Program

Become indispensable in the world of finance and business

Overview

When today’s companies look to determine the market value of their business, they turn to a Chartered Business Valuator (CBV) for answers. Whether as part of a professional practice or within industry, CBVs combine technical knowledge with real-life practical experience to put forward respected real-world valuations of a business, its securities, or its assets. These professional business valuation services have become an indispensable tool in the business and finance world. CBVs are employed in a wide variety of businesses, including valuation firms, venture capital/private equity/investment firms, accounting firms, and financial institutions.

The Chartered Business Valuator (CBV) Program of Studies is developed and managed by the Canadian Institute of Chartered Business Valuators (CICBV), which is nationally recognised as the leading business valuation professional organisation in Canada.  The CBV Program of Studies is administered online by the School of Continuing Studies at York University. This comprehensive program of professional studies in Business Valuation is designed to assist you to meet the challenging dynamics of business valuation, litigation support, corporate finance, and private investments.

The Program of Studies has 4 core courses: Introductory, Intermediate, and Advanced Business Valuations, and Special Topics in Business Valuation. It also includes 4 elective courses: Litigation Support in Business Valuation, Corporate Finance, Valuation for Financial Reporting, and Private Investments.

Summary

  • The Program of Studies is designed to be completed within 2 years (if registered students take 1 course per term in a 3 term system, starting January 2018).
  • The content combines theoretical and practical experience.
  • All 8 courses are offered as self-directed, online courses for flexibility.

Enrolment Eligibility & Schedule

  • There are no academic requirements to apply and become a registered student of the Program of Studies.
  • For a list of important dates, see the CBV Program Calendar

Becoming a CBV

To obtain the CBV designation, the following requirements must be met:

  • Degree from a post-secondary academic institution or university. This requirement will be waived for an individual who holds a Canadian Chartered Professional Accountant (CPA) designation (or the predecessor designations Chartered Accountant (CA), Certified Management Accountant (CMA), or Certified General Accountant (CGA)), or a Chartered Financial Analyst (CFA) designation.
  • Completion of the Program of Studies (4 core courses and 2 electives) (offered through the School of Continuing Studies at York University)
  • Successful completion of the CBV’s professional entrance exam – the Membership Qualification Exam (MQE)
  • 1,500 hours of relevant qualifying experience.

Please visit the CBV’s website for further details.

Courses

Note, please visit the CBV Institute website for the most up-to-date information.

THE PROGRAM OF STUDIES HAS FOUR MANDATORY COURSES

Level I – Introductory Business Valuation

Level II – Intermediate Business Valuation

Level III – Advanced Business Valuation

Level IV – Special Topics in Business Valuation

Mandatory courses should be completed in sequential order as each course builds on the one that precedes it.

STUDENTS ARE REQUIRED TO COMPLETE TWO OF FOUR ELECTIVE COURSES

Private Investments

Litigation Support in Business Valuation

Corporate Finance

Valuation for Financial Reporting

Registration

Registration for the CBV Program is initiated on the CBV website. Please visit the CBV Registration page and follow the steps outlined there.

Note that all program policies are managed by CBV and are available on the CBV website. You can access and review them once you have created a profile on their website.

Policies

Withdrawals & Refunds

  • Students registered in a CBV course may withdraw from the course using the CBV Withdrawal Request Form and receive a refund (less a $50 administration fee, which will be withheld) only if they withdraw within 48 hours after they register. After 48 hours, refunds will not be provided.
  • A full refund will be granted in the event that the CBV cancels a course due to low enrolment.
  • Withdrawal requests must be submitted on the CBV Withdrawal Request Form to the York University School of Continuing Studies.

Complementary Registrations

In the event of a medical emergency or the death of a loved one, requests for complementary registrations may be made directly to the York University School of Continuing Studies (cicbv@yorku.ca). Students will contact the Program Office if they are unable to write an exam (after the Opt out deadline). Valid supporting documentation (e.g., medical note from a physician, death certificate, etc.) which clearly outlines the details of the emergency that occurred and resulted in the student not being able to write their examination will be requested.  Please note that complimentary registrations are not guaranteed, and will be considered on a case-by-case basis.

Special Accommodations

Requests for special accommodation are made directly to CBV, Saam Bandari, at saam.bandari@cbvinstitute.com.

Further Information

Common questions concerning the Program of Studies are answered on the CBV Program of Studies page.

For further information, please send us an e-mail at cicbv@yorku.ca.