CBV Program of Studies

Flashback Friday: Celebrating Richard Wise This #FlashbackFriday, we spotlight Richard Wise whose strong leadership and dedication left an indelible mark on the CBV Institute. As a past President, Richard championed the growth of the CBV profession, setting the stage for its global prominence in business valuation and financial litigation. With a distinguished career spanning decades, Richard's expertise helped shape the industry through his co-authorship of the “Guide to Canadian Business Valuations” and his contributions to valuation standards through his service on the American Society of Appraisers. He was also the chair of the Standards Committee for ASA. His legacy includes over 180 court testimonies as a financial expert witness, bringing clarity and authority to complex financial disputes. A lifelong advocate for professional excellence, Richard continues to inspire CBVs with his commitment to advancing the field and fostering collaboration across borders. Today, we honour his contributions to the CBV community and his unwavering dedication to the profession. His dedication extends beyond the courtroom and boardroom. Richard has delivered more than 150 professional presentations to organizations such as the CBV Institute, CPA Canada, the Canadian Bar Association, and the American Bar Association, consistently advancing knowledge and fostering professional collaboration. His commitment to excellence was recognized with prestigious honors, including the Queen Elizabeth II Diamond Jubilee Medal and the Governor General’s 125th Anniversary Medal for his contributions to business valuation, the community and, to Canada. #CBVInstitute #BusinessValuation #ExpertLeadership

Looking for the perfect holiday gift for the finance professional in your life? From noise-canceling headphones to ensure focus during critical tasks to coffee subscriptions or portable espresso makers for that essential caffeine boost, there’s something for every taste. Here are our top picks! #PerfectHolidayGift #FinanceProfessionals

Begin your journey toward earning the CBV designation by enrolling in Level I of the CBV Program of Studies. In this foundational course, Registered Students will gain practical knowledge of the income and market valuation approaches, building essential skills for a successful career as a Chartered Business Valuator. “One of the best decisions I ever made was to become a CBV.” – Claudio Martellacci, CPA, CA, CBV, Partner – Valuations and Litigations, Grewal Guyatt LLP Ready to take the first step? Winter term registration opens on December 11, 2024. https://lnkd.in/egdAFdBJ #CourseSpotlight #BusinessValuation

In just 21 days, registration for the CBV Program of Studies Winter Term opens. This is your opportunity to take the next step in your journey toward becoming a Chartered Business Valuator. Set a reminder, mark your calendars, and stay tuned for updates! https://lnkd.in/evnWN6gH #WinterTermRegistration #RegisterNow #BusinessValuation

#BattleOfTheDesignations We are pleased to share that we partnered with Queen's University, CPA Ontario, and CFA Societies Canada to host the first-ever Battle of the Designations! 🎓💼 This engaging panel discussion explored how financial designations can shape career paths in consulting, investment banking, private equity, investment advisory, and accounting. Students at Queen's had the opportunity to learn about the pros and cons of earning a CBV, CPA, or CFA designation, including the time and financial commitments required. The event featured expert insights from Chris Polson, CBV, Chair, CBV Institute Board of Directors, Betsy Exley, Manager, Student Recruitment, CPA Ontario, and Michael Thom, CFA, Managing Director, CFA Societies Canada. Following the discussion, a lively Q&A session allowed students to connect with the panelists and gain personalized advice about careers in finance. Here are a few pictures from the event. 📸 If your university is interested in hosting similar events or panel discussions, feel free to reach out to us!

Finance knowledge, one acronym at a time. 📈 Do you know these essential terms? Swipe to see! For a deeper dive, check out our business valuation glossary: https://lnkd.in/evUhHyzT #BusinessValuation #Acronyms #BV

🌟 Terminology Tuesday! 🌟 This November, we’re focusing on the Complex Capital Structure. Expand your valuation expertise with key terms such as this, outsourced from the International Valuation Glossary. Want to learn more? Visit us here: https://lnkd.in/evUhHyzT #TerminologyTuesday #KeyTerms #BusinessValuation

Becoming a CBV is more than earning a designation—it’s a journey that opens doors to a fulfilling career in business valuation. Through practical studies, case-based exams, and hands-on experience, each step builds the expertise you need for a challenging and rewarding profession. Hear from Audaisha Franks, Manager, Education, Chartered Business Valuators Institute (CBV Institute), on what it takes to reach this milestone, or click the link below to start your own CBV journey today: 🌐 https://lnkd.in/egdAFdBJ #BusinessValuation #CBVJourney #CBVInstitute

When parties need to determine the value of their business, they turn to CBVs for trusted answers. Combining rigorous technical knowledge with real-world experience, CBVs deliver globally respected valuations of businesses, business interests, and intangible assets. Those who hold the prestigious CBV designation are equipped with the expertise to navigate the complex landscapes of business valuation, litigation support, corporate finance, and private investments. Watch as Dr. Christine Sawchuk, MEd, EdD, CPA, CA, CBV President and CEO, Chartered Business Valuators Institute (CBV Institute), takes us through the unique advantages of achieving the CBV designation and the impact it can bring to your career. Learn more about becoming a CBV here: https://lnkd.in/egdAFdBJ #IntangibleAssets #BusinessValuation #FinanceDesignation

Ever wondered if a financial designation would help you reach your career goals? Join representatives from CBV Institute (Chris Polson, CBV, Chair, CBV Institute Board of Directors), CPA Ontario (Betsy Exley), and CFA Societies Canada (Michael Thom, CFA) at Goodes Lower Commons, Queen's University on November 19, 2024 (5:30pm - 7:30pm). This session will focus on: · Which designations are best suited to and most in demand for particular career paths · The pros and cons of different designations, including the investment of time and money required for each · Insights for students considering careers in consulting, investment banking, private equity, investment advisory and accounting A Q&A will follow the one-hour conversation, giving you a chance to connect with the panelists and ask anything you've ever wanted to know about careers in the financial industry. Food and drink will be served. Register here: https://lnkd.in/e6RDhV2b Please note that this event is exclusively for Queen's University students. #BusinessValuation #FinanceDesignation