Otago Accountancy and Finance students can choose to work towards professional qualifications from CAANZ, CPA Australia, or towards CFA certification. Find out more about academic accreditation requirements below:
- Chartered Accountants Australia and New Zealand (CAANZ) and Certified Practising Accountants (CPA Australia)
- Chartered Financial Analyst (CFA) (Finance students)
CAANZ and CPA Australia academic requirements at Otago
Recommended degree structure for BCom (Accounting) students looking to complete CAANZ or CPA Australia accreditation requirements
| Level | S1 = Semester One, S2 = Semester Two | Points | |||||||
|---|---|---|---|---|---|---|---|---|---|
| 100 | BSNS 111 S1 or S2 | BSNS 114 S1 or S2 | BSNS | ACCT 102 S1 or S2 | BSNS 112 S1 or S2 | BSNS 113 S1 or S2 | Other S1 or S2 | Other S1 or S2 | 144 |
| It is recommended to complete all BSNS papers and ACCT102 in the first year. (It is recommended to take two papers that are relevant to a minor for “Other” papers) | |||||||||
| 200 | ACCT 211 S1 | ACCT 222 S1 or S2 | ACCT 233 S1 | BLAW 211 S1 | BLAW 212 S2 | 90 | |||
| ACCT 211, 222, and 233 are typically completed in year 2 | |||||||||
| 300 | ACCT 302 S1 or ACCT 307 S2 | ACCT 315 S1 or ACCT 310 S2 | ACCT 300 S1 or S2 | ACCT 300, or ACFI 300, or FINC 300 S1 or S2 | ACTP 311 S1 (Audit) | ACTP 312 S2 (Tax) | 108 | ||
| ACCT 302 or 307 and 310 or 315, plus one more 300 level ACCT paper, as well as one further 300 level ACCT, ACFI, or FINC paper is typically completed in year 3. | |||||||||
| Any level | Other | 18 | |||||||
| Total | 360 | ||||||||
This is for a 3-year BCom, major in Accounting. If you intend to pursue a double degree, double major or to include a minor, this planner will not suit your needs.
Note 1: In addition to University of Otago paper requirements, both CAANZ and CPA Australia further requirements to gain full professional membership.
Note 2: It is preferable for University of Otago students to complete their Audit and/or Taxation papers at Otago.
Chartered Financial Analyst (CFA) requirements
The University of Otago is a participant in the University Affiliation Program (UAP) and is granted a certain number of CFA Program student scholarships to award to final year students to register in the CFA designation exams.
This means that Otago’s Finance curriculum is closely tied to professional practice, and is well-suited to students preparing to sit CFA exams.
Read the 2019 Course Planner (PDF) if you starting studying finance in 2017 or later, or read the 2015-2016 Course Planner (PDF) if you were a students before 2017, for the optimal combination of papers that can be taken in an Otago BCom majoring in Finance, to maximise content coverage for the Level 1 CFA exam.
Visit the CFA Institute website to find out more about the CFA programme.
