Person Type: Student Story

  • Philip Tan

    The CBV Program of Studies has been a great complement to my work in KPMG’s Valuations department. It has strengthened my understanding of valuation concepts and helped me better understand how different valuation methodologies are selected and applied. Connecting what I’m learning with my day-to-day work has made the program feel practical and relevant. I look forward to…

  • Owen Degraw

    My experience in the CBV program has been both rewarding and challenging. The program has helped me build a strong foundation in business valuation while deepening my understanding of valuation methodologies and litigation-related matters. One of the most valuable aspects of the program has been the opportunity to apply what I’ve learned directly to my professional experience. Balancing the program with…

  • Benjamin Wohl

    As a Partner at a CPA firm, I am always looking for ways to strengthen the advice and service I provide to clients. The CBV Program of Studies provides me with a strong framework for analyzing complex financial issues, including in business valuation, transactional support, and litigation matters. Pursuing the CBV designation allows me to build…

  • Kevin Chen

    Before returning to Canada in 2025, my valuation experience had been developed entirely abroad. Upon return, I was encouraged by my mentors to pursue the CBV designation to deepen my technical foundation, particularly valuation practice in Canada. Even with prior experience as a valuation practitioner, I have found the CBV curriculum valuable in connecting valuation theory…

  • Serina Rocci

    I chose the CBV designation to build on my CPA designation and expand my career into a new area while continuing to apply the skills and knowledge I had already developed. The program has strengthened my confidence by helping me understand the theory behind complex valuation concepts and better appreciate the “why” behind the work I…

  • Finlay McNally

    I chose to pursue the CBV designation because I’m building a career in valuations. I really enjoy the challenge and variety of the work. No two files are the same, and there is both an art and a science to the valuation process. The combination of technical finance with the qualitative understanding of what actually drives value in a…

  • Brandon Conway

    As a CPA working in FP&A who recently shifted my focus toward valuations, I have continued to learn new skills in every CBV course that I can apply directly in my day-to-day work. The CBV approach to understanding assumptions and assessing risk is valuable not only in valuations, but also when building business cases and developing long-term…