CMA®/PFA
Dual Designation Program
INFORMATION AND INSTRUCTIONS
Please complete this form as fully as possible, and include any additional information as requested.
Should you encounter any problems or require clarifications on any element of the application, please
contact the program representative (see below).
In submitting this part of the application, please be sure to include the following:


Personal Information Form; and,
Payment.
All information submitted on this part of the application will be treated with strict confidentiality. Neither
CMA Ontario nor CMA Canada sell or provide members’ and non-members’ personal information to third
party companies. Your personal information is guarded and maintained with the highest level of
confidentiality and security.
If you have questions or require more information about the CMA®/PFA Dual Designation Program,
please contact the name listed below and more information will be provided.
Please mail your completed application to:
Cheryl Williams
Professional Programs Support Coordinator
CMA Ontario
25 York Street, Suite 1100
Toronto, ON M5J 2V5
Tel. 416-977-7741 x 167
cwilliams@cmaontario.org
CMA/PFA DUAL DESIGNATION PROGRAM REQUIREMENTS
This program is open to all Certified Members, CMA Executive Program Candidates and Accreditation
Candidates.
CMA/PFA Dual Designation Program consists of 4 modules, Governance and Public Policy; Public
Finance; Financial and Performance Reporting; and Audit and Assurance. To be eligible to receive the
PFA designation candidates must complete each of the 4 course modules successfully with a minimum
grade of at least 60%.
The 4 modules need not be completed in one year nor in any particular order. If a candidate is
unsuccessful in any module or modules, that module must be successfully completed before being able
to use the PFA designation.
This program is offered in distance learning format. Distance Learning candidates will be provided with
DVD’s of the lectures and are required to submit their assignments and/or sit for their examinations on the
dates listed on this application.
CMA®/PFA – APPLICATION
FEE STRUCTURE
The fees for the CMA/PFA Program are $7,000.00 (plus HST) payable in full or in four instalments per the
table below:
Module 1
Governance and Public Policy

GPP Final Assessment due October 18th
(3,000 word essay)
 Module 1 fee* - $1,900.00 + $247.00 HST = $2147.00
The application and fee is due August 8, 2012.
Module 2
Public Finance

PF Examination – November 24th
(2½ hour examination)
 Module 2 fee* - $1,300.00 + $169.00 HST = $1469.00
The application and fee is due October 3, 2012.
Module 3
Audit and Assurance

A&A Final Assessment due February 14th
(3,000 word essay)
 Module 3 fee* - $1,900.00 + $247.00 HST = $2147.00
The application and fee is due November 8, 2012.
Module 4
Financial and Performance Reporting

FPR Examination – April 20th
(3 hour examination)
 Module 4 fee* - $1,900.00 + $247.00 HST = $2147.00
The application and fee is due February 09, 2013.
*Program fees cover the study materials, marking of examinations or assignments. All fees are subject to change without notice.
Page
1
CMA®/PFA – APPLICATION
REPEATING THE PROGRAM
Candidates, who are unsuccessful in any of the program modules, will have one final attempt to re-take
the module(s) examination or assignment. Candidates may rewrite each failed examination and
assignment the following year or re-take the full module(s).
To enrol for the retesting a written request must be received by CMA Ontario which includes name,
member number, module number, location preferred, and a cheque payable to Certified Management
Accountants of Ontario for $300.00 + $39.00 HST = $339.00 for each examination or assignment.
Registration for retesting should be in our office no later than four weeks prior to each examination or
assignment date; applications for each examination or assignment should be submitted individually. A
location confirmation and/or assignment guidelines will be mailed to you when your request has been
processed.
REQUEST FOR CANCELLATION AND REFUND POLICY
Cancellation requests are subject to the notification deadlines and administrative fees. Payment by either
cheque or credit card is acceptable. If paying by cheque, please mail the cheque, payable to Certified
Management Accountants of Ontario, and this form to the address on the front of this application. If
paying by credit card, you may submit this form by fax to 416-977-2128 or by mail to the address on the
front of this application.
Requests for cancellation will be accepted only when the request is postmarked no later than two weeks
beyond the enrolment deadline date and the request must be submitted in writing. No cancellations will
be considered after this date. All cancellations are subject to a $500.00+ $65.00 HST = $565.00
administrative fee.
Page
2
CMA®/PFA – APPLICATION
A. PERSONAL INFORMATION FORM
Surname
First Name
Middle Initial
Date of Birth:
Male
Month
Day
Female
Year
Please indicate your preferred mailing address (check one as applicable):
BUSINESS
HOME
Company Name (if applicable)
Street Address
City
Province
Postal Code
Business Telephone
Facsimile
Primary e-mail address
Home Telephone
CMA ONTARIO REGISTRATION OR MEMBERSHIP STATUS
Are you currently a Certified Member, Accreditation Candidate, or Executive Program Candidate of CMA Canada?
No
Yes
If Yes, please provide information below:
Certified Member (certified member status)
®
Accreditation Candidate (completed CMA Entrance Examination and/or enrolled in the SLP)
®
Executive Program Candidate (registered intent to complete CMA Executive Program)
Province

ID Number
Date/Period
I have read, understand and confirm that I am a Certified Member, Accreditation Candidate, or Executive Program Candidate
of CMA Canada.
I hereby grant to the Certified Management Accountants of Ontario permission to release my name, address, telephone number and
No
email to the Chartered Institute of Public Finance and Accountancy. Yes
I hereby certify that the information I have provided in this application and in the enclosed documents is complete and true in all
respects.
Signature
Date
Method of payment (check one only):  Cheque  Visa  MasterCard Remittance: $ _________ Process Date:_________
Card Number:


st

nd

Expiry Date:
rd
th
Authorized future installments by credit card:  1 instal $ ______  2 instal $ ______  3 instal ______  4 instal $______
Cardholder's Name: ________________________________ Cardholder’s Signature: _________________________________
Page
3
Certified Management Accountants of Ontario
25 York Street, Suite 1100
Toronto, Ontario M5J 2V5
Telephone: 416-977-7741
Toll Free: 1-800-387-2991
Fax: 416-977-2128
info@cmaontario.org
www.cmaontario.org