Does the CFA designation qualify as an Accountant

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New Member



Joined: 10 Sep 2007
Posts: 3

Posted: Mon Sep 10, 2007 8:45 pm

 

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Hello, I just found this sight, and boy am I glad.

I have been offered a position to work as a financial analyst in Houston. The work could likely be defined as accounting although my degree is in Finance and I have a CFA designation rather than an accounting designation. Does anyone have experience qualifying as an accountant using the CFA charter when obtaining TN status?

Thanks in advance!

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TNVisaExpert
Moderator


Canadians helping Canadians

Joined: 02 Apr 2007
Posts: 139
Location: San Diego, California

Posted: Fri Sep 14, 2007 8:09 am

 

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I do not want to make a plug for our services on the forum - but we are here to help. Since you've posted your question and no one has answered it - our suggestion is the same as your request - to get legal advice so that you can clearly move forward or not.

Contact a lawyer from the TN visa Expert Lawyer Network. They offer a very affordable Phone Consultation so you can determine how to proceed. Currently priced at $65USD, it's a 20min call and you will be very clear on your best course of action of how to work in the U.S.

Let them know you found them from TN Visa Expert, to ensure you get this price we've negotiated on your behalf.

It'll cost you a lot more if you have immigration problems and that's not worth it.

Reba (moderator), please remove this post if you find it
unjustified - my intention, like our mission, is to help Canadians easily and affordably live in the U.S.

Hope this helps.
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Complete TN Visa information and A Step by Step TN Visa Application Kit to obtain your TN Visa.
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Christopher G. Rizzo, Esq
CanuckAbroad VIP



Joined: 17 Oct 2007
Posts: 284
Location: Red Bank, NJ USA

Posted: Fri Oct 19, 2007 11:21 am

 

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The CFA designation won't qualify you as an accountant. The finance degree may, depending on your coursework. Of course I can't determine that since I have not seen your transcript. We have successfully had TNs approved for financial analysts and managers. The duties of the position must come within the government definition of accountants (and auditors), see DOT (Dictionary of Occupational Titles), OOH (Occupational Outlook Handbook), O*NET (Occupational Information Network.)
_________________
Christopher G. Rizzo, Esq
Special Counsel
Law Offices of David T. Ferrara, LLC
www.naftalawfirm.com
P: (732) 784-2877
Email: Crizzo@naftalawfirm.com

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