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[Subiti]

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Hi,

I would have the same type of question. I have been working for a few years (3+) as a tax advisor in a big four / law firm environment mainly for real estate, private equity and pension funds. Day-to-day work include producing tax memorandums, structuring calls etc. The final investment route often relies on tax considerations but it is not as such advice on the investment itself I guess.

Would this type of professional activity considered as qualifying CFA work experience?

Thanks

[Subiti]

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Hi, I am finalizing my L1 registration. I have a legal background and I’m currently working as a tax advisor in Luxembourg. I’m planning to the take the exam on June 2016. Let’s see how it goes :).

[Subiti]

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Hi Zee,

Thanks a lot for your answer. To be honest, I think that I will try taking level 1 in any case as I would like to improve my overall knowledge in finance and my interest on the field is very high. Depending on the outcome I will then decide to continue with the other levels (or level 1 again) or consider that its enough for my purposes…

As regards the (very useful) questionnaire, I answered yes to the following questions:

• Do you determine capital structure and funding needs through equity, debt, and alternative investments […].
• Do you conduct asset allocation analysis or apply investment knowledge to develop, analyze, and/or explain investment policy statements or strategies designed to achieve investor goals as part of the overall investment process?
• Are you engaged in investment/financial advising or planning for corporations, institutions, or individuals (other than yourself or your family)?
• Do you spend a majority of your time overseeing legal/regulatory compliance matters, performing due diligence, and/or ensuring that investment firms adhere to applicable laws, regulations, and professional standards of practice?

It seems that my work experience is very likely to qualify as relevant.

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