Accounting & Finance

2607, 2021

Getting Started with the Israel Securities Authority (ISA)

Congratulations, you got your CFA or Series 7 license! Now let me help you with the next challenge - becoming an Israeli Investment Advisor. Let me explain what I know to be the facts and rules in obtaining an Investment Advisor (IA – Miktzoet Aleph) or Portfolio Manager license (PM – Miktzoet Bet).

2607, 2021

Actuary

Actuarial science is one of the few fields where Olim actually have an advantage over Israeli born and trained professionals. The primary potential employers – insurance companies and pension plans – actually prefer to hire US/UK trained actuaries over actuaries who are trained in Israel.

2607, 2021

Accountancy

some accountants have developed businesses filing U.S. tax returns for American Olim and acting as tax consultants. Although there are jobs available for North Americans without an Israeli CPA, having this added certification can open doors professionally and enable you to climb higher on the corporate ladder.

2607, 2021

Bookkeeping

A bookkeeper (Menahel Cheshbon), must be familiar with the relevant Israeli computer and bookkeeping systems in Israel and become certified by Misrad Hataasiya, Hamischar v’Hataasuka (Ministry of Industry, Trade and Labor). There are courses offered at several Israeli colleges which prepare candidates to pass the certification exam and work in the field. For information about colleges in Israel, please see the article Higher Education in Israel.

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