IACCP Designation

Good morning. If anyone has studied/passed this designation exam can you please shed some light on how and what you used to study? I find this exam to be difficult to prepare for and the materials offered by NRS are plentiful but there is no real direction on how to prepare. I would be most appreciative of any guidance, suggestions, insight.

Thank you.

Audrey Wheeler




Audrey Wheeler
Chief Compliance Officer
216-912-0558 Direct
216-912-1461 Fax
aharris@mcdonald-partners.com
Please note: We have moved! Our new address is below

McDonald Partners LLC
1301 East 9th Street, Suite 3700
Cleveland, OH 44114
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Comments

  • edited May 2017
    I just obtained the IACCP in March of this year and I felt the same way. There are some quizzes to take on www.quizlet.com. These were extremely helpful for me. The other thing that worked for me was to go through the core reading material, take notes and then re-read/memorize those notes.

    I wish you luck! The test is difficult and they don't tell you the what % you need to pass, so that definitely caused me anxiety!

    You are going to do great!!

    Stephanie Kelm, IACCP (r)
    Client Services Associate
    [NorthLanding logo color]
    Direct - (585) 497-5006
    Main - (585) 497-5000
    Fax - (585) 497-5001

  • I am studying now as well and have the exam scheduled in February so any insight would be most helpful.

    Thank you for seeking assistance.

    Jacqueline Parker
    Operations Manager


    Arista Wealth Management
    10091 Park Run Drive #200 | Las Vegas, NV 89145
    O: 702-309-9970 | T: 877-309-9970 | F: 702-974-0710
    Nevada | Arizona | Utah |
    www.aristawealth.com

  • Quizlett worked best for me

    Joy Sheehan
    VP/Chief Compliance Officer
    Princeton Advisory Group, Inc.
    4422 Route 27
    Building C, Suite 1
    Box 89
    Kingston, NJ 08528-0089

    DIRECT: 609-514-1004
    Main: 609-514-9200
    Fax: 609-514-0330
  • My assistance took the test recently also. She did pay for the practice test and the extra study session. She thought it was beneficial. Something to consider if you or your company is willing to pay for it.

    FYI – the one short practice test she took and paid for ended up being the same test for free at www.quizlet.com.

    On thing she suggested I mention though is early in the spring there was talk about them changing the test and it was delayed. If it did change, not sure if the test quizzes would still be a good representation of the test itself.

    Good luck!!

    Cindy A. Freese,
    CPA, IACCP®, CCO
    cfreese@savantcapital.com
    Savant Capital Management
    190 Buckley Drive
    Rockford, IL 61107
    Tel 815-227-0300
    Fax 815-316-2248

  • I obtained the IACCP a couple of years ago and found the test to be very challenging. You're not required to memorize or reference specific Rule numbers, but definitely know the gist of each and how they are applied. As I recall, there were a few short case studies. Be prepared to specify the compliance issues in those. I suggest focusing on the Advisers Act study materials NRS provides--a lot, I know!-more specifically, with regard to SEC registration, circumstances that constitute custody and conflicts of interest, and compliance program requirements.

    Good luck!!!


    Maria Rolph
    Chief Compliance Officer
    CornerStone Partners LLC
    www.cstonellc.com
    mrolph@cstonellc.com
    Direct: 434.984.9300 | Main: 434.296.2300

  • I found the NRS practice exam course to be very useful when I took the exam a few years ago.



    The IACCP test is hard. The setting is hard. The test is taken at testing center where you are with many people taking different tests on different areas.



    The plus is that when you hit "finish" button at the end of the exam, it tells you right away if you passed or failed. I admit that I paused for a bit deciding whether to press the button.



    Doug Cornelius
    Chief Compliance Officer
    dcornelius@beaconcapital.com
    617-457-0428 direct
    617-416-0000 mobile
    BEACON CAPITAL PARTNERS
    DISTINCTIVE WORKPLACES
    200 State Street
    5th Floor
    Boston, MA 02109
    beaconcapital.com





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