TN Visa Eligibility for Financial Analysts

Can Financial Analysts Secure TN Visa Status? Unraveling the USMCA Puzzle

Securing TN Visa status as a Financial Analyst is a question that demands clarity due to historical associations with the Economist profession. While Economists are explicitly recognized under the United States-Mexico-Canada Agreement (USMCA) for TN Visa eligibility, the landscape for Financial Analysts has witnessed evolution.

Defining a Financial Analyst for TN Visa Eligibility

As per the US Bureau of Labor Statistics Occupational Outlook Handbook (OOH), Financial Analysts are professionals entrusted with guiding businesses and individuals in strategic capital investment decisions to generate profits. Their role involves recommending investments, evaluating financial data, studying economic trends, and preparing comprehensive reports. In essence, Financial Analysts assess opportunities to invest money with the overarching objective of profit generation.

USCIS Policy Memo and Its Impact on Financial Analysts

The United States Citizenship and Immigration Services (USCIS) issued a seminal Policy Memo on November 20, 2017, reshaping the recognition of Financial Analysts for TN Visa purposes. The memo clarified that activities related to economics, including those performed by Financial Analysts, market research analysts, and marketing specialists, do not qualify for TN status. This landmark clarification reshapes the landscape, prompting a deeper understanding of the nuances surrounding Financial Analysts’ eligibility.

Key Considerations and Insights for Financial Analysts

Aspiring Financial Analysts seeking TN Visa status must navigate the intricacies of the USCIS Policy Memo. Understanding the boundaries between financial analysis and tasks explicitly reserved for Economists is paramount. This article aims to shed light on these considerations, offering insights to guide Financial Analysts through the TN Visa application process. Read the memo here.