It is recommended professionals with three to seven years of experience in auditing employee benefit plans sit for the intermediate exam. Professionals with seven or more years of experience are recommended to sit for the advanced exam(s).
To further determine what level is appropriate, you can review the AICPA Competency Framework: Employee Benefit Plan Auditing. Additionally, take sample exam questions to understand your readiness.
To determine the path that’s right for you, select the option below that describe you best.
Take the course Auditing Employee Benefit Plans and then sit for the Intermediate Employee Benefit Plans Audit Certificate exam.
Complete a short assessment to determine if you should complete the intermediate learning prior to registering for the Intermediate Employee Benefit Plans Audit Certificate exam.
Complete a short assessment to determine if you should complete the advanced learning prior to registering for one of the advanced exams.
Determine your readiness for one of the advanced exams with a short assessment.