Investment Strategy Module
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Welcome to the Investment Strategy FSA Module home page! Please
review all of the information and links provided below.
The Investment Strategy FSA module is an e–Learning module where you acquire and use knowledge that is distributed and facilitated electronically. The electronic e–Learning facility will also provide information regarding required text readings and other non–computer–based activities.
The focus of the Investment Strategy module is to provide you with an understanding of the investment theories to implement the investment process. Throughout the module, you will be exposed to case studies from real experiences that illustrate the range of considerations in managing investment portfolios supporting particular liabilities and goals. The primary goal of the module is to enable you to construct and recommend a portfolio based on given objectives.
Candidates have flexibility with regard to the order requirements are completed. However, the SOA has established a recommended order for each fellowship track. These recommendations are effective for all exams and modules completed after July 1, 2011. Candidates should be aware that an examination/module may assume familiarity with material that is covered in any requirement that is recommended to come before that examination or module.
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