Spring 2019 Exam Book List

Corporate Finance and ERM – Enterprise Risk Management

ISBN #

Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge Univ Press 978-1-107-18461-9
Value at Risk: The New Benchmark for Managing Financial Risk, Jorion, P., Third Edition, 2007, McGraw Hill 978-0-07146-495-6
Group Insurance, Skwire, Seventh Edition, 2016, ACTEX, (Group & Health Extension ONLY)
978-1-62542-682-6

Corporate Finance and ERM – Foundations of CFE

ISBN #

Algorithms to Live By, Christian, B., and Giffiths, T., 2016, Henry Holt and Company 978-1-627-79036-9 
Corporate Finance, Berk, J. & DeMarzo, P., Fourth Edition, 2017, Pearson Publ 978-0-13-408327-8
How to Measure Anything: Finding the Value of “Intangibles” in Business, Hubbard, D.W., Third Edition, Wiley 2014
978-1-118-53927-9
Measuring Market Risk, Dowd, K. Second Edition, 2005, John Wiley & Sons
978-0-47001-303-8
Handbook of the Economics of Finance, Vol 2 Part A 2013, Chapter 5, pp. 357-424
 
Raising Capital, Sherman, A., Third Edition, 2012, American Management Association  978-0-8144-1703-4 
Superforecasting: The Art and Science of Prediction, Tetlock, P. and Gardner, D., 2015 Crown Publishers 978-0-8041-3669-3

Corporate Finance and ERM – Strategic Decision Making

ISBN #

The xVA Challenge, Gregory, J. Third Edition, 2015, John Wiley & Sons
978-1-119-10941-9
Data, Models, and Decisions: The Fundamentals of Management Science, Bertsimas, D., Freund, R., 2004, Dynamic Ideas  0-9759146-0-X
Accounting for Decision Making and Control,Zimmerman, J., Ninth Edition, 2017, McGraw-Hill Education  978-1-259-56455-0
The Pyramid Principle: Logic in Writing and Thinking Minto, B., Third Edition, 2009, Pearson Education  978-0-273-71051-6
Strategic Management: Competitiveness & Globalization Concepts, Hitt, M, Ireland, R.D., Hoskisson, R., Twelfth Edition, Cengage Learning  978-1-305-50220-8 
Organizational Behavior, Hitt, M., Miller, C., and Colella, Fourth Edition, 2014, John Wiley & Sons 978-1-118-80906-8
The Failure of Risk Management, Why it’s Broken, 2009, Hubbard, John Wiley & Sons 978-0-470-38795-5

General Insurance – Introduction to General Insurance

ISBN #

Insurance Operations, Kearney,S., 2015, The Institutes (SABI 13) (Candidates may use (CPCU 520) ISBN 978-0-89463-422-2 ) 978-0-89463-823-7
Survey of Commercial Insurance, Flitner, A., 2012, The Institutes (CPCU 557) (Candidates may use Second Edition, 2014, ISBN 978-0-89463-799-5) 978-0-89463-555-7
Survey of Personal Insurance and Financial Planning, Cook,M.A., 2012, The Institutes (CPCU 553) 978-0-89463-554-0

General Insurance – Ratemaking & Reserving

ISBN #

Fundamentals of General Insurance Actuarial Analysis, Friedland, J., 2013, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) 978-0-97593-377-0
Catastrophe Modeling: A New Approach to Managing Risk, Grossi, P. & Kunreuther, H., 2005, Springer Science + Business Media 978-0-38724-105-0

General Insurance – Financial and Regulatory Environment, US 

ISBN #

General Insurance Financial Reporting Topics, Society of Actuaries, Fourth Edition-2018 (Available from ACTEX Publication/Mad River Books and The Actuarial Bookstore)   978-0-9913363-2-6 
Insurance Regulation, Porter,K., The Institutes, 1st Edition, 2008 (IR 201)  

General Insurance – Advanced Topics in General Insurance

ISBN #

No books  

Group & Health Core Canada

ISBN #

Group Insurance, Skwire, Seventh Edition, 2016, ACTEX 978-1-62542-682-6
Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX   978-1-62542-484-6
Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis 978-0-43348-532-2
Morneau Shepell Handbook of Canadian Pension & Benefit Plans, Sixteenth Edition, 2016, LexisNexis  978-0-433-48981-8
Essentials of Managed Health Care, Kongstvedt, P. R., Sixth Edition, 2013, Jones & Bartlett  ERRATA 978-1-44965-331-6
Canadian Handbook of Flexible Benefits, McKay, R. J., Third Edition, 2007, John Wiley & Sons 978-0-47083-825-9  
Ebook: 978-0-470-15400-7

The Handbook of Employee Benefits, Rosenbloom, J.S., Seventh Edition, 2011, McGraw Hill 978-0-07174-598-7

Group & Health Core US

ISBN #

Group Insurance, Skwire, Seventh Edition, 2016, ACTEX 978-1-62542-682-6
Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX   978-1-62542-484-6
Essentials of Managed Health Care, Kongstvedt, Peter R., Sixth Edition, 2013, Jones & Bartlett  ERRATA 978-1-44965-331-6
Canadian Handbook of Flexible Benefits, McKay, Robert J., Third Edition, 2007, John Wiley & Sons

978-0-47083-825-9  
Ebook: 978-0-470-15400-7

The Handbook of Employee Benefits, Rosenbloom, J.S., Seventh  Edition, 2011, McGraw Hill 978-0-07174-598-7

Group & Health Advanced

ISBN #

Group Insurance, Skwire, Seventh Edition, 2016, ACTEX 978-1-62542-682-6
Managing and Evaluating Healthcare Intervention Programs, Duncan, I., Second Edition, 2014 978-1-62542-112-8
Essentials of Managed Health Care, Kongstvedt, P. R., Sixth Edition, 2013, Jones & Bartlett 978-1-44965-331-6
Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX     978-1-62542-484-6

Group & Health Specialty

ISBN #

Group Insurance, Skwire, D., Seventh Edition, 2016, ACTEX 978-1-62542-682-6
Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX  978-1-62542-484-6
Healthcare Risk Adjustment and Predictive Modeling, Duncan, I., Second Edition, 2018, ACTEX 978-1-63588-413-5
Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge University Press 978-1-107-18461-9

Individual Life & Annuities – Life Finance & Valuation Canada 

ISBN #

Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis 978-0-43348-532-2
Life, Health and Annuity Reinsurance, Tiller, J. E. & Tiller, D. F., Fourth Edition, 2015, ACTEX 978-1-62542-476-1

Individual Life & Annuities – Life Finance & Valuation US

ISBN #

US GAAP for Life Insurers, Herget, R. Thomas, Second Edition, 2006, SOA ERRATA

978-0-93895-973-1
Statutory Valuation of Individual Life and Annuity Contracts, Claire, D., Lombardi, L., Summers, S., Fifth Edition, Volume I, 2018, ACTEX Learning
978-1-63588-494-4
Life, Health and Annuity Reinsurance, Tiller, John E. & Tiller, Denise Fagerberg, Fourth Edition, 2015, ACTEX 978-1-62542-476-1

Individual Life & Annuities – Life Pricing

ISBN #

Life Insurance Products and Finance, Atkinson, Dallas, 2000, SOA ERRATA                  978-0-93895-967-0

Life Insurance and Modified Endowments Under Internal Revenue Code Sections 7702 and 7702A, DesRochers, Christian J., et. al., Second Edition, 2015, Society of Actuaries

978-0-9913363-1-9
Investment Guarantees, Hardy, Mary, 2003, John Wiley & Sons ERRATA 978-0-47139-290-3
Stochastic Modeling : Theory and Reality from an Actuarial Perspective, IAA, 2010, International Actuarial Association 978-0-98139-681-1
The Art and Science of Life Insurance Distribution, Zultowski, Bennet, 2014, ACTEX  978-1-62542-211-8
Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis                 978-0-43348-532-2

Individual Life & Annuities – Life Risk Management

ISBN #

The xVA Challenge, Gregory, J. Third Edition, 2015, Wiley Finance
978-1-119-10941-9

Quantitative Finance and Investment – Quantitative Finance

ISBN #

An Introduction to the Mathematics of Financial Derivatives, Hirsa, Ali and Neftci, Salih N., Third Edition, 2014, Academic Press, ERRATASecond Printing ERRATA 978-0-12-384682-2
Fixed Income Securities, Veronesi,P., 2010, John Wiley & Sons 978-0-470-10910-6 
Analysis of Financial Time Series, Tsay, Ruey S., Third Edition, 2010, John Wiley & Sons 978-0-47041-435-4
Problems & Solutions in Mathematical Finance, Chin, Nel, & Olafsson, Volume 1, 2014, John Wiley & Sons  978-1-119-96583-1 
The Volatility Smile, Derman, E., Miller, B., 2016, John Wiley & Sons978-1-118-95916-9 

Quantitative Finance and Investment Advanced

ISBN #

Quantitative Credit Portfolio Management, Ben-Dor, et.al., 2012, John Wiley & Sons 978-1-11811-769-9
Handbook of Fixed Income Securities, Fabozzi, F.J., Eighth Edition, 2012, McGraw- Hill

978-0-07176-846-7

Introduction to Credit Risk Modeling, Bluhm, Christian, Second Edition, 2010, Taylor and Francis Group 978-1-58488-992-2
Interest Rate Models - Theory and Practice, Brigo, Damiano & Mercurio, Fabio, Second Edition, 2007, Springer Publishing 978-3-54022-149-4
Volatility Correlation - The Perfect Hedger and the Fox, Rebonato, Riccardo, Second Edition, 2004, John Wiley & Sons 978-0-47009-139-5

Quantitative Finance and Investment – Investment Risk Management

ISBN #

Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge University Press 978-1-107-18461-9
The Top Ten Operational Risks: A Survival Guide for Investment Management Firms and Hedge Funds, Miller and Lawton, 2010, Stone House Consulting, LLC 978-1456367879
Managing Investment Portfolios: A Dynamic Process, Maginn, J.L., Tuttle, D.L., Third Edition, 2007, John Wiley & Sons 978-0-47008-014-6
Investment Ethics, Peck, S., 2011, John Wiley & Sons 978-0-470-43453-6

Retirement Benefits – Design & Accounting Canada

ISBN #

Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches, Allen, et. al., Twelfth Edition, 2018, McGraw Hill 781-1-259-72067-3
Fundamentals of Private Pensions, McGill, et. al., Ninth Edition, 2010, Oxford University Press 978-0-19954-451-6

Fundamentals of Retiree Group Benefits, Yamamoto, D.H., Second Edition, 2015, ACTEX  

978-1-62542-483-9
Morneau Shepell Handbook of Canadian Pension & Benefit Plans, LexisNexis, Sixteenth Edition, 2016 978-0-433-48981-8
Canadian Pensions and Retirement Income Planning, LexisNexis, Sixth Edition, 2017 978-0-433-49105-7

Retirement Benefits – Design & Accounting US

ISBN #

Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches, Allen, et. al., Twelfth Edition, 2018, McGraw Hill 781-1-259-72067-3
Fundamentals of Private Pensions, McGill, et. al., Ninth Edition, 2010, Oxford University Press 978-0-19954-451-6
Morneau Shepell Handbook of Canadian Pension & Benefit Plans, LexisNexis Sixteenth Edition, 2016 978-0-433-48981-8

Fundamentals of Retiree Group Benefits, Yamamoto, D.H., Second Edition, 2015, ACTEX  

978-1-62542-483-9

Retirement Benefits – Funding & Regulation Canada

ISBN #

Pension Mathematics for Actuaries, Anderson, A., Third Edition, 2006, ACTEX ERRATA

 978-1-56698-559-8
Morneau Shepell Handbook of Canadian Pension and Benefit Plans, Sixteenth Edition, 2016, LexisNexis 978-0-433-48981-8 
Canadian Pensions and Retirement Income Planning, Willis Towers Watson, Sixth Edition, 2017, LexisNexis 978-0-433-49105-7

Retirement Benefits – Retirement Plan Investment & Risk Management

ISBN #

Modern Investment Management: An Equilibrium Approach, Litterman, R, 2003, John Wiley & Sons 978-0-47112-410-8
Fundamentals of Private Pensions, McGill, et. al., Ninth Edition, 2010, Oxford University Press 978-0-19954-451-6
Morneau Shepell Handbook of Canadian Pension and Benefit Plans, Sixteenth Edition, 2016, LexisNexis 978-0-433-48981-8