Announcement: SOA releases March Exam P and April Exam PA Exams passing candidate numbers. 

Fall 2025 FSA Exam Book List

View the FSA Exam booklist below.

Corporate Finance and ERM

CFE 101 Enterprise Risk Management

ISBN #

Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge Univ Press

978-1-107-18461-9

Quantitative Enterprise Risk Management, Hardy, M., Saunders, J., 2022 Cambridge University Press, ERRATA

9781009098465
9781009089470

CFE 201 Corporate Finance

ISBN #

Accounting for Decision Making and Control, Zimmerman, J., 10th Edition, 2020, McGraw-Hill Education

978-1259969492
9781260480962

Fundamentals of Machine Learning for Predictive Data Analytics, Kelleher, J., Second Edition, 2020, Massachusetts Institute of Technology

978-0-262-044691

International Financial Statement Analysis, Robinson, T., Fourth Edition, 2020 John Wiley & Sons, Inc.

978-1-119628057

Managing Business Process Flows: Principles of Operations Management, Anupindi, R., Chopra,S., et. al. Third Edition, 2012, Pearson Education

978-0-13603-637-1

Valuation: Measuring and Managing the Value of Companies, Koller, T., et el, 8th Edition, 2025 Wiley

978-1119610885
978-1119610922

Group and Health Insurance

GH 101 Benefits and Pricing

ISBN #

Group Insurance, Skwire, Eighth Edition, 2021, ACTEX

978-1-64756-350-9

GH 201C Valuation and Regulation—Canada

ISBN #

Group Insurance, Skwire, Eighth Edition, 2021, ACTEX

978-1-64756-350-9

Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis

978-0-43348-532-2

Morneau Shepell Handbook of Canadian Pension & Benefit Plans, Seventeenth Edition, 2020, LexisNexis

978-0-433-506997

GH 201U Valuation and Regulation—U.S.

ISBN #

Group Insurance, Skwire, Eighth Edition, 2021, ACTEX

978-1-64756-350-9

GH 301 Health Analytics and Management

ISBN #

Healthcare Risk Adjustment and Predictive Modeling, Duncan, I., Second Edition, 2018, ACTEX ERRATA

978-1-63588-413-5

Managing and Evaluating Healthcare Intervention Programs, Duncan, I., Second Edition, 2014, ACTEX ERRATA

978-1-63588-413-5

General Insurance

GI 101 Ratemaking and Reserving

ISBN #

Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2022, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore)

978-0-9913363-2-6

GI 201 Operational, Financial, Regulatory, and Legal

ISBN #

Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2022, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore)

978-0-9913363-2-6

General Insurance Financial Reporting Topics, Society of Actuaries, Fifth Edition-2021 (Available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) ERRATA

978-0-9913363-3-3

Excerpts from Business Law for Insurance Professionals (SABE02), The Institutes

Textbooks should be ordered from The Institutes by calling (U.S. or Canada toll free +1-800-644-2101) (elsewhere call +1-610-644-2100) Monday-Friday 8 am to 6 pm Eastern Time. Candidates for whom telephone contact is not possible may order textbooks via email to TISupport@TheInstitutes.org. Use code SABE02 when ordering.

 

GI 301 Further Topics in General Insurance

ISBN #

Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2022, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore)

978-0-9913363-2-6

GI 302 General Insurance in the U.S.

ISBN #

Insurance Regulation, Porter, K., The Institutes, 1st Edition, 2008 (IR 201)

 

General Insurance Financial Reporting Topics, Society of Actuaries, Fifth Edition-2021 (Available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) ERRATA

978-0-9913363-3-3

Individual Life and Annuities

ILA 101 Pricing and Introduction to Valuation and Risk Management

ISBN #

The Art and Science of Life Insurance Distribution, Bennett, D. and Zultowski, W. H., 2014, ACTEX

978-1-625-42211-8
978-1-62542-382-5
978-1-63588-358-9

US GAAP for Insurers, Third Edition, 2024, Society of Actuaries. Freedman, M. and Frasca, R., eds.

Formats and available bundles: eBook alone; eBook + softcover bundle; eBook + hardcover bundle. eBook available separately. Softcover and hardcover are not available separately

978-0-9913363-7-1 (e-book)

Statutory Valuation of Individual Life and Annuity Contracts, Claire, D., Lombardi, L., Summers, S., Fifth Edition, Volume I, 2018, ACTEX Learning ERRATA

978-1-63588-494-4

An Introduction to Computational Risk Management of Equity-Linked Insurance, Feng, Runhuan, 2018, Taylor & Francis Group

978-1-4987-4216-0

Life, Health & Annuity Reinsurance, Tiller, John E. and Tiller, Denise, Fourth Edition, 2015, ACTEX Publications

978-1-62542-476-1

ILA 201-I Valuation and Advanced Product and Risk Management, International

ISBN #

Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis

978-0-43348-532-2

ILA 201-U Valuation and Advanced Product and Risk Management, U.S.

ISBN #

Statutory Valuation of Individual Life and Annuity Contracts, Claire, D., Lombardi, L., Summers, S., Fifth Edition, Volumes I & II, 2018, ACTEX Learning ERRATA

978-1-63588-543-9

US GAAP for Insurers, Third Edition, 2024, Society of Actuaries. Freedman, M. and Frasca, R., eds.

Formats and available bundles: eBook alone; eBook + softcover bundle; eBook + hardcover bundle. eBook available separately. Softcover and hardcover are not available separately

978-0-9913363-7-1 (e-book)

Investment

INV 101 Portfolio Management

ISBN #

Handbook of Fixed Income Securities, Fabozzi, F.J., Ninth Edition, 2021, McGraw- Hill,

978-1260473896

Portfolio Management in Practice Vol 1, 2020, CFA Institute, Wiley

978-1-119-74372-9

The Handbook of Traditional and Alternative Investment Vehicles, Anson, Fabozzi, Jones 2011, John Wiley & Sons

9780470609736
9781118258248

Commercial Real Estate Analysis and Investments, Miller & Geltner, 2014, Third Edition, OnCourse Learning Publishing,

978-1-133-10882-5

The Handbook of Credit Risk Management, Boueille and Coogan-Pushner, Second Edition, 2022, John Wiley & Sons

978-1-119-83563-9

Credit Risk Modeling, Bolder, D., 2018, Springer International Publishing

978-3-319-94687-0
978-3-319-94688-7
978-3-030-06900-1

INV 201 Quantitative Finance

ISBN #

Options, Futures, and Other Derivatives, Global Edition Pearson 2021

978-1-292-41062-3
978-1292410654

Problems & Solutions in Mathematical Finance, Chin, Nel, & Olafsson, Volume 1, 2014, John Wiley & Sons, ERRATA

978-1-119-96583-1

The Volatility Smile, Derman, E., Miller, B., 2016, John Wiley & Sons

978-1-118-95916-9

Retirement Benefits

RET 101 Retirement Plan Design

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 and Benefit Plans, Seventeenth Edition, 2020, LexisNexis

978-0-433-506997

RET 201 Retirement Plan Valuation

ISBN #

Morneau Shepell Handbook of Canadian Pension and Benefit Plans, Seventeenth Edition, 2020, LexisNexis

978-0-433-506997

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

978-1-56698-559-8

Fundamentals of Private Pensions, McGill, et. al., Ninth Edition, 2010, Oxford University Press

978-0-19954-451-6

RET 301 Actuarial Topics for Canadian Retirement Plans

ISBN #

Canadian Pensions and Retirement Income Planning, Willis Towers Watson, Sixth Edition, 2017, LexisNexis

978-0-433-49105-7

Morneau Shepell Handbook of Canadian Pension and Benefit Plans, Seventeenth Edition, 2020, LexisNexis

978-0-433-506997

Cross Practice Courses

CP 311 Strategic Management

ISBN #

Strategic Management: Concepts and Cases: Competitiveness & Globalization, Hitt, M, Ireland, R.D., Hoskisson, R., Fourteenth Edition 2023, Cengage Learning

9780357716762

Understanding Michael Porter: The Essential Guide to Competition and Strategy, Magretta, J., 2012 Harvard Business Review Press

978-1-4221-6059-6

Handbook of Budgeting, Lalli, W.R., Sixth Edition, 2012, John Wiley & Sons

978-0-470-92045-9
978-1-118-17061-8

Damodaran on Valuation, Damodaran, Second Edition 2006, John Wiley & Sons

978-0-471-75121-2

Valuation: Measuring and Managing the Value of Companies, Koller, T., Goedhart, M., Wessels, D., 8th Edition, 2025 Wiley Finance

978-1119611868

Data, Models, and Decisions: The Fundamentals of Management Science, Bertsimas, D., Freund, R., 2004, Dynamic Ideas

0-9759146-0-X

CP 312 Model Development and Governance

ISBN #

Long-Term Actuarial Models Part II, Cardinal, T., 2024 Cardinalis 1 LLC, order from https://ltam2.kotobee.com/#/

979-8-992-3139-2-5

Metamodeling for Variable Annuities, Valdez, Emiliano and Gan, Guojan, 2020, Taylor & Francis Group

9780367779559
9781351166607

CP 321 Disability, Long-Term Care, and Long-Duration Health Contracts

ISBN #

Group Insurance, Skwire, Eighth Edition, 2021, ACTEX

978-1-64756-350-9

Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX ERRATA

978-1-62542-484-6

Insuring Long-Term Care, Eaton, R., et al, Second Edition, 2024, ACTEX

978-1-64756-973-0

CP 341 Advanced Life Reinsurance

ISBN #

Life, Health & Annuity Reinsurance, Tiller, John E. and Tiller, Denise, Fourth Edition, 2015, ACTEX Publications

978-1-62542-476-1

CP 351 Asset Liability Management

ISBN #

Financial Enterprise Risk Management, Sweeting, P., Edition, 2017, Cambridge Univ Press

978-1-107-18461-9

Quantitative Enterprise Risk Management, Hardy, M., Saunders, J., 2022 Cambridge University Press, ERRATA

9781009098465
9781009089470

Fixed Income Securities: Tools for Today’s Markets, Tuckman, Bruce and Serrat, Angel, 4th Edition, 2022, Wiley

978-1-119-83555-4
978-1-119-83559-2

Fixed Income Securities: Valuation, Risk, and Risk Management, Veronesi,P., 2010, John Wiley & Sons, ERRATA

978-0-470-10910-6

Handbook of Asset and Liability Management, Volume 2, Applications and Case Studies, Zenios, S.A., Ziemba, W.T., 2007, Elsevier

9780444528025
9780080548562