Foundations of Corporate Finance and ERM

Welcome to the Foundations of Corporate Finance and ERM Exam home page! Please review all of the information and links provided below.

Foundations of Corporate Finance and ERM is a five-hour written-answer exam that is offered in the spring and fall of each year. It is a requirement of the Corporate Finance and ERM (CFE) Track.

Learn more about changes coming to this track.

Recognized by the Canadian Institute of Actuaries.

Recommended order for FSA track requirements

Timing of Syllabus Publication

Announcement: All SOA Exams Moving to CBT Beginning Fall 2020


Syllabus and Study Materials

Rules and Regulations


Registration


Important Dates and Fees

  • Foundations of Corporate Finance
    and ERM Exam
  • Spring 2020 Date: Tuesday, July 14, 2020
    Time: 8:30-11:45 a.m. and 1:30-3:45 p.m.
    (Includes read–through time)
    Spring 2020 Registration Deadline: Short Registration Window from Tuesday, May 19, 2020 to Tuesday, May 26, 2020 (Registration closes at midnight U.S. Central Time.)
  • Fall 2020 Date:Wednesday, October 28, 2020  
    Fall 2020 Registration Deadline: Monday, September 28, 2020
    (Registration closes at midnight U.S. Central Time.)
  • Fees


Exam Day Information


Resources