Group and Health Finance and Valuation Exam

Welcome to the Group and Health Finance and Valuation Exam home page! Please review all of the information and links provided below.

Group and Health Finance and Valuation (FV)is a five-hour written-answer exam that is offered in the spring and fall of each year. Both a U.S. and Canadian version of the exam will be administered, each of which has its own reading list. It is a requirement of the Group and Health Track.

The FV Exam along with the Design & Pricing (DP) Exam have replaced the previously offered Group and Health Core and Group and Health Advanced exams.

During a time of transition through the Spring 2021 exam administration the FV Exam will be divided in to two segments as follows:

  • Finance and Valuation-Core (FV-C) – A three-hour exam with Canadian and U.S. versions
  • Finance and Valuation-Advanced (FV-A) – A two-hour exam

Learn additional details and the transition rules for those who have passed one but not both of the previously offered Group and Health Core or Advanced exams.

Canadian version of this exam is 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

Group and Health Transition Deadline Extension

 


Syllabus and Study Materials


Rules and Regulations


Registration


Important Dates and Fees

  • Group and Health Finance and Valuation Exam – Segment C (U.S. and Canada)
  • Spring 2020 Date: Wednesday, July 15, 2020   
    Time: 8:30am – 11:45 am
    (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:Monday, November 2, 2020
    Fall 2020 Registration Deadline:Monday, September 28, 2020
    (Registration closes at midnight U.S. Central Time.)
  • Group and Health Finance and Valuation Exam – Segment A (U.S. and Canada)
  • Spring 2020 Date: Wednesday, July 15, 2020
    Time: 1:30pm – 3:45pm
    (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: Thursday, October 29, 2020  
    Fall 2020 Registration Deadline: Monday, September 28, 2020
    (Registration closes at midnight U.S. Central Time.)
  • Fees


Exam Day Information


Resources