QFI - Investment Risk Management Exam

Welcome to the Investment Risk Management Exam home page! Please review all of the information and links provided below.

Investment Risk Management is a two-hour written-answer exam that is offered in the spring and fall of each year. It is a requirement of Quantitative Finance and Investment (QFI) Track. However, the Enterprise Risk Management (ERM) Exam may be substituted for this exam.

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

Additional Details about Fall 2020 Exams via CBT - Updated September 22, 2020

Syllabus and Study Materials

Rules and Regulations


Important Dates and Fees

  • Investment Risk Management Exam
  • Date: Friday, October 30, 2020  
  • Registration Deadline: Monday, September 28, 2020
    (Registration closes at midnight U.S. Central Time.)
  • Fees

Exam Day Information