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Life ALM and Modeling Exam

Welcome to the Life ALM and Modeling Management Exam home page!

Life ALM and Modeling Management is a two-hour written-answer exam that will be offered in the spring and fall of each year. It is a requirement of the Individual Life and Annuities Track. However, the Enterprise Risk Management (ERM) Exam may be substituted for this exam.

The syllabus for the exam exposes candidates to the following topics:

  • Asset and liability management
  • Enterprise risk management

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

  • Life ALM and Modeling Exam
  • Spring 2020 Date: Thursday, July 16, 2020  
    Time: 2:00–4:15 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: 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