Announcement: Access the latest SOA updates on COVID-19 at

Due to unusually high email volume in Customer Service, you may experience a longer response time than usual. We apologize for any inconvenience this may cause.

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


Syllabus and Study Materials

Rules and Regulations


Important Dates and Fees

  • Life ALM and Modeling Exam

    Date: Thursday, April 30, 2020 
    Time: 2:00–4:15 p.m.
    (Includes read–through time)

  • Registration Deadline: Monday, March 23, 2020
    (Registration closes at midnight U.S. Central Time)

  • Fees

Exam Day Information