Life Finance and Valuation Exam

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

Life Finance and Valuation 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 are administered, each of which has its own reading list. It is a requirement of the Individual Life and Annuities Track.

Recommended order for FSA track requirements

Timing of Syllabus Publication

Individual Life and Annuities Track Guide


Syllabus and Study Materials
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Rules and Regulations
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Registration
Important Dates and Fees
  • Life Finance and Valuation Exam
    (U.S. and Canada)
  • Date: Thursday, November 2, 2017
    Time: 8:30 - 11:45 a.m. and 1:30 - 3:45 p.m.
    (Includes read–through time)

  • Registration Deadline: Monday, September 25, 2017
    (Registration closes at midnight U.S. Central Time.)

  • Fees
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Exam day Information
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Resources