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
Rules and Regulations
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
Exam day Information