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.

Learn more about changes coming to this track.

Canadian version of this exam is recognized by the Canadian Institute of Actuaries.

Canadian Institute of Actuaries

Recommended order for FSA track requirements

Timing of Syllabus Publication

Individual Life and Annuities Track Guide



Syllabus and Study Materials


Rules and Regulations


Registration


Important Dates and Fees

  • Life Finance and Valuation Exam
    (U.S. and Canada)
  • Date: Thursday, Nov. 1, 2018 
    Time: 8:30 - 11:45 a.m. and 1:30 - 3:45 p.m.
    (Includes read–through time)

  • Registration Deadline: Monday, Sept. 24, 2018 
    (Registration closes at midnight U.S. Central Time.)

  • Fees


Exam Day Information


Resources