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Life Financial Management Exam

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

Life Financial Management 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

Additional Details about Fall 2020 Exams via CBT - Updated October 15, 2020

 


Syllabus and Study Materials


Rules and Regulations


Registration


Important Dates and Fees

  • Life Financial Management Exam
    (U.S. and Canada)
  • Date: Tuesday, May 11, 2021
  • Registration Deadline: Monday, March 29, 2021
    (Registration closes at midnight U.S. Central Time.)
  • Fees


Exam Day Information


Resources