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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

Announcement: All SOA Exams Moving to CBT Beginning Fall 2020

 


Syllabus and Study Materials


Rules and Regulations


Registration


Important Dates and Fees

  • Life Financial Management Exam
    (U.S. and Canada)
  • Spring 2020 Date: Wednesday, July 15, 2020 
    Time: 8:30 - 11:45 a.m. and 1:30 - 3:45 p.m.
    (Includes read–through time)
    Spring 2020 Registration Deadline:
    Short Registration Window from Tuesday, May 19, 2020 to Tuesday, May 26, 2020 (Registration closes at midnight U.S. Central Time.)
  • Fall 2020 Date: Wednesday, November 4, 2020  
    Fall 2020 Registration Deadline: Monday, September 28, 2020
    (Registration closes at midnight U.S. Central Time.)
  • Fees


Exam Day Information


Resources