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.

Recommended order for FSA track requirements

Timing of Syllabus Publication


Syllabus and Study Materials


Rules and Regulations


Registration


Important Dates and Fees


Exam Day Information


Resources