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Quantitative Finance and Investment Portfolio Management Exam

Welcome to the Quantitative Finance and Investment Portfolio Management Exam home page! Please review all of the information and links provided below.

Quantitative Finance and Investment Portfolio Management is a five-hour written-answer exam that is offered in the spring and fall of each year. It is a requirement of the Quantitative Finance and Investment (QFI) Track.

Learn more about changes coming to this track.

Recognized by the Canadian Institute of Actuaries.

Recommended order for FSA track requirements  

Timing of Syllabus Publication

Announcement: All SOA Exams Moving to CBT Beginning Fall 2020

 


Important Dates and Fees

  • Quantitative Finance and Investment Portfolio Management Exam
  • 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, October 28, 2020  
    Fall 2020 Registration Deadline: Monday, September 28, 2020
    (Registration closes at midnight U.S. Central Time.)
  • Fees


Exam Day Information


Resources