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


Syllabus and Study Materials


Rules and Regulations


Registration


Important Dates and Fees

  • Quantitative Finance and Investment Portfolio Management Exam
  • Date: Thursday, April 29, 2021
  • Registration Deadline: Monday, March 29, 2021
    (Registration closes at midnight U.S. Central Time.)
  • Fees


Exam Day Information


Resources