INV 201 Quantitative Finance
Ready to Register?
Registration Opens: Week of January 5, 2026.
Exam Essentials
2026 Exam Schedule
- March 2026
- July 2026
The Quantitative Finance course is the second part of the two-course sequence in the Investment practice area.
Course Learning Objectives
Upon successful completion of INV 201 Quantitative Finance, you will understand the following learning objectives:
- Key types of derivatives;
- The principles and techniques for the valuation of derivatives; and
- Various applications and risks of derivatives.
How Should I Study?
As part of the evolution of the FSA pathway, the SOA is committed to improving your learning experience through better source materials. To study for INV 201 Quantitative Finance, start with the syllabus and continue with the other materials, including the course strategy guide.
Syllabus Materials
- Syllabus with Learning Objectives/Outcomes and Readings – Nov 2025/Mar 2026/Jul 2026
- Course Strategy Guide – Nov 2025/Mar 2026/Jul 2026
- Introductory Study Note – Nov 2025
- Case Study - this course has no case study
Syllabus Updates
Books and Study Notes
Supplemental Study Materials
- INV 201 Relevant Past Exam Materials
- INV 201 Guided Examples with Solutions
- Past Exam Questions and Solutions
- Study Methods