Announcement: SOA releases passing candidate numbers for April 2025 Exam FM and congratulation to the new FSAs for June 2025.

Fall 2025 FSA Exam Book List

View the FSA Exam booklist below.

Corporate Finance and ERM

CFE 101 Enterprise Risk Management

ISBN #

Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge Univ Press

978-1-107-18461-9

Quantitative Enterprise Risk Management, Hardy, M., Saunders, J., 2022 Cambridge University Press, ERRATA

9781009098465
9781009089470

CFE 201 Corporate Finance

ISBN #

Accounting for Decision Making and Control, Zimmerman, J., 10th Edition, 2020, McGraw-Hill Education

978-1259969492
9781260480962

Fundamentals of Machine Learning for Predictive Data Analytics, Kelleher, J., Second Edition, 2020, Massachusetts Institute of Technology

978-0-262-044691

International Financial Statement Analysis, Robinson, T., Fourth Edition, 2020 John Wiley & Sons, Inc.

978-1-119628057

Managing Business Process Flows: Principles of Operations Management, Anupindi, R., Chopra,S., et. al. Third Edition, 2012, Pearson Education

978-0-13603-637-1

Valuation: Measuring and Managing the Value of Companies, Koller, T., et el, 8th Edition, 2025 Wiley

978-1119610885
978-1119610922

Group and Health Insurance

GH 101 Benefits and Pricing

ISBN #

Group Insurance, Skwire, Eighth Edition, 2021, ACTEX

978-1-64756-350-9

GH 201C Valuation and Regulation—Canada

ISBN #

Group Insurance, Skwire, Eighth Edition, 2021, ACTEX

978-1-64756-350-9

Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis

978-0-43348-532-2

Morneau Shepell Handbook of Canadian Pension & Benefit Plans, Seventeenth Edition, 2020, LexisNexis

978-0-433-506997

GH 201U Valuation and Regulation—U.S.

ISBN #

Group Insurance, Skwire, Eighth Edition, 2021, ACTEX

978-1-64756-350-9

GH 301 Health Analytics and Management

ISBN #

Healthcare Risk Adjustment and Predictive Modeling, Duncan, I., Second Edition, 2018, ACTEX ERRATA

978-1-63588-413-5

Managing and Evaluating Healthcare Intervention Programs, Duncan, I., Second Edition, 2014, ACTEX ERRATA

978-1-63588-413-5

General Insurance

GI 101 Ratemaking and Reserving

ISBN #

Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2022, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore)

978-0-9913363-2-6

GI 201 Operational, Financial, Regulatory, and Legal

ISBN #

Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2022, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore)

978-0-9913363-2-6

General Insurance Financial Reporting Topics, Society of Actuaries, Fifth Edition-2021 (Available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) ERRATA

978-0-9913363-3-3

Excerpts from Business Law for Insurance Professionals (SABE02), The Institutes

Textbooks should be ordered from The Institutes by calling (U.S. or Canada toll free +1-800-644-2101) (elsewhere call +1-610-644-2100) Monday-Friday 8 am to 6 pm Eastern Time. Candidates for whom telephone contact is not possible may order textbooks via email to TISupport@TheInstitutes.org. Use code SABE02 when ordering.

 

GI 301 Further Topics in General Insurance

ISBN #

Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2022, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore)

978-0-9913363-2-6

GI 302 General Insurance in the U.S.

ISBN #

Insurance Regulation, Porter, K., The Institutes, 1st Edition, 2008 (IR 201)

 

General Insurance Financial Reporting Topics, Society of Actuaries, Fifth Edition-2021 (Available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) ERRATA

978-0-9913363-3-3

Individual Life and Annuities

ILA 101 Pricing and Introduction to Valuation and Risk Management

ISBN #

The Art and Science of Life Insurance Distribution, Bennett, D. and Zultowski, W. H., 2014, ACTEX

978-1-625-42211-8
978-1-62542-382-5
978-1-63588-358-9

US GAAP for Insurers, Third Edition, 2024, Society of Actuaries. Freedman, M. and Frasca, R., eds.

Formats and available bundles: eBook alone; eBook + softcover bundle; eBook + hardcover bundle. eBook available separately. Softcover and hardcover are not available separately

978-0-9913363-7-1 (e-book)

Statutory Valuation of Individual Life and Annuity Contracts, Claire, D., Lombardi, L., Summers, S., Fifth Edition, Volume I, 2018, ACTEX Learning ERRATA

978-1-63588-494-4

An Introduction to Computational Risk Management of Equity-Linked Insurance, Feng, Runhuan, 2018, Taylor & Francis Group

978-1-4987-4216-0

Life, Health & Annuity Reinsurance, Tiller, John E. and Tiller, Denise, Fourth Edition, 2015, ACTEX Publications

978-1-62542-476-1

ILA 201-I Valuation and Advanced Product and Risk Management, International

ISBN #

Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis

978-0-43348-532-2

ILA 201-U Valuation and Advanced Product and Risk Management, U.S.

ISBN #

Statutory Valuation of Individual Life and Annuity Contracts, Claire, D., Lombardi, L., Summers, S., Fifth Edition, Volumes I & II, 2018, ACTEX Learning ERRATA

978-1-63588-543-9

US GAAP for Insurers, Third Edition, 2024, Society of Actuaries. Freedman, M. and Frasca, R., eds.

Formats and available bundles: eBook alone; eBook + softcover bundle; eBook + hardcover bundle. eBook available separately. Softcover and hardcover are not available separately

978-0-9913363-7-1 (e-book)

Investment

INV 101 Portfolio Management

ISBN #

Handbook of Fixed Income Securities, Fabozzi, F.J., Ninth Edition, 2021, McGraw- Hill,

978-1260473896

Portfolio Management in Practice Vol 1, 2020, CFA Institute, Wiley

978-1-119-74372-9

The Handbook of Traditional and Alternative Investment Vehicles, Anson, Fabozzi, Jones 2011, John Wiley & Sons

9780470609736
9781118258248

Commercial Real Estate Analysis and Investments, Miller & Geltner, 2014, Third Edition, OnCourse Learning Publishing,

978-1-133-10882-5

The Handbook of Credit Risk Management, Boueille and Coogan-Pushner, Second Edition, 2022, John Wiley & Sons

978-1-119-83563-9

Credit Risk Modeling, Bolder, D., 2018, Springer International Publishing

978-3-319-94687-0
978-3-319-94688-7
978-3-030-06900-1

INV 201 Quantitative Finance

ISBN #

Options, Futures, and Other Derivatives, Global Edition Pearson 2021

978-1-292-41062-3
978-1292410654

Problems & Solutions in Mathematical Finance, Chin, Nel, & Olafsson, Volume 1, 2014, John Wiley & Sons, ERRATA

978-1-119-96583-1

The Volatility Smile, Derman, E., Miller, B., 2016, John Wiley & Sons

978-1-118-95916-9

Retirement Benefits

RET 101 Retirement Plan Design

ISBN #

Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches, Allen, et. al., Twelfth Edition, 2018, McGraw Hill

781-1-259-72067-3

Fundamentals of Private Pensions, McGill, et. al., Ninth Edition, 2010, Oxford University Press

978-0-19954-451-6

Morneau Shepell Handbook of Canadian Pension and Benefit Plans, Seventeenth Edition, 2020, LexisNexis

978-0-433-506997

RET 201 Retirement Plan Valuation

ISBN #

Morneau Shepell Handbook of Canadian Pension and Benefit Plans, Seventeenth Edition, 2020, LexisNexis

978-0-433-506997

Pension Mathematics for Actuaries, Anderson, A., Third Edition, 2006, ACTEX ERRATA

978-1-56698-559-8

Fundamentals of Private Pensions, McGill, et. al., Ninth Edition, 2010, Oxford University Press

978-0-19954-451-6

RET 301 Actuarial Topics for Canadian Retirement Plans

ISBN #

Canadian Pensions and Retirement Income Planning, Willis Towers Watson, Sixth Edition, 2017, LexisNexis

978-0-433-49105-7

Morneau Shepell Handbook of Canadian Pension and Benefit Plans, Seventeenth Edition, 2020, LexisNexis

978-0-433-506997

Cross Practice Courses

CP 311 Strategic Management

ISBN #

Strategic Management: Concepts and Cases: Competitiveness & Globalization, Hitt, M, Ireland, R.D., Hoskisson, R., Fourteenth Edition 2023, Cengage Learning

9780357716762

Understanding Michael Porter: The Essential Guide to Competition and Strategy, Magretta, J., 2012 Harvard Business Review Press

978-1-4221-6059-6

Handbook of Budgeting, Lalli, W.R., Sixth Edition, 2012, John Wiley & Sons

978-0-470-92045-9
978-1-118-17061-8

Damodaran on Valuation, Damodaran, Second Edition 2006, John Wiley & Sons

978-0-471-75121-2

Valuation: Measuring and Managing the Value of Companies, Koller, T., Goedhart, M., Wessels, D., 8th Edition, 2025 Wiley Finance

978-1119611868

Data, Models, and Decisions: The Fundamentals of Management Science, Bertsimas, D., Freund, R., 2004, Dynamic Ideas

0-9759146-0-X

CP 312 Model Development and Governance

ISBN #

Long-Term Actuarial Models Part II, Cardinal, T., 2024 Cardinalis 1 LLC, order from https://ltam2.kotobee.com/#/

979-8-992-3139-2-5

Metamodeling for Variable Annuities, Valdez, Emiliano and Gan, Guojan, 2020, Taylor & Francis Group

9780367779559
9781351166607

CP 321 Disability, Long-Term Care, and Long-Duration Health Contracts

ISBN #

Group Insurance, Skwire, Eighth Edition, 2021, ACTEX

978-1-64756-350-9

Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX ERRATA

978-1-62542-484-6

Insuring Long-Term Care, Eaton, R., et al, Second Edition, 2024, ACTEX

978-1-64756-973-0

CP 341 Advanced Life Reinsurance

ISBN #

Life, Health & Annuity Reinsurance, Tiller, John E. and Tiller, Denise, Fourth Edition, 2015, ACTEX Publications

978-1-62542-476-1

CP 351 Asset Liability Management

ISBN #

Financial Enterprise Risk Management, Sweeting, P., Edition, 2017, Cambridge Univ Press

978-1-107-18461-9

Quantitative Enterprise Risk Management, Hardy, M., Saunders, J., 2022 Cambridge University Press, ERRATA

9781009098465
9781009089470

Fixed Income Securities: Tools for Today’s Markets, Tuckman, Bruce and Serrat, Angel, 4th Edition, 2022, Wiley

978-1-119-83555-4
978-1-119-83559-2

Fixed Income Securities: Valuation, Risk, and Risk Management, Veronesi,P., 2010, John Wiley & Sons, ERRATA

978-0-470-10910-6

Handbook of Asset and Liability Management, Volume 2, Applications and Case Studies, Zenios, S.A., Ziemba, W.T., 2007, Elsevier

9780444528025
9780080548562