FSA Module Book List
Updated December 20, 2019
The SOA does not provide the required textbooks. Candidates are responsible for purchasing the books required for the FSA modules.
Corporate Finance and ERM (CFE)
|
Advanced Topics in CFE Module |
ISBN |
|
Van Putin, Alexander B., and Ian C. MacMillan. 2008. Unlocking Opportunities for Growth: How to Profit from Uncertainty While Limiting Your Risk. Pearson Prentice Hall. |
978-0133012705 |
|
Hitt, Michael A., R. Duane Ireland and Robert E. Hoskisson. 2012. Strategic Management: Concepts and Cases. 12th Edition. Cengage Learning. |
978-1305502147 |
|
Introduction to CFE |
ISBN |
|
Klugman, S. 2012. Understanding Actuarial Practice. Society of Actuaries. |
978-0975933756 |
|
Hitt, Michael A., R. Duane Ireland, and Robert E. Hoskisson. 2012. Strategic Management: Concepts: Competitiveness and Globalization. 10th Edition. Cengage Learning. |
978-1305502147 |
|
Robinson, T., 2015 International Financial Statement Analysis. Third Edition, John Wiley & Sons, Inc. |
978-1118999479 |
|
Sherman, Andrew, 2005. Raising Capital: Get the Money You Need to Grow Your Business. New York: AMACROM. |
978-0814417034 |
|
Zimmerman, J., 2017. Accounting for Decision Making and Control, Ninth Edition, McGraw-Hill Education. |
978-1259564550 |
General Insurance
|
Applications of Statistical Techniques Module |
ISBN |
|
de Jong, P. and G. Heller. 2008. Generalized Linear Models for Insurance Data. Cambridge University Press. |
978-0521879149 |
Group and Health
|
Health Economics |
ISBN |
|
Getzen, T. Health Economics and Financing, Fifth Edition, Hoboken: John Wiley & Sons, Inc. |
978-1118184905 |
|
Skwire, D. Group Insurance. Seventh Edition, ACTEX (You may also use the Fifth or Sixth Edition) |
978-1625426826 |
|
Health Foundations |
ISBN |
|
Duncan, Ian. 2014. Managing and Evaluating Healthcare Intervention Programs. Second Edition. ACTEX. |
978-1625421128 |
|
Duncan, Ian. 2018. Healthcare Risk Adjustment and Predictive Modeling. Second Edition. ACTEX. |
978-1635884159 |
|
Pricing, Reserving and Forecasting |
ISBN |
|
There are no required books. All readings are provided online. |
Individual Life and Annuities
|
Introduction to ILA Module |
ISBN |
|
Bennett and Zultowski. 2014. The Art and Science of Life Insurance Distribution. ACTEX. |
978-1625422118 |
|
Tiller and Tiller. Life, Health and Annuity Reinsurance. Fourth Edition. ACTEX. |
978-1625424761 |
|
Claire, Lombardi and Summers. Statutory Valuation of Individual Life and Annuity Contracts. Fifth Edition. ACTEX. |
978-1635884944 |
|
Regulation and Taxation Module |
ISBN |
|
McLean, B. and Nocera. J. 2011. All the Devils Are Here: The Hidden History of the Financial Crisis. Penguin Books Ltd. |
978-1591844389 |
Quantitative Finance and Investment (QFI)
|
Financial Modeling Module |
ISBN |
|
McDonald, Robert L. 2013. Derivatives Markets. Third Edition. Prentice Hall. |
978-0321543080 |
|
Klugman, Stuart. 2012. Understanding Actuarial Practice. Society of Actuaries |
978-0975933756 |
|
Ruey S. Tsay, 2012. An Introduction to Analysis of Financial Data with R. First Edition. Wiley |
B00MYZJPAA |
|
Veronesi, Pietro, 2010. Fixed Income Securities: Valuation, Risk, and Risk Management. Wiley |
978-0470109106 |
Quantitative Finance and Investment (QFI)
|
Scenario Modeling |
ISBN |
|
International Actuarial Association. 2010. Stochastic Modeling Theory and Reality from an Actuarial Perspective. Ontario, Canada: International Actuarial Association. |
978-0981396811 |
Retirement Benefits
|
Social Insurance Module |
ISBN |
|
Whiston and Cloone. Handbook of Canadian Pension and Benefit Plans, 2016. 16th Edition. LexisNexis. |
978-0433489818 |
|
Szczepanski, M. and John A. Turner. 2014. Social Security and Pension Reform International Perspectives. W.E. Upjohn Institute. |
978-0880994675 |
|
Skwire, D. Group Insurance. Seventh Edition, ACTEX (You may also use the Fifth or Sixth Edition) |
978-1625426826 |
|
Yamamoto, D. 2014. Fundamentals of Retiree Group Benefits, Second Edition. ACTEX. |
978-1625424839 |
|
Pension Projections Module |
ISBN |
|
There are no required books. All readings are provided online. |
|
Multiple Tracks
|
Enterprise Risk Management (ERM) Module |
ISBN |
|
There are no required books. All readings are provided online. |
|
Financial Economics Module |
ISBN |
|
(1) Bodie, Zvi, Alex Kane, and Alan J. Marcus. 2014. Investments. 10th Edition. New York: McGraw-Hill-Irwin. |
978-1259277177 |
|
(1) Bodie, Zvi, Alex Kane, and Alan J. Marcus. 2011. Student Solutions Manual to Accompany Investments. 10th Edition. New York: McGrawHill Irwin. |
978-0077641917 |
|
(3) Hardy, M. 2003. Investment Guarantees — Modeling and Risk Management for Equity-Linked Life Insurance. Hoboken: John Wiley & Sons, Inc. |
978-0471392903 |
|
(1) Used by the RB, and GI tracks. (3) Used by the RB tracks. |
|
Decision Making and Communication Module |
ISBN |
|
McKay, Matthew, Martha Davis, and Patrick Fanning. 2009. Messages: The Communication Skills Book. Third Edition. Oakland, CA: New Harbinger Publications, Inc |
978-1572245921 |
|
Maruska, Don. 2004. How Great Decisions Get Made: 10 Easy Steps for Reaching Agreement on Even the Toughest Issues. New York: AMACOM. |
978-0814473986 |