Spring 2009 Individual Life and Annuities Company/Sponsor Perspective (CSP) Exam


Welcome to the Individual Life and Annuities CSP Exam home page! Please review all of the information and links prvided below.

Individual Life and Annuity CSP is a written–answer examination offered in the spring of each year. Both a U.S. and Canadian version of the exam are administered, each of which has its own reading list.

The syllabus for this exam exposes the candidate to the preparation and analysis of life insurance company financial statements including the underlying valuation principles supporting these statements. Further, the course of reading covers methods of reinsurance, risk mitigation, determining risk based and economic capital, asset liability matching and calculating embedded value for individual life insurance and annuity products.

This exam is required for candidates seeking to complete the Individual Life and Annuities specialty track for Fellowship.

    • Individual Life and Annuities CSP Exam
      (U.S. and Canada)

Date: Friday, May 1, 2009
Time: 8:30–11:45 a.m. and 1:30–4:45 p.m.
(Includes read–through time)

    • Deadlines

Registration: Wednesday, March 25, 2009
Refund/Cancelation: Thursday, April 30, 2009

  • Admission to Examination Center
  • Acknowledgement Letter
  • Approved Calculators
  • Food and Beverage in Exam Room
  • Signature on Examination Answer Sheets and Envelopes
  • Bilingual Examinations in Canada
  • Arrangements for Candidates with Disabilities
  • Frequently Asked Questions
  • Purpose of Learning Objectives/Outcomes
  • Study Methods
  • Suggestions for Taking Written–Answer Examinations
  • Use of the Case Study
  • Review Seminars and Workshops
  • Distributors of Textbooks and Study Manuals
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