Spring 2009 Investment Strategy Module


Welcome to the Investment Strategy FSA Module home page! Please review all of the information and links provided below.

The Investment Strategy FSA module is an e–Learning module where you acquire and use knowledge that is distributed and facilitated electronically. The electronic e–Learning facility will also provide information regarding required text readings and other non–computer–based activities.

The focus of the Investment Strategy module is to provide you with an understanding of the investment theories to implement the investment process. Throughout the module, you will be exposed to case studies from real experiences that illustrate the range of considerations in managing investment portfolios supporting particular liabilities and goals. The primary goal of the module is to enable you to construct and recommend a portfolio based on given objectives.

The Investment Strategy FSA module is required for candidates seeking to complete the Investment specialty track for Fellowship.

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FSA module inquiries may be directed to fsamodules@soa.org