Announcement: SOA releases passing candidate numbers for October 2024 Exam FM.

Fall 2023 FSA Exam Book List

Corporate Finance and ERM – 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

Value at Risk: The New Benchmark for Managing Financial Risk, Jorion, P., Third Edition, 2007, McGraw Hill

978-0-07146-495-6

 

Corporate Finance and ERM – Foundations of CFE

ISBN #

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

978-1259969492
9781260480962

Corporate Finance, Berk, J. & DeMarzo, P., Fifth Edition, 2020, Pearson

978-0-13563-592-6
9780134999463

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

978-0-262-044691

Implementing Enterprise Risk Management: From Methods to Applications, Lam, J., 2017 John Wiley & Sons, Inc

978-0471745198

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

978-1-119628057

Measuring Market Risk, Dowd, K. Second Edition, 2005, John Wiley & Sons

978-0-47001-303-8

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

978-0-13603-637-1

 

Corporate Finance and ERM – Strategic Decision Making

ISBN #

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

0-9759146-0-X

Strategic Management: Competitiveness & Globalization Concepts, Hitt, M, Ireland, R.D., Hoskisson, R., Thirteenth Edition, Cengage Learning

 

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

978-1-4221-6059-6

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

978-0-471-75121-2

Business Dynamics, Sterman, J. 2000, McGraw-Hill Higher Education

978-0072389159 and 978-0072311358

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

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

 

General Insurance – Introduction to General Insurance

ISBN #

Introduction to General Insurance, Volume 1: Insurance Company Operations, special SOA edition 2020, The Institutes

978-0-89462-447-6 (SOA102)

Introduction to General Insurance, Volume 2: Personal and Commercial Coverage, special SOA edition 2020, The Institutes

978-0-89462-447-6 (SOA103)

 

General Insurance – Ratemaking & Reserving

ISBN #

Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2021, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) [Candidates may also use First Edition, 2013 with 2019 Supplement]

978-0-9913363-2-6

 

General Insurance – Financial and Regulatory Environment, US

ISBN #

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

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

 

 

General Insurance – Advanced Topics in General Insurance

ISBN #

Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2021, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) [Candidates may also use First Edition, 2013 with 2019 Supplement]

978-0-9913363-2-6

 

Group & Health Design & Pricing

ISBN #

Group Insurance, Skwire, Eighth Edition, 2021, ACTEX

978-1-64756-350-9

Insuring Long-Term Care, Eaton, R., et al, 2022, ACTEX

978-1-64756-867-2

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

978-1-62542-484-6

Essentials of Managed Health Care, Kongstvedt, Peter R., Sixth Edition, 2013, Jones & Bartlett ERRATA

978-1-44965-331-6
978-1-28424-669-8

 

Group & Health Valuation & 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

 

Group & Health Valuation & Regulation US

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

 

Group & Health Risk Mitigation

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

978-1-62542-112-8

The Handbook of Employee Benefits, Rosenbloom, J.S., Seventh Edition, 2011, McGraw Hill

978-0-07174-598-7

 

Individual Life & Annuities – Life Financial Management Canada

ISBN #

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

978-0-43348-532-2

 

Individual Life & Annuities – Life Financial Management US

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

 

Individual Life & Annuities – Life Product Management

ISBN #

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

978-1-62542-476-1

 

Individual Life & Annuities – Life ALM and Modeling

ISBN #

Investment Guarantees, Hardy, Mary, 2003, John Wiley & Sons ERRATA

978-0-47139-290-3

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

978-1260473896

Managing Investment Portfolios: A Dynamic Process, Maginn, J.L., Tuttle, D.L., Third Edition, 2007, John Wiley & Sons

978-0-47008-014-6
9781118364024
9780470117163

 

Quantitative Finance and Investment – Quantitative Finance

ISBN #

An Introduction to the Mathematics of Financial Derivatives, Hirsa, Ali and Neftci, Salih N., Third Edition, Second Printing 2014, Academic Press, Second Printing ERRATA

978-0-12-384682-2

Fixed Income Securities, Veronesi,P., 2010, John Wiley & Sons, ERRATA

978-0-470-10910-6

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

 

Quantitative Finance and Investment Portfolio Management

ISBN #

Managing Investment Portfolios: A Dynamic Process, Maginn, J.L., Tuttle, D.L., Third Edition, 2007, John Wiley & Sons

978-0-47008-014-6
9781118364024
9780470117163

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

978-1-133-10882-5

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

978-1260473896

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

978-1-119-83563-9

Handbook of Alternative Assets, Anson, M, Second Edition, 2006, John Wiley & Sons

978-0-471-98020-9

Leveraged Finance, Antczak, S., Lucas, D., Fabozzi, F., 2009, John Wiley & Sons

978-0-470-50370-6

Fixed Income Securities, Veronesi,P., 2010, John Wiley & Sons, ERRATA

978-0-470-10910-6

 

Quantitative Finance and Investment – Investment Risk Management

ISBN #

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

978-1-107-18461-9

The Top Ten Operational Risks: A Survival Guide for Investment Management Firms and Hedge Funds, Miller and Lawton, 2010, Stone House Consulting, LLC

978-1456367879

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

978-1260473896

Fixed Income Securities, Veronesi,P., 2010, John Wiley & Sons, ERRATA

978-0-470-10910-6

Investment Risk Management, Baker, H.K., Filbeck, G., 2015, Oxford University Press

978-0-19-933196-3

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

978-3-319-94687-0
978-3-319-94688-7

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

9781009098465
9781009089470

Investment Ethics, Peck, S., 2011, John Wiley & Sons

978-0-470-43453-6

 

Retirement Benefits – Design & Accounting Canada

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

Fundamentals of Retiree Group Benefits, Yamamoto, D.H., Second Edition, 2015, ACTEX

978-1-62542-483-9

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

978-0433506997

Canadian Pensions and Retirement Income Planning, LexisNexis, Sixth Edition, 2017

978-0-433-49105-7

 

Retirement Benefits – Design & Accounting US

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 & Benefit Plans, LexisNexis, Seventeenth Edition, 2020

978-0433506997

Fundamentals of Retiree Group Benefits, Yamamoto, D.H., Second Edition, 2015, ACTEX

978-1-62542-483-9

 

Retirement Benefits – Funding & Regulation Canada

ISBN #

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

978-1-56698-559-8

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

978-0-433-506997

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

978-0-433-49105-7

 

Retirement Benefits – Retirement Plan Investment & Risk Management

ISBN #

Modern Investment Management: An Equilibrium Approach, Litterman, R, 2003, John Wiley & Sons

978-0-47112-410-8

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