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

Spring 2024 Archived Syllabi

View an archive of the Spring 2024 FSA Syllabi, including updates that were made.

Corporate Finance and ERM (CFE) Track

Enterprise Risk Management (ERM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

February 13, 2024

Please see the updated case study.  A list of Excel Functions that may be useful when taking the exams have been added to the case study. The excel file below provides examples of most of the functions and will not be available during the exam.

August 10, 2023

The case study PDF and Excel files are now available.

Foundations of Corporate Finance and Enterprise Risk Management (CFEFD) Exam

Syllabus with Learning Objectives/Outcomes and Readings

February 13, 2024

Please see the updated case study. A list of Excel Functions that may be useful when taking the exams have been added to the case study. The excel file below provides examples of most of the functions and will not be available during the exam.

August 9, 2023

The case study is now available.

Strategic Decision Making (CFESDM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

February 13, 2024

Please see the updated case study.  A list of Excel Functions that may be useful when taking the exams have been added to the case study. The excel file below provides examples of most of the functions and will not be available during the exam.

February 9, 2024

The Case Study is now available.

Quantitative Finance and Investment (QFI) Track

Quantitative Finance and Investment Quantitative Finance (QFIQF) Exam

Syllabus with Learning Objectives/Outcomes and Readings

February 06, 2024
The formula package is now available.

Quantitative Finance and Investment Portfolio Management (QFIPM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

August 23, 2023

The Formula Package is now available.

June 6, 2023

The following change has been made to the Fall 2023/Spring 2024 Syllabus and Introductory Study Note:
In Learning Objective 5, study note QFIP-161-F23 "Investment Perspective: What are the inflation beating asset classes?" has been dropped from the readings.

Quantative Finance and Investment Risk Management (QFIIRM) Exam

Syllabus with Learning Objectives/Outcomes and Readings 

Individual Life and Annuities (ILA) Track

Life Product Management (ILALPM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

Life Financial Management (ILALFMU) Exam - U.S.

Syllabus with Learning Objectives/Outcomes and Readings

Life Financial Management (ILALFMC) Exam - Canada

Syllabus with Learning Objectives/Outcomes and Readings

Life ALM & Modeling (ILALAM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

December 19, 2023

The following note was added to the syllabus under learning objective 2 for the Spring 2024 exam session: Reviewing, Validating and Auditing Actuarial Models, Valuation Actuary Symposium, 2015

Retirement Benefits (RET) Track

Funding and Regulation (RETFRC) Exam

Syllabus with Learning Objectives/Outcomes and Readings

Design and Accounting (RETDAU) Exam – U.S.

Syllabus with Learning Objectives/Outcomes and Readings

February 08, 2024

The Case Study is now available. 

Design and Accounting (RETDAC) Exam – Canada

Syllabus with Learning Objectives/Outcomes and Readings

February 08, 2024

The Case Study is now available. 

Retirement Plan Investment and Risk Management (RETRPIRM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

Group and Health (GH) Track

Group and Health Design and Pricing (GHDP) Exam

Syllabus with Learning Objectives/Outcomes and Readings

February 08, 2024

Study Note GHDP-143-24 replacement page 6 has been posted.

Group and Health Valuation and Regulation (GHVRU) Exam - U.S.

Syllabus with Learning Objectives/Outcomes and Readings

Group and Health Valuation and Regulation (GHVRC) Exam - Canada

Syllabus with Learning Objectives/Outcomes and Readings

January 26, 2024

Study Note GHVR-650-F23 has been revised for Spring 2024.

Group and Health Risk Mitigation (GHRM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

General Insurance (GI) Track

Introduction to General Insurance (GIINT) Exam

February 2024 Syllabus with Learning Objectives/Outcomes and Readings

May 2024 Syllabus with Learning Objectives/Outcomes and Readings

Ratemaking and Reserving (GIRR) Exam

Syllabus with Learning Objectives/Outcomes and Readings

September 13, 2023

The syllabus has been updated with the following change:

  • Appendices C and D are excluded in the Resources for Learning Objectives 3 through 7.

Financial and Regulatory Environment (GIFREU) Exam - U.S.

Syllabus with Learning Objectives/Outcomes and Readings

January 24, 2024

The case study was revised to move dates forward by one year.

Advanced Topics in General Insurance (GIADV) Exam

Syllabus with Learning Objectives/Outcomes and Readings

September 13, 2023

The following changes have been made to the Fall 2023 syllabus:

In Learning Objective 6, the following changes are now in effect:

  • For the Learning Outcomes, Learning Outcome (d) was removed.
  • For the Resources, under Chapter 36, section 36.7 was removed .(For candidates that use the first edition, section 35.6 was removed)