Investment Symposium

Continuing Professional Development Credit

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Continuing Professional Development

The SOA Continuing Professional Development (CPD) Requirement was effective on Jan. 1, 2009 and members must report compliance annually as of each Dec. 31. Members must meet the Basic Requirement provisions of Section B or one of the Alternative Compliance provisions of Section C of the SOA CPD Requirement in order to be deemed compliant.

The SOA believes that sessions at this meeting may be suitable for filling continuing education requirements. Ultimately, it is an actuary’s responsibility to make a reasonable, good-faith determination of what continuing education opportunities will enhance his or her ability to practice in a desired field.

Below is the maximum number of credits you could receive, based upon your session attendance.

  • 12.60 credits may be applied toward the “Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion” and the “SOA Continuing Professional Development Requirement.”
  • 10.25 credits may be applied toward “The Canadian Institute of Actuaries Qualification Standard – Continuing Professional Development”

For further information on these requirements, visit http://www.soa.org/CE.

Enrolled Actuary Credit 

Sessions designated with core or noncore EA credit are recommended to help satisfy continuing education credits for enrolled actuaries. Instructions for obtaining credit will be provided at the meeting. While the SOA recommends these topics to help satisfy core and noncore continuing education credit for enrolled actuaries, the final decision as to meeting those requirements rests with the Joint Board for the Enrollment of Actuaries.  

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Legend

Communication

Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.

Leadership

Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.