CPD Requirement

The Society of Actuaries (SOA) Continuing Professional Development (CPD) Requirement applies to all members of the SOA. Members must meet the requirements of Section B, or one of the four alternative compliance methods.  

Members of the Society of Actuaries (SOA) must attest to meet the SOA Continuing Professional Development (CPD) requirement.

  • Members must attest each year that they've complied with the requirements. These requirements cover the previous two calendar years.
  • Compliance is disclosed in the joint Directory of Actuarial Memberships.
  • While requirement is not mandatory, members who don't complete it are considered "non-compliant." They must disclose non-compliance to those who rely on their actuarial expertise.
  • New members are compliant by default in the first year of earning the credential. They'll collect their CPD and attest in two years, listing those previous years.

Compliance Methods

SOA members can fulfill the SOA CPD requirement using one of the following five methods:

  1. The Basic Requirement provisions of the SOA Continuing Professional Development (CPD) requirement found in Section B
  2. The continuing education requirements of the U.S. Qualification Standard
  3. The continuing education requirements of the Canadian Institute of Actuaries (CIA) Qualification Standard
  4. The continuing education requirements of Category 1 or 2 of the Institute and Faculty of Actuaries (United Kingdom) UKAP CPD Standard
  5. The continuing education requirements of the Institute of Actuaries of Australia Continuing Professional Development Standard

QUICK TIP: Manage your Continuing Professional Development (CPD) credits with the SOA CPD Tracker. It's a free tool available online and via mobile or tablet.

CPD Attestation Cycle

Item Date Status
In-reporting cycle Nov. 1–March 1 Online attestation–open
CPD reset from in-reporting to non-compliant March 2    

You can follow the simple directions below to attest using our online services or submit this attestation form.

How to Attest Compliance Online

  1. Log in to My SOA.
  2. Once logged in, the SOA Services page will display.
  3. Under the My Professional Development heading, click on “Update SOA CPD Status.”
  4. The page, “View CPD Attestation,” will display your compliance status.
  5. Click on the “Update Info” button at the bottom of the page.
  6. Click the button that applies to your compliance status.
  7. If you click the first button certifying that you've fulfilled the requirement, you must click on the button(s) that identifies your method of compliance.
  8. Or, click the last button certifying that you haven't fulfilled the SOA CPD requirement.
  9. Finally, click the "Save" button.
  10. If you need a hard copy of attestation for your employer or your records, click the “Printer Friendly Version Current Attestation” button.

Resources

SOA CPD requirement

CPD FAQs

Disclosure of compliance status


Tracking credits:

Credit Table Exams

CPD Tracker


Professional development from other organizations:

U.S. Qualification Standards

Canadian Institute of Actuaries (CIA) Professional Development Requirement

Enrolled Actuary (EA) Credit

Joint Board for the Enrollment of Actuaries

Joint Board Regulations