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  • The Impact of Investment Advice Regulations on Personal Actuaries
    incorporating actuarial assumptions such as the effect of mortality (and/or morbidity) into investment analysis may ... completing relevant examinations offered by the major U.S. actuarial organizations. However, traditionally ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: Jun 2005
    • Competency: Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Public Policy
  • The Impact of Investment Adviser Regulations on Personal Actuaries
    actuarial assumptions such as the effect of mortality (and/or morbidity) into investment analysis yields ... partial or complete credit toward its own designation(s) through completion of another organization’s examinations ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Qualifications
  • The Impact of Investment Adviser Regulations on Personal Actuaries
    actuarial assumptions such as the effect of mortality (and/or morbidity) into investment analysis yields ... partial or complete credit toward its own designation(s) through completion of another organization’s examinations ...

    View Description

    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers
  • The Impact of Investment Advice Regulations on Personal Actuaries
    Projects – Finance/Investment,’ sponsored by the SOA's Committee on Finance Research, examines state and ... Westman, FSA, CFA. Funding was provided by the SOA's Committee on Finance Research. The Impact of Investment ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: Aug 2005
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