Description: Legal and financial experts discuss: [1] how far can an actuary go in giving investment advice before he or she is considered to be an investment advisor, [2] what is the minimum investment advice an actuary must give lest he or she be considered irresponsible, and [3] case studies. From the 1988 Record of Society of Actuaries, Vol. 14, No. 4B.

Description: This panel discussion adresses the responsibility of the actuary as he or she serves various publics such as the actuary's employer, government bodies, labor unions, industry and the professional groups of which the actuary is a member. From Transactions of Society of Society of Actuaries 1971, Vol. 23, Pt. 2D, No. 65.

Description: This presentation is a General Session, number 1GS, from the 2002 Valuation Actuary Symposium, held September 19-20 in Lake Buena Vista, FL. Events such as the terrorist acts of September 11, the accounting scandals, continued volatility in the equity markets, and low interests rates have impacted and will continue to impact the industry and our profession for many years to come. The three keynote speakers, an industry analyst and two leaders of our profession, provide their views regarding these impacts and how the industry and our profession might change and act as a result of these events, emphasizing the importance of actuaries’ professionalism. Discussion from participants is included.

Description: From session 77IF at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, panelists explore the workings of the Actuarial Standards Board.

Description: This session from the 1993 Valuation Actuary Symposium addresses professionalism of the actuary.

Description: Presented at June 1985 Spring Meeting. Discusses 3 current concerns of the UK's Institute Of Actuaries and the Society Of Actuaries: education and travel time, the pension/retirement system, professional conduct.

Description: This session from the 2003 SOA Orlando Meeting focuses on the actuary's role and responsibility in the financial reporting process. It covers peer-review standards in Canada, Sarbanes-Oxley and the implementation of both in financial reporting. From the Record of the Society of Actuaries, Volume 29, No. 3.

Description: This 1977 session presented dramatic scenarios of situations related to professional conduct. The audience was asked to react to the situations and provide their thoughts on the appropriateness of the situations. From the 1977 Record, Vol. 3, No. 4.

Description: This presentation of the panel discussion addresses professional conduct including the roles and ethics in the actuarial profession. From Record of Society of Actuaries 1980, Vol. 6, No. 4.

Description: This presentation is the luncheon session from the 1987 Valuation Actuary Symposium. The speaker starts with a discussion of philosophy, and defines ethics as concerning the determination of which human actions are right, and thus should be performed, and which are wrong, and thus should be avoided. The speaker goes on to explain that ‘in addition to a general ethical theory, as a professional you need a special code of ethics simply because you are a professional,’ discussing how different professionals have different responsibilities and relationships to their clients.