Announcement: SOA congratulates the new ASAs and CERAs for April 2024.

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • What Makes a Workplace Financial Wellness Program Successful
    What Makes a Workplace Financial Wellness Program Successful International Foundation of Employee Benefit Plans research shows that financial education programs succeed when customized to and ...

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    • Authors: Julie Stich
    • Date: Apr 2017
    • Competency: Communication
    • Topics: Finance & Investments
  • Fighting Procrastination for Financial Wellness
    Fighting Procrastination for Financial Wellness We discussed impacts of procrastination and strategies to harness the power of inertia to aid individuals in their pursuit of future financial ...

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    • Authors: Tianyang Wang
    • Date: Apr 2017
    • Competency: Communication>Persuasive communication; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making
    • Topics: Economics>Behavioral economics; Economics>Financial economics; Finance & Investments
  • Caregiving and What We Have Learned So Far
    Caregiving and What We Have Learned So Far The article offers a more nuanced approach to caregiving as the population ages, suggesting our current focus on planning leaves out most people.

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    • Authors: John Cutler
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Demography; Finance & Investments; Health & Disability; Long-term Care>Long-term care insurance
  • Managing “Black Swan” Stock Market Risks in Retirement
    Managing “Black Swan” Stock Market Risks in Retirement In light of the increased frequency of the Black Swan stock market events, how should individuals and couples plan for retirement and try to ...

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    • Authors: Kenneth Steiner
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Pensions & Retirement