FSA Module Book List
Updated June 29, 2023
The SOA does not provide the required textbooks. Candidates are responsible for purchasing the books required for the FSA modules.
Corporate Finance and ERM (CFE)
|
Advanced Topics in CFE Module |
ISBN |
| Hitt, Michael A., R. Duane Ireland, and Robert E. Hoskisson. 2020. Strategic Management: Competitiveness & Globalization Concepts. 13th Edition. Cengage Learning. | 978-0357033838 |
| Minto, Barbara. The Pyramid Principle: Logic in Writing and Thinking. Third Edition. FT Publishing International. | 978-1292372266 |
| Van Putin, Alexander B., and Ian C. MacMillan. 2008. Unlocking Opportunities for Growth: How to Profit from Uncertainty While Limiting Your Risk. Pearson Prentice Hall. | 978-0133012705 |
|
Introduction to CFE |
ISBN |
| Hitt, Michael A., R. Duane Ireland, and Robert E. Hoskisson. 2020. Strategic Management: Competitiveness & Globalization Concepts. 13th Edition. Cengage Learning. | 978-0357033838 |
| Robinson, T., 2020. International Financial Statement Analysis. Fourth Edition, Wiley. | 978-1119628057 |
| Sherman, Andrew. 2012. Raising Capital: Get the Money You Need to Grow Your Business. Third Edition, AMACOM. | 978-0814417034 |
General Insurance
|
General Insurance Applications |
ISBN |
| de Jong, P. and G. Heller. 2008. Generalized Linear Models for Insurance Data. Cambridge University Press. | 978-0521879149 |
| Friedland, J. 2021. Fundamentals of General Insurance Actuarial Analysis. Second Edition. Society of Actuaries. | 978-0991336326 |
|
Financial Economics, Regulation and Law |
ISBN |
| Bodie, Zvi, Alex Kane, and Alan J. Marcus. 2013. Investments. Tenth Edition. McGraw-Hill. | 978-0077861674 |
| Bodie, Zvi, Alex Kane, and Alan J. Marcus. 2013. Solutions Manual for Investments. Tenth Edition. McGrawHill. | 978-0077641917 |
| Porter, Karen (ed.) 2008. Insurance Regulation. First Edition. 2008. The Institutes. | 978-0894633843 |
| The Institutes. 2013. Excerpts from Business Law for Insurance Professionals. First Edition. Institutes Custom Publishing (former study note FRE-103-14). | 978-0894637162 |
Group and Health
|
Health Economics |
ISBN |
|
Getzen, T. Health Economics and Financing, Fifth Edition, Hoboken: John Wiley & Sons, Inc. |
978-1118184905 |
|
Skwire, D. Group Insurance. Seventh Edition, ACTEX (You may also use the Fifth or Sixth Edition) |
978-1625426826 |
|
Health Foundations |
ISBN |
|
Duncan, Ian. 2014. Managing and Evaluating Healthcare Intervention Programs. Second Edition. ACTEX. |
978-1625421128 |
|
Duncan, Ian. 2018. Healthcare Risk Adjustment and Predictive Modeling. Second Edition. ACTEX. |
978-1635884159 |
|
Pricing, Reserving and Forecasting |
ISBN |
|
There are no required books. All readings are provided online. |
Individual Life and Annuities
|
Introduction to ILA Module |
ISBN |
|
Bennett and Zultowski. 2014. The Art and Science of Life Insurance Distribution. ACTEX. |
978-1625422118 |
|
Tiller and Tiller. Life, Health and Annuity Reinsurance. Fourth Edition. ACTEX. |
978-1625424761 |
|
Claire, Lombardi and Summers. Statutory Valuation of Individual Life and Annuity Contracts. Fifth Edition. ACTEX. |
978-1635884944 |
|
Regulation and Taxation Module |
ISBN |
|
There are no required books. All readings are provided online. |
Quantitative Finance and Investment (QFI)
|
Financial Modeling Module |
ISBN |
|
McDonald, Robert L. 2013. Derivatives Markets. Third Edition. Prentice Hall. |
978-0321543080 |
|
Klugman, Stuart. 2012. Understanding Actuarial Practice. Society of Actuaries |
978-0975933756 |
|
Veronesi, Pietro, 2010. Fixed Income Securities: Valuation, Risk, and Risk Management. Wiley |
978-0470109106 |
|
Scenario Modeling |
ISBN |
|
International Actuarial Association. 2010. Stochastic Modeling Theory and Reality from an Actuarial Perspective. Ontario, Canada: International Actuarial Association. |
978-0981396811 |
Retirement Benefits
|
Social Insurance Module |
ISBN |
|
Whiston and Cloone. Handbook of Canadian Pension and Benefit Plans, 2016. 16th Edition. LexisNexis. |
978-0433489818 |
|
Skwire, D. Group Insurance. Seventh Edition, ACTEX (You may also use the Fifth or Sixth Edition) |
978-1625426826 |
|
Yamamoto, D. 2014. Fundamentals of Retiree Group Benefits, Second Edition. ACTEX. |
978-1625424839 |
|
Pension Projections Module |
ISBN |
|
There are no required books. All readings are provided online. |
|
Multiple Tracks
|
Enterprise Risk Management (ERM) Module |
ISBN |
|
There are no required books. All readings are provided online. |
|
Decision Making and Communication Module |
ISBN |
|
McKay, Matthew, Martha Davis, and Patrick Fanning. 2018. Messages: The Communication Skills Book. Fourth Edition. Oakland, CA: New Harbinger Publications, Inc.* |
978-1684031719 |
|
Maruska, Don. 2004. How Great Decisions Get Made: 10 Easy Steps for Reaching Agreement on Even the Toughest Issues. New York: AMACOM. |
978-0814407936 |