Fall 2024 Archived Syllabi

View an archive of the Fall 2024 FSA Syllabi, including updates that were made.

Corporate Finance and ERM (CFE) Track
Quantitative Finance and Investment (QFI) Track
Individual Life and Annuities (ILA) Track
Retirement Benefits (RET) Track
Group and Health (GH) Track
General Insurance (GI) Track

Corporate Finance and ERM (CFE) Track

Enterprise Risk Management (ERM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

List of Excel Functions That May Be Useful on CFE/ERM Exams

Workbook with Examples of Excel Functions

Updates:

September 24, 2024
The List of Excel Functions and Workbook with Examples have been updated.
August 13, 2024
The case study PDF and Excel files are now available.
May 13, 2024
Chapter 15 from the Quantitative Enterprise Risk Management text by Hardy and Saunders has been removed from Learning Objective 3 resources.

Foundations of Corporate Finance and Enterprise Risk Management (CFEFD) Exam

Syllabus with Learning Objectives/Outcomes and Readings

List of Excel Functions That May Be Useful on CFE/ERM Exams

Workbook with Examples of Excel Functions

Updates

September 24, 2024
The List of Excel Functions and Workbook with Examples have been updated.
August 9, 2024
The case study is now available.

Strategic Decision Making (CFESDM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

List of Excel Functions That May Be Useful on CFE/ERM Exams

Workbook with Examples of Excel Functions

Updates

September 24, 2024
The List of Excel Functions and Workbook with Examples have been updated.
August 9, 2024
The case study has been revised because the Excel Functions pages have been updated. There are no other changes to the content of the case study.
February 13, 2024
Please see the updated case study. A list of Excel Functions that may be useful when taking the exams have been added to the case study. The excel file provides examples of most of the functions and will not be available during the exam.
February 9, 2024
The Case Study is now available.

Quantitative Finance and Investment (QFI) Track

Quantitative Finance and Investment Quantitative Finance (QFIQF) Exam

Syllabus with Learning Objectives/Outcomes and Readings

Updates

February 06, 2024
The formula package is now available.

Quantitative Finance and Investment Portfolio Management (QFIPM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

Updates

August 21, 2024
The Formula Package is now available

Quantative Finance and Investment Risk Management (QFIIRM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

Updates

June 28, 2024
The errata for Quantitative Enterprise Risk Management text by Hardy and Saunders has been updated.

Individual Life and Annuities (ILA) Track

Life Product Management (ILALPM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

Updates

August 12, 2024
The case study PDF and Excel file are now available.

Life Financial Management (ILALFMU/C) Exam

Syllabus with Learning Objectives/Outcomes and Readings – U.S.

Syllabus with Learning Objectives/Outcomes and Readings – Canada

Life ALM & Modeling (ILALAM) Exam

Syllabus with Learning Objectives/Outcomes and Readings

Retirement Benefits (RET) Track

Funding and Regulation (RETFRC) Exam

Syllabus with Learning Objectives/Outcomes and Readings

Design and Accounting (RETDAU/C) Exam

Syllabus with Learning Objectives/Outcomes and Readings - U.S.

Syllabus with Learning Objectives/Outcomes and Readings - Canada

Updates

February 08, 2024
The Case Study (U.S.) and Case Study (Canada) are now available.
June 03, 2024
The study note number has been corrected on pg. 10 for, "Selecting and Documenting Mortality Assumptions for Measuring Pension Obligations" to DA-827-24. It was previously incorrectly listed as DA-825-24.