Spring 2024 Archived Syllabi
View an archive of the Spring 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
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 below provides examples of most of the functions and will not be available during the exam.
- List of Excel Functions That May Be Useful on CFE/ERM Exams
- Workbook with Examples of Excel Functions
August 10, 2023
The case study PDF and Excel files are now available.
Foundations of Corporate Finance and Enterprise Risk Management (CFEFD) Exam
Syllabus with Learning Objectives/Outcomes and Readings
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 below provides examples of most of the functions and will not be available during the exam.
- List of Excel Functions That May Be Useful on CFE/ERM Exams
- Workbook with Examples of Excel Functions
August 9, 2023
The case study is now available.
Strategic Decision Making (CFESDM) Exam
Syllabus with Learning Objectives/Outcomes and Readings
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 below provides examples of most of the functions and will not be available during the exam.
- List of Excel Functions That May Be Useful on CFE/ERM Exams
- Workbook with Examples of Excel Functions
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
February 06, 2024
The formula package is now available.
Quantitative Finance and Investment Portfolio Management (QFIPM) Exam
Syllabus with Learning Objectives/Outcomes and Readings
August 23, 2023
The Formula Package is now available.
June 6, 2023
The following change has been made to the Fall 2023/Spring 2024 Syllabus and Introductory Study Note:
In Learning Objective 5, study note QFIP-161-F23 "Investment Perspective: What are the inflation beating asset classes?" has been dropped from the readings.
Quantative Finance and Investment Risk Management (QFIIRM) Exam
Syllabus with Learning Objectives/Outcomes and Readings
Individual Life and Annuities (ILA) Track
Life Product Management (ILALPM) Exam
Syllabus with Learning Objectives/Outcomes and Readings
Life Financial Management (ILALFMU) Exam - U.S.
Syllabus with Learning Objectives/Outcomes and Readings
Life Financial Management (ILALFMC) Exam - Canada
Syllabus with Learning Objectives/Outcomes and Readings
Life ALM & Modeling (ILALAM) Exam
Syllabus with Learning Objectives/Outcomes and Readings
December 19, 2023
The following note was added to the syllabus under learning objective 2 for the Spring 2024 exam session: Reviewing, Validating and Auditing Actuarial Models, Valuation Actuary Symposium, 2015
Retirement Benefits (RET) Track
Funding and Regulation (RETFRC) Exam
Syllabus with Learning Objectives/Outcomes and Readings
Design and Accounting (RETDAU) Exam – U.S.
Syllabus with Learning Objectives/Outcomes and Readings
February 08, 2024
The Case Study is now available.
Design and Accounting (RETDAC) Exam – Canada
Syllabus with Learning Objectives/Outcomes and Readings
February 08, 2024
The Case Study is now available.
Retirement Plan Investment and Risk Management (RETRPIRM) Exam
Syllabus with Learning Objectives/Outcomes and Readings
Group and Health (GH) Track
Group and Health Design and Pricing (GHDP) Exam
Syllabus with Learning Objectives/Outcomes and Readings
February 08, 2024
Study Note GHDP-143-24 replacement page 6 has been posted.
Group and Health Valuation and Regulation (GHVRU) Exam - U.S.
Syllabus with Learning Objectives/Outcomes and Readings
Group and Health Valuation and Regulation (GHVRC) Exam - Canada
Syllabus with Learning Objectives/Outcomes and Readings
January 26, 2024
Study Note GHVR-650-F23 has been revised for Spring 2024.
Group and Health Risk Mitigation (GHRM) Exam
Syllabus with Learning Objectives/Outcomes and Readings
General Insurance (GI) Track
Introduction to General Insurance (GIINT) Exam
February 2024 Syllabus with Learning Objectives/Outcomes and Readings
May 2024 Syllabus with Learning Objectives/Outcomes and Readings
Ratemaking and Reserving (GIRR) Exam
Syllabus with Learning Objectives/Outcomes and Readings
September 13, 2023
The syllabus has been updated with the following change:
- Appendices C and D are excluded in the Resources for Learning Objectives 3 through 7.
Financial and Regulatory Environment (GIFREU) Exam - U.S.
Syllabus with Learning Objectives/Outcomes and Readings
January 24, 2024
The case study was revised to move dates forward by one year.
Advanced Topics in General Insurance (GIADV) Exam
Syllabus with Learning Objectives/Outcomes and Readings
September 13, 2023
The following changes have been made to the Fall 2023 syllabus:
In Learning Objective 6, the following changes are now in effect:
- For the Learning Outcomes, Learning Outcome (d) was removed.
- For the Resources, under Chapter 36, section 36.7 was removed .(For candidates that use the first edition, section 35.6 was removed)