FSA Module Transition Rules

FSA modules were introduced in 2007. Through spring 2025, fellowship requires completion of three non-DMAC modules from the same track as the exams taken. For the July 2025 transition, candidates may apply three non-DMAC modules from the same track to earn credit for one course from the catalog. The track for the modules need not match the exams passed in transition, however, the modules must all be from the same track. The course earned may not be used to meet the requirement to complete a 101-201 sequence from a single practice area.

The following tables provide a track-by-track listing of prior and current modules. To earn fellowship under the current pathway or to receive transition credit for a course, all three modules in the “Current Module” column must be passed. The final date for submitting end of module exercises is December 31, 2025.

Note that while the Enterprise Risk Management module will continue to be offered, if completed in 2026 or later it can only be used to earn the CERA credential. It cannot be applied to earn transition credit for a course.

If a module only appears in the “Current Module” column it has been offered continuously under that name since 2007.

Questions about module transitions can be sent to customerservice@soa.org.

See module transitions by track:

• Corporate Finance and ERM
• Quantitative Finance and Investment
• Individual Life and Annuities
• Retirement Benefits 
• Group and Health
• General Insurance

Corporate Finance and ERM

Quantitative Finance and Investment

Individual Life and Annuities

Retirement Benefits

Group and Health

General Insurance