精算师

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 ·北美精算师考试指导:SOA认可要求

This overview of actuarial education is written for Fellows and other interested audiences who are not taking exams. It is edited to be informative, not definitive. Detailed information on courses, syllabus, study materials, fees, and examination dates, times, and locations can be found under Education & Jobs.

Credit for all courses must be obtained by examinations offered by the SOA or by an alternative method approved by the Board of Governors. Also, in certain circumstances, course credit may be obtained by waiver for a candidate who has examination credits in another recognized actuarial organization.

1. Requirements for Associateship and Fellowship

The following list shows the required Associateship and Fellowship courses.

Course 1 Mathematical Foundations of Actuarial Science

Course 2 Interest Theory, Economics and Finance

Course 3Actuarial Models

Course 4Actuarial Modeling

Course 5 Application of Basic Actuarial Principles

Course 6 Finance and Investments

Course 7Applied Actuarial Modeling

Course 8Advanced Specialized Actuarial Practice

Candidates must choose one of the following:

Finance and Enterprise Risk Management

Health, Group Life & Managed Care

Individual Insurance

Investments

Retirement Benefits

Professional Development

2. Requirements for Admission to the Society of Actuaries as an Associate

Anyone pursuing actuarial studies may apply for admission to the Society. If the Board of Governors approves the Application for Admission as Associate, the candidate will be enrolled as an Associate of the Society of Actuaries (ASA) after completing the Associateship education and examination requirements prescribed by the Board of Governors, subject to any further requirements that the Board may prescribe.

A candidate must complete Courses 1-4 plus two additional components, as well as the Associateship Professionalism Course to satisfy the Associateship requirements.

ASA Requirements

As announced in February 2003, the Society of Actuaries Board of Governors amended the educational requirements for Associateship (ASA). This change in requirements provides flexibility and choice, and allows candidates and their employers to incorporate more specialized and practical requirements into their path to ASA.

The following requirements for the ASA are effective May 1, 2003:

All candidates for Associateship must complete Society of Actuaries Courses 1-4*; the Associateship Professionalism Course (APC); and two additional components. The additional components, from which candidates may select, are Courses 5, 6, 7, 8 and Professional Development (PD), subject to stated restrictions. The SOA Board of Governors must also approve an Application for Admission as an Associate.

Course selections from among Courses 5, 6, 7, 8 and PD are subject to the following restrictions:

The combination of Course 7 and PD is NOT an acceptable option.

The combination of two Course 8 examinations, towards the ASA examination requirements, is NOT an acceptable option.

A candidate who intends to use Course 7 (and who does not already have conversion credit for Course 7) as part of the ASA examination requirements must satisfy all of the following requirements:

The candidate must successfully complete Courses 1-4 and

Successfully complete one of Courses 5, 6 or 8 and

Receive approval for an experience waiver** and

Successfully pass the Course 7 Pre-test.

A candidate who uses PD as one of the components for ASA must satisfy all requirements for the PD component. That is, the candidate must select and work with an experienced advisor, submit a formal plan, complete a minimum of 50 units within a 25-month period, submit a independent project demonstrating effective application of professional skills relative to a legitimate issue within the chosen practice area, and satisfy all other PD requirements. A complete description of the PD requirement is available here.The following modifications apply when PD is used as one of the additional components for Associateship:

No plan can be filed until the candidate has received a passing score for Courses 1-4 and one additional component (Course 5, 6 or 8).

A minimum of 25 units of credit of the total 50 required PD units of credit must be obtained with a passing score from an examination-validated program. Values for examination-validated options are listed here.

A candidate may use unassigned conversion credits from the pre-2000 SOA education system to satisfy the requirement for 25 units of examination-validated credits.

A candidate who uses the PD component towards the ASA requirements and who continues to Fellowship must submit a second PD plan to meet the requirements for Fellowship. The second plan can use the units of credit previously obtained at the Associateship level if the credits are earned via

Examination-validated programs,

Unassigned conversion credits from the pre-2000 education system.

Completion of a project.

No other units of credit will be carried forward from PD for Associateship to PD for Fellowship.

Credit attained from conversion credit or from accepted examination-validated programs does not expire.

The Associateship PD units of credit obtained through the completion of a project expire five years from the date the candidate’s Associateship level PD plan was approved by the SOA.

To illustrate this how these criteria will be implemented:

A candidate uses PD as one of the components for Associateship. The candidate’s PD plan contains the following:

25 units of credit for the EA exams

15 units of credit for a project

10 units of credit for seminar attendance.

To satisfy the PD requirements for Fellowship, the candidate could submit a plan with the same 25 units of credit for the EA exams, the same 15 units of credit for the project approved for Associateship PD, and an additional 10 units of credit from newly attended seminars. However, to use credit for the project in this example, the candidate’s executed plan for Fellowship PD would need to be submitted no later than five years after the date the candidate’s Associateship level PD was approved by the SOA. This second plan, like the first plan, must meet all other PD requirements.

Additional Information

Candidates are eligible to register for the Associateship Professionalism Course (APC) once they have successfully completed five of the six educational components for the ASA.

Candidates may submit the Application for Admission as Associate once they have earned credit for Courses 1-4.

Candidates may also submit inquiries via email:

Questions on the change in requirements, implementation plan or applications for Course 7 exemptions should be directed to ombudsperson@soa.org.

Questions on submitting your PD plan or other inquiries related to the PD component should be directed to pdcomments@soa.org.

Questions on the APC should be directed to apc@soa.org.

*Starting with the November 2003 examination session, CAS Exam 3 does not count towards meeting the requirement for SOA Course 3.

** An experience waiver may be granted to candidates who have successfully completed Courses 1-4 and one of Courses 5, 6 or 8; and who can demonstrate that they have at least four years of responsible actuarial experience. Candidates may apply for such a waiver by contacting ombudsperson@soa.org

Associateship Professionalism Course

The Associateship Professionalism Course is an additional requirement for the ASA designation and may be taken after completing Courses 1-4. The course will be offered at the Society’s Spring and Annual Meetings and at other sites throughout the year.

3. Requirements for Fellowship

Candidates, earning their designation via the examination process, cannot attain Fellowship without having satisfied requirements for Associateship. Candidates may not attend the Fellowship Admissions Course (FAC) until they have completed all other Fellowship educational requirements. The FAC is required of all candidates for Fellowship (see Section 3c.3 for a possible exception in limited circumstances).

Candidates who desire Fellowship in the Canadian Institute of Actuaries (CIA) must complete the Society’s Fellowship requirements, including completion of the Fellowship Admissions Course, as well as any other CIA requirements. Complete details are in the CIA Yearbook.

a. Professional Development Requirement

The PD requirement of the SOA curriculum serves to address topics that the practitioner will need throughout his/her career, including those that are country-specific, regulatory, or otherwise transitory in nature. Satisfying the PD requirement at the Fellowship level occurs after completing the formal course of examinations and precedes eligibility for the FAC to attain the FSA designation.

The candidate must obtain a minimum of 50 units of eligible education within a two-year period, with at least 35 units coming from the completion of suitable formal professional development programs (seminars and symposia, meeting sessions, professional examinations, and courses), and 15 units from the completion of a professional project and communication of the relevant aspects of the project.

b. Fellowship Admissions Course

The Fellowship Admissions Course is the final requirement for Fellowship and is required of all candidates for Fellowship. It is offered several times a year.

c. Mutual Recognition

The FSA designation may also be granted to Fellows of the Institute of Actuaries, Faculty of Actuaries, Institute of Actuaries of Australia and the Actuarial Society of Ireland via the terms of our Mutual Recognition agreements with these organizations. Individuals seeking Fellowship via Mutual Recognition must meet the following requirements:

have attained Fellowship in the Institute, the Faculty, the Institute of Australia or the Actuarial Society of Ireland by examination and not in recognition of membership of another actuarial association;

be a Fellow in good standing of the Canadian Institute of Actuaries (CIA), or Member in good standing of the American Academy of Actuaries (AAA), or full member in good standing of other actuarial associations designated from time to time by the Society of Actuaries Board of Governors;

have attended and passed the Society of Actuaries Fellowship Admissions Course (FAC), or its equivalent as recognized by the Society of Actuaries, in the five years prior to application;

have satisfied the Society of Actuaries Professional Development (PD) requirements, or its equivalent as recognized by the Society of Actuaries, in the five years prior to application.

Individuals seeking additional information or an application should contact Brett Rogers at brogers@soa.org.

4. Correspondence

Requests for application forms or other correspondence regarding examinations, study notes, study groups or classes or other matters should be addressed to:

Society of Actuaries

475 N. Martingale Road, Suite 600

Schaumburg, IL 60173–2226

Phone: 847-706-3500

Fax: 847-706-3599

E-mail: inforequest@soa.org

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