FSA北美精算师：以稀为贵造就“钻石领”四
课程5-精算原理应用
说明：这门课程提供了产品设计，风险分类，定价/费率拟定/建立保险基金，营销，分配，管理和估价的学习。覆盖的范围包括金融保障计划,职工福利计划，事故抚恤计划，政府社会保险和养老计划及一些新兴的应用领域如产品责任，担保的评估，环境的维护成本和制造业的应用。
该课程的学习材料综合了各种计划和覆盖范围以展示精算原理在各研究领域中应用的一致性和差异性。为了鼓励这种学习方法，该课程在研究各精算课题，如定价等时考虑该课题在各领域中的应用而不是相反。
主要内容及概念：计划和产品设计，风险分类原理和技术，精算原理和实务在定价、费率拟定、建立保险基金及传统和新兴的应用领域中的应用，营销、分配和管理，负债和保险基金评估的精算技术
课程6-投资和资产管理
说明：该课程是用于投资和资产负债管理领域的精算原理的拓展。学员在完成该课程的学习后，将会对资本市场、投资工具、衍生证券及应用、投资组合管理和资产-负债管理有深入的了解。主要内容及概念：资本市场和基本投资原理，投资工具，衍生证券，投资组合管理的原理，资产-负债管理
·SOA考试常问问题(FAQ)
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for questions on exam registrations, schedules, and centers, contact exams@soa.org.
for all other questions, including grading concerns, defective questions, syllabus information, general course studies, contact education & exams ombudsperson.
examination services frequently asked questions
address changes:
how do i change my address for receipt of admission ticket or grade slip?
to change your address on our database, e-mail the correct information to exams@soa.org. please put “address change” in the subject line of your e-mail. include your date of birth and/or your previous address for positive identification. you may notify the exam department directly at (847) 706-3583.
applications:
when is the registration deadline?
your application(s) must be received on or before april 1 for the spring session, and september 24 for the fall session. applications received after the deadline will not be accepted. please be aware that it takes approximately 10 days for your application to arrive by regular mail. we encourage you to use an overnight delivery service to ensure delivery by the deadline date. please retain your tracking number in the event that you would need to trace your package for proof of delivery. your original signature is required for your application to be valid. a photocopy or facsimile of your signature is not acceptable. applications are processed in the order they are received. it may take a few weeks for your application to be processed due to the volume of applications received. when your registration is entered into our computer you will receive an e-mail confirmation.
download fall 2004 exam applications
calculators:
what are the approved calculators and how can i obtain one?
you may use the battery – or solar powered texas instruments ba-35 model calculator, ba ii plus, ti-30x, ti-30xa, or ti-30x ii (iis solar or 11b battery). you may use more than one of the approved models during the examination. upon entrance to the examination room, candidates must show the supervisor that the memory has been cleared for all of the calculators brought in. calculator instructions are not allowed in the exam room. for the ba ii plus, clearing will reset the calculator to the factory default settings. you can purchase calculators at any office supply store or directly from: texas instruments, attention: order entry, po box 650311, mail station 3962, dallas, tx 75265. for phone orders please call 1-800-842-2737. the texas instruments web site is www.ti.com.
candidate numbers:
i’ve misplaced my candidate number and want to check if i passed, what can i do?
if you have lost or misplaced your ticket of admission indicating your candidate number, this information cannot be given over the phone, faxed or e-mailed. you may request your candidate number by e-mail to exams@soa.org. please put “candidate number” in the subject line of your e-mail. you may also contact the exam department at (847) 706-3583. please confirm your mailing address and date of birth. candidate numbers are sent by mail only.
change of center:
how do i request a change of center?
you may request a change of center by contacting the exam department at (847) 706-3583. there is a non-refundable fee of $50 which will be assessed at the time of the request. candidates are not allowed to walk-in to take an exam at a center where they have not registered. supervisors must confirm registration with the soa prior to being allowed to write.
exam fees:
how can i tell if my exam fees have been paid?
can i still take exams with a balance due on my account?
registration is confirmed by e-mail. however payment information is not confirmed at that time. check processing takes approximately 2 weeks to clear the bank. credit card payments are charged on a first come first serve basis and may take a few weeks to process due to the volume of applications received.
upon payment approval, tickets of admission will be mailed out. if there is a balance due on your account due to insufficient funds or a declined charge transaction, an invoice will be sent to you and your ticket of admission will be withheld. please note that a grade will not be released until exam fees are paid in full.
candidates who use a company check or corporate credit card to pay for their exams are encouraged to check with their employers to be sure that a payment was sent on their behalf well ahead of the deadline date.