Study Guides
Exams
Syllabus readings
- 2024 Canadian Pensioner Mortality Research Project
- 2025 Excess and Surplus Lines Laws Manual: Including Direct Procurement Laws, Frequently Asked Questions and Weekly Surplus Lines Update Services
- Property/Casualty Annual Statement Instructions: Insurance Expense Exhibit
- A First Course in Probability
- A Framework for Assessing Risk Margins
- A Model for Reserving Workers Compensation High Deductibles
- A Multi-Stakeholder Approach to Capital Adequacy
- A New Approach for Managing Operational Risk: Addressing the Issues Underlying the 2008 Global Financial Crisis
- A Practical Guide to Private Exchanges
- A Primer on Generative AI for Actuaries
- Accounting for Decision Making and Control
- Accounting Practices and Procedures Manual: Preamble
- Accounting Practices and Procedures Manual: Statements of Statutory Accounting Principles
- Accounting Standards Codification 944: Financial Guarantee Insurance Contracts
- Actuarial Mathematics for Life Contingent Risks
- Discounting of Property/Casualty Claim Estimates
- Statements of Actuarial Opinion Regarding Property/Casualty Loss, Loss Adjustment Expense, or Other Reserves
- Adding Value with Model Validation
- Advanced Topics in Predictive Analytics e-Learning Modules
- Agricultural Risk Management Programs in Canada
- Report on Fundamental Reform of the Alberta Automobile Insurance Compensation System
- Allocation of Capital in the Insurance Industry
- ALM in General Insurance
- Variable Annuity Guarantees
- Alternatives for Pension Cost Recognition—Implementation Approaches Using Bond Models
- An Actuarial Note on the Credibility of Experience of a Single Private Passenger Car
- An Application of Game Theory: Property Catastrophe Risk Load
- An Example of Credibility and Shifting Risk Parameters
- An Introduction to Computational Risk Management of Equity-Linked Insurance
- An Introduction to Generalized Linear Models
- An Introduction to Statistical Learning: with Applications in R
- An Overview of Catastrophe Modeling Output
- Analysis of Target Benefit Plan Design Options
- Annual Report on the Insurance Industry: Completed pursuant to Title V of the Dodd-Frank Wall Street Reform and Consumer Protection Act
- Risk Classification (for All Practice Areas)
- Trending Procedures in Property/Casualty Insurance
- Long-Term Care
- Responding to or Assisting Auditors or Examiners in Connection with Financial Audits, Financial Reviews, and Financial Examinations
- Statements of Actuarial Opinion Based on Asset Adequacy Analysis for Life Insurance, Annuity, or Health Insurance Reserves and Other Liabilities
- Data Quality
- Credibility Procedures
- Measuring Pension Obligations and Determining Pension Plan Costs or Contributions
- Actuarial Communications
- Health and Disability Actuarial Assets and Liabilities Other Than Liabilities for Incurred Claims
- Property/Casualty Unpaid Claim Estimates
- The Use of Health Status Based Risk Adjustment Methodologies
- Medicaid Managed Care Capitation Rate Development and Certification
- Incurred Health and Disability Claims
- Modeling
- Life or Health Cash Flow Analysis
- Asset-Intensive Reinsurance Ceded Offshore From U.S. Life Insurers (With Focus on Bermuda)
- Asset Valuation Methods under ERISA
- Assumptions for Hypothetical Wind-Up and Solvency Valuations with Effective Dates on or After June 30, 2025, and No Later Than June 29, 2026
- Outstanding Claims Reserves
- Chapter 5 of Quantitative Enterprise Risk Management
- Cases on the Canadian Law of Insurance
- Basic Ratemaking
- Basics of Reinsurance Pricing
- Behavioral Finance
- Best Estimate Assumptions for Expenses
- Biosimilars in Canada: Building Momentum in the Wake of Recent Switching Policies
- Calculated Risk: Driving Decisions Using the 5/50 Research
- Calculation of Incremental Cost on a Hypothetical Wind-Up or Solvency Basis
- Calibrating Interest Rate Models
- Standards of Practice
- Canadian Insurance Taxation
- Canadian Pensions and Retirement Income Planning
- Captive Insurance
- Financial Reporting Through the Lens of a Property/Casualty Actuary
- CAT Bonds and Other Risk-Linked Securities: State of the Market and Recent Developments
- Catastrophe Modeling: A New Approach to Managing Risk
- Final 2024 P&C Insurance Return, Instructions and Forms
- Care-First Auto Insurance
- Placing a Value on Enterprise Risk Management
- Note on Enterprise Risk Management for Capital and Solvency Purposes in the Insurance Industry
- Leveraging COSO Across the Three Lines of Defense
- ORSA and the Regulator
- Agency Theory and Asymmetric Information
- Managing Environmental, Social and Governance Risks in Life & Health Insurance Business
- Importance of Climate-Related Risks for Actuaries
- IAA Risk Book: Appropriate Applications of Stress and Scenario Testing
- Internal Controls Toolkit
- Identifying and Evaluating Emerging Risks
- Measurement and Modelling of Dependencies in Economic Capital
- How CEOs Can Mitigate Compounding Risks
- Western Australian Public Sector Financial Statements – Better Practice Guide
- Economic Capital Modeling: Practical Considerations, 2024 update
- What is Basis Risk? Definition and Types of Basis Risk, Examples
- IAA Risk Book: Reinsurance
- IAA Risk Book: Asset Liability Management Techniques and Practices for Insurance Companies
- The Changing Nature of Conduct Risk
- The Complete Guide to Strategic Risk Management
- Design, Calibration & Reporting of Effective Key Risk Indicators
- How to Strategize in an Out-of-Control World
- Cyber Risk Management: Theories, Frameworks, Models and Practices
- Artificial Intelligence Risk & Governance
- Hurdle Rate Definition
- Bank Profitability
- Procurement, early warning systems, and the next disruption
- Financial institutions and nonfinancial risk: How corporates build resilience
- When nothing is normal: Managing in extreme uncertainty
- Life & Annuity Reinsurance Sidecars: From Sidebar to Headline Topic
- Private capital in insurance 2.0: Building the flywheel
- Financial Risks in Mergers and Acquisitions (M&A): A Case Study of SolarCity's Acquisition by Tesla
- Managing allocations effectively in the insurance sector
- Reorganizing to capture maximum value quickly
- A Method for Estimating the Price of Stablecoin Insurance
- AI Agents vs. Agentic AI: A Conceptual Taxonomy, Applications and Challenges
- Seizing the agentic AI advantage
- How Insurers Can Supercharge Their Strategy with AI
- How AI could reshape the economics of the asset management industry
- Commercial General Liability Experience and Schedule Rating Plan: Multistate
- Changing With the Times: The Past and the Future of ACA Risk Adjustment
- Role of the Appointed Actuary Under IFRS 17
- Bias and Fairness in Pricing and Underwriting of Property and Casualty (P&C) Risks
- Standards of Practice
- IFRS 17 Discount Rates and Cash Flow Considerations for Property and Casualty Insurance Contracts
- Duration Considerations for P&C Insurers
- Financial Condition Testing
- IFRS 17 – Fair Value of Insurance Contracts
- IFRS 17 Discount Rates for Life and Health Insurance Contracts
- IFRS 17 Estimates of Future Cash Flows for Life and Health Insurance Contracts
- IFRS 17 Market Consistent Valuation of Financial Guarantees for Life and Health Insurance Contracts
- IFRS 17 Risk Adjustment for Non-Financial Risk for Life and Health Insurance Contracts
- Sources of Earnings Calculations – Group Life and Health
- Use of Models
- Valuation of Group Life and Health Policy Liabilities
- IFRS 17 – Coverage Units for Life and Health Insurance Contracts
- IFRS 17 Expenses
- Financial Condition Testing
- Guidance for the 2025 Reporting of Capital, Financial Condition Testing, and Own Risk and Solvency Assessment for Life and Health, Property and Casualty, and Mortgage Insurers
- IFRS 17 – Actuarial Considerations Related to Reinsurance Contracts Issued and Held
- Comparison of IFRS 17 to Current CIA Standards of Practice
- IFRS 17 – Actuarial Considerations Related to Liability for Remaining Coverage in P&C Insurance Contracts
- IFRS 17 Risk Adjustment for Non-Financial Risk for Property and Casualty Insurance Contracts
- Materiality
- Use of Models
- Assessing Eligibility for the Premium Allocation Approach Under IFRS 17 for Property & Casualty and Life & Health Insurance Contracts
- Practice Resource Document: Risk Appetite
- Report of the CIA Task Force on the Appropriate Treatment of Reinsurance
- Reliance on the Work of Others in Property and Casualty Insurance Pricing
- Evaluation of the Runoff of P&C Claim Liabilities when the Liabilities are Discounted in Accordance with Accepted Actuarial Practice
- Subsequent Events
- Territory Pricing Considerations in Property and Casualty Insurance
- 2024 Guidance to the Appointed Actuary and Valuation Actuaries of Property and Casualty Insurers
- Claims Development by Layer: The Relationship between Claims Development Patterns, Trend and Claim Size Models
- Classification Ratemaking, Minimum Bias and GLMs
- Closing the Analytical Loop: Technology Assessments and Actuarial Methods
- Commercial Real Estate Analysis for Investment, Finance, and Development
- Considerations Regarding Dynamic Lapses in Actuarial Modeling
- Considerations Regarding the Chain Ladder Model
- Consumers to the Rescue? A Primer on HDHPs and HSAs
- Corporate Pension Risk Management and Corporate Finance: Bridging the Gap between Theory and Practice in Pension Risk Management
- The Hard Side of Change Management
- Capital Bias
- Behavioural Risk Management: Chapter 19 of Quantitative Enterprise Risk Management
- A new operating model for a new world
- Tying short-term decisions to long-term strategy
- Advanced FP&A practices for a volatile macroeconomic and business environment
- Valuation Discounts and Premiums: Chapter 10 of Financial Valuation: Applications and Models
- Deciding How to Decide
- How behaviours impact your corporate decision-making
- Improving Decision Making: Chapter 12 of Judgment in Managerial Decision Making
- Chapter 3 of Modelling in Life Insurance – A Management Perspective
- Stochastic Modeling: Theory and Reality from an Actuarial Perspective
- Heavy Models, Light Models and Proxy Models: A Working Paper
- Chapter 8 of Quantitative Enterprise Risk Management
- Chapter 7 of Derivatives: Theory and Practice of Trading, Valuation, and Risk Management
- Chapter 9 of Asset/Liability Management of Financial Institutions: Maximizing Shareholder Value Through Risk-Conscious Investing
- Catastrophe Modelling: Guidance for Non-Catastrophe Modellers
- A Financially Justifiable and Practically Implementable Approach to Coherent Stress Testing
- Chapter 7 (Sec. 7.2 only) of Modelling in Life Insurance – A Management Perspective
- 'Machine Decisions': Governance of AI and Big Data Analytics
- Here it “GOES” again: Reviewing the NAIC’s second industry field test of the Generator of Economic Scenarios
- Importance of Climate-Related Risks for Actuaries
- Rise of the Machines: Application of Machine Learning to Mortgage Prepayment Modeling
- Guideline E-23 – Model Risk Management (2027)
- Issues to Consider in Self-Funding Long-Term Disability Insurance
- Pricing Medicare Supplement Benefits
- Short Term Disability Example
- Long-Term Care Insurance Multistate Rate Review Framework
- Practices for Preparing Health Contract Reserves
- Supplemental Comments (March 2022) for CP321-104-25
- Application of ASU 2018-12 to the Accounting for Long-Duration Contracts under U.S. GAAP
- Health Insurance Accounting Basics for Actuaries
- ALM for Life, Annuities, and Pensions
- Cash Flow Projection Models
- IAS19
- IAS 19: A Primer on Non-Pension Benefit Accounting for Valuation Actuaries
- New Approaches Needed to Save Retiree Benefits
- Mercer Quick Poll: 2022 Post-Retirement Benefit Trends - Supporting a Challenging Labour Environment
- Retiree Health Benefits: Going, Going, Nearly Gone?
- The Essential Guide to Reinsurance
- Capital Markets Bureau Primer: Private Equity
- Number of Private Equity-Owned U.S. Insurers Remains Constant, But Total Investments Increase by Double Digits in 2023
- The Rising Tide of Offshore Life Reinsurance Raises Yellow Caution Flag
- Private Equity and Life Insurers
- Lapse Risk and Capital Management Strategies: Back in the Spotlight
- Life & Annuity Reinsurance Sidecars: From Sidebar to Headline Topic
- Credit for Reinsurance Model Law
- The Heat Is On for US Asset-Intensive Reinsurance Regulations
- Guide to Reciprocal Jurisdiction, Certified and Authorized Reinsurers
- Life Insurance Capital Adequacy Test (2025): Chapter 10 Credit for Reinsurance
- IFRS 17 Pocket Guide on Reinsurance Contracts Held
- Supervision and Regulation of PE Insurers in Bermuda
- The Bermuda Monetary Authority's Approach to Private Equity-Owned (Re)insurers
- Solvency II Equivalence FAQs
- Modernizing Reinsurance Administration
- Collateral Structures in the Bermuda Long-term Insurance Market
- Management of Collateralised Reinsurance: Market Themes & Best Practice
- IAA Risk Book: Asset Liability Management Techniques and Practices for Insurance Companies
- ALM for Life, Annuities, and Pensions
- Case Study on General American Life Insurance Company
- Life Insurance Risk, Capital, and Asset-Liability Management in the Age of Uncertainty: Paper 1 – Risk Inventory and Taxonomy and Risk Calibration
- Asset/Liability Management of Financial Institutions: Maximizing Shareholder Value Through Risk-Conscious Investing
- Liability Driven Investment Explained
- Key Rate Durations: Measures of Interest Rate Risks
- Life Insurance Risk, Capital, and Asset-Liability Management in the Age of Uncertainty: Paper 2 – Risk Models and Monitoring, and Management Implications
- New Frontiers: Backing Long-term Insurance Liabilities with Non-fixed-income Assets
- The Devil is in the Tails: Actuarial Mathematics and the Subprime Mortgage Crisis
- Asset and Liability Management for Banks and Insurance Companies
- IAA Risk Book: ERM Insights from Failures and Near Failures
- Creating Stability in Unstable Times: A Look at Risk Adjustment and Market Stabilization
- Credibility Educational Resource for Pension Actuaries: Application of Credibility Theory to Mortality Assumption
- Credibility Methods Applied to Life, Health, and Pensions
- Credible Claims Reserves: The Benktander Method
- Credible Loss Ratio Claims Reserves: The Benktander, Neuhaus and Mack Methods Revisited
- Critical Illness Turns 40!
- Damodaran on Valuation: Security Analysis for Investment and Corporate Finance
- Data, Models, and Decisions: The Fundamentals of Management Science
- Data Visualization: A Practical Introduction
- The Cap on Non-Pecuniary General Damages: Where is it Going and How Does it Affect Litigation?
- Decentralized Finance for Actuaries: A Blockchain-Based Financial System
- Decentralized Insurance Alternatives: Market Landscape, Opportunities and Challenges
- Deriving Value from ORSA: Board Perspective
- Determination of Best Estimate Discount Rates for Going Concern Funding Valuations
- Distributions for Actuaries
- Duration and Convexity for Pension Liabilities
- Facility Association
- Pension Projections
- Economic Capital for Life Insurance Companies
- Economic Scenario Generators: A Practical Guide
- Economic Scenario Generators – Three-Part Series
- Financial Risks Inherent in Multi-Employer Pension Plans and Target Benefit Pension Plans
- Guidance on Asset Valuation Methods
- Educational Note – Second Revision: Selection of Mortality Assumptions for Pension Plan Actuarial Valuations
- Educational Note Supplement: Selective Lapsation for Renewable Term Insurance Products
- eLearning Module - FSA - Predictive Modeling for Healthcare Actuaries
- eLearning Module - FSA - Terminology and Analytical Use of Data for Healthcare Actuaries
- Embedded Options in Pension Plans: Catalogue of Embedded Options, Survey of Prevalence of Embedded Options
- Embedded Options in Pension Plans: Valuation of Guarantees in Cash Balance Plans
- Embedded Value: Practice and Theory
- Embedded Value Calculation for a Life Insurance Company
- Enterprise Risk Analysis for Property & Liability Insurance Companies: A Practical Guide to Standard Models and Emerging Solutions
- Estimating the Premium Asset on Retrospectively Rated Policies
- Estimating the Uncollectible Reinsurance Reserve for Property/Casualty Companies: New GAAP Requirements
- Estimating Unpaid Claims Using Basic Techniques
- Evolving Strategies to Improve Inforce Post-Level Term Profitability
- Excerpts from Business Law for Insurance Professionals
- Expenses in Funding Valuations for Pension Plans
- Experience Study Calculations
- FAQ on Certain Insurance Reserves Held by Insurance Companies for the Purpose of Determining U.S. Taxable Income after the Passage of the Tax Cuts and Jobs Act of 2017
- Federal Regulation of Prescription Drugs in the United States
- Rating Agencies
- Florida Hurricane Catastrophe Fund 2024 Annual Report
- Financial Enterprise Risk Management
- Financial Mathematics: Theory and Practice
- Financial Mathematics for Actuaries
- Fixed Income Securities: Tools for Today's Markets
- Fixed Income Securities: Valuation, Risk, and Risk Management
- Forecasting Investment Returns and Expected Return Assumptions for Pension Actuaries
- Accounting Practices and Procedures Manual: 2018 Preamble
- Common Pitfalls and Practical Considerations in Risk Transfer Analysis
- From GLMs to Comprehensive Insurance Pricing: Techniques and Challenges
- What do the coverages mean?
- Private Passenger Automobile Filing Guidelines - Major
- Technical Notes for Automobile Insurance Rate and Risk Classification Filings
- Operational risk management framework in rating and underwriting of automobile insurance
- Fully Reinsured Business: Are the Financial Implications Neutralized, Or Not?
- Fundamentals of General Insurance Actuarial Analysis
- Fundamentals of Machine Learning for Predictive Data Analytics: Algorithms, Worked Examples, and Case Studies
- Fundamentals of Private Pensions
- Fundamentals of Private Pensions
- Third-Party Litigation Financing: Market Characteristics, Data, and Trends
- General Insurance: Considerations in Reinsurance Reserving
- General Insurance: U.S. Policies and Coverages
- General Insurance Company Operations
- General Insurance Financial Reporting Topics
- Generalized Linear Models: Study Note for Exam S
- Generalized Linear Models for Insurance Data
- Generalized Linear Models for Insurance Rating
- Illustrative Examples on Experience Rating and Funding Methods
- Types of Coordination of Benefits and Impact on Medical Claim Data
- Health Plan Payroll Contribution Strategies and Development for Employers
- Recommend an Employee Benefits Strategy
- Canadian Handbook of Flexible Benefits
- The Handbook of Employee Benefits: Health and Group Benefits
- Health Reserves
- Group and Health Reinsurance – A Primer for Actuaries
- Flow of Funds in Healthcare System and the Role of Providers
- Health Economics and Financing
- Health Insurance Accounting Basics for Actuaries
- Structured Reinsurance: Impact on Health Product Pricing
- RBC Calculation Examples
- Medicare Part D Prescription Drug Benefits
- Medicare Advantage: Eight Critical Considerations for Every Organization as ESRD Eligibility Expands in 2021
- A Hard Pill to Swallow: Appreciating the Mathematical Dynamics of the Affordable Care Act
- Attempting to Boil the Ocean: A High-Level Overview of Medicaid and its Risk-Based Managed Care Programs
- Supplement to PDR Paper
- A Tale of Two Systems: How Regulatory and Market Structures Make US Gene Therapies Pricier than Europe’s
- Guideline G3: Group Life and Group Health Insurance
- The Protection of Personal Information: Some Questions and Answers
- Canadian Life & Health Insurance Law
- TACCESS: An Advisor's Guide to Understanding How Taxes Impact Group Insurance Benefits in Canada
- Protecting Canadians’ Long Term Disability Benefits
- Canadian Life and Health Insurance Industry Agreement to Protect Canadians’ Drug Coverage
- The High-Stakes Battle of Medications, Insurers and The Government
- How Much Does that Drug Cost?
- Ontario 2014 Budget Will Forbid Employers from Self-Insuring Long Term Disability Plan to Employees
- Self-Funded Disability Plans: Time Running Out on Federally Regulated Employers
- Employee Life and Health Trusts & Health and Welfare Trusts
- Firefighter who died of cancer was killed in the line of duty, court says
- West Nile Victim Wins $130,000 Insurance Payout
- Guideline G4: Coordination of Benefits-Group Health and Dental
- Guideline G17: Coordination of Benefits for Out-of-Country/Out-of-Province/Territory Medical Expenses
- Campagnie D’Assurances Standard Life V. Tremblay 2010—QCCA 933: A Hefty Price to Pay for Unwarranted Surveillance
- Guide to Canada Benefits Legislation
- A Joint Statement from the pan-Canadian Pharmaceutical Alliance and the Canadian Generic Pharmaceutical Association
- Ensuring the Accessibility, Affordability and Sustainability of Prescription Drugs in Canada
- Canadian Handbook of Flexible Benefits
- OHIP+ Pharmacy Redesign Update - FAQS For Patients
- Assuris for Group Insurance in Canada
- PMPRB-Framework Modernization
- Brooks v. Canada Safeway Ltd.
- Termination of Benefits Coverage at Age 65 Declared Unconstitutional
- How Will the Potential Work-from-Anywhere Boom Post-Pandemic Impact Benefits Plans?
- How Employers Are Integrating DEI into Their Benefits Plans
- Ontario’s New Drug Plan Will Require a Swap of Brand-Name Biologic Medications for Cheaper Versions
- Legislative Changes to EI Sickness Benefits
- An Update on Canada’s National Strategy for Drugs for Rare Diseases
- Canada’s New Dental Care Plan Could Impact Nearly 9 Million Canadians—Are You One of Them?
- Seniors Spend Thousands on Dental Work, Suffer in Pain or Wind Up in ERs. Will Canada’s Plan Help?
- The Quebec Act Respecting Prescription Drug Insurance (ARPDI)
- Navigating Group Insurance Laws in Quebec
- Disability Pension under the Québec Pension Plan
- Adjustment of the Retirement Pension for Disabled Persons Between Ages 60 and 65
- Canada Disability Benefit 2025: How to Apply, Who Qualifies, and What You’ll Receive
- Patented Drug Pricing: The PMPRB Releases New Price-Review Guidelines
- Canadian Dental Care Plan
- Evaluating bundled payment contracting
- Episode-Based Physician Profiling: A Guide to the Perplexing
- Physician Cost Profiling — Reliability and Risk of Misclassification
- The Application of Tiering in Healthcare
- Management of Provider Networks (Chapter 45 of Group Insurance)
- End-of-Life Outcomes with or without Early Palliative Care: A Propensity Score Matched, Population-Based Cancer Cohort Study
- HHS-Operated Risk Adjustment Technical Paper on Possible Model Changes
- Social Determinants of Health in the Work of Health Actuaries
- Health in Housing: Exploring the Intersection Between Housing & Health Care
- UMass Risk Adjustment Project for MassHealth Payment and Care Delivery Reform: Describing the 2017 Payment Model
- MassHealth Social Determinants of Health Risk Adjustment Model: Version 4.0
- PY2025 ACO REACH RTA tailwind
- ACO REACH PY2026 explained: What is changing and why it matters
- Adapting to Rising Flood Risk: An Analysis of Insurance Solutions for Canada
- Government Insurers Study Note
- Government Provision of General Insurance
- Group Insurance
- Group Life Waiver Study Based on 2009–2015 Canadian Group LTD Termination Experience Report
- Guidance on Events Occurring After the Calculation Date of an Actuarial Opinion for a Pension Plan
- Guidance on Selection and Disclosure of Plausible Adverse Scenarios
- Handbook of Asset and Liability Management, Volume 2: Applications and Case Studies
- Handbook of Budgeting
- The Handbook of Fixed Income Securities
- Tort Reform Tension
- Educational Note: Health Care Trend Rate
- Healthcare Risk Adjustment and Predictive Modeling
- How Charts Lie: Getting Smarter about Visual Information
- How Does Where You Live Impact Your Health?
- Climate-Related Scenarios Applied to Insurers and Other Financial Institutions
- IAA Risk Book: Liabilities for General Insurance
- IAA Risk Book: Materiality, Proportionality and Similar Terms
- IAA Risk Book: Non-Life Perils and Coverages
- IAA Risk Book: Own Risk Solvency Assessment
- IAA Risk Book: Professional Standards
- IAA Risk Book: Reinsurance
- Code of Conduct for Insurers' Use of Credit Information (Code)
- IFRS 17 Metrics Discussion Paper
- Insurance Companies Act
- Solvency II Technical Provisions for General Insurers
- IFRS 17: Reinsurance Contracts Held and Loss-Recovery Component
- IFRS 17 Insurance Contract Examples
- IFRS 17 Spreadsheet Model
- Life Products and Features
- Annuity Products and Features
- Understanding Profitability in Life Insurance
- Life Insurance Products and Finance: Charting a Clear Course
- Life Insurance and Annuity Non-forfeiture Practices
- Experience Assumptions for Individual Life Insurance and Annuities
- Lapse Supported Insurance Analysis
- Life Insurance & Modified Endowments: Under Internal Revenue Code Sections 7702 and 7702A
- Fundamentals of the Principle-Based Approach to Statutory Reserves for Life Insurance
- Insurance Contracts: First Impressions, 2020 Edition
- Revisiting the Role of Insurance Company ALM within a Risk Management Framework
- Chapter 7 of Derivatives Markets
- Chapter 16 of Asset/Liability Management of Financial Institutions
- Simulation of a Guaranteed Minimum Annuity Benefit
- Chapter 10 of Canadian Insurance Taxation
- Chapter 1 of US GAAP for Insurers
- Chapter 5 of US GAAP for Insurers
- Diversification: Consideration on Modelling Aspects & Related Fungibility and Transferability
- Life In-Force Management: Improving Consumer Value and Long-Term Profitability
- The Economics of Insurance: How Insurers Create Value for Shareholders
- Application of IFRS 17 Insurance Contracts
- The IFRS 17 Contractual Service Margin: A Life Insurance Perspective
- Life Insurance Capital Adequacy Test
- IFRS 17 and Navigating Financial Condition Testing
- IFRS 17: Tax and the Contractual Service Margin
- Impact of 2017 Tax Changes on Life Insurance
- Theory of Risk Capital in Financial Firms
- Diversification of Longevity and Mortality Risk
- NAIC Own Risk and Solvency Assessment (ORSA) Guidance Manual
- Impacts of AG 48
- Implementation Considerations for VA Market Risk Benefits
- Individual Health Insurance
- Case Study for Individual Risk Rating Study Note
- Individual Risk Rating
- Infovis and Statistical Graphics: Different Goals, Different Looks
- CAS DISC IA – Insurance Accounting, Coverage Analysis, Insurance Law, and Insurance Regulation
- Insurance and the Discrimination Laws: Motor and Travel Insurance
- Insurance Regulation
- Insurance Risk Transfer and Categorization of Reinsurance Contracts
- Insuring Long-Term Care
- Interactive Principle-Based Reserves Model
- Interest Theory: Financial Mathematics and Deterministic Valuation
- International Financial Statement Analysis
- International Reinsurance Landscape Overview for U.S. Life & Annuities
- International Standard of Actuarial Practice 1: General Actuarial Practice
- International Standard of Actuarial Practice 4: IFRS 17 Insurance Contracts
- CAS DISC DA – Introduction to Data and Analytics
- Introduction to Mathematical Statistics
- Introduction to Probability Models
- Introduction to Ratemaking and Loss Reserving for Property and Casualty Insurance
- Introductory Time Series with R
- Alternative Investments: A Primer for Investment Professionals
- Overview of Investing in Private Corporate Debt
- High-Yield Bond Primer
- Elements of an Investment Policy Statement for Institutional Investors
- The Hidden Dangers of Passive Investing
- Addressing Built-in Biases in Real Estate Investment: The Value in Taking a Behavioural Lens to Commercial Real Estate Investing
- Collateralized Loan Obligations: A Primer
- Chapter 12 of Quantitative Enterprise Risk Management
- Credit Risk: Pricing, Measurement, and Management
- Financial Mathematics: A Comprehensive Treatment
- Introduction to Stochastic Finance with Market Examples
- How to Use the Holes in Black-Scholes
- Which Free Lunch Would You Like Today, Sir?: Delta Hedging, Volatility Arbitrage and Optimal Portfolios
- An Introduction to Computational Risk Management of Equity-Linked Insurance
- Variable Annuity Volatility Management: An Era of Risk-Control
- It's RILA Time: An Introduction to Registered Index-Linked Annuities
- Mitigating Interest Rate Risk in Variable Annuities: An Analysis of Hedging Effectiveness under Model Risk
- Investment Instruments with Volatility Target Mechanism
- Issues in Applying Credibility to Group Long-Term Disability Insurance
- Issues Paper: Use of Credit Scores by Insurers
- Research Paper on the Actuaries' Role in Safeguarding the Solvency of P&C Insurers
- Best Practices for Actuarial Involvement in the Regulatory Oversight of Property and Casualty Insurance Rates
- Landmark Legal Insurance Cases in Canada
- LDF Curve-Fitting and Stochastic Reserving: A Maximum Likelihood Approach
- Level Funding: An Alternative to the ACA for Small Groups
- Life, Health & Annuity Reinsurance
- Life Contingencies: Study Note for CAS Exam S
- Life Insurance Acceleration Riders
- Life Insurance for the Digital Age: An End-to-End View
- Life Reinsurance Treaty Recapture Provisions
- Linear Mixed Models: A Practical Guide Using Statistical Software
- Liquidity Risk
- Long-Term Actuarial Models Part II
- Loss Development Using Credibility
- Loss Models: From Data to Decisions
- Managing and Evaluating Healthcare Intervention Programs
- Managing Interest Rate Risk: ALM, Franchise Value, and Strategy
- Managing Post-Retirement Risks: Strategies for a Secure Retirement
- Market Trends and Product Designs in a Rising Interest Rate Environment
- Fair Benefits Fairly Delivered: A Review of the Auto Insurance System in Ontario
- Materiality: Concepts on Professionalism
- Mathematical Interest Theory
- Mathematical Statistics with Applications
- Mathematics of Investment & Credit
- Life Insurance Laws of Canada: Common Law Provinces
- Measuring the Variability of Chain Ladder Reserve Estimates
- Mechanics of Dividends
- Medicare Advantage Expanded Supplemental Benefits Over the Years
- Medicare Advantage Experience Data: Pitfalls and Concerns Beyond ASOP #23
- Metamodeling for Variable Annuities
- Model Validation for Insurance Enterprise Risk and Capital Models
- Modeling Effects of Enrollee Choice
- Modern Applied Statistics with S
- Morneau Shepell Handbook of Canadian Pension and Benefit Plans
- Mortality Improvements Research: Educational Note Supplement
- Mortality Improvements Research: Report to the Canadian Institute of Actuaries' Project Oversight Group
- MSA Legend of P&C KPI's and Descriptions
- Annual Statement Examples: Allstate Insurance Company and Liberty Mutual Group
- Insurance Regulatory Information System (IRIS) Manual: IRIS Ratios Manual for Property/Casualty and Life/Accident & Health
- NAIC Own Risk and Solvency Assessment (ORSA) Guidance Manual
- NAIC Public Hearing on Credit-Based Insurance Scores
- New Solutions to an Age-Old Problem: Innovative Strategies for Managing Pension and Longevity Risk
- Nonlife Actuarial Models: Theory, Methods and Evaluation
- Nuclear Verdicts, Tort Liability, and Legislative Responses
- Obtaining Predictive Distributions for Reserves Which Incorporate Expert Opinion
- NAIC 2025 Annual Statement Blanks: Property/Casualty
- Regulation 664: Automobile Insurance
- Options, Futures, and Other Derivatives
- Appointed Actuary: Legal Requirements, Qualifications and Peer Review
- P&C Supervisory Annual Return (PC3)
- Climate Risk Management
- Property and Casualty Large Insurance Exposures and Investment Concentration
- P&C Core Financial Statement Quarterly Return (PC1)
- Corporate Governance
- Earthquake Exposure Sound Practices
- Minimum Capital Test
- Memorandum to the Appointed Actuary (2024)
- P&C Minimum Capital Test and Branch Adequacy of Assets Test Quarterly Return
- Own Risk and Solvency Assessment
- P&C Supervisory Quarterly Return (PC2)
- Sound Reinsurance Practices and Procedures
- Stress Testing
- Regulatory Capital and Internal Capital Targets
- Outstanding Claims Reserves
- Overview of Nonguaranteed Elements (NGEs)
- Guide to Compensation Plan for Property and Casualty Insurers
- Standards of Practice: Part 1000 General
- Peer-to-Peer Insurance: Blockchain Implications
- Penalized Regression and Lasso Credibility
- Pension Actuary's Guide to Financial Economics
- Pension Mathematics for Actuaries
- Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies
- Pension Risk Transfer in Canada and the U.S.
- Personal Insurance
- Pharmacare: Is There a Pill for That?
- Pharmaceutical Patent Regulation in the United States
- Poisson processes (and mixture distributions)
- Portfolio Management in Practice, Volume 1: Investment Management
- Potential Abuses Within U.S. Pharmaceutical Patent Regulation
- Practice-Specific Standards for Non-Pension Employee Future Benefit Plans
- Predictive Analytics and Machine Learning: Practical Applications for Actuarial Modeling (Nested Stochastic)
- Predictive Modeling Applications in Actuarial Science: Volume I, Predictive Modeling Techniques
- Predictive Models on Conversion Studies for the Level Premium Term Plans
- Premium Deficiency Reserves Discussion Paper
- Price Optimization White Paper
- Pricing Insurance Risk: Theory and Practice
- Primer on Retirement Income Strategy Design and Evaluation
- Private Flood Insurance and the National Flood Insurance Program
- Probability
- Probability and Statistical Inference
- Probability and Statistics with Applications: A Problem Solving Text
- Probability Distributions — Reference Sheet
- Probability for Risk Management
- Problems and Solutions in Mathematical Finance: Stochastic Calculus
- Provider Payment Arrangements, Provider Risk, and Their Relationship with the Cost of Health Care
- Python for Data Analysis: Data Wrangling with Pandas, NumPy, and Jupyter
- Quantitative Enterprise Risk Management
- R for Actuaries and Data Scientists with Applications to Insurance
- R for Data Science: Import, Tidy, Transform, Visualize, and Model Data
- R for Everyone: Advanced Analytics and Graphics
- Ratemaking: A Financial Economics Approach
- Rating Agency Perspectives on Insurance Company Capital
- Read. Think. Write.: The Statement of Actuarial Opinion for the Health Annual Statement
- Reflecting Increasing Maximum Pensions Under the Income Tax Act in Solvency, Hypothetical Wind-up and Wind-up Valuations
- Registered Index-Linked Annuities
- Regression Modeling with Actuarial and Financial Applications
- Regulatory Capital Adequacy for Life Insurance Companies – A Comparison of Four Jurisdictions (2025)
- Regulatory Capital Adequacy for Life Insurance Companies: A Comparison of Four Jurisdictions
- Regulatory Review of Predictive Models White Paper
- Regulatory Risk and North American Insurance Organizations
- Reimagining Pharmacy Financing
- Reinsurance Accounting & Strategy for the Actuary
- Reinsurance Commutation
- Report of the Task Force on Target Benefit Plans
- Report on Premium Persistency Assumptions Study of Flexible Premium Universal Life Products
- Reserving for Reinsurance
- Restoring the Indifference Ideal: If It's Not Adjusting for "Risk," It's Not "Risk Adjustment"
- Framework for Future Defined Contribution Design
- Integration with Social Security
- Defined Contribution Plan Success Factors
- Phased Retirement – An Important Part of the Evolving Retirement Scene
- The Hybrid Handbook: Not All Hybrids Are Created Equal
- Multi-Employer Plans
- Introduction and Overview of Retirement Plan Investments
- Pension Plan Prudent Investment Practices Guideline
- Designing the Future of Target-Date Funds
- Social Security Programs Throughout the World: Europe, 2018
- Private Pensions: Alternative Approaches Could Address Retirement Risks Faced by Workers but Pose Trade-offs
- The Promise of Defined Ambition Plans: Lessons for the United States
- How Accurately Does 70% Final Employment Earnings Replacement Measure Retirement Income (In)Adequacy? Introducing the Living Standards Replacement Rate (LSRR)
- An Improved Application of the Variable Annuity
- The Case for Collective DC: A new opportunity for UK pensions
- Implementing Early Retirement Incentive Programs: A Step-by-Step Guide
- Pension Issues in Mergers and Acquisitions
- Pension Policy: The Search for Better Solutions
- Design Matters: Plan Distribution Options – Taking Money Out for Retirement
- The Big Chill
- Innovations in the Canadian Retirement Landscape – CAAT Pension Plan
- Guideline for Capital Accumulation Plans
- The Future of DC Plans: Key Trends for 2025 and Beyond
- Canadian Pensions and Retirement Income Planning
- A Problem-Solving Approach to Pension Funding and Valuation
- Pension Funding Exercises
- Actuarial Equivalence Calculations
- Use of Financial Economics in Pension Actuarial and Investment Practice
- IFRS and US GAAP: Similarities and Differences
- Accounting for Buy-ins
- Introduction (A58), IFRS1 (paragraphs 1-40 and Appendix A), IAS19, IFRIC14
- Alternative Approaches to Calculating Service and Interest Cost under FASB ASC Topic 715
- Plan Curtailments & Settlements Under FASB ASC Topic 715 Relating to Plan Terminations, Part 1
- Plan Curtailments & Settlements Under FASB ASC Topic 715 Relating to Plan Terminations, Part 2
- FASB Accounting Standards Codification Topic 715
- Accounting for Plan Splits & Plan Mergers Under U.S. GAAP
- Pensions in the Public Sector
- Liability-Responsive Asset Allocation
- Charting the Course: A Framework to Evaluate Pension De-Risking Strategies
- Practical De-Risking Solutions: Asset Duration and Interest Rate Risk
- Pension Plan Immunization Strategies: How Close Can You Get?
- Pension Plan Funding Policy Guideline
- Benefit Security Pension Fund Guarantee Schemes
- Funding Policy for the Public Sector Pension Plans
- Introduction to Retirement Plan Funding
- Actuarial Guidance Note: Determination of the Solvency Liability Adjustment
- A Problem-Solving Approach to Pension Funding and Valuation
- Guidance: Solvency or Hypothetical Wind-up Liabilities Based on Actual Life Insurance Company Annuity Quotation
- Regulation 909: General
- Pension Benefits Act
- Regulation 310/13: Asset Transfers under Sections 80 and 81 of the Act
- Pension Asset Transfers Made Easier
- Adoption of the 2020 Agreement Respecting Multi-Jurisdictional Pension Plans
- Limitations on Commuted Value Transfers and Annuity Purchases (DB Pension Plans)
- Purchase of Pension Benefits from an Insurance Company: Section 43.1 of the Act
- Preparation of Actuarial Reports for Defined Benefit Pension Plans
- A Fresh Look at Retirement Compensation Arrangement: A Flexible Vehicle for Retirement Planning
- Application by Employer for Payment of Surplus on Full Wind Up of a Pension Plan
- CAPSA Communique, Spring 2023
- Questions and Answers on 2016 Agreement Respecting Multi-jurisdictional Pension Plans
- Q&A: Answering your tax questions on RRSPs, TFSAs, and the new First-Home Savings Account (FHSA)
- Retained Property Casualty Insurance-Related Risk: Interaction of Actuarial Analysis and Accounting
- Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches
- Reviewing Systemic Risk within the Insurance Industry
- Risk Adjustment in State Medicaid Programs
- Risk and Insurance
- CAS DISC RM – Risk Management and Insurance Operations
- Risk Management and Public Plan Retirement Systems
- Risk of Material Adverse Deviation Study Note
- Risk Retention Groups
- Risk Transfer Practice Note
- Risk Transfer Testing of Reinsurance Contracts: A Summary of the Report by the CAS Research Working Party on Risk Transfer Testing
- Section 3500 of the Practice-Specific Standards for Pension Plans: Pension Commuted Values (Other Than Subsection 3570)
- Section 3500 of the Practice-Specific Standards for Pension Plans: Pension Commuted Values (Subsection 3570)
- Selecting and Documenting Pension Assumptions Other Than Discount Rate and Investment Return
- Selecting Investment Return Assumptions: Considerations When Using Arithmetic and Geometric Averages
- Selection of Mortality Assumptions for Pension Plan Actuarial Valuations
- Setting the Accounting Discount Rate Assumption for Pension and Post-employment Benefit Plans
- Show Me the Numbers: Designing Tables and Graphs to Enlighten
- Social, Physical and Cultural Determinants of Health: Their Incorporation into Actuarial Data and Workstreams
- Social Inflation: Navigating the Evolving Claims Environment
- Property and Casualty Contracts—Premiums
- Unpaid Claims, Losses and Loss Adjustment Expenses
- Liabilities, Contingencies and Impairments of Assets
- Property and Casualty Reinsurance
- Underwriting Pools
- Property and Casualty Contracts
- Retrospectively Rated Contracts
- Subsequent Events
- Standards of Practice: Part 3000 Pension Plans
- State Regulation of Prescription Drugs in the United States
- Statement of Principles Regarding Property and Casualty Insurance Ratemaking
- Statements of Actuarial Opinion on Property and Casualty Loss Reserves
- Statutory Surplus: Computation, Pricing, and Valuation
- Statutory Valuation of Individual Life and Annuity Contracts, Volume I
- Statutory Valuation of Individual Life and Annuity Contracts, Volume II
- Statutory Valuation of Individual Life and Annuity Contracts, Volumes I and II
- Stochastic Loss Reserving Using Bayesian MCMC Models
- Stochastic Loss Reserving Using Generalized Linear Models
- Storytelling with Data: A Data Visualization Guide for Business Professionals
- Strategic Management: Concepts and Cases: Competitiveness and Globalization
- Structured Settlement Annuities
- Surprises in the No Surprises Act: An Interview with Greg Fann
- Survey of Asset Valuation Methods for Defined Benefit Pension Plans
- Sustainability of the Canadian Health Care System and Impact of the 2014 Revision to the Canada Health Transfer
- The Swiss Re Exposure Curves and the MBBEFD Distribution Class
- Table Development
- Targeted Improvements Interactive Model
- Term Conversions: Pricing and Reserves
- Terrorism Risk Insurance: Overview and Issue Analysis for the 116th Congress
- The Impact of Credit-Based Insurance Scoring on the Availability and Affordability of Insurance: Testimony of Kevin M. McCarty
- Testing the Assumptions of Age-to-Age Factors
- The Art and Science of Life Insurance Distribution
- The Cost of Value-Based Care: A look at enterprise and financial risk strategy development and support
- The Dodd-Frank Wall Street Reform and Consumer Protection Act: Insurance Provisions
- The Economic Crisis and Lessons from (and for) U.S. Insurance Regulation
- The Economics of Structured Finance
- The General Insurance Regulatory Environment
- The Handbook of Credit Risk Management: Originating, Assessing, and Managing Credit Exposures
- The Handbook of Traditional and Alternative Investment Vehicles: Investment Characteristics and Strategies
- The Impact of BEAT on U.S.-Foreign Affiliated Reinsurance
- The Importance of Centralization of Actuarial Modeling Functions, Part 1: Focus on Modularization and Reuse
- The Importance of Centralization of Actuarial Modeling Functions, Part 2: DevOps – The Path to Actuarial Modernization and Consolidation
- The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs
- The Role of the Actuary in Self-Insurance
- The U.S. National State-Based System of Insurance Financial Regulation and the Solvency Modernization Initiative
- The Volatility Smile
- Tort Law: Topics for General Insurance Actuaries
- Understanding Michael Porter: The Essential Guide to Competition and Strategy
- Understanding the Connection between Real-World and Risk-Neutral Scenario Generators
- US GAAP for Insurers
- Usage-Based Insurance and Telematics
- Uses of Catastrophe Model Output
- Using Duration and Convexity to Approximate Change in Present Value
- Using Multi-Dimensional Credibility to Estimate Class Frequency Vectors in Workers Compensation
- Using the ODP Bootstrap Model: A Practitioner's Guide
- Valuation: Measuring and Managing the Value of Companies
- Value-Based Care Framework: A high-level overview exploring topics under the VBC umbrella
- Variable Annuity Guaranteed Living Benefits Utilization: 2015 Experience
- Actuarial Roles in Health
- Challenges of Provider Reimbursement
- Health Valuation and Stakeholder Views
- Introduction to CFE 101
- Introduction to CFE 201
- Model Risk
- Plan Sponsor Perspective
- The Variety of Short-Term Health and Group Benefits
- Today's Provider Reimbursement Landscape
- Valuation at the Heart of Health Insurance
- What Can Insurers and Pension Funds Learn from Bank Failures: Expert Panel Discussion