ALM for Life, Annuities, and Pensions

By Society of Actuaries · 2025 · CP321-108-25

A study note, CP321-108-25, supplied by the Society of Actuaries for CP 321 under the title "ALM for Life, Annuities, and Pensions". According to the course strategy guide, it was custom written for the QFI track on asset liability matching, and CP 321 uses its sections 2, 5 and 6 to provide the basics of ALM; the note refers throughout to R code, which candidates are not expected to know how to use.

On the syllabus

Exam CP-321 — Outcomes 5a, 5b; Sections 2, 5 and 6.

Contents unavailable The SOA supplies this study note, and its syllabus states that study notes are not available electronically. No copy could be found online, and no source names its author or lists its section titles. This page records only the citation and assignment from the syllabus and the course strategy guide.

Sources

CP 321 Syllabus, Nov 2026/Jul 2027 (SOA) — the citation ("CP321-108-25: ALM for Life, Annuities, and Pensions, Sections 2, 5 & 6"), the learning outcomes and the statement that study notes are not available electronically; the syllabus names no author, so the SOA as the issuer of the study note is given as author and publisher, and the year is the one in the code
CP 321 Course Strategy Guide, Nov 2026/Jul 2027 (SOA) — the description of the note as written for the QFI track, its R code and the sections used
CP 321 Introductory Study Note, November 2026/July 2027 (SOA) — the study-note code and title