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北美精算SOA要求及近期考试改变

首先,北美的考试主要是两大系统,寿险SOA跟财险CAS。其中寿险SOA又细分成个人险,团险和健康险,退休金险,投资,还有ERM,一共5个track,考生满足任何一个track的全部要求即可得到精算师的称号。明年SOA还打算开始推出财险,来跟CAS正面竞争。

SOA跟CAS分别有准精算师(Associate)跟正精算师(Fellow)两个阶段。SOA的叫做ASA/FSA,CAS的叫做ACAS/FCAS。

下面先从SOA的ASA要求开始介绍:

Exam P–Probability 3 Hrs MC - CBT
Exam FM–Financial Mathematics 3 Hrs MC - CBT
Exam MFE–Models for Financial Economics 3 Hrs MC - CBT
Exam MLC–Models for Life Contingencies 3 Hrs MC
Exam C–Construction and Evaluation of  Actuarial Models 3.5 Hrs MC - CBT
VEE* Economics    
VEE* Corporate Finance    
VEE* Applied Statistics    
Fundamentals of Actuarial Practice (FAP)  e–Learning Course (two written assessments)
Associateship Professionalism Course  (APC) 1 Day  


ASA阶段有5个考试 ,都是多项选择(MC),并且除了MLC之外都是机考(CBT)
(但是因为历史原因,有时也叫做4个,MLC跟MFC是几年前从一个叫M的考试分出来的,之前M是号称ASA阶段最难的考试)


3个VEE一般是从学校的课程转换的。


FAP一共8个Modules,在第5个跟第8个之后分别有IA/FA。


APC是关于职业道德的考试,只要不迟到基本不会不通过。
 
 
 
SOA的FSA阶段考试系统看起来比较复杂,因为track比较多。目前的结构是这样的。


Finance/ERM  Track(Transitional Year Fall 2012-Spring 2013)   Investment Track   Individual Life  & Annuities Track   Retirement  Benefits Track   Group &  Health Track  
Enterprise Risk Management (ERM) Exam 4  Hrs Advanced  Portfolio Management Exam 6  Hrs Individual  Life & Annuities Company/ Sponsor Perspective (CSP) Exam 6  Hrs Retirement  Benefits Company / Sponsor Perspective (CSP) Exam 6  Hrs Group  & Health Company/ Sponsor Perspective (CSP) Exam 6  Hrs
Advanced Finance (AdvF) Exam (transitional exam) 2  Hrs Financial  Economic Theory & Engineering Exam 6  Hrs Individual  Life & Annuities Design and Pricing (DP) Exam 6  Hrs Retirement  Benefits Design and Pricing (DP) Exam 6  Hrs Group  & Health Design and Pricing (DP) Exam 6  Hrs
Financial Economic Theory & Engineering Exam 6  Hrs Financial  and Health Economics Module   Financial  and Health Economics Module   Financial  and Health Economics Module   Financial  and Health Economics Module  
Financial and Health Economics Module   Investment  Strategy Module   Regulation  & Taxation Module   Social  Insurance Module   Health  Foundations Module  
Financial Reporting Module   Enterprise  Risk Management (ERM) Module or Financial  Reporting Module   Enterprise  Risk Management (ERM) Module or Financial  Reporting Module   Enterprise  Risk Management (ERM) Module or Financial  Reporting Module   Pricing,  Reserving & Forecasting Module  
Enterprise Risk Management (ERM) Module           Enrolled  Actuaries (EA) Exams (U.S. Only)      
Decision Making and Communication (DMAC) Module
Fellowship Admissions Course (FAC)

从明年7月份开始,SOA的考试结构会有大变动,新的结构如下:
Corporate  Finance and ERM (CFE) Track   Quantitative  Finance and Investments (QFI) Track   Individual Life  and Annuities Track   Retirement  Benefits Track   Group and Health  Track   General Insurance  Track  
Enterprise Risk Management (ERM) Module   Financial  Modeling Module   Regulation  & Taxation Module   Social  Insurance Module   Financial  Economics Module   Introduction  to General Insurance Exam 2  Hrs MC
ERM Exam 4  Hrs QFI  Core Exam 5  Hrs Life  Pricing Exam 5  Hrs Financial  Economics Module   Health  Foundations Module or ERM Module   Introduction  to Ratemaking and Reserving Exam 5  Hrs
Foundations in CFE Exam 5  Hrs QFI  Advanced Exam 5  Hrs Life  Finance and Valuation Exam 5  Hrs Funding  and Regulation Exam (Canada only) 5  Hrs Group  & Health Core Exam 5  Hrs Financial  and Regulatory Environment Exam 5  Hrs
Financial Reporting Module   ERM  Module   ERM  Module   Enrolled  Actuaries (EA) Exams (U.S. only) 2.5  Hrs + 2.5 Hrs MC Group  & Health Advanced Exam 5  Hrs Financial  Economics Module  
Strategic Decision Making Exam 5  Hrs Investment  Risk Management Exam or ERM Exam 2Hrs  / 4Hrs Life  Risk Management Examor ERM Exam 2Hrs  / 4Hrs Design  and Accounting Exam 5  Hrs Pricing,  Reserving & Forecasting Module   ERM  Module  
Advanced Topics in CFE Module   Financial  Reporting Module   Financial  Economics Module   ERM  Module   Group  & Health Specialty Exam or ERM Exam 2Hrs  / 4Hrs Advanced  Topics in General Insurance Exam or ERM Exam 2Hrs  / 4Hrs
            Retirement  Plan Investment and Risk Management Examor ERM Exam 2Hrs  / 4Hrs     Applications  of Statistical Techniques Module  
Decision Making and Communication (DMAC) Module  
Fellowship Admissions Course (FAC)  
从体来说,每条track的难度差不太多,6小时的考试是上下午各考3个小时。

财险(general insurance)部分是全新的,目前连syllabus还没出,所以放到最后讲完CAS的部分再讨论。
除了ERM之外,基本上每个track由6+6小时的考试变成5+5+4小时。

明年考试的一些变化:
SOA方面,从2014年开始,MLC从3个小时改到4个小时,同时由多项选择变成多项选择+笔试,两个部分一起考,所以时间由考生自由分配。比例大致是4:6。
 
 


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