精算师考试综合辅导:职业发展（PD）FAQ一

精算师考试综合辅导:职业发展（PD）FAQ一（通用4篇）

篇1：精算师考试综合辅导:职业发展（PD）FAQ一

what constitutes an acceptable topic for the project?

project topics should be subjects where actuarial analysis may be used to solve problems. the project may offer candidates an opportunity to apply actuarial reasoning and knowledge to either traditional or nontraditional areas of practice. project topics should be selected in light of the anticipated time commitment and opportunity to complete and demonstrate the appropriate project elements (that is, identification of the problem or issue, research, data collection, data analysis, and communication of results). the project is expected to involve between 60 and 100 hours of active work time and should be consistent with the educational objectives delineated in the pd plan. candidates might consider whether other actuaries of various experience levels in their organization and area of practice would find value in the results of their project. if a project would not offer other actuaries an opportunity for learning, the topic for that project may not be appropriate. see also: sample pd project.

how do ea exams fit in with the pd requirement?

if a candidate has not already received soa credit for the ea examinations (e.g. ea exam credits used in the conversion process), an ea designation satisfies 25 pd units, and meets the requirement for soa-approved units. see also: pd values for examination validated options

can an employer-sponsored program be part of my pd plan?

yes. a an employer-sponsored program may be included as a non- approved element in a candidate’s pd program, if the candidate’s advisor finds the program to be appropriate to the candidate’s development and sufficiently rigorous. as with all non-approved plan elements, the candidate is required to provide a written summary of the benefits obtained through the program content, as well as a statement of now the program helped the candidate attain one or more of the educational objectives of the plan.

employer-sponsored programs may also be included in a candidate’s pd program as soa-approved elements, if the employer sponsoring the program has applied to and received approval from the soa. employers should refer to information on applying for soa-approved pd credit on this web site.

can i do three smaller projects of 5 credits each instead of one larger project?

no. a project may consist of smaller sub-components, but each sub-component must be related to the overall project. credits for the project will be assigned on an all-or-nothing basis.

can work i do as part of a larger team be used for the project?

project work done as part of a larger team can qualify as appropriate for a professional development project, but the candidate’s involvement must be significant and each candidate must have a substantial, distinguishable component of the project for which he/she is primarily responsible. the advisor will require the candidate to report independently his/her portion of the project process as well as the entire project process and outcome in the project report. see also: use of team projects and client work.

篇2：精算师考试综合辅导:职业发展（PD）FAQ一

question: i used my ea credit to satisfy other requirements during the conversion. can i apply my ea exam credit to the asa professional development (pd) requirement?

answer: conversion credits may be used only once. candidates who used their credit from ea examinations to satisfy requirements for course 2, etc. may not also apply the ea examinations to the exam-validated requirement within professional development (toward asa or fsa).

question: i have more than 25 units of pd from the 2000 conversion. do i lose credit for any units over the 25 units necessary to meet the examination-validated requirement of the asa pd component?

answer: conversion credits allocated to pd are first applied to satisfying the examination-validated requirement. a candidate must have a minimum of 25 units to satisfy this requirement. if the candidate has a sufficient number of additional conversion pd credits, then 15 units are applied to the project component, and any remaining to the required seminar/meeting units (10). if the candidate does not have sufficient conversion credits to meet a given requirement in pd, then the credits are applied to the other requirements in the same order (e.g., a candidate with 20 units of conversion credit does not satisfy the exam-validated requirement, but would satisfy the project (15 units) and 5 of the seminar and meeting units. to use pd to satisfy asa requirements, this candidate would be required to complete a substantial exam-validated option for 25 units, as part of the candidate’s overall 50 unit pd plan.)

question: when can i apply for pd when i am using it towards the asa requirements? towards the fsa requirements?

answer: to be eligible to begin pd, the candidate using pd for the asa must have passed courses 1-4, plus one of courses 5, 6, or 8. the candidate using pd for the fsa must have passed all of courses 1-8.

question: if i want to use pd towards my asa designation, am i permitted to earn pd credit from meetings and seminars that occur prior to the date that i file my initial plan with the soa?

answer: asa candidates are strongly urged to file an initial plan prior to beginning the accrual of credits based on meeting and seminar attendance. review of the initial plan will assure the candidate that he or she, in concert with an advisor have designed a plan with clearly articulated objectives and that is cohesive and well integrated.

question: i’m currently an asa but i haven’t completed course 7 or 8. can i go ahead and start my pd plan? you’re allowing pre-asas to do so, so why not allow current asas to submit plans ahead of passing course 7 and 8?

篇3：精算师考试综合辅导:职业发展（PD）FAQ一

an initial registration fee (new registrants only) an enrollment fee for each examination

international candidates: to avoid bank charges, pay by credit card or money order instead of by check.

accepted cards: visa, mastercard, american express, diners club, and jcb cfa institute does not accept discover, debit cards, or other cards, and does not invoice for payment.

view our refund policy

_____________________________________________________________________

registration and enrollment fee schedule

for december examination dates

____________________________________________________________

received

on or before

15 march 2006

received

on or before

15 august 2006

received

on or before

15 september 2006

registration

(first time candidates

only)

us$375

us$375

us$450

enrollment

(all candidates)

us$360

us$440

us$670

total fee

us$735

us$815

us$1120

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application and payment (payable in u.s. funds) must be received by cfa institute by midnight est (-0500 gmt) on the dates indicated.

篇4：精算师考试综合辅导:职业发展（PD）FAQ一

精算师考试难度相当大，要求具备数学和经济两方面专业知识和技能，需要通过10多门课程的考试，要求很高。你担心的“数学背景”还是有道理的。一位业内人士透露，尽管精算师在报名资格上没有特别限定专业，凡大学本科以上学历的都可以报名，但中国精算师考试中数学科目的难度相当高，没有很深厚的数学专业底蕴，很难过关。

作为一名精算师，不仅需要有扎实的数学基础，能熟练地运用现代数学方法和数据对未来变化的趋势做出分析、判断，同时也需要具有坚实的经济理论基础，对法律、税务制度、财务会计、投资有透析的了解，特别是对风险具有敏锐的洞察力和处理各种可控风险的能力。由普通的精算人员最终成长为精算师，道路漫长艰苦，一般要花上5-7年时间。

另据了解，目前在我国，精算师考试有中国精算师考试、北美精算师协会的精算师资格考试、英国精算师考试和日本精算师考试4个系列。前不久，中国保监会下发《关于精算责任人任职资格有关要求的通知》，规定“具有北美精算师协会、英国精算师协会、澳大利亚精算协会或法国精算学会正式会员资格，有3年以上精算从业经验，熟悉我国有关精算规定人员，经中国保监会特别批准，可以担任精算责任人，任期1年，到期后需重新申请。