精算师考试综合辅导:职业发展（PD）FAQ二

下面是小编为大家整理的精算师考试综合辅导:职业发展（PD）FAQ二，本文共8篇，供大家参考借鉴，希望可以帮助您。本文原稿由网友“Nefelibata”提供。

篇1：精算师考试综合辅导:职业发展（PD）FAQ二

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

if i have 15 or more professional development (pd) units acquired through conversion, can these credits be applied to meet the requirement to complete a project?

yes, but candidates with an interest in completing a project are encouraged to do so. they would then earn an additional 15 units for the project.

if i take 15 units before submitting my plan, are they at risk if my plan is disapproved?

candidates may want to discuss their approach to pd, including the educational objectives they wish to fulfil, with their advisors before starting to attend formal programs for pd credit. there is a time limit on such programs, in that a program is valid for a period of 25 months and could expire before the plan is completed if there is a delay in obtaining approval.

the credits taken must relate directly to the candidate’s legitimate educational objectives for the plan. if the program(s) used provides concrete support to the plan, there should be little risk of credits not being accepted.

what might cause a plan to be disapproved?

there are various reasons - a lack of integration or cohesion among the plan elements (e.g. covering multiple practice areas), a superficial approach to extending the candidate’s expertise, or lack of relevance of the programs cited to the objectives for the plan. in general, there should be little risk if the candidate and advisor approach the process by first establishing educational objectives and then determining appropriate programs to support those objectives.

are there forms to submit with my initial plan and/or executed plan report?

initially, the letter of commitment and the pd plan, both signed by the advisor and the candidate, must be submitted along with the pd filing fee and payment form. the letter of commitment and payment form may be obtained from the soa web site or the soa's basic education catalog.

model plans have been developed and are available on the web site. candidates filing model plans will still be required to file a copy of the signed model plan and letter of commitment; and will also need to submit the filing fee and payment form. candidates may use the model plans exactly as written or as a framework for their plans, and adapt the plans to meet their individual pd needs.

upon completion of a pd plan, the candidate and advisor will submit to the soa a final executed plan, a final report attesting to the successful completion of the plan and fulfillment of the educational objectives, and the executed plan review checklist signed by the candidate and advisor. the advisor and candidate must sign-off on the executed plan and report. because the plan is unique to each candidate, we believe the attestation of a completed plan should also be unique and therefore we do not envision drafting a standardized form. the attestation should also include a written report on the project and written summaries on each program attended explaining how each program helped to attain the educational objectives of the plan and how the candidate may put to use the knowledge gained. program content information and handouts are required for any non-approved programs. see also tips for submitting your pd plan documents.

篇3：精算师考试综合辅导：FeeSchedule

fee requirements:

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

____________________________________________________________

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

failure to pay correct amount will result in cancellation of application

篇4：精算师考试综合辅导:FAPAnnouncement

as part of the soa’s education redesign, more than 150 volunteers have participated in the development of the web-based fundamentals of actuarial practice (fap) course. as the result of these valued contributions, the soa is pleased to announce that fap will be made available to candidates beginning in january 2006.

what is fap?

fap is a self-paced, e-learning course where candidates acquire and use knowledge that is distributed and facilitated by electronic means. this course teaches candidates about the business environment and exposes them to real-world situations before reaching the asa level by using the control cycle as a framework. simply stated, the control cycle is a practical problem-solving framework that an actuary uses to perform work.

fap is a body of knowledge (concepts and problems) in an actuarial context – blending actuarial areas of practice and functional areas. fap includes online and offline readings

and activities, practical examples, case studies, embedded activities, search functions, a glossary, resource library, a discussion forum, end-of-module tests, and end-of-module exercises. the online environment is intended to make the material more engaging and interactive for candidates.

fap also includes two computer-based examinations; one for modules 1-5 and the second for modules 6-8.

who is fap for?

individuals who desire to be admitted as associates of the society of actuaries represent the primary fap target audience. however, the fap course is appropriate for any individual engaged in the actuarial profession at some level.

what are the prerequisites?

candidates starting fap may have passed one or more of the preliminary education examinations (p, fm, m, c), but this is not a requirement. we expect however, that many candidates will have passed the four preliminary education exams prior to b

eginning fap module 5.

what are the fap modules?

fap is comprised of eight modules:

module 1: role of the professional actuary

module 2: external forces

module 3: risk in actuarial problems

module 4: actuarial solutions

module 5: actuarial models

module 6: model selection and solution design

module 7: selection of initial assumptions

module 8: monitoring results and completing the control cycle

candidates will complete the modules in sequence, as content in later modules builds upon the content of earlier modules.

when will the modules be available?

module 1 will be made available to registered candidates on january 31, 2006. implementation of the remaining modules and administration of the two examinations is planned as follows:

module 2 – late february 2006

module 3 – march 2006

module 4 – april 2006

module 5 – june 2006

fap exam #1 – august 2006

module 6 – september 2006

module 7 – october 2006

module 8 – november 2006

fap exam #2 – january 

篇5：精算师综合辅导:SOA网站考试服务常见问题二

refunds:

how do i obtain an examination refund?

if you have registered for but did not sit for an exam, you may request a refund by contacting the exam department at refund@soa.org. you may also mail in the bottom portion of your ticket of admission (indicating which exams need to be refunded). faxed requests may be sent to (847) 706-3599. a $50 administrative fee is assessed on all refunds. the exam department must receive requests no later than june 30 for the spring session and december 31 for the fall session. refunds will be processed approximately 6 weeks after all examinations have been administered for that particular session. refunds will be returned in the payment form that accompanied the original exam application. if your employer paid your exam fee, the employer will receive the refund on your behalf.

signature letter:

i have already received my ticket of admission but have also received a gold signature letter, what should i do?

this notice states that your registration is incomplete because it is either a photocopy, lacking a signature and/or is missing the required statement acknowledging the rules and regulations governing the examinations. it is necessary for the soa to have a completed application with an original signature for our files. please sign and return this notice. if you do not return the form, your exam grade slip will not be released.

special arrangements for candidates with disabilities:

whom should i contact?

to request special accommodations for the soa exams a candidate must submit a written request and medical documentation by the registration deadline.

additional documentation may be required depending on the nature of the disability and the arrangements requested.

for more information contact anna abel at aabel@soa.org

tickets of admission:

i've already submitted my application. when can i expect an admission ticket?

can i still take the exam if i do not have my ticket of admission?

please allow 10 working days for the application to arrive. applications are processed in the order they are received. it may take a few weeks to enter your application due to the volume of applications being received. tickets of admission will be mailed starting march 1 for the spring session and september 1 for the fall session. if you receive a ticket of admission that contains incorrect information, notify the exam department at (847) 706-3583 or if you have not received or have misplaced your ticket of admission, you must contact the exam department to confirm registration and request that another ticket be sent out to you. in the event that a ticket of admission is not received, the candidate should report to the exam site with photo id to show the supervisor at check in. candidate instructions, exam dates, times and center locations can be found at the supervisor will provide an approved candidate number to use for the exam. candidates are not allowed to walk-in to take an exam at a center where they are not registered – even if they have a ticket of admission from another center.

篇6：综合辅导：精算师考试，数学是难关

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。

篇7：精算师考试综合辅导:精算面试问题

近几年读北美精算的中国学生逐年增加,由于经济形势走低,如何在毕业时找到一份满意的工作是大家普遍面临的问题.面试是找工作最重要的一环.由于语言和文化上的差异,很多很有实力的学生因为面试发挥不好而失去了很好的机会.我们在此列出面试时经常出现的一些问题,并附上参考回答.我们欢迎大家共同参与,把你认为更典型的问题以及更巧妙的回答告诉我们.

1. why did you choose this profession?

2. what can you tell us about yourself?

3. tell me about your work experience

5. what is your strong point?

6. what are your weak points? how do you plan to correct them?

7. what are your long-range goals? where would you like to be in five years?

8. what salary are you looking for?

9. are you a team player?

10. describe a recent team project and your responsibility for its success.

11. describe a situation where you served as team leader. what did you look for when choosing team members?

12. describe your organizational skills. how have they helped you at work?

13. how do you typically organize your work and plan your day?

14. have you ever dealt with a difficult employee? describe how you handled that situation.

15. tell me about your last boss.

16. tell me about your least favorite manager or professor.

17. have you ever had a conflict with a boss or professor?

18. what type of person do you work best with?

19. we’re a company that believes employee flexibility is crucial. how do you feel about that?

20. describe methods you have used to motivate a team.

21. what motivates you to do a good job at work? describe a situation in which you had to motivate yourself to complete a task. what resulted from your actions?

22. how do you persuade someone to agree with your point of view?

23. what was the last book you read or the last movie you saw and how did it affect you?

24. do you like working under pressure?

25. why do you want to work here at xyz company?

篇8：精算师考试职业定义

精算师是经过金融保险监管部门认可其从业资格的个人。在保险公司中，精算师是核心部门的核心人才，有着极高的地位、权力和职责。精算师在保险公司的主要职责包括：

新保险产品开发设计：在保险市场越来越激烈竞争中，只有不断推出符合人们需要的新保险产品才能生存和发展，而精算师是新保险产品的主要设计者。一个新保险产品的条款、价格设计，既要保证公司能赢利，又要有管理的可行性，更要符合人们需要、定价合理、有市场竞争力。比如一个寿险产品，精算师必须通过以往的人口寿命统计、现行银行利率和费用率等资料进行计算，设计出投保人的各种限制条款（如健康条件等），对收益支付的可能性及支付时间做出计算，最后与公司管理高层共同确定保单的价格。而这样的新保险产品设计出来后，还须精算师签字然后才送保险监管部门审批。

保险产品管理：在产品售出后，精算师经常需要参与产品管理。如果该产品是参与分红的保险，是根据实施时间付给客户年息，则必须分析公司能够并且应该支付的年息量。这就要求分析该计划的实施状况，以及未来可能需要的资金量。

财务管理：对于大多数保险产品来说，其积累的资金一部分被储备起来供以后支付使用，精算师必须估算储备金的数量，并计算出该计划今后的开支；审核公司的年底财务报告，并在报告上签字；把握投资方向，对公司的各项投资进行评估，以确保投资的安全和收益。

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