方向一:公司金融/企业风险管理Corporate Finance and ERM Track)-3考试+3在线课程
1.Enterprise Risk Management (ERM) module
2.ERM exam
3.Foundations of Corporate Finance and ERM exam
4.Financial Reporting module
5.Strategic Decision Making exam
6.Advanced Topics in Corporate Finance and ERM module
方向二:计量金融与投资- Quantitative Finance and Investment-3考试+3在线课程
1.Financial Modeling module
2.QFI Core exam
3.QFI Advanced exam
4.ERM module
5.Investment Risk Management exam or ERM Exam
6.Financial Reporting module
方向三:个人人寿和年金保险(Individual Life & Annuities Track)-3考试+3在线课程
1.Regulation and Taxation module
2.Life Pricing exam
3.Life Finance and Valuation exam
4.ERM module
5.Life Risk Management exam or ERM Exam
6.Financial Economics Module
方向四:退休福利保险-3考试+3在线课程
Retirement Benefits Canada加拿大
1.Social Insurance module
2.Financial Economics Module
3.Funding and Regulation exam
4.Design and Accounting (Canada) exam
5.ERM module
6.Retirement Plan Investment and Risk Management Exam or ERM Exam
Retirement Benefits US美国
1.Social Insurance module
2.Financial Economics Module
3.Enrolled Actuary exams 2L and 2F
4.Design and Accounting (U.S.) exam
5.ERM module
6.Retirement Plan Investment and Risk Management Exam or ERM Exam
方向五:团体及健康保险Group and Health-3考试+3在线课程
1.Financial Economics Module
2.Health Foundations module or ERM module
3.Group and Health Core exam
4.Group and Health Advanced exam
5.Pricing, Reserving and Forecasting module
6.Group and Health Specialty exam or ERM Exam
方向六:一般保险-General Insurance Track-4考试+3在线课程
1.Introduction to General Insurance Exam
2.Introduction to Ratemaking and Reserving Exam
3.Financial and Regulatory Environment Exam
4.Financial Economics Module
5.ERM Module
6.Applications of Statistical Techniques Module