Fall 2024 FSA Exam Book List
View the FSA Exam booklist below, organized by FSA track.
- Corporate Finance and ERM (CFE) Track
- General Insurance (GI) Track
- Group and Health (GH) Track
- Individual Life and Annuities (ILA) Track
- Quantitative Finance and Investment (QFI) Track
- Retirement Benefits (RET) Track
Corporate Finance and ERM (CFE) Track
ISBN # |
|
Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge Univ Press |
978-1-107-18461-9 |
Quantitative Enterprise Risk Management, Hardy, M., Saunders, J., 2022 Cambridge University Press, ERRATA |
9781009098465 |
ISBN # |
|
Accounting for Decision Making and Control, Zimmerman, J., 10th Edition, 2020, McGraw-Hill Education |
978-1259969492 |
Fundamentals of Machine Learning for Predictive Data Analytics, Kelleher, J., Second Edition, 2020, Massachusetts Institute of Technology |
978-0-262-044691 |
Implementing Enterprise Risk Management: From Methods to Applications, Lam, J., 2017 John Wiley & Sons, Inc |
978-0471745198 |
International Financial Statement Analysis, Robinson, T., Fourth Edition, 2020 John Wiley & Sons, Inc. |
978-1-119628057 |
Measuring Market Risk, Dowd, K. Second Edition, 2005, John Wiley & Sons |
978-0-47001-303-8 |
Managing Business Process Flows: Principles of Operations Management, Anupindi, R., Chopra,S., et. al. Third Edition, 2012, Pearson Education |
978-0-13603-637-1 |
Valuation: Measuring and Managing the Value of Companies, Koller, T., et el, Seventh Edition, 2020 Wiley |
978-1119611868 |
ISBN # |
|
Data, Models, and Decisions: The Fundamentals of Management Science, Bertsimas, D., Freund, R., 2004, Dynamic Ideas |
0-9759146-0-X |
Strategic Management: Competitiveness & Globalization Concepts, Hitt, M, Ireland, R.D., Hoskisson, R., Fourteenth Edition 2023, Cengage Learning (candidates may also use 13th edition) |
9780357716762 |
Understanding Michael Porter: The Essential Guide to Competition and Strategy, Magretta, J., 2012 Harvard Business Review Press |
978-1-4221-6059-6 |
Damodaran on Valuation, Damodaran, Second Edition 2006, John Wiley & Sons |
978-0-471-75121-2 |
Business Dynamics, Sterman, J. 2000, McGraw-Hill Higher Education |
978-0072389159 |
Handbook of Budgeting, Lalli, W.R., Sixth Edition, 2012, John Wiley & Sons |
978-0-470-92045-9 |
Valuation: Measuring and Managing the Value of Companies, Koller, T., Goedhart, M., Wessels, D., 7th Edition, 2020 Wiley Finance |
978-1119611868 |
General Insurance (GI) Track
ISBN # |
|
Introduction to General Insurance, Volume 1: Insurance Company Operations, special SOA edition 2020, The Institutes |
978-0-89462-447-6 (SOA102) |
Introduction to General Insurance, Volume 2: Personal and Commercial Coverage, special SOA edition 2020, The Institutes |
978-0-89462-447-6 (SOA103) |
ISBN # |
|
Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2021, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) [Candidates may also use First Edition, 2013 with 2019 Supplement] |
978-0-9913363-2-6 |
ISBN # |
|
General Insurance Financial Reporting Topics, Society of Actuaries, Fifth Edition-2021 (Available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) ERRATA |
978-0-9913363-3-3 |
Insurance Regulation, Porter, K., The Institutes, 1st Edition, 2008 (IR 201) |
ISBN # |
|
Fundamentals of General Insurance Actuarial Analysis, Friedland, J., Second Edition 2021, Society of Actuaries (available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) [Candidates may also use First Edition, 2013 with 2019 Supplement] |
978-0-9913363-2-6 |
Group and Health (GH) Track
ISBN # |
|
Group Insurance, Skwire, Eighth Edition, 2021, ACTEX |
978-1-64756-350-9 |
Insuring Long-Term Care, Eaton, R., et al, 2022, ACTEX |
978-1-64756-867-2 |
Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX ERRATA |
978-1-62542-484-6 |
Group and Health Valuation and Regulation (GHVRC) Exam – Canada |
ISBN # |
Group Insurance, Skwire, Eighth Edition, 2021, ACTEX |
978-1-64756-350-9 |
Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis |
978-0-43348-532-2 |
Morneau Shepell Handbook of Canadian Pension & Benefit Plans, Seventeenth Edition, 2020, LexisNexis |
978-0-433-506997 |
Group and Health Valuation and Regulation (GHVRU) Exam – U.S. |
ISBN # |
Group Insurance, Skwire, Eighth Edition, 2021, ACTEX |
978-1-64756-350-9 |
ISBN # |
|
Healthcare Risk Adjustment and Predictive Modeling, Duncan, I., Second Edition, 2018, ACTEX ERRATA |
978-1-63588-413-5 |
Managing and Evaluating Healthcare Intervention Programs, Duncan, I., Second Edition, 2014, ACTEX ERRATA |
978-1-62542-112-8 |
Individual Life and Annuities (ILA) Track
ISBN # |
|
Life, Health & Annuity Reinsurance, Tiller, John E. and Tiller, Denise, Fourth Edition, 2015, ACTEX Publications |
978-1-62542-476-1 |
ISBN # |
|
Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis |
978-0-43348-532-2 |
ISBN # |
|
Statutory Valuation of Individual Life and Annuity Contracts, Claire, D., Lombardi, L., Summers, S., Fifth Edition, Volumes I & II, 2018, ACTEX Learning ERRATA |
978-1-63588-543-9 |
ISBN # |
|
Investment Guarantees, Hardy, Mary, 2003, John Wiley & Sons ERRATA |
978-0-47139-290-3 |
Handbook of Fixed Income Securities, Fabozzi, F.J., Ninth Edition, 2021, McGraw- Hill |
978-1260473896 |
Managing Investment Portfolios: A Dynamic Process, Maginn, J.L., Tuttle, D.L., Third Edition, 2007, John Wiley & Sons |
978-0-47008-014-6 |
Quantitative Finance and Investment (QFI) Track
Quantitative Finance and Investment Quantitative Finance (QFIQF) Exam |
ISBN # |
An Introduction to the Mathematics of Financial Derivatives, Hirsa, Ali and Neftci, Salih N., Third Edition, Second Printing 2014, Academic Press, Second Printing ERRATA |
978-0-12-384682-2 |
Fixed Income Securities, Veronesi,P., 2010, John Wiley & Sons, ERRATA |
978-0-470-10910-6 |
Problems & Solutions in Mathematical Finance, Chin, Nel, & Olafsson, Volume 1, 2014, John Wiley & Sons, ERRATA |
978-1-119-96583-1 |
The Volatility Smile, Derman, E., Miller, B., 2016, John Wiley & Sons |
978-1-118-95916-9 |
Quantitative Finance and Investment Portfolio Management (QFIPM) Exam |
ISBN # |
Managing Investment Portfolios: A Dynamic Process, Maginn, J.L., Tuttle, D.L., Third Edition, 2007, John Wiley & Sons |
978-0-47008-014-6 |
Commercial Real Estate Analysis and Investments, Miller & Geltner, 2014,Third Edition, OnCourse Learning Publishing |
978-1-133-10882-5 |
Handbook of Fixed Income Securities, Fabozzi, F.J., Ninth Edition, 2021, McGraw- Hill |
978-1260473896 |
The Handbook of Credit Risk Management, Boueille and Coogan-Pushner, Second Edition, 2022, John Wiley & Sons |
978-1-119-83563-9 |
Handbook of Alternative Assets, Anson, M, Second Edition, 2006, John Wiley & Sons |
978-0-471-98020-9 |
Leveraged Finance, Antczak, S., Lucas, D., Fabozzi, F., 2009, John Wiley & Sons |
978-0-470-50370-6 |
Fixed Income Securities, Veronesi,P., 2010, John Wiley & Sons, ERRATA |
978-0-470-10910-6 |
Quantitative Finance and Investment Investment Risk Management (QFIIRM) Exam |
ISBN # |
Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge University Press |
978-1-107-18461-9 |
The Top Ten Operational Risks: A Survival Guide for Investment Management Firms and Hedge Funds, Miller and Lawton, 2010, Stone House Consulting, LLC |
978-1456367879 |
Handbook of Fixed Income Securities, Fabozzi, F.J., Ninth Edition, 2021, McGraw- Hill |
978-1260473896 |
Fixed Income Securities, Veronesi,P., 2010, John Wiley & Sons, ERRATA |
978-0-470-10910-6 |
Investment Risk Management, Baker, H.K., Filbeck, G., 2015, Oxford University Press |
978-0-19-933196-3 |
Credit Risk Modeling, Bolder, D., 2018, Springer International Publishing |
978-3-319-94687-0 |
Quantitative Enterprise Risk Management, Hardy, M., Saunders, J., 2022 Cambridge University Press, ERRATA |
9781009098465 |
Investment Ethics, Peck, S., 2011, John Wiley & Sons |
978-0-470-43453-6 |
Retirement Benefits (RET) Track
ISBN # |
|
Pension Mathematics for Actuaries, Anderson, A., Third Edition, 2006, ACTEX ERRATA |
978-1-56698-559-8 |
Morneau Shepell Handbook of Canadian Pension and Benefit Plans, Seventeenth Edition, 2020, LexisNexis |
978-0-433-506997 |
Canadian Pensions and Retirement Income Planning, Willis Towers Watson, Sixth Edition, 2017, LexisNexis |
978-0-433-49105-7 |
ISBN # |
|
Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches, Allen, et. al., Twelfth Edition, 2018, McGraw Hill |
781-1-259-72067-3 |
Fundamentals of Private Pensions, McGill, et. al., Ninth Edition, 2010, Oxford University Press |
978-0-19954-451-6 |
Fundamentals of Retiree Group Benefits, Yamamoto, D.H., Second Edition, 2015, ACTEX |
978-1-62542-483-9 |
Morneau Shepell Handbook of Canadian Pension & Benefit Plans, LexisNexis, Seventeenth Edition, 2020 |
978-0433506997 |
Canadian Pensions and Retirement Income Planning, LexisNexis, Sixth Edition, 2017 |
978-0-433-49105-7 |
ISBN # |
|
Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches, Allen, et. al., Twelfth Edition, 2018, McGraw Hill |
781-1-259-72067-3 |
Fundamentals of Private Pensions, McGill, et. al., Ninth Edition, 2010, Oxford University Press |
978-0-19954-451-6 |
Morneau Shepell Handbook of Canadian Pension & Benefit Plans, LexisNexis, Seventeenth Edition, 2020 |
978-0433506997 |
Fundamentals of Retiree Group Benefits, Yamamoto, D.H., Second Edition, 2015, ACTEX |
978-1-62542-483-9 |
Retirement Plan Investment and Risk Management (RETRPIRM) Exam |
ISBN # |
Modern Investment Management: An Equilibrium Approach, Litterman, R, 2003, John Wiley & Sons |
978-0-47112-410-8 |
Fundamentals of Private Pensions, McGill, et. al., Ninth Edition, 2010, Oxford University Press |
978-0-19954-451-6 |
Morneau Shepell Handbook of Canadian Pension and Benefit Plans, Seventeenth Edition, 2020, LexisNexis |
978-0-433-506997 |