Spring 2022 FSA Exam Book List

Corporate Finance and ERM – Enterprise Risk Management	ISBN #
Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge Univ Press	978-1-107-18461-9
Value at Risk: The New Benchmark for Managing Financial Risk, Jorion, P., Third Edition, 2007, McGraw Hill	978-0-07146-495-6
The Top Ten Operational Risks: A Survival Guide for Investment Management Firms and Hedge Funds, Miller and Lawton, 2010, Stone House Consulting, LLC (Investment Extension ONLY)	978-1456367879
Group Insurance, Skwire, Eighth Edition, 2021, ACTEX, (Group & Health Extension ONLY)[/Candidates may also use 7^th Edition, 987-1-62542-682-6]	978-1-64756-350-9

Corporate Finance and ERM – Foundations of CFE	ISBN #
Accounting for Decision Making and Control, Zimmerman, J., 10th Edition, 2020, McGraw-Hill Education	978-1259969492 9781260480962
Corporate Finance, Berk, J. & DeMarzo, P., Fifth Edition, 2020, Pearson Publ	978-0-13563-592-6 9780134999463
Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge Univ Press	978-1-107-18461-9
Fundamentals of Machine Learning for Predictive Data Analytics, Kelleher, J., Second Edition, 2020, Massachusetts Institute of Technology	978-0-262-044691
How to Measure Anything: Finding the Value of “Intangibles” in Business, Hubbard, D.W., Third Edition, Wiley 2014	978-1-118-53927-9
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

Corporate Finance and ERM – Strategic Decision Making	ISBN #
Data, Models, and Decisions: The Fundamentals of Management Science, Bertsimas, D., Freund, R., 2004, Dynamic Ideas	0-9759146-0-X
The Pyramid Principle: Logic in Writing and Thinking Minto, B., Third Edition, 2010, Pearson Education	978-0-273-71051-6
Strategic Management: Competitiveness & Globalization Concepts, Hitt, M, Ireland, R.D., Hoskisson, R., Thirteenth Edition, Cengage Learning
Organizational Behavior, Hitt, M., Miller, C., and Colella, Fifth Edition, 2018, John Wiley & Sons	978-1-119-39173-9
Damodaron on Valuation, Damodaron, Second Edition 2006, John Wiley & Sons	978-0-471-75121-2
Business Dynamics, Sterman, J. 2000, McGraw-Hill Higher Education	978-0072389159 and 978-0072311358
Competitive Advantage: Creating and Sustaining Superior Performance, Porter, M. 1998, The Free Press/Simon Schuster	978-0684841465
Handbook of Budgeting, Lalli, W.R., Sixth Edition, 2012, John Wiley & Sons	978-0-470-92045-9 978-1-118-17061-8

General Insurance – Introduction to General Insurance	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)

General Insurance – Ratemaking & Reserving	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

General Insurance – Financial and Regulatory Environment, US	ISBN #
General Insurance Financial Reporting Topics, Society of Actuaries, Fifth Edition-2021 (Available from ACTEX Publication/Mad River Books and The Actuarial Bookstore) ERRATA
Insurance Regulation, Porter, K., The Institutes, 1st Edition, 2008 (IR 201)

General Insurance – Advanced Topics in General Insurance	ISBN #
No books

Group & Health Design & Pricing	ISBN #
Group Insurance, Skwire, Eighth Edition, 2021, ACTEX	978-1-64756-350-9
Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX ERRATA	978-1-62542-484-6
Essentials of Managed Health Care, Kongstvedt, Peter R., Sixth Edition, 2013, Jones & Bartlett ERRATA	978-1-44965-331-6
The Handbook of Employee Benefits, Rosenbloom, J.S., Seventh Edition, 2011, McGraw Hill	978-0-07174-598-7

Group & Health Finance & Valuation Canada	ISBN #
Group Insurance, Skwire, Seventh Edition, 2021, ACTEX [Candidates may also use Eighth Edition, 2021, 978-1-64756-350-9]	978-1-62542-682-6
Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis	978-0-43348-532-2
Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX ERRATA	978-1-62542-484-6
Morneau Shepell Handbook of Canadian Pension & Benefit Plans, Seventeenth Edition, 2016, LexisNexis	978-0-433-506997

Group & Health Finance & Valuation US	ISBN #
Group Insurance, Skwire, Seventh Edition, 2021, ACTEX [Candidates may also use Eighth Edition, 2021, 978-1-64756-350-9]	978-1-62542-682-6
Individual Health Insurance, Bluhm/Leida, Second Edition, 2015, ACTEX ERRATA	978-1-62542-484-6

Group & Health Specialty	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
Financial Enterprise Risk Management, Sweeting, P., Second Edition, 2017, Cambridge University Press	978-1-107-18461-9

Individual Life & Annuities – Life Financial Management Canada	ISBN #
Canadian Insurance Taxation, Swales, et. al., PriceWaterhouseCoopers, Fourth Edition, 2015, LexisNexis	978-0-43348-532-2

Individual Life & Annuities – Life Financial Management US	ISBN #
US GAAP for Life Insurers, Herget, R. Thomas, Second Edition, 2006, SOA ERRATA	978-0-93895-973-1
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

Individual Life & Annuities – Life Product Management	ISBN #
Handbook of Fixed Income Securities, Fabozzi, F.J., Eighth Edition, 2012, McGraw- Hill	978-0-07176-846-7
Managing Investment Portfolios: A Dynamic Process, Maginn, J.L., Tuttle, D.L., Third Edition, 2007, John Wiley & Sons	978-0-47008-014-6 9781118364024
Life, Health & Annuity Reinsurance, Tiller, John E. and Tiller, Denise, Fourth Edition, 2015, ACTEX Publications	978-1-62542-476-1

Individual Life & Annuities – Life ALM and Modeling	ISBN #
Investment Guarantees, Hardy, Mary, 2003, John Wiley & Sons ERRATA	978-0-47139-290-3

Quantitative Finance and Investment – Quantitative Finance	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	ISBN #
Managing Investment Portfolios: A Dynamic Process, Maginn, J.L., Tuttle, D.L., Third Edition, 2007, John Wiley & Sons	978-0-47008-014-6 9781118364024
Commercial Real Estate Analysis and Investments, Miller & Geltner, 2014,Third Edition, OnCourse Learning Publishing	978-1-133-10882-5
The xVA Challenge: Counterparty Risk, Funding, Collateral, Capital and Initial Margin, Gregory, J. Fourth Edition, 2020, Wiley Finance	978-1-119-50897-7
Handbook of Fixed Income Securities, Fabozzi, F.J., Eighth Edition, 2012, McGraw- Hill	978-0-07176-846-7
Handbook of Credit Risk Management, Boueille and Coogan-Pushner, 2013, John Wiley & Sons	978-1-118-30020-6
Alternative Investments, CAIA Level II, Third Edition, 2016	978-1119016397 978-1-119-01638-0
Credit Risk Modelling, Bolder, 2018, Springer	978-3-319-94687-0 soft cover: 978-3-030-06900-1

Quantitative Finance and Investment – Investment Risk Management	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
Investment Ethics, Peck, S., 2011, John Wiley & Sons	978-0-470-43453-6

Retirement Benefits – Design & Accounting Canada	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

Retirement Benefits – Design & Accounting US	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 Benefits – Funding & Regulation Canada	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

Retirement Benefits – Retirement Plan Investment & Risk Management	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