Main Transition Rules
The following tables provide information regarding credits earned from SOA exams given in 2000 or later. Learn more about the credit transition process.
These tables reflect credits in the current system, and for fellowship-level exams, credits in the system that begins in fall 2025. Learn more about flexible exam choices prior to fall 2025.
When an exam has U.S. and Canadian versions, any transition is to the same jurisdiction. In the case of ILA exams, the transition for 2025 for Canadian versions is to the International version.
- FSA Exams Given 2023-2025
- ASA Exams Given 2018-2022
- FSA Exams Given 2018-2022
- ASA Exams Given 2005-2018
- FSA Exams Given 2013-2018
- FSA Exams Given 2005-2013
- Exams Given 2000-2006
FSA Exams Given 2023-2025
|
Exam |
Fall 2025 |
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Corporate Finance and ERM (CFE) Track |
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CFE 101 and Credit for one additional course1 |
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CFE 201 |
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CP 311 |
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Quantitative Finance and Investment (QFI) Track |
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Quantitative Finance and Investment Quantitative Finance (QFIQF) Exam |
INV 201 |
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Quantitative Finance and Investment Portfolio Management (QFIPM) Exam |
INV 101 |
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Quantitative Finance and Investment Risk Management (QFIIRM) Exam |
Credit for one additional course1 |
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Individual Life and Annuities (ILA) Track |
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ILA 101 |
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ILA 201 |
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CP 351 |
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Retirement Benefits (RET) Track |
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RET 101 |
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RET 301 |
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Retirement Plan Investment and Risk Management (RETRPIRM) Exam |
Choice of one of the following: RET 201 Credit for one additional course1 |
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Group and Health (GH) Track |
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GH 101 |
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GH 201 |
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GH 301 |
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General Insurance (GI) Track |
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No credit earned2 |
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GI 101 |
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GI 201 |
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Introduction to General Insurance (GIINT) Exam and |
GI 201 and GI 302 |
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Introduction to General Insurance (GIINT) Exam and |
GI 201 and Credit for one additional course1 |
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|
GI 301 |
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1 Credit for one additional course means any course in the catalog, however, the choice cannot be used to meet the requirement to complete a 101-201 sequence from a single practice area.
2 Candidates with GI INT credit, but not FREU or FREC can use that credit to replace one of the modules of the three needed to earn credit for one additional course.
Enrolled Actuaries Exams
The exams of the Joint Board for the Enrollment of Actuaries have not changed and will continue to be offered. Candidates with credit for both EA2F and EA2L can apply them to receive credit for their choice of RET 201 or one additional course. Candidates wishing to use the RET 101-201 sequence to satisfy the two-course requirement may use the EA2 exams to meet the RET 201 requirement. They can also pass the RET 201 course and apply the EA2 exams to receive credit for one additional course.
ASA Exams Given 2018-2022
|
Exam |
Current |
|
P |
|
|
FM |
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|
VEE Economics |
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VEE Accounting and Finance |
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VEE Mathematical Statistics |
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IFM |
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SRM |
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PA |
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LTAM |
FAM-L2 and |
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STAM |
FAM-S2 and |
|
Original FAP Interim and Final Assessments |
All of the following: Pre-Actuarial Foundations (PAF) Module3 Actuarial Science Foundations (ASF) Module3 Fundamentals of Actuarial Practice (FAP) Course – final assessment |
|
Original FAP EMAs and Final Assessments |
All of the following: Pre-Actuarial Foundations (PAF) Module3 Actuarial Science Foundations (ASF) Module3 Fundamentals of Actuarial Practice (FAP) Course – final assessment |
1 This credit was earned via a transition to Exam IFM. While the ATPA requirement is deemed to have been met, this credit cannot be applied to earn the Data Science for Actuaries micro-credential.
2 Candidates with FAM-L credit must pass or have transition credit for FAM-S by July 2024, else this credit is lost. Candidates with FAM-S credit must pass or have transition credit for FAM-L by July 2024, else credit is lost. Candidates with both FAM-L and FAM-S have credit for the full FAM exam.
3 Credit for PAF and ASF modules is earned by transition and while the requirement is deemed to have been met, this credit cannot be applied to earn the associated micro-credentials.
FSA Exams Given 2018-2022
|
Exam |
Current |
Fall 2025 |
|
Corporate Finance and ERM (CFE) Track |
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ERM1 |
Enterprise Risk Management (ERM) Exam And choice of one of the following: Group and Health Risk Mitigation (GHRM) Exam Life ALM and Modeling (ILALAM) Exam Quantitative Finance and Investment Risk Management (QFIIRM) Exam Retirement Plan Investment and Risk Management (RETRPIRM) Exam |
CFE 101 and Credit for one additional course2 |
|
CFE Foundations |
CFE 201 |
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CFE SDM |
CP 311 |
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Quantitative Finance and Investment (QFI) Track |
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QFI QF |
Quantitative Finance and Investment Quantitative Finance (QFIQF) Exam |
INV 201 |
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QFI PM |
Quantitative Finance and Investment Portfolio Management (QFIPM) Exam |
INV 101 |
|
QFI IRM |
Quantitative Finance and Investment Risk Management (QFIIRM) Exam |
Credit for one additional course2 |
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Individual Life and Annuities (ILA) Track |
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ILA LPM |
ILA 101 |
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ILA LFM |
ILA 201 |
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ILA ALM |
CP 351 |
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Retirement Benefits (RET) Track |
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RB DA |
RET 101 |
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RB FRC |
RET 301 |
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RB IRM |
Retirement Plan Investment and Risk Management (RETRPIRM) Exam |
Choice of one of the following: RET 201 Credit for one additional course2 |
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Group and Health (GH) Track |
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GH DP |
GH 101 |
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GH FV |
GH 201 |
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GH Specialty |
GH 301 |
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General Insurance (GI) Track |
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GI INT |
No credit earned3 |
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GI RR |
GI 101 |
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GI FRE |
GI 201 |
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GI INT and GI FREU |
Introduction to General Insurance (GIINT) Exam and |
GI 201 and GI 302 |
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GI INT and GI FREC |
Introduction to General Insurance (GIINT) Exam and |
GI 201 and Credit for one additional course2 |
|
GI ADV |
GI 301 |
|
1 Applies to candidates who passed the four-hour ERM exam with a practice-area extension.
2 Credit for one additional course means any course in the catalog, however, the choice cannot be used to meet the requirement to complete a 101-201 sequence from a single practice area.
3 Candidates with GI INT credit, but not FREU or FREC can use that credit to replace one of the modules of the three needed to earn credit for one additional course.
ASA Exams Given 2005-2018
|
Exam |
Current |
|
P |
|
|
FM |
|
|
VEE Economics |
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|
VEE Corporate Finance |
|
|
VEE Applied Statistics |
and |
|
M |
All of the following: FAM-L1 |
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MLC |
FAM-L1 and |
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MFE |
|
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C |
All of the following: Advanced Short-Term Actuarial Mathematics (ASTAM) Exam FAM-S1 |
|
Original FAP Interim and Final Assessments |
All of the following: Pre-Actuarial Foundations (PAF) Module3 Actuarial Science Foundations (ASF) Module3 Fundamentals of Actuarial Practice (FAP) Course – final assessment |
1 Candidates with FAM-L credit must pass or have transition credit for FAM-S by July 2024, else this credit is lost. Candidates with FAM-S credit must pass or have transition credit for FAM-L by July 2024, else credit is lost. Candidates with both FAM-L and FAM-S have credit for the full FAM exam.
2 This credit was earned via a transition to Exam IFM. While the ATPA requirement is deemed to have been met, this credit cannot be applied to earn the Data Science for Actuaries micro-credential.
3 Credit for PAF and ASF modules is earned by transition and while the requirement is deemed to have been met, this credit cannot be applied to earn the associated micro-credentials.
FSA Exams Given 2013-2018
|
Exam |
Current |
Fall 2025 |
|
Corporate Finance and ERM (CFE) Track |
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|
ERM1 |
Enterprise Risk Management (ERM) Exam And choice of one of the following: Group and Health Risk Mitigation (GHRM) Exam Life ALM and Modeling (ILALAM) Exam Quantitative Finance and Investment Risk Management (QFIIRM) Exam Retirement Plan Investment and Risk Management (RETRPIRM) Exam |
CFE 101 and Credit for one additional course2 |
|
CFE Foundations |
CFE 201 |
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|
CFE SDM |
CP 311 |
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|
Quantitative Finance and Investment (QFI) Track |
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QFI Core |
Quantitative Finance and Investment Quantitative Finance (QFIQF) Exam |
INV 201 |
|
QFI Advanced |
Quantitative Finance and Investment Portfolio Management (QFIPM) Exam |
INV 101 |
|
QF IRM |
Quantitative Finance and Investment Risk Management (QFIIRM) Exam |
Credit for one additional course1 |
|
Individual Life and Annuities (ILA) Track |
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ILA LP |
ILA 101 |
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ILA FV |
ILA 201 |
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ILA RM |
CP 351 |
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Retirement Benefits (RET) Track |
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|
RB DAC |
RET 101 |
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RB FRC |
RET 301 |
|
|
RB IRM |
Retirement Plan Investment and Risk Management (RETRPIRM) Exam |
Choice of one of the following: RET 201 Credit for one additional course2 |
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Group and Health (GH) Track |
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GH Core only |
GH DP-C and GH FV-C3 |
Completing DP: GH 101 Completing FV: GH 201 |
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GH Advanced only |
GH DP-A and GH FV-A3 |
Completing DP: GH 101 Completing FV: GH 201 |
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GH Core and GH Advanced |
Group and Health Design and Pricing (GHDP) Exam and |
GH 101 and GH 201 |
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GH Specialty |
GH 301 |
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General Insurance (GI) Track |
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GI INT |
No credit earned4 |
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GI IRR |
GI 101 |
|
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GI FRE |
GI 201 |
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GI INT and GI FREU |
Introduction to General Insurance (GIINT) Exam and |
GI 201 and GI 302 |
|
GI INT and GI FREC (via CAS 6C) |
Introduction to General Insurance (GIINT) Exam and |
GI 201 and Credit for one additional course2 |
|
GI ADV |
GI 301 |
|
1 Applies to candidates who passed the four-hour ERM exam with a practice-area extension.
2 Credit for one additional course means any course in the catalog, however, the choice cannot be used to meet the requirement to complete a 101-201 sequence from a single practice area.
3 Candidates with “C” or “A” credit had a limited period time to get the other credit and complete the DP and VF requirements, else the conversion credit is lost.
4 Candidates with GI INT credit, but not FREU or FREC can use that credit to replace one of the modules of the three needed to earn credit for one additional course.
FSA Exams Given 2005-2013
|
Exam |
Current |
Fall 2025 |
|
Corporate Finance and ERM (CFE) Track |
||
|
FETE |
Choice of one of the following: Foundations of Corporate Finance and ERM (CFEFD) Exam Quantitative Finance and Investment Quantitative Finance (QFIQF) Exam |
CFE 201 or INV 201 |
|
AFE |
Enterprise Risk Management (ERM) Exam and |
CFE 101 and CP 311 |
|
AdvF and ERM |
Enterprise Risk Management (ERM) Exam and |
CFE 101 and CP 311 |
|
ERM but not AdvF |
CFE 101 |
|
|
AdvF but not ERM |
CFE SDM(A)1 |
CP 311 (but only if SDM(B) subsequently passed) |
|
Quantitative Finance and Investment (QFI) Track |
||
|
APM |
Quantitative Finance and Investment Portfolio Management (QFIPM) Exam and Quantitative Finance and Investment Risk Management (QFIIRM) Exam |
INV 101 and one additional course2 |
|
Individual Life and Annuities (ILA) Track |
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|
ILA DP |
Life Product Management (ILALPM) Exam and |
ILA 101 and CP 351 |
|
ILA CSP |
Life Financial Management (ILALFMU/C) Exam and |
ILA 101 and CP 351 |
|
Retirement Benefits (RET) Track |
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|
RB DPC |
Funding and Regulation (RETFRC) Exam - Canada and Retirement Plan Investment and Risk Management (RETRPIRM) Exam |
RET 301 And choice of one of the following: RET 201 Credit for one additional course2 |
|
RB CSPC |
Design and Accounting (RETDAC) Exam - Canada and Retirement Plan Investment and Risk Management (RETRPIRM) Exam |
RET 301 And choice of one of the following: RET 201 Credit for one additional course2 |
|
RB DPU |
Retirement Plan Investment and Risk Management (RETRPIRM) Exam |
Choice of one of the following: RET 201 Credit for one additional course2 |
|
RB CSPU |
RET 101 |
|
|
Group and Health (GH) Track |
||
|
GH DP |
Group and Health Design and Pricing (GHDP) Exam and |
GH 101 and GH 301 |
|
GH CSP |
Group and Health Valuation and Regulation (GHVRU/C) Exam and |
GH 201 and GH 301 |
1 Credit is lost if CFE SDM(B) not subsequently passed
2 Credit for one additional course means any course in the catalog, however, the choice cannot be used to meet the requirement to complete a 101-201 sequence from a single practice area.
Exams Given 2000-2006
|
Exam |
Current |
|
1 |
|
|
2 |
All of the following: |
|
3 |
All of the following: FAM-L1 |
|
4 |
All of the following: FAM-S1 |
|
5 |
Fundamentals of Actuarial Practice (FAP) Course – modules and final assessment3 |
|
6 |
Three non-DMAC FSA modules4 |
|
7 |
Fundamentals of Actuarial Practice (FAP) Course – modules and final assessment3 and |
|
8 or PD, but not both |
Exam DP from the practice area of Exam 8 or from the PD plan5 |
|
8 and PD |
Exam DP and Exam CSP form the practice area of Exam 85 |
1 Candidates with FAM-L credit must pass or have transition credit for FAM-S by July 2024, else this credit is lost. Candidates with FAM-S credit must pass or have transition credit for FAM-L by July 2024, else credit is lost. Candidates with both FAM-L and FAM-S have credit for the full FAM exam.
2 This credit was earned via a transition to Exam IFM. While the ATPA requirement is deemed to have been met, this credit cannot be applied to earn the Data Science for Actuaries micro-credential.
3 Candidates must complete the ASF and PAF modules to earn an ASA or FSA. Those with an ASA retain that credential.
4 These are deemed to be from the same track, hence will convert to one course credit in the fall 2025 system.
5 Use the table for FSA Exams Given 2005-2013 to covert DP and CSP credits to the present.