Course 8E Published References
　　“Management, Risks, Regulation and Accounting of Derivatives,” Chapter 3 Only, CIA Educational Note: March 1996
　　Fair Valuation of Insurance Liabilities: Principles and Methods, AAA Monograph.
　　“An Approach to Fair Valuation of Insurance Liabilities Using the Firm’s Cost of Capital”, pp.18-23 only, NAAJ, April 2002
　　'Fair Value of Liabilities: The Financial Economics Perspective', NAAJ, January 2002
　　Liquidity Modeling and Management, RSA 27, No. 2.
　　Course 8F Published References
　　“Strategic Management of Life Insurance Company Surplus,” (exclude appendix and discussion), TSA XXXVIII, pp. 105–116
　　“Management, Risks, Regulation and Accounting of Derivatives,” Chapter 3 Only, CIA Educational Note: March 1996
　　Fair Valuation of Insurance Liabilities: Principles and Methods, AAA Monograph.
　　“An Approach to Fair Valuation of Insurance Liabilities Using the Firm’s Cost of Capital”, pp.18-23 only, NAAJ, April 2002
　　'Fair Value of Liabilities: The Financial Economics Perspective', NAAJ, January 2002
　　Liquidity Modeling and Management, RSA 27, No. 2.
　　Course 8G Published References
　　“Cumulative Anti-Selection Theory,” TSA XXXIV, pp. 215–246
　　“Required Surplus for the Insurance Risk for Certain Lines of Group Insurance,” TSA XXXVI, pp. 9–34, D37–47
　　ASP No. 5, “Incurred Health and Disability Claims,” December 2000, ASB
　　ASP No. 8, “Regulatory Filings for Rates and Financial Projections for Health Plans,” January 1989, ASB
　　ASP No. 18, “Long-Term Care Insurance,” January 1999, ASB
　　“Flexible Benefits Update,” RSA 17, No. 3A, pp. 971–990.
　　“Long-Term-Care Insurance Valuation Methods,” TSA XLVII, pp. 611–684.
　　“SOA Long-Term Care Experience Committee Intercompany Study: 1984-2001” (pp. 3-70 only; appendices for reference only). 
　　Course 8M Published References
　　“Cumulative Anti-Selection Theory,” TSA XXXIV, pp. 215–246
　　“Required Surplus for the Insurance Risk for Certain Lines of Group Insurance,” TSA XXXVI, pp. 9–34, D37–47
　　ASP No. 5, “Incurred Health and Disability Claims,” December 2000, ASB
　　ASP No. 8, “Regulatory Filings for Rates and Financial Projections for Health Plans,” January 1989, ASB
　　ASP No. 18, “Long-Term Care Insurance,” January 1999, ASB
　　Medicare Reform: Providing Prescription Drug Coverage for Medicare Beneficiaries, (Sections I and II only), AAA Public Policy Monograph, July 2000
　　ASP No. 16, “Actuarial Practice Concerning Health Maintenance Organizations and Other Managed-Care Health Plans”, July 1990, ASB
　　Course 8IU Published References
　　“Pricing in a Return-on-Equity Environment,” TSA XXXIX, pp. 257–271.
　　“Strategic Management of Life Insurance Company Surplus,” TSA XXXVIII, pp. 105–116.
　　“Recommendations—Dividend Determination and Illustration”, CIA
　　“SEAC Secondary Guarantees Debate”, SOA Product Development News, Issue 49, December 1999
　　“Regulators Respond to Industry “Innovation” Through Guideline AXXX”, SOA Product Matters, Issue 52, January 2002
　　ASP No. 1, 'Nonguaranteed Charges or Benefits for Life Insurance Policies and Annuity Contracts,' March, 2004, ASB, pp. 1-8.
　　'Insurance and Annuity Illustrations', November 1997, CIA Educational Note
　　Course 8IC Published References
　　“Pricing in a Return-on-Equity Environment,” TSA XXXIX, pp. 257–271.
　　“Strategic Management of Life Insurance Company Surplus,” TSA XXXVIII, pp. 105–116.
　　“Recommendations—Dividend Determination and Illustration”, CIA
　　“SEAC Secondary Guarantees Debate”, SOA Product Development News, Issue 49, December 1999
　　“Regulators Respond to Industry “Innovation” Through Guideline AXXX”, SOA Product Matters, Issue 52, January 2002
　　ASP No. 1, 'Nonguaranteed Charges or Benefits for Life Insurance Policies and Annuity Contracts,' March, 2004, ASB, pp. 1-8.
　　'Insurance and Annuity Illustrations', November 1997, CIA Educational Note
　　'Task Force on Segregated Fund Investment Guarantees' (excluding appendices), March 2002, CIA.
　　'Consolidated Standards of Practice – Practice-Specific Standards for Insurers', December 2002, CIA.
　　Course 8V Published References
　　“An Excess Spread Approach to Nonparticipating Insurance Products,” TSA XLII, pp. 231–258.
　　“Utility Functions: From Risk Theory to Finance” Sections 1-7, NAAJ, July 1998
　　Fair Valuation of Insurance Liabilities: Principles and Methods, AAA Public Policy Monograph, September 2002
　　“An Approach to Fair Valuation of Insurance Liabilities Using the Firm’s Cost of Capital”, NAAJ, April 2002, pp. 18-23 only
　　'Fair Value of Liabilities: The Financial Economics Perspective', NAAJ, January 2002
　　Course 8RU Published References 
　　ASP No. 4, “Measuring Pension Obligations,” October 1993, ASB
　　ASP No. 23, “Data Quality,” July 1993, ASB
　　ASP No. 27, “Selection of Economic Assumptions for Measuring Pension Obligations,” December 1996, ASB
　　ASP No. 35, “Selection of Demographic and Other Noneconomic Assumptions for Measuring Pension Obligations,” December 1999, ASB
　　“Social Security, Productivity, and Demographics”, NAAJ, April 1999
　　”Asset Valuation Methods under ERISA,' Chapters 1, 3, 4-5 (Chapter 2 for background only), Pension Forum, Sept. 2002
　　SOA Code of Professional Conduct
　　Course 8RC Published References
　　CIA Consolidated Standards of Practice – Practice-Specific Standards for Pension Plans, May 2002
　　”Asset Valuation Methods under ERISA”, Chapters 1, 3, 4-5 (Chapter 2 background only), Pension Forum, Sept. 2002
　　SOA Code of Professional Conduct
　　Economic Security for an Aging Canadian Population, Chapter 1 (background only); Chapter 2, 2.1-2.3 (2.4, background only); Chapter 3, 3.2.7; Chapter 4 (background only); Chapters 5-6., SOA Monograph.

 

 
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