Spring 2013 FSA Exams Textbook List

1

Advanced Finance (AdvF)
Credit Risk Measurement In and Out of the Financial Crisis, Saunders, A., Allen, L., Third Edition,
2010, J ohn Wiley & Sons
Financial Statement Analysis: A Practitioners Guide, Fridson, M, Alvarez, F., Fourth Edition, 2011,
J ohn Wiley & Sons
Enterprise Risk Management (ERM)
Financial Enterprise Risk Management, Sweeting, 2011, Cambridge University Press
Value-at-Risk: The New Benchmark for Managing Financial Risk, J orion, Third Edition 2007, McGraw-
Hill
Financial Economic Theory & Engineering (FETE)
Financial Theory and Corporate Policy, Copeland, T.E., Weston, J .F., Shastri, K., (Fourth Edition),
2005, Pearson/Addison Wesley
Insurance Industry Mergers & Acquisitions, Toole, J ., Herget, T., 2005, Society Of Actuaries
Investment Guarantee: Modeling and Risk Management for Equity-Linked Life Insurance, Hardy, M.R.,
2003, J ohn Wiley & Sons
Errata: http://www.stats.uwaterloo.ca/Faculty/erratum.pdf
Options, Futures and Other Derivatives, Hull, J .C., (Eighth Edition), 2012, Prentice Hall/Pearson
Education

Spring 2013 FSA Exams Textbook List
2

Group and Health Design and Pricing (DP-GH)
Canadian Handbook of Flexible Benefits, McKay, R., J . (Third Edition), 2007, J ohn Wiley & Sons
Fundamentals of Retiree Group Benefits, Yamamoto, D.H., 2006, ACTEX
Errata:http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Group Insurance, Bluhm, W.F., (Fifth Edition), 2007, ACTEX
Errata:http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Individual Health Insurance, Bluhm, W.F., 2007, ACTEX
Errata:http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Managing and Evaluating Healthcare Intervention Programs, Duncan, I., 2008, ACTEX Errata:
http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
The Handbook of Employee Benefits, Rosenbloom, J .S., (Seventh Edition), 2011, McGraw Hill

Individual Life and Annuities Design and Pricing U.S.
(DP-IU)
Investment Guarantees Modeling and Risk Management for Equity-Linked Life Insurance, Hardy,
M.R., 2003, J ohn Wiley & Sons
Errata: http://www.stats.uwaterloo.ca/Faculty/erratum.pdf
Insurance Marketing, Allen-Peterson, S.B., Head, K., Silver, S., 2010, LOMA
Life Insurance Modified Endowments Under Internal Revenue Code Sections 7702 and 7702A,
DesRochers, C.J ., 2004, Society Of Actuaries
Supplement:
http://www.soa.org/files/pdf/2008-life-ins-mod-end-supplement.pdf
Life Insurance Products and Finance, Atkinson, D., Dallas, J ., 2000, Society Of Actuaries
http://www.soa.org/files/edu/edu-errata-life-ins-atkinson.pdf
Marketing for Actuaries, LaPorte, P., 2000, LIMRA

Individual Life and Annuities Design and Pricing, Canada
(DP-IC)
Canadian Taxation of Life Insurance, Marino, F., Grobe, G., (Sixth Edition) 2012 Carswell
[Candidates may also use (Fifth Edition), 2010, Carswell]
Investment Guarantees Modeling and Risk Management for Equity-Linked Life Insurance, Hardy,
M.R. 2003, J ohn Wiley & Sons
Errata: http://www.stats.uwaterloo.ca/Faculty/erratum.pdf
Insurance Marketing, Allen-Peterson, S.B. Head, K., Silver, S., 2010, LOMA
Life Insurance Products and Finance, Atkinson, D., Dallas, J ., 2000, Society Of Actuaries
http://www.soa.org/files/edu/edu-errata-life-ins-atkinson.pdf
Marketing for Actuaries, LaPorte, P., 2000, LIMRA
Spring 2013 FSA Exams Textbook List
3
Retirement Benefits U.S.
(DP-RU)
Fundamentals of Private Pensions, McGill, D.M (Ninth Edition), 2010, Oxford Press
Fundamentals of Retiree Group Benefits, Yamamoto, D.H., 2006, ACTEX
Errata: http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Pension Policy: The Search For Better Solutions, Turner, J ., 2010, W.E. Upjohn Institute for
Employment
Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches, Allen, E.T., Tenth
Edition, 2008, McGraw-Hill Irwin
Retirement Benefits Canada
(DP-RC)
Canadian Pensions and Retirement Income Planning, Towers Watson (Fourth Edition), 2009, CCH
Fundamentals of Retiree Group Benefits, Yamamoto, D.H., 2006, ACTEX
Errata: http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Morneau Sobeco Handbook of Canadian Pension and Benefit Plans, (Fourteenth Edition), 2008, CCH
Canadian
Pension Mathematics for Actuaries, (Third Edition), Anderson, A.W., 2006, ACTEX
Pension Policy: The Search For Better Solutions, Turner, J ., 2010, W.E. Upjohn Institute for
Employment
Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches, Allen, E.T., Tenth
Edition, 2008, McGraw-Hill Irwin
Spring 2013 FSA Exams Textbook List
4



Advanced Portfolio Management (APM)
Active Credit Portfolio Management in Practice, Bohn, J .R., Stein,R.M., 2009, J ohn Wiley &
Sons
Handbook of Fixed Income Securities, Fabozzi, F.J ., (Eighth Edition ONLY), 2012, McGraw-
Hill
Managing Investment Portfolios, Maginn, J .L., Tuttle, D.L., Third Edition, 2007, J ohn Wiley &
Sons
Modern Investment Management: An Equilibrium Approach, Litterman, R., 2003, J ohn Wiley
& Sons






Group and Health CSP
(CSP-GH)
Analysis for Financial Management, Higgins, R.C., Tenth Edition, 2012 McGraw-Hill/Irwin
(Candidates may also use Ninth Edition, 2008, McGraw-Hill/Irwin)
Enterprise Risk Management: From Incentives to Controls, Lam, J ., 2003, J ohn Wiley & Sons
Fundamentals of Retiree Group Benefits, Yamamoto, D., 2006, ACTEX
Errata: http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Group Insurance, Bluhm, W.F., Fifth Edition, 2007, ACTEX
Errata: http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Healthcare Risk Adjustment and Predictive Modeling, Duncan,I., 2011, ACTEX
Individual Health Insurance, Bluhm, W.F., 2007, ACTEX
Errata: http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Managing and Evaluating Healthcare Intervention Programs, Duncan, I., 2008, ACTEX
The Handbook of Employee Benefits, Rosenbloom, J .S., Seventh Edition, 2011, McGraw-Hill
U.S. GAAP for Life Insurers, Herget, T., Second Edition, 2006, SOA
Errata: http://www.soa.org/Files/Pubs/Errata-GAAP-Text-2nd-Edition-10-Mar-06.pdf

Spring 2013 FSA Exams Textbook List
5
Individual Life and Annuities, CSP, U.S.
(CSP-IU)
U.S. GAAP for Life Insurers, Herget, T., Second Edition, 2006, SOA
Errata: http://www.soa.org/Files/Pubs/Errata-GAAP-Text-2nd-Edition-10-Mar-06.pdf

Life, Health & Annuity Reinsurance, Tiller, J .E., Tiller, D.F., Third Edition, 2005, ACTEX
Life Insurance Products and Finance, Atkinson, D., Dallas, J ., 2000, SOA
http://www.soa.org/files/edu/edu-errata-life-ins-atkinson.pdf
Valuation of Life Insurance Liabilities, Lombardi, L., Fourth Edition, 2006, ACTEX
Errata: http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Individual Life and Annuities, CSP, Canada
(CSP-IC)
Canadian Insurance Taxation, PriceWaterhouseCoopers, Third Edition, 2009, Butterworths
Canada LTD
Life Insurance Products and Finance, Atkinson, D., Dallas, J ., 2000, SOA
http://www.soa.org/files/edu/edu-errata-life-ins-atkinson.pdf

Life, Health & Annuity Reinsurance, Tiller, J .E., Tiller, D.F., Third Edition, 2005, ACTEX
Valuation of Life Insurance Liabilities, Lombardi, L., Fourth Edition, 2006, ACTEX
Errata: http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Spring 2013 FSA Exams Textbook List
6

Retirement CSP U.S.
(CSP-RU)
Fundamentals of Private Pensions, McGill, D.M., Brown, K.N., Haley, J .J ., Schieber, S.J .,
Ninth Edition, 2010, Oxford Press
Fundamentals of Retiree Group Benefits, Yamamoto, D., 2006, ACTEX
Errata: http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Handbook of Canadian Pension & Benefit Plans, Morneau Sobeco, Fourteenth Edition, 2008,
CCH Canadian
Modern Investment Management: An Equilibrium Approach, Litterman, R., 2003, J ohn Wiley
& Sons
Retirement Plans 401(k), IRAs and Other Deferred Approaches, Allen, E.T., Malone, J .J .,
Rosenbloom, J .S., Mahoney, D.F., Tenth Edition, 2008, McGraw-Hill
Retirement CSP Canada
(CSP-RC)
Canadian Pensions and Retirement Income Planning, Towers Watson, Fourth Edition, 2010,
CCH Canada Limited
Fundamentals of Private Pensions, McGill, D.M., Brown, K.N., Haley, J .J ., Schieber, S.J .,
Ninth Edition, 2010, Oxford Press
Fundamentals of Retiree Group Benefits, Yamamoto, D., 2006, ACTEX
Errata: http://www.actexmadriver.com/client/client_pages/actex_errata2.cfm
Handbook of Canadian Pension & Benefit Plans, Morneau Sobeco, Fourteenth Edition, 2008,
CCH Canadian
Modern Investment Management: An Equilibrium Approach, Litterman, R., 2003, J ohn Wiley
& Sons
Retirement Plans 401(k), IRAs and Other Deferred Approaches, Allen, E.T., Malone, J .J .,
Rosenbloom, J .S., Mahoney, D.F., Tenth Edition, 2008, McGraw-Hill