Reference Materials
Professionalism Guidelines & Other Papers
Webinars and Presentations
- Real-Life Experiences of Standard Setting
- Introduction to Standard Setting
- Actuarial Standards Seminar – Model International Standards of Actuarial Practice (ISAPs) / IAA Member Association Responses to ISAPs
International Actuarial Notes (IANs)
Definition of an International Actuarial Note (IAN)
Guidelines for classifying educational documents as International Actuarial Notes (IANs)
Due Process for International Actuarial Notes (Last Updated 7 May 2020)
Template for IANs (Last revised 26 May 2016)
Numbering Convention for IANs (As of 26 May 2016)
International Standards of Actuarial Practice (ISAPs)
Insurance Core Principles
Due Process for International Standards of Actuarial Practice (Last revised 13 May 2021)
Checklist and Template for compliance with the IAA Due Process for development of ISAPs
Professionalism Committee Review of Compliance with Due Process – ISAP 1, General Actuarial Practice (Review 2018)
Professionalism Committee Review of Compliance with Due Process – ISAP 1A, Governance of Models
Professionalism Committee Review of Compliance with Due Process – ISAP 2, Financial Analysis of Social Security Programs
Professionalism Committee Review of Compliance with Due Process – ISAP 3, IAS 19 Employee Benefits
Professionalism Committee Review of Compliance with Due Process – ISAP 5, Insurer Enterprise Risk Models
Discussion Paper on Convergence of Actuarial Standards – September 2010
PC Survey on FMA Actions Relating to ISAPs
2024 – IAA Survey on ISAPs and IANs
2021 – PC summary of responses for the Survey on ISAPs and Supports for Standard-Setting
2019 – PC report summarizing cumulative responses collected since 2014
2018 – Summary of responses to updated PC survey (2018/2019)
2014 – 2017 – cumulative responses from all FMAs, via annual confirmation form
Official Public Statements
Comments on FEE Discussion Paper on Integrity in Professional Ethics – 31 January 2010
Comments on FRC Discussion Paper on Promoting Actuarial Quality – 7 October 2008
Response to the AAE’s European Actuarial Note (EAN) on Professional Judgement – January 2022
Resources
Codes of Conduct and Other
Codes of Conduct
Actuarial Association of Europe – Code of Professional Conduct – September 2017 – valid from 1 January 2021
Actuarial Association of Europe – Code of Professional Conduct – Sample Q&A – Updated October 2020
Actuarial Society of Philippines – Not posted but is compliant with codes like those of CAS and SOA.
Actuarial Society of South Africa – Code of Conduct
Actuaries Institute Australia – Code of Professional Conduct – November 2009
American Academy of Actuaries – Code of Professional Conduct – August 2024
Casualty Actuarial Society – Code of Professional Conduct – Effective 2001
Canadian Institute of Actuaries – Professional Conduct
Deutsche Aktuarvereinigung e. V. (DAV)
Den Norske Aktuarforening
Het Koninklijk Actuarieel Genootschapt
Institute and Faculty of Actuaries
Institute of Actuaries in Belgium
Institute of Actuaries of Japan
Society of Actuaries in Ireland
Suomen Aktuaariyhdistysg
Disciplinary Processes
Actuarial Society of South Africa
American Academy of Actuaries
Actuarial Society of South Africa
Canadian Institute of Actuaries
Casualty Actuarial Society
Deutsche Aktuarvereinigung e. V. (DAV) – Disciplinary Code
Deutsche Aktuarvereinigung e. V. (DAV) – Disciplinary Appeals Regulations
Het Koninklijk Actuarieel Genootschapt
Institute and Faculty of Actuaries
Institute of Actuaries of Japan
Society of Actuaries in Ireland
Disciplinary Case Studies
ICA 2014: Presentation Slides; Case Studies
American Academy of Actuaries
Casualty Actuarial Society
Institute and Faculty of Actuaries
Principles of Professionalism
Actuarial Association of Europe – Paper Application of Professional Judgment by Actuaries – January 2020
Independence – a discussion paper (Actuarial Association of Europe)
IAA Principles of Professionalism
American Academy of Actuaries
Public Good
American Academy of Actuaries
Additional Guidance on Professionalism
Conflict of Interest
- Actuaries Institute Australia – (Consulting and Employment Agreements)
- Ethical Decision Making
- Institute and Faculty of Actuaries
Whistle-blowing
- Actuaries Institute Australia
- Institute and Faculty of Actuaries
- Professionalism and Whistleblowing – Presentation by Tony Hewitt in London, September 2014
Peer Review
Other
- American Academy of Actuaries – Library of Materials
- Actuaries of Institute Australia
- Instiutue and Faculty of Actuaries
- Society of Actuaries in Ireland
- Becoming an Actuary
- Guide for Student Actuaries in Ireland
Continuing Professional Developments
Canadian Institute of Actuaries
IAA Guidelines on Continuing Professional Development (CPD)
Society of Actuaries in Ireland
Institute and Faculty of Actuaries
Standard Setting Processes
- Policy for Developing Professional Practice Documents
- SSRT Paper on Setting Actuarial Standards (November 2017)
- Slide deck on Setting Actuarial Standards (Click here to download either PDF Version or PPTX Version)
- Actuarial Standards Board, Canada – Policy on Due Process for the Adoption of Standards of Practice
- Actuarial Society of South Africa – Drafting of Guidance Policy
- Actuarial Standards Board, US – Procedures Manual
- Deutsche Aktuarvereinigung e.V. (Adoption of Professional Standards)
Educational Material on Professionalism
Actuaries Institute Australia
Canadian Institute of Actuaries
Society of Actuaries in Ireland
IAA Paper on Professionalism Education Delivery
IAA Overview of Template for Possible Professionalism Event for Experienced Actuaries
Other resources
Canadian Institute of Actuaries (Discipline Bulletin)
Canadian Institute of Actuaries (Discipline Notices)
Het Koninklijk Actuarieel Genootschapt (Professional Standards)
Het Koninklijk Actuarieel Genootschapt (Publications)
Useful Links
Casualty Actuarial Society – Professionalism, Standards and Guidelines
Casualty Actuarial Society – Professional Education, Continuing Education Information
Deutsche Aktuarvereinigung e. V. (DAV) – Development of Professional Standards