SOA APCAssociateship Professionalism Course
Associateship (ASA)
Half day·Case discussions·≈10 study hoursSyllabus learning objectives
Paraphrased from the SOA syllabus so the study-plan builder and practice sets track the topics you will actually be examined on. Weights are the official topic ranges.
Code of Conduct & ASOPs
60%
- Apply the Code of Professional Conduct's Precepts to case-based professionalism scenarios.
- Identify the applicable ASOPs for a given actuarial assignment and their key requirements.
- Recognize and resolve conflicts of interest and confidentiality obligations.
- Determine appropriate disclosure and documentation practices consistent with professionalism standards.
Case study discussions
40%
- Analyze realistic professionalism case studies involving competing stakeholder interests.
- Apply the Code and ASOPs to justify a recommended course of action in a discussion-based format.
- Evaluate peers' professionalism reasoning and provide constructive critique.
- Reflect on personal professionalism obligations as a credentialed actuary.
Overview
A half-day required course (in person or virtual) on professionalism, ethics and the ASOPs, taken after completing ASA exam requirements.
- Duration
- Half day
- Questions
- Case discussions
- Style
- Seminar
- Passing
- Attendance
Syllabus map
Key formulas
No formulas: know the Code of Professional Conduct precepts, the U.S. Qualification Standards, and the ABCD.
Study strategy
Read the Code and the USQS before attending.
Common traps
Assuming the course is a formality — active participation is expected.