INV 201 Quantitative Finance
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Exam Essentials
2026 Exam Schedule
- March 2026
- July 2026
- November 2026
2027 Exam Schedule
- March 2027
- July 2027
- November 2027
The Quantitative Finance course is the second part of the two-course sequence in the Investment practice area.
Course Learning Objectives
Upon successful completion of INV 201 Quantitative Finance, you will understand the following learning objectives:
- Key types of derivatives;
- The principles and techniques for the valuation of derivatives; and
- Various applications and risks of derivatives.
How Should I Study?
As part of the evolution of the FSA pathway, the SOA is committed to improving your learning experience through better source materials. To study for INV 201 Quantitative Finance, start with the syllabus and continue with the other materials, including the course strategy guide.
Syllabus Materials
Nov 2026/Mar 2027/Jul 2027
- Syllabus with Learning Objectives/Outcomes and Readings – Nov 2026/Mar 2027/Jul 2027
- Course Strategy Guide – Nov 2026/Mar 2027/Jul 2027
- Introductory Study Note – Nov 2026/Mar 2027/Jul 2027
Syllabus Updates
- The Nov 2026/Mar 2027/Jul 2027 INV 201 formula package is now available - August 20, 2026
Books and Study Notes
Supplemental Study Materials
- INV 201 Relevant Past Exam Materials
- INV 201 Guided Examples with Solutions
- Past Exam Questions and Solutions
- Study Methods
Related Links
- November 2026 CBT Exam FSA Fillable Application
- Caribbean Locations Application
- November 2026 Prometric Capacity and Appointment Issues Online Form
- July 2026 Exam Administration Technical Review Requests