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Fall 2020 Archive Syllabi: Quantitative Finance and Investment Portfolio Management Exam | SOA

Announcement: SOA releases passing candidate numbers for February 2025 Exam FM.

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Fall 2020 Archive Syllabi: Quantitative Finance and Investment Portfolio Management Exam

Syllabus

September 10, 2020

The QFI PM exam’s recently posted Formula Package has been updated to remove the first 2 formulas that are no longer on the syllabus.

August 31, 2020

The QFI PM exam’s Formula Package is now available and linked on the cover page of the syllabus.

August 19, 2020

The Appendices from the text, Commercial Real Estate Analysis and Investments, Miller & Geltner, 3rd Edition, 2014, are excluded for chapters 12, 14 and 20.