Difference between revisions of "Library - Readings"
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| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CIA_Accounting_Standards_2018_1.pdf ☎] | | style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CIA_Accounting_Standards_2018_1.pdf ☎] | ||
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Revision as of 20:36, 17 March 2020
CAS
AbbreviationBattleWiki
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2019Spring
2019Fall
2018Spring
2018Alberta TNC AB.TNC ☎ AM Best Understanding BCAR BCAR.Cdn2018 ☎ 2018 ☎ 2016 AM Best Catastrophe BCAR.Cat ☎ 2017 ☎ 2011 AAA Mass Torts ☎ AAA Credit Scores AAA.CrdSc ☎ ATRA CAS.ATRA study kit Alberta Baer and Rendall Baer.Intro cases changed study kit Blanchard and Klann BK.Reins ☎ CCIR Instructions CCIR.ARinstr 2019 version never avail Section I Section III Section IV Section V Section VI Section I Section III Section IV Section V Section VI CIA CSOP CIA.CSOP ☎ 2020 new sections, same reading ☎ 2018 2018
CIA IFRS 17 CIA.IFRS17 same reading, new exclusions ☎ CIA Valuation CIA.Valn updated? ☎ 2019 ☎ 2018 ☎ 2017 ☎2016 CIA Taxes CIA.Taxes ☎ CIA Discounting CIA.Discnt Reading Excel CIA Duration CIA.Duration Reading Excel CIA Runoff CIA.Runoff ☎ CIA Accounting Standards CIA.Accting ☎ CIA MfAD CIA.MfAD ☎ CIA Premium Liabilities CIA.PrLiabs Reading Excel CIA Subsequent Events CIA.Subseq ☎ Canadian Institute of Actuaries, “Report: Materiality,” October 2007. Candidates are not responsible for material in the Appendix. CIA Materiality CIA.Mat ☎ Canadian Institute of Actuaries, “Report of the CIA Task Force on the Appropriate Treatment of Reinsurance,” October 2007. Candidates will be responsible for the following sections: Key Principles of Risk Transfer (pp. 11-12), Qualitative Assessment (pp. 13), Limitations of Risk Transfer (pp. 15-18) and Other Issues (pp. 18-23). CIA Reinsurance Treatment CIA.Reins ☎ Canadian Institute of Actuaries, “Research Paper: Disclosure Requirements IFRS 4–Insurance Contracts for P&C Insurers,” October 2010. CIA Disclosure CIA.Disclosure ☎ Canadian Underwriter, “B.C. judge quashes order requiring insurer to review all credit score consent forms obtained since 2004,” May 2013. BC Credit Canadian Institute of Actuaries, “Second Revision of Educational Note: Dynamic Capital Adequacy Testing,” November 2017, excluding Appendices A and B. Candidates are not responsible for details related to life insurance companies. CIA DCAT CIA.DCAT ☎ ☎ Canadian Institute of Actuaries, “Use of Models Educational Note,” January 2017. CIA Models CIA.Models ☎ Chevalier, Sarah, “Agricultural Risk Management Programs in Canada,” October 2014. Note that the table on page 6 is for reference only. Agricultural Programs Chev.Agric Davidson, J., “The Cap on Non Pecuniary General Damages: Where is it Going and How Does it Affect Litigation?” Davidson Dav.NonPec ☎ Dibra, S. and Leadbetter, D., “Why insurers fail: The dynamics of property and casualty insurance insolvency in Canada,” Property and Casualty Insurance Compensation Corporation, 2007, excluding pp. 9-13, 33-40. Dibra and Leadbetter Dibra.Fail ☎ Dutil, R., “Facility Association,” CAS Study Note, May 2008. Dutil Dutil.FA ☎ EY, “ICBC Affordable and effective auto insurance – A new road forward for British Columbia,” July 2017, Sections 1-4. EY ICBC.Affordable ☎ Feldblum, S., “Rating Agencies,” CAS Study Note, October 3, 2011, pp. 1-7 and 14-19, including Appendix A. Candidates are not responsible for Section 4, Appendices B-D, formulae, and the endnotes. Feldblum Feld.RtAgs ☎ Financial Services Commission of Ontario, “Private Passenger Automobile Filing Guidelines–Major,” October 2016, pp. 1-5 (excluding filing format), 11-21 (starting from Section 3), and Appendix B2. FSCO Private Auto FSCO.PPA ☎ Financial Services Commission of Ontario, “Regulation 664 of the Revised Regulations of Ontario 1990 Automobile Insurance made under the Ontario Insurance Act,” amended version as of 4th July 2016. FSCO Reg. 664 FSCO.664 ☎ Financial Services Commission of Ontario, “Usage-Based Automobile Insurance Pricing in Ontario,” Bulletin A-16/16, December 5, 2016. FSCO UBI FSCO.UBI ☎ ☎ Financial Services Commission of Ontario, “What do the coverages mean?,” October 2014. FSCO Coverages FSCO.Covgs ☎ Freihaut, D. and Vendetti, P., “Common Pitfalls and Practical Considerations in Risk Transfer Analysis,” Casualty Actuarial Society E-Forum, Spring 2009. Appendices A and B are for information only and will not be directly tested. Freihaut and Vendetti Frei.RskTrans ☎ Germani, W., et al., "Government Insurers Study Note,” CAS Study Note, April 2017, pp. 1-5, excluding Crop Insurance. Government Insurers Study Note CAS.GovtIns ☎ Harris, C., “Tort Reform Tension,” Canadian Underwriter.ca, August 2005. Harris Harris.Tort ☎ Institute & Faculty of Actuaries General Insurance Reserving Oversight Committee’s Working Party on Solvency II Technical Provisions, “Solvency II Technical Provisions for General Insurers,” Institute and Faculty of Actuaries, August 2013, Sections 6.4 and 6.5. IFOA IFA.Solvency2 ☎ Insurance Bureau of Canada, “Code of Conduct for Insurers’ use of Credit Information (CODE).” IBC Code of Conduct IBC.Code ☎ Insurance Bureau of Canada, “The financial management of flood risk,” 2015. IBC Flood IBC.Flood ☎ “Insurance Companies Act,” Chapter 47, Sections 165(1), 165(2), 203, 331(1), 331(2), 331(4), 346, 357-370, 464, 465, 476-478, 517, 581, 625-632, 641, 664, 665, 667(1), 667(2), and 674 (updated to 12th December 2017). ICA ICA.Ch47 Insurance Institute of Canada, Advantage Monthly, “Terrorism Risk and Insurance,” February 2017. CIP Terrorism IIC.Terrorism ☎ International Actuarial Association, “Risk Adjustments for Insurance Contracts,” May 2018, Overview and Chapter 1 only. IAA Risk IAA.RiskAdjs International Association of Insurance Supervisors, “Insurance Core Principles, Standards, Guidance and Assessment Methodology,” November 2015. ICP 17 Capital Adequacy. The candidate is responsible for all standards for capital adequacy (17.1 to 17.18) but not for the related guidance statements. ICP 17 ☎ KPMG, Eckler Partners Ltd. & Exactor Insurance Services, Inc., “Motor Vehicle Insurance in British Columbia – At the Crossroads, Volume II: Options and Choices,” Section II excluding Section F. KPMG et al. KPMG, “Property and Casualty Insurance Compensation Corporation (PACICC), The Actuaries’ Role in safeguarding the solvency of P&C insurers,” March 2015, Parts 1, 2, 5, and 7 (pp. 43-47 only). KPMG PACICC KPMG.PACICC ☎ ☎ ☎ KPMG, “Research Report – Best Practices for Actuarial Involvement in the Regulatory Oversight of Property and Casualty Insurance Rates,” December 2012, pp. 21-31. KPMG Regulatory Oversight KPMG.RegOv “Landmark Legal Insurance Cases in Canada” which covers the following cases: Whiten v. Pilot Insurance Co.; Somersall v. Friedman; Somersall v. Scottish and York; Sansalone v. Wawanesa Mutual Insurance Co.; Nichols v. American Home Assurance Co.; Amos v. Insurance Corporation of British Columbia; KP Pacific Holdings Ltd. v. Guardian Insurance Co. of Canada; Alie v. Bertrand & Frere Construction Company Limited; Resurface Corp. v. Hanke; Morrow v. Zhang (Sections I, II, III, IV, VI (E), VII, VIII, and IX.); PIPEDA Report of Findings #2012-005; Kusnierz v. Economical Mutual Insurance Company; Aviva Canada Inc. v. Pastore; Belanger v. Sudbury; and Precision Plating Ltd. v. Axa Pacific Insurance Co. Landmark Legal Land.Cases Marshall, D., “Fair Benefits Fairly Delivered,” April 2017, pp. 8-12. Marshall Marshall.Benefits ☎ Mayhall, III, Van R. “A Brief Chronicle of Insurance Regulation in the United States, Parts I and II.” Mayhall Mayhall.USreg Part I
Part IIMcDonald, B.R., Life Insurance Laws of Canada (Common Law Provinces), Life Underwriters Association of Canada, 1995, pp. A1- 1, A2-1 to A2-9, B1-1 to B1-2, B2-1 to B2-3, and B4-1 to B4-3. Candidates are responsible for all cases cited in this text. McDonald McD.Intro Morneau Shepell Handbook of Canadian Pension and Benefit Plans, 16th edition, LexisNexis Canada, 2016, Chapters 17-19. Candidates will not be responsible for specific values and figures included in the text. Morneau Shepell Morn.Pension MSA Research, Inc., “MSA Report on Property & Casualty, Canada, 2018,” Section 3, pp. 1-10. MSA MSA.Ratios Noonan, B., “Protecting the Pledge,” Foundations of Regulation, Best’s Review, October 2005. Noonan Odomirok, K.C., et al., Financial Reporting Through the Lens of a Property/ Casualty Actuary, Casualty Actuarial Society, 2014, Edition 4, Chapters 1-5, 25, 27, and 28. CAS Financial Reporting Odo.FinReg ☎ Office of the Superintendent of Financial Institutions Canada, “Corporate Governance Guideline,” September 2018, Section V and Annex B only. OSFI Corporate Governance OSFI.CorpGov ☎ ☎ ☎ Office of the Superintendent of Financial Institutions Canada, “Earthquake Exposure Sound Practices Guideline” Guideline B-9, February 2013. OSFI Earthquake OSFI.Eqk ☎ Office of the Superintendent of Financial Institutions Canada, Guideline E-15, “Appointed Actuary: Legal Requirements, Qualifications, and Peer Review,” September 2012. OSFI AA OSFI.AA ☎ Office of the Superintendent of Financial Institutions Canada Guideline E-18, “Stress Testing,” December 2009. OSFI Stress Testing OSFI.Stress ☎ Office of the Superintendent of Financial Institutions Canada Guideline, “Minimum Capital Test (MCT) for Federally Regulated Property and Casualty Insurance Companies, Effective January 1, 2019.” Candidates are not responsible for the following sections: 1.2.2., 2.1.1.1., 2.1.2., 2.1.3., App. 2-A, 3, 4.6., 5.1.1.5., 5.1.1.6., 5.2.2., 5.3.4.1., 5.3.4.2., 6.1.1., 6.2.1., 6.2.2., 6.2.3., 6.3. Candidates are not responsible for risk factors relating to insurance, market, or credit risk. OSFI MCT OSFI.MCT ☎ ☎ ☎ Office of the Superintendent of Financial Institutions Canada Guideline, “Regulatory Capital and Internal Capital Targets,” December 2017. OSFI Target Capital OSFI.TargCap ☎ ☎ Office of the Superintendent of Financial Institutions Canada, “Memorandum for the Appointed Actuary’s Report on Property and Casualty Insurance Business,” 2018. OSFI Memorandum OSFI.MemoAA ☎ ☎ Office of the Superintendent of Financial Institutions Canada, “Own Risk and Solvency Assessment,” December 2017. OSFI ORSA OSFI.ORSA ☎ ☎ Office of the Superintendent of Financial Institutions Canada, “Supervisory Framework,” December 2010. OSFI Supervisory Framework OSFI.SupFrm ☎ Office of the Superintendent of Financial Institutions Canada, Quarterly Sample Return, 2019, Approved by the Canadian Council of Insurance Regulators – P&C-1Q, pp. 20.10, 20.20, 20.30, 20.42, 20.45, 20.54, 30.61, 30.62, 30.64, 30.66, 30.71, 30.73, 30.75, 30.77, 30.79, 40.07, 60.30, 70.60, 70.61, and 80.10. NOTE: Please use the 2019 edition that has been archived on the CAS Web Site for educational purposes. Candidates may wish to review illustrations of sample Annual Return schedules (please use the link provided on the CAS Web Site). These illustrations are for information only and will not be directly tested. OSFI Annual Return I OSFI.AR1 ☎ ☎ Office of the Superintendent of Financial Institutions Canada, Annual Supplement, 2018, Approved by the Canadian Council of Insurance Regulators – P&C-1, pp. 10.60, 60.40, and 60.41. NOTE: Please use the 2018 edition that has been archived on the CAS Web Site for educational purposes. Candidates may wish to review illustrations of sample Annual Return schedules (please use the link provided on the CAS Web Site). These illustrations are for information only and will not be directly tested. OSFI Annual Return II OSFI.AR2 ☎ Property and Casualty Insurance Compensation Corporation, “Guide to Compensation Plan for Property and Casualty Insurers,” May 2010. PACICC PACICC.Comp ☎ Webel, B., “Terrorism Risk Insurance: Issue Analysis and Overview of Current Program,” Congressional Research Service, July 23, 2014, pp. 5-11. Webel 1 Webel1.TRIA ☎ Webel, B., “Terrorism Risk Insurance Legislation the 114th Congress: Issue Summary and Side-by-Side Analysis,” Congressional Research Service, January 20, 2015, Summary page and pp. 1-3. Webel 2 Webel2.TRIA ☎
