Difference between revisions of "Library - Readings"

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|| ATRA
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|style="background-color: pink"| ATRA
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|| [[CAS.ATRA]]
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|style="background-color: pink"| [[CAS.ATRA]]
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| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_I_2018_1.pdf Section I] [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_III_2018_1.pdf Section III] [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_IV_2018_1.pdf Section IV] [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_V_2018_1.pdf Section V] [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_VI_2018_1.pdf Section VI]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_I_2018_1.pdf Section I] [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_III_2018_1.pdf Section III] [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_IV_2018_1.pdf Section IV] [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_V_2018_1.pdf Section V] [https://www.battleactsmain.ca/readings_6C/CCIR_Instructions_Section_VI_2018_1.pdf Section VI]
 +
 +
|-
 +
|| CIA Draft: Fin Cond Testing
 +
|| [[??]]
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||
 +
| style="background-color: lightgreen"| [https://www.battleactsmain.ca/readings_6C/CIA_FCT_2019.pdf ☎] 2019
 +
||
 +
||
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||
 +
||
 +
||
 +
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|-
 +
|| CIA Draft: Fin Cond Testing for Life, P&C
 +
|| [[??]]
 +
||
 +
| style="background-color: lightgreen"| [https://www.battleactsmain.ca/readings_6C/CIA_FCT_LPC_2019.pdf ☎] 2019
 +
||
 +
||
 +
||
 +
||
 +
||
 +
 +
|-
 +
|| CIA Draft: Fin Cond Testing for Life, P&C
 +
|| [[??]]
 +
||
 +
| style="background-color: lightgreen"| [https://www.battleactsmain.ca/readings_6C/CIA_FCT_SuppLPC_2019.pdf ☎] 2019
 +
||
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 +
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||
 
||
 
||
 
||
−
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/CIA_CSOP_2020 ☎] 2020
+
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/CIA_CSOP_2020.pdf ☎] 2020
 
|style="background-color: lightblue" | new sections, same reading
 
|style="background-color: lightblue" | new sections, same reading
 
||  
 
||  
Line 131: Line 165:
 
|| [[CIA.IFRS17]]
 
|| [[CIA.IFRS17]]
 
||
 
||
−
|| same reading, new exclusions
+
|style="background-color: lightblue" | same reading, new exclusions
 
||
 
||
 
|style="background-color: lightgreen"| [https://www.battleactsmain.ca/readings_6C/CIA_IFRS_17_2019_2.pdf ☎]
 
|style="background-color: lightgreen"| [https://www.battleactsmain.ca/readings_6C/CIA_IFRS_17_2019_2.pdf ☎]
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|| updated?
 
|| updated?
 
||
 
||
−
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/CIA_Valn_2019 ☎] 2019
+
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/CIA_Valn_2019.pdf ☎] 2019
 
||  
 
||  
 
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/CIA_Valuation_2019_1.pdf ☎] 2018
 
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/CIA_Valuation_2019_1.pdf ☎] 2018
Line 238: Line 272:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CIA_Subsequent_Events_2018_1.pdf ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CIA_Subsequent_Events_2018_1.pdf ☎]
  
−
|-
+
|-  
−
|| Canadian Institute of Actuaries, “Report: Materiality,” October 2007. Candidates are not responsible for material in the Appendix.
 
 
|| CIA Materiality
 
|| CIA Materiality
 
|| [[CIA.Mat]]
 
|| [[CIA.Mat]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| 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 Reinsurance Treatment
 
|| [[CIA.Reins]]
 
|| [[CIA.Reins]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|style="background-color: pink" | Canadian Institute of Actuaries, “Research Paper: Disclosure Requirements IFRS 4–Insurance Contracts for P&C Insurers,” October 2010.
 
 
|style="background-color: pink" | CIA Disclosure
 
|style="background-color: pink" | CIA Disclosure
 
|style="background-color: pink" | [[CIA.Disclosure]]
 
|style="background-color: pink" | [[CIA.Disclosure]]
 
|style="background-color: pink" |
 
|style="background-color: pink" |
−
||
+
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 
||
 
||
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CIA_Disclosure_2018_1.pdf ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CIA_Disclosure_2018_1.pdf ☎]
  
−
|-
+
|-  
−
| style="background-color: pink" | Canadian Underwriter, “B.C. judge quashes order requiring insurer to review all credit score consent forms obtained since 2004,” May 2013.
 
 
| style="background-color: pink" | BC Credit
 
| style="background-color: pink" | BC Credit
 
| style="background-color: pink" |
 
| style="background-color: pink" |
−
||
+
|style="background-color: pink"|
−
||
+
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 
| style="background-color: pink" |
 
| style="background-color: pink" |
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
 
|-
 
|-
−
|style="background-color: lightblue" | 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.
+
|style="background-color: pink" | CIA DCAT
−
|style="background-color: lightblue" | CIA DCAT
+
|style="background-color: pink"| [[CIA.DCAT]]
−
|style="background-color: lightblue" | [[CIA.DCAT]]
+
|style="background-color: pink"|
−
|style="background-color: lightblue" |
+
|style="background-color: pink"|
 +
||
 +
||
 
||
 
||
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/CIA_DCAT_2018_2.pdf ☎]
+
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/CIA_DCAT_2018_2.pdf ☎] 2017
−
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CIA_DCAT_2018_1.pdf ☎]
+
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/CIA_DCAT_2018_1.pdf ☎] 2013
  
−
|-
+
|-||  
−
|| Canadian Institute of Actuaries, “Use of Models Educational Note,” January 2017.
 
 
|| CIA Models
 
|| CIA Models
 
|| [[CIA.Models]]
 
|| [[CIA.Models]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| Chevalier, Sarah, “Agricultural Risk Management Programs in Canada,” October 2014. Note that the table on page 6 is for reference only.
 
 
|| Agricultural Programs
 
|| Agricultural Programs
 
|| [[Chev.Agric]]
 
|| [[Chev.Agric]]
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||
 
||
 
||
 
||
−
| style="background-color: lightgreen" |
+
||
 +
||
 +
||
 +
| style="background-color: lightgreen" | study kit
  
 
|-
 
|-
−
|| Davidson, J., “The Cap on Non Pecuniary General Damages: Where is it Going and How Does it Affect Litigation?”
 
 
|| Davidson
 
|| Davidson
 
|| [[Dav.NonPec]]
 
|| [[Dav.NonPec]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
Line 311: Line 361:
  
 
|-
 
|-
−
|| 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 and Leadbetter
 
|| [[Dibra.Fail]]
 
|| [[Dibra.Fail]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| Dutil, R., “Facility Association,” CAS Study Note, May 2008.
 
 
|| Dutil
 
|| Dutil
 
|| [[Dutil.FA]]
 
|| [[Dutil.FA]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| EY, “ICBC Affordable and effective auto insurance – A new road forward for British Columbia,” July 2017, Sections 1-4.
 
 
|| EY
 
|| EY
 
|| [[ICBC.Affordable]]
 
|| [[ICBC.Affordable]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|style="background-color: lightblue"| 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
−
|style="background-color: lightblue"| Feldblum
+
|| [[Feld.RtAgs]]
−
|style="background-color: lightblue"| [[Feld.RtAgs]]
+
||
−
|style="background-color: lightblue"|
+
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| 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 Private Auto
 
|| [[FSCO.PPA]]
 
|| [[FSCO.PPA]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| 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 Reg. 664
 
|| [[FSCO.664]]
 
|| [[FSCO.664]]
 +
||
 +
|style="background-color: lightblue"|same reading, new exclusions
 +
||
 
||
 
||
 
||
 
||
−
| style="background-color: lightblue" | [https://www.ontario.ca/laws/regulation/900664 ☎]
+
| style="background-color: lightblue" | [https://www.ontario.ca/laws/regulation/900664 ☎] 2016
−
| style="background-color: lightgreen" |
+
| style="background-color: lightgreen" | 2015
  
 
|-
 
|-
−
|style="background-color: lightblue"| Financial Services Commission of Ontario, “Usage-Based Automobile Insurance Pricing in Ontario,” Bulletin A-16/16, December 5, 2016.
+
|| FSCO UBI
−
|style="background-color: lightblue"| FSCO UBI
+
|| [[FSCO.UBI]]
−
|style="background-color: lightblue"| [[FSCO.UBI]]
 
−
|style="background-color: lightblue"| [https://www.fsco.gov.on.ca/en/auto/autobulletins/2016/Pages/a-16-16.aspx ☎]
 
 
||
 
||
 
||
 
||
−
| style="background-color: lightgreen" | [https://www.fsco.gov.on.ca/en/auto/autobulletins/2013/Pages/a-05-13.aspx ☎]
+
||
 +
|style="background-color: lightblue"| [https://www.fsco.gov.on.ca/en/auto/autobulletins/2016/Pages/a-16-16.aspx ☎] 2016
 +
||
 +
||
 +
| style="background-color: lightgreen" | [https://www.fsco.gov.on.ca/en/auto/autobulletins/2013/Pages/a-05-13.aspx ☎] 2013
  
 
|-
 
|-
−
|| Financial Services Commission of Ontario, “What do the coverages mean?,” October 2014.
 
 
|| FSCO Coverages
 
|| FSCO Coverages
 
|| [[FSCO.Covgs]]
 
|| [[FSCO.Covgs]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| 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
 
|| Freihaut and Vendetti
 
|| [[Frei.RskTrans]]
 
|| [[Frei.RskTrans]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| 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]]
 
|| [[CAS.GovtIns]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| Harris, C., “Tort Reform Tension,” Canadian Underwriter.ca, August 2005.
 
 
|| Harris
 
|| Harris
 
|| [[Harris.Tort]]
 
|| [[Harris.Tort]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| 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
 
|| IFOA
 
|| [[IFA.Solvency2]]
 
|| [[IFA.Solvency2]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| Insurance Bureau of Canada, “Code of Conduct for Insurers’ use of Credit Information (CODE).”
 
 
|| IBC Code of Conduct
 
|| IBC Code of Conduct
 
|| [[IBC.Code]]
 
|| [[IBC.Code]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| Insurance Bureau of Canada, “The financial management of flood risk,” 2015.
 
 
|| IBC Flood
 
|| IBC Flood
 
|| [[IBC.Flood]]
 
|| [[IBC.Flood]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
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|-
 
|-
−
|| “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
 
|| [[ICA.Ch47]]
 
|| [[ICA.Ch47]]
 
||
 
||
 
||
 
||
−
| style="background-color: lightblue" |
+
||
−
| style="background-color: lightgreen" |
+
||
 +
||
 +
| style="background-color: lightblue" | 2017
 +
| style="background-color: lightgreen" | study kit 2013
  
 
|-
 
|-
−
|style="background-color: lightgreen"| Insurance Institute of Canada, Advantage Monthly, “Terrorism Risk and Insurance,” February 2017.
+
|style="background-color: pink"| CIP Terrorism
−
|style="background-color: lightgreen"| CIP Terrorism
+
|style="background-color: pink"| [[IIC.Terrorism]]
−
|style="background-color: lightgreen"| [[IIC.Terrorism]]
+
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
||
 
|style="background-color: lightgreen"| [https://www.insuranceinstitute.ca/en/cipsociety/information-services/advantage-monthly/0217-terrorism-risk ☎]
 
|style="background-color: lightgreen"| [https://www.insuranceinstitute.ca/en/cipsociety/information-services/advantage-monthly/0217-terrorism-risk ☎]
 
||
 
||
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|-
 
|-
−
|style="background-color: lightgreen"| International Actuarial Association, “Risk Adjustments for Insurance Contracts,” May 2018, Overview and Chapter 1 only.
+
|| IAA Risk
−
|style="background-color: lightgreen"| IAA Risk
+
|| [[IAA.RiskAdjs]]
−
|style="background-color: lightgreen"| [[IAA.RiskAdjs]]
+
||
−
|style="background-color: lightgreen"|  
+
||
 +
||
 +
|style="background-color: lightgreen"| study kit
 
||
 
||
 
||
 
||
Line 464: Line 547:
  
 
|-
 
|-
−
| style="background-color: pink" | 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.
 
 
| style="background-color: pink" | ICP 17
 
| style="background-color: pink" | ICP 17
 
| style="background-color: pink" |  
 
| style="background-color: pink" |  
−
||
+
|style="background-color: pink"|
−
||
+
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 
| style="background-color: pink" |
 
| style="background-color: pink" |
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/ICP_17_2018_1.txt ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/ICP_17_2018_1.txt ☎]
  
 
|-
 
|-
−
| style="background-color: pink" | 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.
 
 
| style="background-color: pink" | KPMG et al.
 
| style="background-color: pink" | KPMG et al.
 
| style="background-color: pink" |
 
| style="background-color: pink" |
−
||
+
|style="background-color: pink"|
−
||
+
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 
| style="background-color: pink" |
 
| style="background-color: pink" |
−
| style="background-color: lightgreen" |
+
| style="background-color: lightgreen" | study kit
  
 
|-
 
|-
−
| style="background-color: lightblue" | 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
−
| style="background-color: lightblue" | KPMG PACICC
+
|| [[KPMG.PACICC]]
−
| style="background-color: lightblue" | [[KPMG.PACICC]]
+
||
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/KPMG_PACICC_2019_2.pdf ☎]
+
||
 +
||
 +
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/KPMG_PACICC_2019_2.pdf ☎] 2015, new sections
 
||
 
||
 
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/KPMG_PACICC_2018_2.pdf ☎]
 
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/KPMG_PACICC_2018_2.pdf ☎]
Line 491: Line 580:
  
 
|-
 
|-
−
|| 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 Regulatory Oversight
 
|| [[KPMG.RegOv]]
 
|| [[KPMG.RegOv]]
Line 497: Line 585:
 
||
 
||
 
||
 
||
−
| style="background-color: lightgreen" |
+
||
 +
||
 +
||
 +
| style="background-color: lightgreen" | study kit
  
 
|-
 
|-
−
|| “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
 
|| Landmark Legal
 
|| [[Land.Cases]]
 
|| [[Land.Cases]]
 +
||
 +
|style="background-color: lightblue"| new cases
 +
||
 
||
 
||
 
||
 
||
−
| style="background-color: lightblue" |
+
| style="background-color: lightblue" | new cases
−
| style="background-color: lightgreen" |
+
| style="background-color: lightgreen" | study kit
  
 
|-
 
|-
−
|| Marshall, D., “Fair Benefits Fairly Delivered,” April 2017, pp. 8-12.
 
 
|| Marshall
 
|| Marshall
 
|| [[Marshall.Benefits]]
 
|| [[Marshall.Benefits]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
Line 518: Line 613:
  
 
|-
 
|-
−
|style="background-color: pink" | Mayhall, III, Van R. “A Brief Chronicle of Insurance Regulation in the United States, Parts I and II.”
 
 
|style="background-color: pink" | Mayhall
 
|style="background-color: pink" | Mayhall
 
|style="background-color: pink" | [[Mayhall.USreg]]
 
|style="background-color: pink" | [[Mayhall.USreg]]
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 
|style="background-color: pink" |
 
|style="background-color: pink" |
 
||
 
||
Line 527: Line 624:
  
 
|-
 
|-
−
|| McDonald, 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
 
|| McDonald
 
|| [[McD.Intro]]
 
|| [[McD.Intro]]
Line 533: Line 629:
 
||
 
||
 
||
 
||
−
| style="background-color: lightgreen" |
+
||
 +
||
 +
||
 +
| style="background-color: lightgreen" | study kit
  
 
|-
 
|-
−
|| 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
 
|| Morneau Shepell
 
|| [[Morn.Pension]]
 
|| [[Morn.Pension]]
 
||
 
||
 
||
 
||
−
| style="background-color: lightblue" |
+
||
−
| style="background-color: lightgreen" |
+
||
 +
||
 +
| style="background-color: lightblue" |2016
 +
| style="background-color: lightgreen" |2011
  
 
|-
 
|-
−
|| MSA Research, Inc., “MSA Report on Property & Casualty, Canada, 2018,” Section 3, pp. 1-10.
 
 
|| MSA
 
|| MSA
 
|| [[MSA.Ratios]]
 
|| [[MSA.Ratios]]
 
||
 
||
−
| style="background-color: lightblue" |
+
||
−
| style="background-color: lightblue" |
+
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/MSA_2019.pdf ☎] 2019
 +
||
 +
| style="background-color: lightblue" |2018
 +
| style="background-color: lightblue" |2017
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
 
|-
 
|-
−
| style="background-color: pink" | Noonan, B., “Protecting the Pledge,” Foundations of Regulation, Best’s Review, October 2005.
 
 
| style="background-color: pink" | Noonan
 
| style="background-color: pink" | Noonan
 
| style="background-color: pink" |
 
| style="background-color: pink" |
−
||
+
|style="background-color: pink"|
−
||
+
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 
| style="background-color: pink" |
 
| style="background-color: pink" |
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
 
|-
 
|-
−
|| 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
 
|| CAS Financial Reporting
 
|| [[Odo.FinReg]]
 
|| [[Odo.FinReg]]
 +
||
 +
|style="background-color: lightblue"|Ed 5, not avail yet
 +
||
 
||
 
||
 
||
 
||
Line 572: Line 679:
  
 
|-
 
|-
−
|| Office of the Superintendent of Financial Institutions Canada, “Corporate Governance Guideline,” September 2018, Section V and Annex B only.
 
 
|| OSFI Corporate Governance
 
|| OSFI Corporate Governance
 
|| [[OSFI.CorpGov]]
 
|| [[OSFI.CorpGov]]
 +
||
 +
||
 +
||
 
||  
 
||  
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Corporate_Governance_2019_1.pdf ☎]
+
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Corporate_Governance_2019_1.pdf ☎] 2018
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Corporate_Governance_2018_2.pdf ☎]
+
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Corporate_Governance_2018_2.pdf ☎] 2017
−
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/OSFI_Corporate_Governance_2018_1.pdf ☎]
+
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/OSFI_Corporate_Governance_2018_1.pdf ☎] 2013
  
 
|-
 
|-
−
|| Office of the Superintendent of Financial Institutions Canada, “Earthquake Exposure Sound Practices Guideline” Guideline B-9, February 2013.
 
 
|| OSFI Earthquake
 
|| OSFI Earthquake
 
|| [[OSFI.Eqk]]
 
|| [[OSFI.Eqk]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
Line 590: Line 701:
  
 
|-
 
|-
−
|| 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
 
|| [[OSFI.AA]]
 
|| [[OSFI.AA]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
Line 599: Line 712:
  
 
|-
 
|-
−
|| Office of the Superintendent of Financial Institutions Canada Guideline E-18, “Stress Testing,” December 2009.
 
 
|| OSFI Stress Testing
 
|| OSFI Stress Testing
 
|| [[OSFI.Stress]]
 
|| [[OSFI.Stress]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
Line 608: Line 723:
  
 
|-
 
|-
−
|| 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
 
|| [[OSFI.MCT]]
 
|| [[OSFI.MCT]]
 +
||
 +
||
 +
||
 
||  
 
||  
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_MCT_2019_1.pdf ☎]
+
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_MCT_2019_1.pdf ☎]2019
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_MCT_2018_2.pdf ☎]
+
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_MCT_2018_2.pdf ☎]2018
−
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/OSFI_MCT_2018_1.pdf ☎]
+
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/OSFI_MCT_2018_1.pdf ☎]2016
  
 
|-
 
|-
−
|| Office of the Superintendent of Financial Institutions Canada Guideline, “Regulatory Capital and Internal Capital Targets,” December 2017.
 
 
|| OSFI Target Capital
 
|| OSFI Target Capital
 
|| [[OSFI.TargCap]]
 
|| [[OSFI.TargCap]]
 
||
 
||
 
||
 
||
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Target_Capital_2018_2.pdf ☎]
+
||
−
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/OSFI_Target_Capital_2018_1.pdf ☎]
+
||
 +
||
 +
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Target_Capital_2018_2.pdf ☎]2017
 +
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/OSFI_Target_Capital_2018_1.pdf ☎]2015
  
 
|-
 
|-
−
|| 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 Memorandum
 
|| [[OSFI.MemoAA]]
 
|| [[OSFI.MemoAA]]
 +
||
 +
|| memo says will be updated, I doubt it
 +
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Memo_2019.pdf ☎] 2019
 
||  
 
||  
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Memorandum_2019_1.pdf ☎]
+
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Memorandum_2019_1.pdf ☎]2018
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Memorandum_2018_2.pdf ☎]
+
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Memorandum_2018_2.pdf ☎]2017
−
| style="background-color: lightgreen" |
+
| style="background-color: lightgreen" | 2016
  
 
|-
 
|-
−
|| Office of the Superintendent of Financial Institutions Canada, “Own Risk and Solvency Assessment,” December 2017.
 
 
|| OSFI ORSA
 
|| OSFI ORSA
 
|| [[OSFI.ORSA]]
 
|| [[OSFI.ORSA]]
 +
||
 +
||
 +
||
 
||  
 
||  
 
||
 
||
−
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_ORSA_2018_2.pdf ☎]
+
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_ORSA_2018_2.pdf ☎]2017
−
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/OSFI_ORSA_2018_1.pdf ☎]
+
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6C/OSFI_ORSA_2018_1.pdf ☎]2015
  
 
|-
 
|-
−
|| Office of the Superintendent of Financial Institutions Canada, “Supervisory Framework,” December 2010.
 
 
|| OSFI Supervisory Framework
 
|| OSFI Supervisory Framework
 
|| [[OSFI.SupFrm]]
 
|| [[OSFI.SupFrm]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
Line 653: Line 778:
  
 
|-
 
|-
−
|style="background-color: lightblue" | 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.
 
 
|style="background-color: lightblue" | OSFI Annual Return I
 
|style="background-color: lightblue" | OSFI Annual Return I
 
|style="background-color: lightblue" | [[OSFI.AR1]]
 
|style="background-color: lightblue" | [[OSFI.AR1]]
 +
||
 +
||
 +
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_AnnRet1_2020.xlsx ☎]
 
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Annual_Return_I_2019_2.xlsx ☎]
 
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_Annual_Return_I_2019_2.xlsx ☎]
 
||
 
||
Line 662: Line 789:
  
 
|-
 
|-
−
|| 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 Annual Return II
 
|| [[OSFI.AR2]]
 
|| [[OSFI.AR2]]
 +
||
 +
||
 +
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6C/OSFI_AnnRet2_2020.xlsx ☎]
 
||
 
||
 
||
 
||
Line 671: Line 800:
  
 
|-
 
|-
−
|| Property and Casualty Insurance Compensation Corporation, “Guide to Compensation Plan for Property and Casualty Insurers,” May 2010.
 
 
|| PACICC
 
|| PACICC
 
|| [[PACICC.Comp]]
 
|| [[PACICC.Comp]]
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
Line 680: Line 811:
  
 
|-
 
|-
−
|style="background-color: pink" | Webel, B., “Terrorism Risk Insurance: Issue Analysis and Overview of Current Program,” Congressional Research Service, July 23, 2014, pp. 5-11.
 
 
|style="background-color: pink" | Webel 1
 
|style="background-color: pink" | Webel 1
 
|style="background-color: pink" | [[Webel1.TRIA]]
 
|style="background-color: pink" | [[Webel1.TRIA]]
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 
|style="background-color: pink" |
 
|style="background-color: pink" |
 
||
 
||
Line 689: Line 822:
  
 
|-
 
|-
−
|style="background-color: pink" | 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.
 
 
|style="background-color: pink" | Webel 2
 
|style="background-color: pink" | Webel 2
 
|style="background-color: pink" | [[Webel2.TRIA]]
 
|style="background-color: pink" | [[Webel2.TRIA]]
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 
|style="background-color: pink" |
 
|style="background-color: pink" |
 +
 
||
 
||
 
||
 
||

Latest revision as of 19:14, 18 March 2020

MediaWiki:Sidebar

CAS
Abbreviation		 BattleWiki
Link		 Spring
2021		 Fall
2020		 Spring
2020		 Fall
2019		 Spring
2019		 Fall
2018		 Spring
2018
Alberta 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 Draft: Fin Cond Testing ?? ☎ 2019
CIA Draft: Fin Cond Testing for Life, P&C ?? ☎ 2019
CIA Draft: Fin Cond Testing for Life, P&C ?? ☎ 2019


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 new exclusion ☎
CIA Materiality CIA.Mat ☎
CIA Reinsurance Treatment CIA.Reins ☎
CIA Disclosure CIA.Disclosure ☎
BC Credit
CIA DCAT CIA.DCAT ☎ 2017 ☎ 2013
CIA Models CIA.Models ☎
Agricultural Programs Chev.Agric study kit
Davidson Dav.NonPec ☎
Dibra and Leadbetter Dibra.Fail ☎
Dutil Dutil.FA ☎
EY ICBC.Affordable ☎
Feldblum Feld.RtAgs ☎
FSCO Private Auto FSCO.PPA ☎
FSCO Reg. 664 FSCO.664 same reading, new exclusions ☎ 2016 2015
FSCO UBI FSCO.UBI ☎ 2016 ☎ 2013
FSCO Coverages FSCO.Covgs ☎
Freihaut and Vendetti Frei.RskTrans ☎
CAS.GovtIns ☎
Harris Harris.Tort ☎
IFOA IFA.Solvency2 ☎
IBC Code of Conduct IBC.Code ☎
IBC Flood IBC.Flood ☎
ICA ICA.Ch47 2017 study kit 2013
CIP Terrorism IIC.Terrorism ☎
IAA Risk IAA.RiskAdjs study kit
ICP 17 ☎
KPMG et al. study kit
KPMG PACICC KPMG.PACICC ☎ 2015, new sections ☎ ☎
KPMG Regulatory Oversight KPMG.RegOv study kit
Landmark Legal Land.Cases new cases new cases study kit
Marshall Marshall.Benefits ☎
Mayhall Mayhall.USreg Part I
Part II
McDonald McD.Intro study kit
Morneau Shepell Morn.Pension 2016 2011
MSA MSA.Ratios ☎ 2019 2018 2017
Noonan
CAS Financial Reporting Odo.FinReg Ed 5, not avail yet ☎
OSFI Corporate Governance OSFI.CorpGov ☎ 2018 ☎ 2017 ☎ 2013
OSFI Earthquake OSFI.Eqk ☎
OSFI AA OSFI.AA ☎
OSFI Stress Testing OSFI.Stress ☎
OSFI MCT OSFI.MCT ☎2019 ☎2018 ☎2016
OSFI Target Capital OSFI.TargCap ☎2017 ☎2015
OSFI Memorandum OSFI.MemoAA memo says will be updated, I doubt it ☎ 2019 ☎2018 ☎2017 2016
OSFI ORSA OSFI.ORSA ☎2017 ☎2015
OSFI Supervisory Framework OSFI.SupFrm ☎
OSFI Annual Return I OSFI.AR1 ☎ ☎ ☎
OSFI Annual Return II OSFI.AR2 ☎ ☎
PACICC PACICC.Comp ☎
Webel 1 Webel1.TRIA ☎
Webel 2 Webel2.TRIA ☎
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