As the CIA qualification pathways are fully implemented between 2022 and 2025, certain transition provisions have been approved by the CIA’s Education and Qualification Council (EQC) to help candidates bridge the previous qualification requirements with the new ones.
We will continue to monitor, evaluate and adjust as needed to ensure that candidates have appropriate opportunities to complete their ACIA and FCIA designations with as few disruptions as possible.
Code
Date
Rule
ATR23-1
August 31, 2023
Deadline for completion of accredited courses to be used for individual University Accreditation Program (UAP) exam credits for Pathways 1 and 2.
ATR23-2
September 30, 2023
Deadline for final UAP exam credit applications.
ATR23-3
November 15, 2023
Deadline for FCIA applications using CAS COP completed in Canada before December 31, 2018, for credit toward the Practice Education Course (PEC) for Pathways 2 and 3.
ATR23-4
October 31, 2023
Deadline for completion of recognized actuarial degree (completed between June 30, 2015, and October 31, 2023) without mandatory courses to be eligible for the ACIA modules and ACIA Capstone Exam for Pathway 1.
ATR23-5
December 31, 2023
Deadline for successful completion of a recognized actuarial degree (completed between June 30, 2015, and October 31, 2023) and UAP credits (obtained by October 31, 2023) and/or SOA exams P, FM, IFM, LTAM, STAM and SRM, or CAS exams 1, 2, 3F, MAS-I and MAS-II (successfully completed by December 31, 2023) for exemption from ACIA Capstone Exam.
ATR23-6
December 31, 2023
Expiry of CIA Professionalism Workshop credit for the CAS COP completed in Canada before December 31, 2018.
ATR23-7
December 31, 2023
Deadline for successful completion of the SOA PA exam and 8 FAP modules (incl. assessments), or CAS online courses 1 and 2 and exam MAS-II, for credit for ACIA Modules 1 and 2.
ATR23-8
December 31, 2023
Deadline for Pathway 2 candidates from an actuarial organization not recognized by the CIA to complete SOA exam LTAM or STAM and eight FAP modules (incl. assessments), or CAS exam MAS-I or MAS-II and CAS online courses 1 and 2, for exemption from ACIA Modules 1 and 2 and the ACIA Capstone Exam.
Code
Date
Rule
ATR24-1
February 16, 2024
In effect: ACIA Module 2 or ATR23-7 required for all ACIA applications from Pathway 2 candidates.
ATR24-2
February 16, 2024
In effect: ACIA Modules 1 and 2 or ATR23-7 required for all ACIA applications from Pathway 1 candidates.
ATR24-3
February 16, 2024
In effect: ACIA Modules 1 and 2 and the ACIA Capstone Exam are required for all ACIA applications from Pathway 2 candidates with actuarial designations not recognized by the CIA, unless ATR23-8 is met.
Code
Date
Rule
FTR23-1
December 31, 2023
Deadline to complete track-specific PEC.
FTR23-2
December 31, 2023
Deadline for candidates in the SOA education system using Pathway 1 or Pathway 2 to complete Fellow-level education, including the PEC, to be exempt from PA or ACIA modules.
FTR23-3
November 15, 2023
Deadline for FCIA applications with PEC and CIA Professionalism Workshop credit using the CAS COP completed in Canada before December 31, 2018 (ATR23-3).
Code
Date
Rule
FTR24-1
June 2024
In effect: Advanced Professionalism and Leadership Course required if the PEC is not completed by December 31, 2023 (FTR23-1).
FTR24-2
August 16, 2024
In effect: Pathway 3A and Pathway 3B candidates must complete FCIA Track Module 2 if PEC not taken by December 2023 (FTR23-1).
FTR24-3
November 15, 2024
Deadline for FCIA applications with PEC credit using the US CAS COP and the CIA Professionalism Workshop, both completed before December 31, 2019.
FTR24-4
November 16, 2024
In effect: One CIA Fellowship exam required for Pathway 3B candidates from the SOA or CAS who took US-specific Fellowship examinations in life, retirement, group benefits and property and casualty.
Code
Date
Rule
FTR25-1
November 15, 2025
Deadline for FCIA applications for Pathway 3A and Pathway 3B candidates via the former mutual recognition agreement route with Canadian experience accrued before achievement of the first Fellow designation and using SOA or CAS Canadian content examinations.
FTR25-2
November 15, 2025
Deadline for FCIA applications using piecemeal credits for SOA and CAS Fellow-level educational activities and examinations for Pathways 1 and 2.
FTR25-3
November 15, 2025
Deadline to successfully complete one CIA Fellowship exam to have piecemeal SOA or CAS Fellow-level educational activities recognized beyond FTR25-2 for the purposes of Pathways 1 and 2.
It is important to note that only SOA and CAS Fellow level activities successfully completed prior to passing one FCIA exam will be eligible for credit.
