What this course is

Focus

  • Interest theory & time value of money
  • Annuities, loans, bonds
  • Duration/convexity and interest-rate sensitivity
  • SOA Exam FM alignment + UEC pathway

UEC Pathway (Exam FM Credit)

A direct, practical view of how this course connects to SOA Exam FM credit (UEC).

  1. Enroll & follow the course plan
    Attend lectures, complete homework, and prepare for exams.
  2. Meet the required score/requirements
    Earn the required course score/requirements for UEC eligibility (see Syllabus).
  3. Receive FM exam credit via UEC
    Follow SOA/department instructions for the UEC credit process.
Note: UEC rules and thresholds follow the current SOA and department policy for the term.

Grading (based on last year)

FM credit / waiver (direct):

Course Materials (Public)

Canvas is the course hub

Homework, announcements, grades, and detailed logistics are managed in Canvas. This website focuses on public information and curated external resources.