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.

Lecture Slides

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.