You can refer to the domestic actuary qualification examination to see the subjects that actuaries need to take.
Actuary examination course *** 10, including 3 compulsory courses and 7 elective courses. Candidates must pass 3 compulsory courses and 2 elective courses. The contents of the three compulsory courses mainly involve the management, finance, investment, insurance regulations, taxation and financial system of insurance companies in China. Two elective courses are different directions of insurance business.
The examination questions are in the form of standard questions and written answers, and the examination adopts the credit system. Candidates who pass all the basic courses and get 270 credits can get the certificate of quasi-actuary examination. Actuary advanced course exam *** 130 credits, 90 credits required and 40 credits optional. Candidates must have professional training requirements after passing all courses. Candidates should be instructed by a senior actuary in China, work in the professional field for two years, and have a professional report. Only after passing the defense can you get the actuarial examination certificate.
Basic course of quasi-actuary examination
Of course not. Remarks on course name, credit examination time
00 1 Basic Mathematics I 30 3 Required Test
002 Mathematics Foundation II 30 3 Required Test
003 compound interest mathematics 20 2 compulsory test
004 actuarial mathematics of life insurance 50 4 compulsory examination
005 Risk Theory 20 2 Required Test
006 Life Table Foundation 30 3 Requirements Test
007 actuarial practice of life insurance 30 3 compulsory examination
008 actuarial mathematics and practice of non-life insurance 30 3 compulsory examination
009 Comprehensive Economic Basis 30 3 Required Test
Advanced actuarial examination course
Of course not. Remarks on course name, credit examination time
0 1 1 Financial303 is required.
0 12 insurance regulations 30 3 required examination
0 13 asset/liability management 30 3 required.
0 14 social security 20 3 elective examination
0 15 actuarial practice of personal life insurance and annuity 20 3
0 16 Advanced Non-life Insurance Actuarial Practice 20 3 Selected Examination
0 17 group insurance 20 3 elective examination
0 18 accidental injury and health insurance 20 3 elective examination
0 19 investment science 20 3 selected examination
020 Pension Plan 20 3 Elective Examination
Note: 1: Those who have passed the SoA or the series of courses of the British Actuarial Society 100 are exempted from taking six courses (course 00 1-006).
Note 2: The first examination was held on June 5438+1mid-October, 2000, and there were 6 test sites in Beijing, Shanghai, Guangzhou, Changsha, Xi 'an and Chengdu.
The relevant matters concerning the registration of the qualification examination for actuaries in China in 2003 are hereby notified as follows:
1. Registration time: June 1 to June 20th. Considering the SARS epidemic, this year's exam applicants will take various forms such as field registration and email registration at the test center. Online candidates can download the registration form through China Actuary Network (www.china-actuary.net), and then register at the examination center.
2. The applicant must provide one of the following valid personal identification documents: China People's Identity Card or Passport, China People's Liberation Army and Armed Police Force active officer's card, soldier's card, civilian cadre's card, military officer's card transferred to other jobs in the same year, or Hong Kong and Macao resident's identity card, Taiwan Province compatriots' passport to and from the mainland, and foreigner's passport.
At the same time, provide the original and photocopy of personal education certificate, and provide the student ID card and its photocopy for college students. Candidates who register online or by mail only need to provide relevant copies, but they must show the original documents during the exam.
Three one-inch bareheaded recent photos of the same edition should be provided at the time of registration.
4. The registration examination fee should be paid at the time of registration. The registration fee for each course is RMB 65,438+000, which is non-refundable.
Five, candidates should fill in the examination registration form in duplicate, because of false, fraud, registration is invalid.
7. Candidates can apply for 0 1-09 subject of quasi-actuary and 01,0 12, 0 17 subject of actuary, which will be valid for a long time after passing the examination.
Eight, in order to make every candidate have an equal chance of success, the exam uses designated calculators, the models are: Hp6s solar and Canon F603.
9. Candidates who attend the senior actuary course in China can contact lu23@sohu.com directly if they need to book study materials.
Ten, the examination in the China Insurance Regulatory Commission approved the Chinese actuary qualification examination center below registration.
1, Beijing: China Actuary Qualification Examination Center, Central University of Finance and Economics
Address: Department of Insurance, Central University of Finance and Economics, No.39, Peking University South Road
Postal code: 10008 1
Tel: 0 10-62288627, 62288076
E-mail :jss@cuse.edu.cn.
2. Tianjin: China Actuary Qualification Examination Center of Nankai University.
Address: Department of Risk Management and Insurance, Tianjin Nankai University
Postal code: 30007 1
Tel: 022-23509 1 13.
E-mail :liyongquan@eyou.com
3. Shanghai: China Actuary Qualification Examination Center of Fudan University.
Address: Department of Mathematics, Fudan University, No.220 Handan Road, Shanghai
Postal code: 200433
Tel: 02 1-65642343
E-mail :moffice@fudan.edu.cn
4. Wuhan: China Actuary Qualification Examination Center of Wuhan University.
Address: Business School of Wuhan University, Luojiashan, Wuchang District, Wuhan
Postal code: 430072
Tel: 027-87682 134
5. Guangzhou: China Actuary Qualification Examination Center of Sun Yat-sen University.
Address: No.0/35, Xingang West Road, Guangzhou.
Postal code: 5 10275
Tel: 020-84 1 14060
E-mail :actuary@lingnan.net
6. Chengdu: China Actuary Qualification Examination Center of Southwestern University of Finance and Economics.
Address: School of Insurance, Southwestern University of Finance and Economics, No.55 Guanghua Village Street, Chengdu, Sichuan.
Postal code: 6 10074
Tel: (028)87352399
7. Hefei: China Actuary Qualification Examination Center, University of Science and Technology of China.
Address: Department of Statistics and Finance, China University of Science and Technology, Hefei.
Postal code: 230026
Tel: (055 1)3602243, 360 100 1.
E-mail :wzq@ustc.edu.cn
8.Xi 'an: China Actuary Qualification Examination Center, School of Economics and Finance, Xi Jiaotong University
Address: No.74 Yanta West Road, Xi City
Postal code: 7 1006 1
Tel: 029-52769 17, 527685 1.
E-mail :lms6553@mail.xjtu.edu.cn
9. Chongqing: China Actuary Qualification Examination Center, School of Mathematics and Science, Chongqing University.
Address: School of Mathematics and Science, Chongqing University, Zheng Sha Street 174, Shapingba District, Chongqing.
Postal code: 400044
Tel: 023-65 10252 1
E-mail :zhengmind@cqu.edu.cn
10, Nanjing: China Actuary Qualification Examination Center of Nanjing University Business School
Address: Department of Finance, Business School, Nanjing University, No.22 hankou road, Nanjing.
Postal code: 2 10093
Tel: 025-359388 1
E-mail :bxkshzx@nju.edu.cn
1 1. Hong Kong: China Actuarial Qualification Examination Center of the Actuarial Society of Hong Kong.
Office address: Fortune Center/Building KLOC-0/Room KLOC-0/806, 89 Queensway, Hong Kong.
Tel: 852-2 14794 18.
E-mail :patkum@netvigator.com
Candidates are free to choose the test center to register and take the test at the test center, and can ask questions related to the test center. & lt/P & gt； & LTP>-Actuarial Committee of insurance association of china.
The subjects and examination contents are as follows:
1. Subject name: Mathematical Basis
1, account code: 0 1
2. Examination time: 3 hours
3. Examination form: standardized test questions
4. Examination content:
(1) calculus (score ratio: 45%)
Function, limit, continuity
The concept and nature of function inverse function compound function implicit function piecewise function basic elementary function nature elementary function sequence limit and function limit concept function left and right limit infinitesimal and infinite concept and their relationship infinitesimal comparison limit four important limits of operation.
The concept of continuity and discontinuity of functions Properties of continuous functions on closed intervals of elementary functions
Differential calculus of univariate function
Concept of derivative, relationship between derivability and continuity, four operations of derivative, derivative of basic elementary function, derivative of complex variable function, inverse function and implicit function, concept and operation rule of differential in approximate calculation, application and application of Rolle theorem and Lagrange mean value theorem, maximum and minimum of extremum function diagram of Lobida's law, monotone function, inflection point and asymptote function.
Integral calculus of unary function
The concept of original function and indefinite integral The basic properties of indefinite integral The basic integral formula The mean value theorem of definite integral The concept and basic properties of defining integral and derivative on definite integral variable Newton-Leibniz formula The substitution integral method of indefinite integral and definite integral and the concept of partial integral Generalized integral and the application of calculating definite integral.
Multivariate function calculus
The concept of multivariate function, the limit and continuity of binary function, the concept and calculation of partial derivative of binary continuous function in bounded closed interval, the derivation method of multivariate composite function and implicit function, the concept and basic properties of extreme value and conditional extreme value, the maximum and minimum values of high-order partial derivative fully differential multivariate function, and the tangent equation and normal equation of simple double integral calculation curve in unbounded region.
infinite series
Basic Properties and Necessary Conditions of Convergence and Divergence of Constant Term Series; Determination of Convergence and Divergence of Geometric Series and P Series; Absolute Convergence and Conditional Convergence of Arbitrary Term Series; Concept Convergence Radius and Convergence Interval of Leibniz Theorem; Basic Properties of Power Series Sum Function in Convergence Interval; Solution of Simple Power Series Sum Function; Power Series Taylor Series and Ma Kraulin Series of Elementary Function
(2) Linear Algebra (score ratio: 30%)
decisive factor
The definition of n-order determinant, the properties of determinant, and the calculation of determinant by row (column) Clem rule
matrix
Definition of matrix and elementary transformation of operation matrix Rank of elementary matrix Solution of invertible matrix and inverse matrix of several special matrices
linear system of equations
Elimination method for solving linear equations n-dimensional vectors and linear relationship between vectors Structure of solutions of linear equations
vector space
Kernel of inner product linear transformation and orthogonal transformation and linear transformation of base vector and dimension vector from vector space to quantum space
Eigenvalues and eigenvectors of matrices
The concepts and properties of eigenvalues and eigenvectors of matrices are similar. The eigenvalues and eigenvectors of general matrices are similar to those of conditional real symmetric matrices of diagonal matrices.
square
Quadratic form and its matrix represent the contraction quadratic form of linear substitution matrix, which is a positive definite quadratic form and a positive definite matrix.
(3) Numerical analysis (score ratio: 10%)
interpolation method
Uniqueness and Error Analysis of Lagrange Interpolation Polynomial; Lagrange Interpolation Difference Quotient and Newton Interpolation Successive Linear Interpolation (Cubic Spline Interpolation)
A direct method for solving linear equations
Norm and condition number of triangular decomposition matrix of Gaussian elimination matrix
iterative method
Simple iterative method and Newton iterative method for nonlinear equations Jacobian iterative method and Gauss-Cedell iterative method for linear equations.
Numerical integration and numerical differentiation
Numerical quadrature formula and basic numerical differential formula
(4) operational research (score ratio: 15%)
linear programming
Concept of solutions to canonical linear programming problems of linear programming problems Simplex method (including big M method and two-stage method) Matrix dual theory of simplex method Shadow price dual sensitivity analysis of simplex method
integer programming
Dynamic programming
Basic problems of dynamic programming for multi-stage decision-making problems and basic theorems of dynamic programming for basic equations Solution of discrete deterministic dynamic programming model Solution of discrete stochastic dynamic programming model
queuing theory
The basic concept of queuing theory: the input and output of life and death process; The situation of a single service desk; M/M/I model; The situation of multiple service desks; M/M/C mode.
theory of decision-making
Decision-making under risk (decision criteria of maximum income and expectation, decision criteria of minimum opportunity loss and expectation) Decision-making under uncertainty (possibility method such as optimism method, pessimism method, regret value decision method, optimism coefficient method) Utility curve types and applications of decision tree method.
5, reference books:
Lectures on Advanced Mathematics edited by Fan Yingchuan Higher Education Press (Part II Mathematical Analysis).
Linear Algebra Hu Xianyou Sichuan People's Publishing House
Li Qingyang, Wang Nengchao, Yi Dayi Numerical Analysis Huazhong University of Science and Technology Press, 3rd Edition,198665438+February.
Operations Research (Revised Edition) 1990 Teaching Material Compilation Group of Operations Research Tsinghua University Publishing House
In addition to the above reference books, you can also refer to other reference books at the same level.
(2) Subject Name: Mathematical Basis
1, account code: 02
2. Examination time: 3 hours
3. Examination form: standardized test questions
4. Examination content:
(1) probability theory (score ratio: 45%)
Significance of event, sample space and probability space Calculation method of typical probability types Calculation method of conditional probability Using full probability formula and Bayesian formula to solve the significance of statistical independence of probability problems. The independence of events and the numerical characteristics (mathematical expectation, variance, covariance and moment) of random variables in solving probability problems and distribution functions by using independent conditions. The order of the characteristic function of random variables can be used to solve the distribution table (discrete: binomial distribution, Poisson distribution, geometric distribution, etc. ) distribution function and its mathematical expectation and variance (continuous: uniform distribution, exponential distribution, г-distribution, normal distribution, t- distribution, F distribution, χ2 distribution, etc. ) is a discrete random variable. Joint Distribution Law Joint Distribution Function and Joint Density Function Marginal Distribution Law Marginal Distribution Function and Marginal Probability Density Conditional Probability Density Sum Solving Conditional Probability Law of Large Numbers and Central Limit Theorem Chebyshev Inequality Using the transformation of random variables, the density function and probability of new variables are obtained.
(2) Mathematical statistics (score ratio: 35%)
Basic concepts of mathematical statistics Sample (subsample) population (parent) statistics Sample moment order statistics and empirical distribution function Two commonly used methods (moment method and maximum likelihood estimation method) Unbiasedly estimate the distribution of linear function of concept normal population sample and its mathematical characteristics χ2 distribution, density function and its expectation of T distribution and F distribution, sample variance of sample mean distribution and variance The Kochlen theorem assumes the parameters of empirical normal population (mean, Variance) test method χ2 test method of polynomial distribution and independence test of simultaneous table generalized likelihood ratio test linear model and parameter β least square estimation residual sum concept and its related properties parameter β hypothesis test method and its confidence interval construction and prediction of linear regression function of Y Some concepts in one-way variance analysis of X, the construction and estimation of variance analysis table and the concept efficiency of effective estimation (unbiased estimation), the properties of maximum likelihood estimation of complete statistics and the basic steps of Bayesian method for parameter estimation; Bayesian estimation of parameters under quadratic loss function and its calculation method Some basic concepts and distributions of hypothesis testing and Naiman-Pearson basic lemma order statistics.
(3) Applied Statistics (score ratio: 20%)
Least square estimation of parameters of multivariate linear regression model Hypothesis test and confidence interval fitting degree and F test of multivariate linear regression model heteroscedasticity problem sequence correlation problem multivariate nonlinear regression model exponential smoothing model moving average model ARMA model and ARIMA model autocorrelation function and partial autocorrelation function regression model prediction interval of time series model.
5, reference books:
The first volume of probability theory, People's Education Press, Fudan University, April 1979, 1 edition.
Probability Theory Volume II (Volume I and Volume II) People's Education Press Fudan University August 1979 Edition 1.
Probability Theory and Mathematical Statistics, edited by Chen Xiru, University of Science and Technology of China Press, March 2000, 1 edition.
Applied Linear Regression (USA), translated by S.Weisberg, Wang Jinglong and Liang Xiaoyun. China Statistics Publishing House 1 March 19981Edition.
In addition to the above reference books, you can also refer to other reference books at the same level.
(3) Subject Name: Compound Interest Mathematics
1, account code: 03
2. Examination time: 2 hours
3. Examination form: standardized test questions
4. Test content: interest theory.
5. Reference book: Interest Theory (Chinese actuary qualification examination book) edited by Liu Nankai University Press, September 2000 1.
(4) Subject name: actuarial mathematics of life insurance.
1, account code: 04
2. Examination time: 4 hours
3. Examination form: standardized test questions
4. Examination content: actuarial mathematics of life insurance.
5. Reference book: Life Insurance Actuarial Mathematics (compiled by China Actuarial Qualification Examination), edited by Lu Fangxian and Zeng, Nankai University Press, first edition, June 2006, 5438+0.
(5) Risk theory
1, account code: 05
2. Examination time: 2 hours
3. Examination form: standardized test questions
4. Examination content: risk theory and non-life insurance actuarial Chapter 1, Chapter 4, Chapter 5, Chapter 6, Chapter 7 and Chapter 8.
5. Reference book: Risk Theory and Non-life Insurance Actuaries (edited by Xie Zhigang and Han Tianxiong), Nankai University Press, September 2000, 1 edition.
(VI) Basis of Life Table
1, account code: 06
2. Examination time: 3 hours
3. Examination form: standardized test questions
4. Examination content: the theory of life table construction.
5. Reference book: Structure Theory of Life Table (compiled by China Actuary Qualification Examination), edited by Zhou,,, Nankai University Press, March 5438+0, 1 edition.
(7) Actuarial practice of life insurance
1, account code: 07
2. Examination time: 3 hours
3. Examination form: standardized test questions and questions.
4. Examination content: actuarial practice of life insurance.
5. Reference book: Actuarial Practice of Life Insurance (for China's actuary qualification examination), edited by Li Xiufang, Nankai University Press, September 2000, version 1.
(8) Subject name: actuarial mathematics and practice of non-life insurance.
1, account code: 08
2. Examination time: 3 hours
3. Examination form: standardized test questions and questions.
4. Examination content: Chapter 1, Chapter 2, Chapter 3, Chapter 9, Chapter 10, Chapter 11 and Chapter 12 of Risk Theory and Non-life Insurance Actuarial.
5. Reference book: Risk Theory and Non-life Insurance Actuaries (Chinese actuary qualification examination book), edited by Xie Zhigang and Han Tianxiong, Nankai University Press, September 2000, p. 1 edition.
(9) Subject Name: Basis of Comprehensive Economics
1, account code: 09
2. Examination time: 3 hours
3. Examination form: standardized test questions and questions.
4. Examination content:
(1) Economics (score: 40%)
I. Microeconomics
Supply and demand theory, consumer theory, enterprise behavior and industrial organization (manufacturer theory of competitive and non-competitive market types), externalities and public goods.
B. Macroeconomics
National income accounting system National income determines monetary and financial system IS-LM model Macroeconomic policy theory (fiscal policy monetary policy) Inflation and unemployment theory economic fluctuation.
(2) Finance (score ratio: 35%)
I. Money banking business
Money and monetary system credit financial market financial institution system deposit money bank central bank money demand money supply
B. International financing
Balance of payments and its adjustment mechanism: adjustment policy and traditional balance of payments adjustment theory: new balance of payments theory; Exchange rate and foreign exchange market; Exchange rate determination and exchange rate system; Foreign exchange risk and exchange rate forecast; The evolution of international reserve and international monetary system.
(3) Financial management and accounting (score ratio: 25%)
Financial system cost accounting fund management business accounting profit accounting statement accounting statement analysis.
5, reference books:
Course of Modern Western Economics (Volume I and II), edited by Wei Yun, Cai Jiming, Liu Junmin and Liu Xin, Nankai University Press, 1992, 1.
Money and Banking (national key textbook) edited by Huang Da, Renmin University of China Press, 1999, the first 1 edition.
International Finance, edited by Biaoru Chen et al., Southwestern University of Finance and Economics Press, 2nd edition, 1997, 1.
Financial Management, edited by Lu Jiayi and Jiang Ji, Tsinghua University Publishing House, April 1997, 1 edition.
Accounting, edited by Zhang Wenxian, Fudan University Press, September 1999 1.
References:
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