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Investment and Finance Principles (SP5)

Specialist Principles

The aim of Investment and Finance Principles (SP5) is to develop a student’s ability to apply the main principles and techniques of actuarial management and control that are relevant to the management of investments.

It builds on material covered in earlier subjects to cover the key principles of evaluating investments, including the appropriate selection and effective risk management of a portfolio of investments which meet the needs of a particular investor. 

Investment and Finance Principles (SP5) core reading is available from the IFoA E-Shop or our tuition provider ActEd (BPP).

Resources for SP5

Past papers and examiners reports for SP5 

Exam format:
3 hours 15 minutes computer-based exam (Word)
Recommended study hours: