You are here

Other Actuarial Associations (Route B)

If you have completed examinations with an actuarial association that the IFoA has an agreement with, you may be eligible to apply for exemptions from some of our examinations.

If you are not sure which IFoA examination exemptions your qualification makes you eligible to apply for, you can search for your qualification using our Find my exemptions search tool.

You can find the Find my Exemption search tool by logging in to the IFoA website and clicking on My Account. In the My Account area, select My Exams and then Exam Exemptions, where you will find the Find my Exemptions search tool.

If you are applying for IFoA examination exemptions on the basis of a qualification you achieved before 2016, please contact education.services@actuaries.org.uk. to request an application form. For students holding qualifications after 1st January 2016, details on how to apply are below. 

Who can apply for exemptions from other Actuarial Associations?

If you joined the IFoA as a Student member on or before the 31 July 2019, you may be eligible to apply online for exemptions from IFoA examinations for examination passes you achieve with other actuarial associations between January 1 2019 and December 31 2021.

Exams must be sat before 31st December 2021. We will accept exam passes if the results of the eligible exams are published in 2022. 

If you have examination passes with:

  • The China Association of Actuaries, or
  • The Casualty Actuary Society

Please contact our Education Services team, who will assist you with your application.

If you have examination passes with:

  • The Actuarial Society of South Africa (ASSA), or
  • The Actuaries Institute, Australia (AIA), or
  • The Institute of Actuaries India (IAI) - we do not accept exam exemption applications for examination passes from the IAI December 2018 exam session, or
  • The Society of Actuaries (SOA)

You can apply for IFoA examination exemptions using our online application tool.

If you joined the IFoA after the 31st July 2019, you will not be able to apply for exemptions from IFoA examinations, however, please see the Transfer of Prior Learning category below. If you joined the IFoA on or before 31 July 2019, but subsequently resigned or lapsed your membership, for a short period of time ( normally less than 12 months), you should contact Education Services to discuss your case.

Transfer of Prior Learning

If you joined the IFoA between the 31 July 2019 and 29 January 2020 please contact Education Services to discuss Transfer of Prior Learning. Please note that after the 1st August 2021 the IFoA will not consider Transfer of Prior Learning applications for those joining between 31st July 2019 and 29th January 2020. 

Before you apply

If you are not sure which IFoA examination exemptions your qualification makes you eligible to apply for, you can search for your qualification using our Find my exemptions search tool.

You can find the Find my Exemption search tool by logging in to the IFoA website and clicking on My Account. In the My Account area, select My Exams and then Exam Exemptions, where you will find the Find my Exemptions search tool.

If you know which IFoA examination exemptions you would like to apply for, you can apply for these exemptions using the Apply for Exemptions tool in the My Account area of our website.

As part of the online application process you will be asked to upload the following documents listed below:

  • A certified copy of official proof of the qualification which you sat and passed with another Actuarial Association body (results letter not pass lists)

If your examination passes are from the Actuarial Society of South Africa, you must include a certified copy of your exam history letter.

If your examination passes are from the Society of Actuaries (SOA), you will also need to upload certified copies of individual grade slips of each exam passed with SOA.

The person certifying the document must include the following details:

  • Full name in CAPITAL letters, position, address and telephone number of the company/firm/practice or employer
  • Actuarial Reference Number or membership number (if applicable)
  • The date the documentation has been witnessed
  • To be written on the documentation: ‘I certify this is a true copy of the original document as seen by me

Evidence of payment

If you are making payment by bank transfer, you will also be asked to upload evidence of payment of the total cost of your exemption fees.

You can find cost of applying for IFoA examination exemptions listed on our Exam fees and fees for other education services web page.

How to apply

  1. You can apply for IFoA examination exemptions using our Apply for Exemptions tool in the My account area of the IFoA website. Log in to the IFoA website and click on My Account. In the My Account area, select My Exams and then Apply for Exemptions.
  2. You will be asked to select the route which you are using to apply for your exemption (Route B). You will then be asked to select your Actuarial association and your qualification. This will take you to a list of exemptions that you are eligible to apply for.
  3. Once you have selected the exemptions you wish to apply for, you will be asked to make a payment. You can pay by card or by bank transfer. If you choose to pay by ban transfer you will be asked to upload evidence of the payment before you can submit you application.
  4. Once you have made you payment, you will be asked to upload the required documentation listed above (see Before you apply). Once you have uploaded the required documentation you will be asked to agree to the applicant’s declaration. When you have agreed to the applicant’s declaration you will be able to submit your application.

You will receive an email confirming that you application has been received and is being processed.

You can track the progress of your examination exemption application using the Track my Exemption tool in the Exam exemptions area in the My account area of the IFoA website.

You have until 31 December 2022 to claim your exemption with the IFoA. 
 

Apply for IFoA examination exemptions
 

Contact Details

Member Services Team

memberservices@actuaries.org.uk

Institute and Faculty of Actuaries, 1st Floor, Park Central, 40/41 Park End Street, Oxford, OX1 1JD

+44 1865 268207

We aim to respond to all enquiries within two working days.

Filter or search events

Start date
E.g., 24/10/2021
End date
E.g., 24/10/2021

Events calendar

  • The Growth Mindset for Actuaries

    13 October 2021 - 8 December 2021

    Fully booked.

    This practical course is aimed at actuaries at any stage of their career who want to develop their own growth mindset and apply it to their work setting and personal or professional lifelong learning. The content of the course builds on the lecture given by Dr Helen Wright on Growth Mindset as part of the President’s 2021 Lecture series, and will be delivered over a period of 2 months, from mid-October to early December.

  • Spaces available

    The importance of biodiversity for finance, business and policy is being increasingly recognised. While many studies highlight the overall economic impact that biodiversity loss could have, it is much more difficult to quantify and understand the particular impact that is may have on individual businesses or communities. The management and measurement of these risks is a field where actuaries are well placed to contribute.

  • Spaces available

    The climate crisis and the degradation of our planet will affect societies everywhere. How we address these threats will require solutions that transcend borders. As a global profession, the actuarial community is well-placed to consider and propose effective risk management solutions to help manage the climate crisis.

  • GIRO 2021 Webinar Series

    Online
    8 November 2021 - 19 November 2021
    Spaces available

    Join leading experts to discuss key issues, emerging ideas and new research across the general insurance sector.

  • Spaces available

    This is a free webinar with an expert panel providing their views on the ongoing IFoA consultation for proposals regarding changes to the regulatory framework on climate change and sustainability.

    The regulatory consultation sets out, for feedback some proposed approaches that the IFoA are considering in relation to charter commitments under the UK’s Green Finance Education Charter (GFEC) and the regulatory framework, including the Actuaries’ Code.

  • Life 2021 Webinar Series

    Online
    22 November 2021 - 26 November 2021
    Spaces available

    Join leading experts to discuss key issues, emerging ideas, and new research across the Life insurance sector.

  • Spaces available

    Content will be aimed at all actuaries looking to understand the issues surrounding mental health in insurance and in particular those looking to ensure products and processes widen access for, and are most useful to, those experiencing periods of poor mental health.