Individuals who join the IFoA having obtained the CAA qualification can continue their studies to Associate or Fellow of the IFoA. Along with the assessment requirements, these individuals are required to demonstrate their relevant work experience by completing PPD (personal and professional development).
The PPD requirement for CAA certified members is less than the requirement for IFoA students as CAA certified members have to complete a higher level of IFoA CPD (continuous professional development).
For CAA Certified members who are not looking to qualify as an Associate or Fellow, there is no annual PPD requirement.
PPD requirements for CAA certified members are as follows:
| Joiner Date |
Desired qualification level |
Minimum work experience required | Minimum competencies required* | Minimum number of formal learning hours |
|---|---|---|---|---|
| Prior 2 January 2019 | Associate | 12 Months |
1.1, 2.1 |
0 |
| Fellow | 36 Months |
1.1, 2.1 |
0 | |
| Post 2 January 2019 | Associate | 24 Months | 1.1, 2.1 | 0 |
| Fellow | 36 Months | 1.1, 2.1 | 0 | |
| Members who join after 2 January 2019 need to achieve Associate status first, and then progress to Fellowship after a further 12 months of PPD recording. | ||||
*Competencies 1.1 and 2.1 only need to be completed once before qualification, they do not need to be completed every year.
Complete the final sign off form
When Members are ready to transfer to either Associate or Fellow they should complete and send to us the below final sign off form to confirm they have completed all work experience requirements.
Related documents
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
We aim to respond to all enquiries within two working days.
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Events calendar
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TPR Climate Change Guidance Consultation
17 August 2021
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s Climate Change Guidance Consultation, which is seeking views on new guidance designed to help trustees meet tougher standards of governance in relation to climate change ri -
September 2021 - Exam Preparation Techniques Webinar
23 August 2021.
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This session will examine the megatrends and themes driving the Future of Work across the Financial Services industry, and how Covid-19 has accelerated new future work priorities with a particular focus on hybrid work and leadership mindset and capabilities. -
Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them. -
Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.
Louise Pryor, IFoA President, will chair this free-to-view session, in which Alex Darsley, TPR, Actuarial Regulatory Policy, will be discussing the regulator’s 
This session will examine the megatrends and themes driving the Future of Work across the Financial Services industry, and how Covid-19 has accelerated new future work priorities with a particular focus on hybrid work and leadership mindset and capabilities.
Internal audit is often the Cinderella of the audit world. It’s a regulatory requirement for insurance companies to have an internal audit function, so why not make it as useful as possible? This session will look at how to link an internal audit plan to the risk register, and how that helps audit committees and boards to spot problems and fix them.
Climate change is one of the greatest risks facing our world today. Addressing it will require multi-faceted solutions. Through this panel session, we will explore the different levers that can be used to meet net-zero targets including climate science and data, government engagement, and mobilising green finance.