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Qualification Handbook

The IFoA Qualification Handbook is an essential document, bringing together key information, guidance and support for all Student members of the IFoA, and Associate members who are working towards Fellowship qualification.

The IFoA Qualification Handbook was previously referred to as the ‘Student Handbook’.

The Qualification Handbook provides you with the information you need to plan a successful pathway to qualification as an Associate or Fellow of the IFoA. 

Read the IFoA Qualification Handbook 

The Handbook gives you formal notification and explanation of IFoA regulations, policies and procedures relating to IFoA exams, and signposts relevant contact details and web links where you can find out more information, including:

  • How to qualify: This is the key information of the requirements to qualify as an IFoA Associate or Fellow, including, PPD and Professionalism Course requirements  
  • Preparing for your exams: An overview of how to prepare for, book and successfully sit your exams.
  • IFoA policy, procedures, resources and support: An overview of IFoA policies and procedures you need to be aware of throughout your qualification route and the range of support and resources available to you when you join the IFoA.

Please make sure you read the Qualification Handbook.

The Qualification Handbook sits alongside IFoA regulations and guidance relating to IFoA exams, including;

You can find the practical instructions of how to sit an IFoA exam in our Examination Handbook.

This handbook and any revisions will be published in September each year.  If we make any significant revisions to an edition of the Qualification Handbook, we will notify you.  

We hope that our Qualification Handbook will provide support for you to achieve qualifications regarded as a premium qualification in actuarial science and wish you a successful and enjoyable experience as you study and qualify with the IFoA.

Contact Details

Member Services Team

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.

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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

    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

    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.