Requirements to attain the FSA designation include exams, e–Learning courses and modules, a proctored project assessment, validation of educational experiences outside the SOA Education system (VEE), a professionalism seminar and the Fellowship Admissions Course.

Fellowship candidates choose a specialty track and complete the requirements of that track (must complete all requirements in a single track). Candidates have flexibility with regard to the order requirements are completed. However, the SOA has established a recommended order for each fellowship track, which is also reflected in the table below. Candidates should be aware that an examination/module may assume familiarity with material that is covered in any requirement that is recommended to come before that examination or module.

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Pathway Requirements

To see the requirements for the ASA designation or the CERA credential, click on the appropriate tab below.

ASA Requirements

CERA Requirements

FSA Requirements Candidates seeking to attain an FSA must also complete the ASA requirements. This is typically done in advance of beginning a fellowship track.

Candidates seeking to attain an FSA must also complete the ASA requirements. This is typically done in advance of beginning a fellowship track. Choose a specialty track below and complete the requirements in that column. All candidates must complete DMAC and FAC. The requirements in each track are listed in recommended order.

*ERM Module may be taken at any time, but should be taken prior to ERM or Investment risk Management Exam.

**May be taken before or at the same time as the previous item.

***If electing the ERM Module, may be taken at any time.

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