Course on Professionalism

The Course on Professionalism is designed to make the candidate aware of the requirements of the CAS and AAA regarding the conduct of the actuary in the performance of his or her duties

Course on Professionalism Registration Announcements:

  • Registration for the in-person June Courses on Professionalism will open on March 7 at noon for Candidates that meet the below eligibility requirements. Registrations will be taken on a first come/first register basis based on exam status. Please visit the drop-down menu below for details on each offering, eligibility requirements and registration links (posted at noon on March 7).
  • Virtual COP Application Now Open – The CAS will offer one Virtual COP in June 2023. Candidates will need to fill out an application providing information why attending an in-person course would be a challenge. The CAS will make every effort to accommodate those candidates through a virtual course, however, completion of the application does not guarantee a spot in a specific virtual course If the number of approved applications exceeds capacity the CAS will look at offering additional virtual courses. Please see details below for the Virtual Course application and registration process.
  • Asia COP - Registration for the Virtual Asia COP opened January 31 (GMT+8). See details below for registration eligibility and process.

Upcoming CAS Course on Professionalism

Upcoming Courses:

  • May 24-26, 2023 (GMT+8) – Virtual Asia COP, Teams (SOLD OUT)
     
  • June 20-21, 2023 – Virtual US COP, Teams*
  • June 12-13, 2023 – In-Person, Philadelphia, PA - Register
  • June 26-27, 2023 – In-Person, Chicago, IL (SOLD OUT)

*Application Required, see details in drop down menu.

Canadian Candidates

Important update on recent changes to the CIA Qualification Requirements for Property and Casualty  candidates: Effective in 2019, all Canadian property and casualty (P&C) candidates are required to have successfully completed the CIA Professionalism Workshop for qualification as a requirement for Associate of the CIA (ACIA), and will have to successfully complete the Practice Education Course (PEC) for qualification as a Fellow of the CIA (FCIA). Both courses are accepted to receive credit for the CAS Course on Professionalism, a requirement for Associate of the CAS (ACAS).

P&C candidates who completed the Canadian version of the CAS Course on Professionalism (COP) by December 2018 are exempt from these requirements.

The CAS will accept successful completion of the CIA's Professionalism Workshop (PW) in addition to the Practice Education Course (PEC) in Canada as meeting the requirements for the CAS Course on Professionalism (COP).

Questions

If you have any questions or need additional information, contact the CAS Office at (703) 276-3100 or via email at meetings@casact.org.

Course Information

May 24-26, 2023 | Asia Virtual Course (SOLD OUT)

Registration Fees

Registrations will be taken in the following order:

Registration Opening January 31 at 9:00 AM (GMT+8):

  • Credit for any six (6) actuarial exams in the 2022 education structure-regardless of Internet courses or VEE status.

Registration Opening February 3 at 7:00 AM (GMT+8):

  • Credit for any five (5) actuarial exams AND three (3) out of four (4) non-exam requirements: Online Course 1, Online Course 2, VEE Accounting and Finance and VEE Economics.

Note: For this eligibility prerequisite, the actuarial exams are Exams 1, 2, 3F, MAS-I, MAS-II, 5 and 6.

For this eligibility prerequisite, the actuarial exams are Exams 1, 2, 3F, MAS-I, MAS-II, 5 and 6. Attendance for each virtual course is limited to 36 participants. Priority will be given to candidates based on current progress towards ACAS. In order to successfully participate in the Asia virtual COP, candidates will need a strong internet connection and a personal device with a web camera, keyboard, and microphone. There will be additional required pre-work to be completed for the virtual course.

The registration fee for the Asia Virtual COP is $625.00 (US).


Attendance

Please note that the same professionalism standards that are set for the in-person COP will be held for the virtual offerings.

Candidates will be expected to attend and actively participate in the full course in order to receive the professionalism credit.


Cancellations

Registration fees will be refunded for cancellations received by May 1, 2023 less a $100 processing fee. Only written cancellations will be honored, and they will be accepted by fax at (703) 276-3108 or by email to refund@casact.org.


Preliminary Requirements

All registered candidates will be required to view presentations on each of the ASOPs before attending the in-person course. These presentations, termed e-modules, consist of a series of slides with audio to guide you through the ASOP presentations. Each presentation contains questions placed throughout the slides that will need to be answered correctly in order to proceed and complete the presentation. Completion of each e-module for each candidate will be tracked by the CAS; in order to successfully complete the Course on Professionalism all presentations for the May Asia COP must be viewed Monday May 8, 2023.

A link for these presentations will be emailed to you post registration. This requirement will take approximately three hours in total to complete. Additional pre readings will need to be completed in addition to the e-module requirement.>

In addition, candidates will be required to complete pre-work on communication skills topics and should be prepared to use these skills during the course.


Attire

The attire for the Course is business casual.


Additional Information

If you have any questions or need additional information, contact the CAS Office at (703) 276-3100 or via email at blin@casact.org or meetings@casact.org.


Purpose

Candidates must successfully complete the Course on Professionalism to achieve the designation: Associate of the Casualty Actuarial Society.


Learning Objectives

The Asia Course on Professionalism is designed to make the candidate aware of the requirements of the CAS regarding the conduct of the actuary in the performance of his or her duties. After working through the pre-work and taking the Course, the candidate completing the Course should know:

  1. The Code of Professional Conduct and how to apply it in everyday work.
  2. The importance of the applicability of the Code of Professional Conduct to members of the profession at all levels and areas of practice given the self-regulating nature of the actuarial profession.
  3. What types of formal professional guidance are applicable to the Casualty Actuary, and which organizations are responsible for promulgating them.
  4. The potential consequences of violations of the Code of Professional Conduct or other formal professional guidance.
  5. Basic business communication skills and show familiarity with the skills necessary to communicate actuarial topics to actuarial and non-actuarial audiences.
  6. The function of organizations that promulgate formal professional guidance.
  7. How an actuary who violates professional standards may be counselled or disciplined.
  8. How an actuary should handle an apparent material violation of formal professional guidance by another actuary.
  9. The requirements for continuing professional education for the jurisdiction relevant to the Actuary's practice.
June 12-13, 2023 | In-Person Course - Philadelphia, PA

Register

Loews Philadelphia Hotel
1200 Market Street
Philadelphia, PA 19107-3788

(Reservation details will be emailed to registered candidates.)

Monday, June 12, 2023 - 8:00 AM (PT) – 5:00 PM (CT)
Tuesday, June 13, 2023 - 8:00 AM (PT) – 3:30 PM (CT)


Registration/Fees

Registrations will be taken in the following order:

Registration opens March 7 at noon.

  • Credit for any six (6) actuarial exams in the 2022 education structure, regardless of Internet courses or VEE status.
    OR
  • If you do not have credit for exam 3F: Credit for any five (5) actuarial exams in the 2023 education structure, regardless of DISC courses or VEE status.

OR

Registration opens March 9 at noon.

  • Credit for any five (5) actuarial exams AND three (3) out of four (4) non-exam requirements: Online Course 1, Online Course 2, VEE Accounting and Finance and VEE Economics in the 2022 education.
    OR
  • If you do not have credit for exam 3F: Credit for any four (4) actuarial exams AND four (4) out of five (5) non-exam requirements: DISC RM, DISC IA, DISC DA, VEE Accounting and Finance and VEE Economics in the 2023 education.

Note: For this eligibility prerequisite, the actuarial exams are Exams 1, 2, 3F, MAS-I, MAS-II, 5 and 6.

Attendance for the Philadelphia COP In-Person Course is limited to 60 participants. Note that sellouts do occur. Course applications will be accepted in the order in which they are received (within the noted eligibility guidelines), and a confirmation will be emailed to registrants after the registration payment is processed. Please allow the CAS office one week to process your registration. A receipt will be sent via email to all registrants.
 
The early registration fee for the in-person COP is $1,350 (US). Registrations received after May 1, 2023, will incur a late fee of $200.00.


Preliminary Requirements

  1. E-Modules – All registered candidates will be required to view presentations on each of the ASOPs before attending the in-person course. These presentations, termed e-modules, consist of a series of slides with audio to guide you through the ASOP presentations. Each presentation contains questions placed throughout the slides that will need to be answered correctly to proceed and complete the presentation. Completion of each e-module for each candidate will be tracked by the CAS; to successfully complete the Course on Professionalism all presentations must be completed by the date noted in your confirmation email.
  2. Communication Skills – Candidates will be required to complete pre-work on communication skills topics and should be prepared to use these skills during the course. This requirement takes approximately three hours.
  3. Pre-Readings – There are several pre-readings that will help candidates to become familiar with and prepare to discuss professionalism topics.

Attire

The attire for the course is business casual (no denim, no shorts, no athletic shoes), and as meeting room temperatures vary, it is recommended that you bring a sweater or jacket to the course.


Cancellations

Registration fees will be refunded for cancellations received by June 1, 2023, less a $200 processing fee. Only written cancellations will be honored, and they will be accepted by email to refund@casact.org.

June 20-21, 2023 | June Virtual Course

June 20-21, 2023 - Teams
Tuesday, June 20, 2023 - 9:00 AM (PT) – 5:00 PM (ET)
Wednesday, June 21, 2023- 9:00 AM (PT) – 4:30 PM (ET)

Application Now Open for Candidates with the following qualifications:


To be eligible for the US-based Course on Professionalism:

Credit for any six (6) actuarial exams in the 2022 education structure-regardless of Internet courses or VEE status.
OR
If you do not have credit for exam 3F - Credit for any five (5) actuarial exams in the 2023 education structure-regardless of DISC courses or VEE status.

OR

Credit for any five (5) actuarial exams AND three (3) out of four (4) non-exam requirements: Online Course 1, Online Course 2, VEE Accounting and Finance and VEE Economics in the 2022 education.
OR
If you do not have credit for exam 3F - Credit for any four (4) actuarial exams AND four (4) out of five (5) non-exam requirements: DISC RM, DISC IA, DISC DA, VEE Accounting and Finance and VEE Economics in the 2023 education.

Note: For this eligibility prerequisite, the actuarial exams are Exams 1, 2, 3F, MAS-I, MAS-II, 5 and 6.


Application Process

The CAS has resumed providing multiple in-person courses during the year in several locations across the United States. Expectations are that candidates will attend an in-person course if possible. Specific to the Course on Professionalism, the Professionalism Education Working Group feels that live interaction is a fundamental part of the learning and applying the professionalism and communications skills objectives of the course.

However, the CAS understands that there may be extenuating circumstances that make travel to an in-person course difficult. For this reason, we will continue to offer one virtual course per year with a limited number of 40 spaces.

Candidates will need to fill out an application ahead of registration providing information why attending an in-person course would be a challenge. The CAS will make every effort accommodate those candidates through a virtual course.  However, completion of the application does not guarantee a spot in a specific virtual course. If the number of approved applications exceeds capacity the CAS will look at offering additional virtual courses. 

Candidate applications that are accepted for the Virtual COP will be registered by CAS and invoiced. Confirmations for the Course will be sent once payment is received. Should an application for the Virtual COP not be accepted Candidates will receive an email from the CAS encouraging them to register for an in-person course. The CAS ask that Candidates allow ten business days to process applications and responses.

Application


Registration/Fees

Attendance for the Virtual COP is limited to 40 participants. Note that sellouts do occur. Course applications will be accepted in the order in which they are received (within the noted eligibility guidelines), and a confirmation will be emailed to registrants after the registration payment is processed. Please allow the CAS office ten business days to process your registration. A receipt will be sent via email to all registrants.
 
The early registration fee for the in-person COP is $1,025 (US). Registrations received after May 1, 2023, will incur a late fee of $200.00.


Preliminary Requirements

  1. E-Modules – All registered candidates will be required to view presentations on each of the ASOPs before attending the in-person course. These presentations, termed e-modules, consist of a series of slides with audio to guide you through the ASOP presentations. Each presentation contains questions placed throughout the slides that will need to be answered correctly to proceed and complete the presentation. Completion of each e-module for each candidate will be tracked by the CAS; to successfully complete the Course on Professionalism all presentations must be completed by the date noted in your confirmation email.
  2. Communication Skills – Candidates will be required to complete pre-work on communication skills topics and should be prepared to use these skills during the course. This requirement takes approximately three hours.
  3. Pre-Readings – There are several pre readings that will help candidates to become familiar with and prepare to discuss professionalism topics.

Attire

The attire for the virtual course is comfortable but appropriate clothing.


Cancellations

Registration fees will be refunded for cancellations received by May 25, 2023, less a $200 processing fee. Only written cancellations will be honored, and they will be accepted by email to refund@casact.org.

June 26-27, 2023 | In-Person Course - Chicago, IL (SOLD OUT)

The Westin Michigan Avenue Chicago
909 North Michigan Avenue,
Chicago, IL, 60611

(Reservation details will be emailed to registered candidates.)

Monday, June 26, 2023 - 8:00 AM (PT) – 5:00 PM (CT)
Tuesday, June 27, 2023 - 8:00 AM (PT) – 3:30 PM (CT)


Registration/Fees

Registrations will be taken in the following order:

Registration opens March 7 at noon.

  • Credit for any six (6) actuarial exams in the 2022 education structure, regardless of Internet courses or VEE status.

OR

  • If you do not have credit for exam 3F: Credit for any five (5) actuarial exams in the 2023 education structure, regardless of DISC courses or VEE status.

Registration opens March 9 at noon.

  • Credit for any five (5) actuarial exams AND three (3) out of four (4) non-exam requirements: Online Course 1, Online Course 2, VEE Accounting and Finance and VEE Economics in the 2022 education.

    OR
     
  • If you do not have credit for exam 3F: Credit for any four (4) actuarial exams AND four (4) out of five (5) non-exam requirements: DISC RM, DISC IA, DISC DA, VEE Accounting and Finance and VEE Economics in the 2023 education.

Note: For this eligibility prerequisite, the actuarial exams are Exams 1, 2, 3F, MAS-I, MAS-II, 5 and 6.

Attendance for the Chicago COP In-Person Course is limited to 60 participants. Note that sellouts do occur. Course applications will be accepted in the order in which they are received (within the noted eligibility guidelines), and a confirmation will be emailed to registrants after the registration payment is processed. Please allow the CAS office one week to process your registration. A receipt will be sent via email to all registrants.
 
The early registration fee for the in-person COP is $1,350 (US). Registrations received after May 1, 2023, will incur a late fee of $200.00.


Preliminary Requirements

  1. E-Modules – All registered candidates will be required to view presentations on each of the ASOPs before attending the in-person course. These presentations, termed e-modules, consist of a series of slides with audio to guide you through the ASOP presentations. Each presentation contains questions placed throughout the slides that will need to be answered correctly to proceed and complete the presentation. Completion of each e-module for each candidate will be tracked by the CAS; to successfully complete the Course on Professionalism all presentations must be completed by the date noted in your confirmation email.
  2. Communication Skills – Candidates will be required to complete pre-work on communication skills topics and should be prepared to use these skills during the course. This requirement takes approximately three hours.
  3. Pre-Readings – There are several pre-readings that will help candidates to become familiar with and prepare to discuss professionalism topics.

Attire

The attire for the course is business casual (no denim, no shorts, no athletic shoes), and as meeting room temperatures vary, it is recommended that you bring a sweater or jacket to the course.


Cancellations

Registration fees will be refunded for cancellations received by June 1, 2023, less a $200 processing fee. Only written cancellations will be honored, and they will be accepted by email to refund@casact.org.

Purpose

Candidates must successfully complete the Course on Professionalism to achieve the designation: Associate of the Casualty Actuarial Society (ACAS).

Learning Objectives

The Course on Professionalism is designed to make the candidate aware of the requirements of the CAS, CIA, and AAA regarding the conduct of the actuary in the performance of his or her duties. After working through the pre-work and taking the course, the candidate completing the course should know:

  1. The Code of Professional Conduct and how to apply it in everyday work.
  2. The importance of the applicability of the Code of Professional Conduct to members of the profession at all levels and areas of practice given the self-regulating nature of the actuarial profession.
  3. What types of formal professional guidance are applicable to the Casualty Actuary, and which organizations are responsible for promulgating them.
  4. The potential consequences of violations of the Code of Professional Conduct or other formal professional guidance.
  5. Basic business communication skills and show familiarity with the skills necessary to communicate actuarial topics to actuarial and non-actuarial audiences.
  6. Become familiar with common societal biases and their intersection with professional conduct.
  7. The function of organizations that promulgate formal professional guidance.
  8. How an actuary who violates professional standards may be counseled or disciplined.
  9. How an actuary should handle an apparent material violation of formal professional guidance by another actuary.
  10. The requirements for continuing professional education for the jurisdiction relevant to the Actuary’s practice.

Future Locations

Updated August 2022

The CAS has developed the following rotating schedule for COP locations. The CAS has selected these cities and rotation in an effort to best serve the candidate audience. As a reminder, candidates should never make travel arrangements prior to registering and receiving a registration confirmation from the CAS. The rotating location schedule is merely offered as an advance planning tool and is subject to change.

  2023 2024 2025 2026
February* Southwest

Northeast or Mid-Atlantic

Southwest Northeast or Mid-Atlantic
June

Mid-Atlantic

Western U.S.

Northeast U.S.

Western U.S.

Chicago

Chicago

Chicago

Chicago

Virtual

Virtual

Virtual

Virtual

August* Chicago Chicago Chicago Chicago
December
  • Florida
  • San Diego
  • Florida or Georgia
  • Las Vegas
  • Florida
  • San Diego
  • Florida or Georgia
  • Las Vegas

*Denotes tentative courses. February and August will be scheduled based on candidate demand.

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