Course on Professionalism

Interested in the December 2024 Course on Professionalism?

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

Course on Professionalism Registration Announcements:

Upcoming CAS Course on Professionalism

Upcoming Courses:

  • May 16-17, 2024 | In-Person, Kuala Lumpur Malaysia - SOLD OUT
  • June 10-11, 2024 | In-Person, Seattle - SOLD OUT
  • June 17-18, 2024 | In-Person, Chicago - SOLD OUT
  • June 27-28, 2024 | Virtual* - SOLD OUT
  • August 5-6, 2024 | Chicago - SOLD OUT

*Application Required, see details in drop down menu.

 

Canadian Candidates

Canadian candidates who have successfully completed the CIA's Professionalism Workshop (PW) AND Practice Education Course (PEC) between 2019 and March 2024 meet the requirements for the CAS Course on Professionalism (COP). Completion of both courses is required.

The CIA is introducing a new enhanced Professionalism Workshop (PW) offered after April 1, 2024. The CAS will accept completion of this new course alone as meeting the requirements for the CAS Course on Professionalism for candidates pursuing an ACIA or FCIA designation.

Candidates who have completed either the CIA Professionalism Workshop or Practice Education Course (PEC) prior to April 1, 2024, are encouraged to take a one-day transitional professionalism course offered by the CIA through 2025 to obtain credit for the new enhanced PW course. For more information, visit Professionalism Workshop - Canadian Institute of Actuaries | Institut canadien des actuaires (cia-ica.ca) and/or contact the CIA Education Department for more information at education@cia-ica.ca.

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 16-17, 2024 | In-Person, Kuala Lumpur Malaysia - SOLD OUT

REGISTRATION/FEES

Attendance for each course is limited to 42 participants. Priority will be given to candidates based on current progress towards ACAS.  There will be additional required pre-work to be completed for the course.

The registration fee for the Asia COP is $1000.00 (US).

Registration will be taken on a first come/first register basis based on exam status.

Registration opens February 1 at 9:00 am (GMT+8)

  • Credit for any six (6) actuarial exams in the 2024 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 2024 education structure, regardless of DISC courses or VEE status.

Registration opens February 3 at 9:00 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 in the 2024 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 2024 education.

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

SOLD OUT

ATTENDANCE

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 April 1, 2024 less a $200 processing fee. Only written cancellations will be honored, and they will be accepted by email to refund@casact.org.

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 the e-modules takes approximately three hours.
  2. Communication Skills – All registered 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.

A link for all preliminary requirements will be emailed to you post registration. The E-modules and Communications Skills will be due on April 30, 2024

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 international@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.

FUTURE LOCATIONS

The Committee on Professionalism Education, which is responsible for developing the Course on Professionalism (COP), has developed the following rotating schedule for COP locations. The Committee 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.

June 10-11, 2024 | In-Person - Seattle - SOLD OUT

Monday, June 10, 2024 - 8:00 AM (PT) – 5:00 PM (PT)
Tuesday, June 11, 2024 - 8:00 AM (PT) – 1:00 PM (PT)

Renaissance Seattle Hotel
515 Madison Street
Seattle, WA 98104

NEW

August COP information will be up soon.

SOLD OUT

  • Credit for any six (6) actuarial exams in the 2024 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 2024 education structure, regardless of DISC courses or VEE status.

OR

If you are a Fellow of another organization applying for mutual recognition.

• 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 2024 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 2024 education.

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

Attendance for the 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, 2024 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 May 20, 2024, less a $200 processing fee. Only written cancellations will be honored, and they will be accepted by email to refund@casact.org.

June 17-18, 2024 | In-Person - Chicago - SOLD OUT

Monday, June 17, 2024 - 8:00 AM (CT) – 5:00 PM (CT)
Tuesday, June 18, 2024 - 8:00 AM (CT) – 1:00 PM (CT)

Swissôtel Chicago
323 E. Wacker Drive
Chicago IL 60601

NEW

August COP information will be up soon.

SOLD OUT

  • Credit for any six (6) actuarial exams in the 2024 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 2024 education structure, regardless of DISC courses or VEE status.

OR

If you are a Fellow of another organization applying for mutual recognition.

• 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 2023 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 2024 education.

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

Attendance for the 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, 2024 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 May 27, 2024, less a $200 processing fee. Only written cancellations will be honored, and they will be accepted by email to refund@casact.org.

 

June 27-28, 2024 | Virtual - SOLD OUT

Thursday, June 27, 2024 - 8:00 AM (ET) – 5:00 PM (ET)
Friday, June 28, 2024 - 8:00 AM (ET) – 1:00 PM (ET)

NEW

August COP information will be up soon.

SOLD OUT

  • Credit for any six (6) actuarial exams in the 2024 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 2024 education structure, regardless of DISC courses or VEE status.

OR

If you are a Fellow of another organization applying for mutual recognition.

• 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 2024 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 2024 education.

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

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 virtual COP is $1,025 (US). Registrations received after May 1, 2024 will incur a late fee of $200.00.


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.

The application form will be available on day registration opens on February 12.


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 June 6, 2024, less a $200 processing fee. Only written cancellations will be honored, and they will be accepted by email to refund@casact.org.

August 5-6, 2024 | Chicago - SOLD OUT

Registration/Fees

Registrations will be taken in the following order:

Registration opens Monday, April 15th, at 12pm ET for qualified candidates:

  • Credit for any six (6) actuarial exams in the 2024 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 2024 education structure, regardless of DISC courses or VEE status.

OR

  • If you are a Fellow of another organization applying for mutual recognition.

Registration opens Wednesday, April 17th, at 12pm ET for qualified candidates:

  • 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 2024 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 2024 education.

OR

  • If you are a Fellow of another organization applying for mutual recognition.

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

SOLD OUT

Attendance is limited to 120 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 July 1, 2024 will incur a late fee of $200.00.

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 January 2024

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 Courses are booked more detailed city locations will be added to the chart. 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.

  2024 2025 2026
February*

Philadelphia

Southwest Northeast or Mid-Atlantic
June

Seattle

Northeast U.S.

Western U.S.
Chicago

Midwest U.S.

Midwest U.S.

Virtual

Virtual

Virtual

August* Midwest U.S. Midwest U.S. Midwest U.S.
December

Southeast U.S.

Southwest U.S.

Southeast/Mid-Atlantic U.S.

West Coast U.S.

Southeast U.S.

Southwest U.S.

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

Have questions about an exam or syllabus materials?
Reach out to us via our Contact Us form and someone will reach out to you.