Professionalism

Resources

Codes of Conduct

Actuarial Association of Europe - Code of Professional Conduct – September 2017 – valid from 1 January 2021

Actuarial Association of Europe - Code of Professional Conduct – Sample Q&A – September 2017

Actuarial Society of Philippines

Actuarial Society of South Africa

Actuaries Institute Australia

American Academy of Actuaries

Casualty Actuarial Society

Canadian Institute of Actuaries

Deutsche Aktuarvereinigung e. V. (DAV)

Den Norske Aktuarforening

Het Koninklijk Actuarieel Genootschapt

Institute and Faculty of Actuaries

Institute of Actuaries in Belgium

Institute of Actuaries of Japan

Society of Actuaries in Ireland

Suomen Aktuaariyhdistysg

Disciplinary Processes

Actuarial Society of South Africa

Actuaries Institute Australia

American Academy of Actuaries

Actuarial Society of South Africa

Canadian Institute of Actuaries

Casualty Actuarial Society

Deutsche Aktuarvereinigung e. V. (DAV) – Disciplinary Code

Deutsche Aktuarvereinigung e. V. (DAV) – Disciplinary Appeals Regulations

Het Koninklijk Actuarieel Genootschapt

Institute and Faculty of Actuaries

Institute of Actuaries of Japan

Society of Actuaries in Ireland

Disciplinary Case Studies

ICA 2014: Presentation Slides; Case Studies

Actuaries Institute Australia

American Academy of Actuaries

Casualty Actuarial Society

Institute and Faculty of Actuaries

Principles of Professionalism

Actuarial Association of Europe - Paper Application of Professional Judgment by Actuaries – January 2020

Independence - a discussion paper (Actuarial Association of Europe)

IAA Principles of Professionalism

American Academy of Actuaries

Public Good

American Academy of Actuaries

Additional Guidance on Professionalism

Conflict of Interest

• Actuaries Institute Australia – (Consulting and Employment Agreements)
• Institute and Faculty of Actuaries
• Ethical Decision Making

Whistle-blowing

• Actuaries Institute Australia
• Institute and Faculty of Actuaries
• Professionalism and Whistleblowing – Presentation by Tony Hewitt in London, September 2014

Peer Review

Other

• American Academy of Actuaries – Library of Materials
• Actuaries of Institute Australia
  • Prescribed Actuarial Advice Reporting
  • Practice Risk Management Course
  • Professionalism Course
• Instiutue and Faculty of Actuaries
  • Resource Material
  • Professional Regulation Executive Committee (2012): Regulatory Strategy
  • All Other Regulatory Pages
• Society of Actuaries in Ireland
  • Becoming an Actuary
  • Guide for Student Actuaries in Ireland

Continuing Professional Developments

Actuaries Institute Australia

American Academy of Actuaries

Canadian Institute of Actuaries

Casualty Actuarial Society

Het Actuarieel Genootschap

IAA Guidelines on Continuing Professional Development (CPD)

Society of Actuaries in Ireland

Institute and Faculty of Actuaries

Standard Setting Processes

• Policy for Developing Professional Practice Documents 
• SSRT Paper on Setting Actuarial Standards (November 2017)
• Slide deck on Setting Actuarial Standards (Click here to download either PDF Version or PPTX Version)
• Actuarial Standards Board, Canada - Policy on Due Process for the Adoption of Standards of Practice
• Actuarial Society of South Africa - Drafting of Guidance Policy
• Actuarial Standards Board, US - Procedures Manual
• Deutsche Aktuarvereinigung e.V. (Adoption of Professional Standards)

Educational Material on Professionalism

American Academy of Actuaries

Actuaries Institute Australia 

Canadian Institute of Actuaries

Casualty Actuarial Society

Financial Reporting Council

Society of Actuaries in Ireland

IAA Paper on Professionalism Education Delivery 

Professionalism Training

IAA Overview of Template for Possible Professionalism Event for Experienced Actuaries

Other resources

American Academy of Actuaries

Canadian Institute of Actuaries (Discipline Bulletin)

Canadian Institute of Actuaries (Discipline Notices)

Het Koninklijk Actuarieel Genootschapt (Professional Standards)

Het Koninklijk Actuarieel Genootschapt (Publications)

Useful Links

Casualty Actuarial Society – Professionalism, Standards and Guidelines

Casualty Actuarial Society – Professional Education, Continuing Education Information

Deutsche Aktuarvereinigung e. V. (DAV) – Development of Professional Standards

Swiss Association of Actuaries

Colegio Nacional de Actuarios – México