Mandatory reading material

The list of material below is mandatory reading effective September 1, 2024, and is part of the Professionalism Module, which all CIA members must complete every two calendar years to comply with the CIA’s continuing professional development (CPD) requirements. Members must attest to having completed the Professionalism Module when submitting their annual CPD compliance statement.

New items will be added to the list as relevant material is published. However, members are not required to go back and review any new material for the Professionalism Module once they’ve completed it. Members only need to review any new material for the module when they are required to complete it again (i.e., in two years). Members will, however, be made aware of any changes to these documents through the regular CIA News channels.

Note: Some of the mandatory reading material relates to recent Bylaw changes that affected Institute governance, an important aspect of professionalism for members of a professional association. Members who already read this material as part of the approval and voting process, do not have to read it again.

Documents	Document effective dates	Additional comments
1. Rules of Professional Conduct (Rules) The Notice to members: Minor administrative amendments to the Rules of Professional Conduct related to new member categories provides a detailed summary of the amendments to the relevant rules of professional conduct.	January 1, 2024	Minor administrative amendments were made to address the changes to the Bylaws related to the new member categories. It is also important for members to reread the Rules of Professional Conduct periodically as a refresher.
2. CIA Bylaws  This Notice to members: Proposed amendments to the Bylaws – New member categories provides a summary and overview of the relevant changes made to the Bylaws.	January 1, 2024	It is important for all members to be aware of any Bylaw changes that may affect them.
3. Policy on Administration of Member Rights and Privileges	January 1, 2024	This policy provides detailed guidance about the administration of CIA members’ rights and privileges referenced in subsection 4.1 of the CIA Bylaws, as well as in Rules 2 and 10 of the CIA Rules of Professional Conduct, including the circumstances in which a member is not entitled to some or all, of these rights and privileges.
4. Policy on Councils	January 1, 2023	Pursuant to Bylaw 8.2, the key role of this policy is to establish, with duties and purposes, the appropriate councils, designated by the Board, to conduct CIA business.
5. Guidance Document: General Advice on the Application of Rule 13	January 1, 2023	Rule 13 of the CIA Rules of Professional Conduct addresses the situation in which a member becomes aware of an apparent material noncompliance with either the Standards of Practice or the Rules of Professional Conduct. It indicates the member’s responsibilities in terms of resolving the apparent material noncompliance and, if necessary, reporting the situation to the Professional Conduct Board.   This guidance document covers most, but not all, situations that could be encountered by members in their usual practice and includes general advice to members who become engaged in a confidential consultation process.
6. Policy on Qualification Requirements	January 1, 2024	This policy prescribes the requirements for membership in the CIA, which are established in accordance with the Bylaws.
7. Discipline reports	2022-2024	Notices are issued in accordance with the CIA disciplinary process, in order to keep members informed about disciplinary action that has been taken.

Recommended reading material

The following list of documents is recommended reading to provide members additional information regarding changes to practice-related material and/or the CIA’s key activities. Changes to standards of practice are also shown here as recommended reading when the standards are applicable to a member’s work.

Note: Reading this material is not required to complete the Professionalism Module. Time spent reviewing this material may be counted, if relevant, towards members’ minimum of 80 hours of CPD activities.

Document types	Publication dates	Additional comments
1. Standards of Practice (Standards)	2022-2024	The most recent versions of each part of the Standards of Practice.
2. Practice resources	2022-2024	This collection of materials is published by the CIA to help members in their Canadian actuarial practice. In addition to the Standards of Practice mentioned above, it encompasses the following: • Guidance material – This includes educational notes, educational note supplements and explanatory reports intended to illustrate the application of the Standards of Practice but are not binding. • Research – These include research papers, mortality studies, and other reports and studies published by the CIA. • Practice resource documents – These are intended to assist members in considering whether they have addressed all relevant topics within a practice area (includes Skills and Knowledge Inventories published by the CIA).
3. Public statements	2022-2024	Public statements articulate the views of the Institute on topics of public interest. The CIA produces three types of public statements: • Policy statements – These focus on topics that have a substantial element beyond the scope and content of existing actuarial standards of practice, guidance, research, or public statements, with a goal to contribute to forward-looking and informed public and private decision-making. • Insight statements – These provide proactive actuarial insight to key partners on topics within the scope and content of existing actuarial standards of practice, guidance, research, or public statements, with a goal to highlight important actuarial issues. • Advice statements – These provide advice to key partners in response to their requests for input on topics within the scope and content of existing actuarial standards of practice, guidance, research, or public statements.
4. Corporate reports	2023-2024	The CIA annual report, strategic plan and report on volunteerism provide information regarding the Institute’s key activities each year.
5. Documents from the Professionalism and Credential Monitoring Board (PCMB)	2022-2024	Documents from the PCMB include: • Reports on criminal conviction disclosures (annual) • CPD audit reports (annual) • CPD audit process guidelines
6. Discipline reports	2022-2024	Reports are normally published twice annually (June and November).
7. Policies and guidelines	2022-2024	A complete list of current CIA policies and guidelines.