Education


Professionalism Workshop

The CIA's Professionalism Workshop is a requirement to become an Associate of the CIA (ACIA). It is delivered through both an e-learning module and a one-day virtual event that provide candidates with a solid grounding in professionalism concepts, making extensive use of the case study method. Topics covered include the following:

  • What is a professional?
  • The CIA and governance of the profession in Canada.
  • Rules and standards.
  • Professionalism in practice.
  • Communication skills.

Why attend?

  • to learn why professionalism is the cornerstone for the career as an actuary;
  • to learn about the CIA;
  • to enhance your communication skills; and
  • to earn credit toward the ACIA and ACAS or ASA designations.
 

Pre-reading material

In preparation for the upcoming Professionalism Workshop, pre-reading certain materials is required. You will not be tested on the materials, but knowledge of them will better prepare you for the e-learning component, the virtual workshop, and the discussions that will take place:

  1. Rules of Professional Conduct
  2. Standards of Practice – General Standards
  3. Qualification Standard – Requirements for Continuing Professional Development (CPD)
  4. The CIA’s Disciplinary Process
  5. Policy on Administration of Member Rights and Privileges

E-learning module

Participants will also be required to complete, in advance of the workshop, a self-directed online module, which is based on the pre-reading material and information about the CIA. Information on how to access the module will be sent one week prior to the workshop. Please note that the online module, the virtual session, and the final attestation after the virtual session is complete are mandatory to obtain credit for the CIA’s Professionalism Workshop. A certificate of completion will be automatically generated once attestation is complete.

 

Information related to CIA membership qualification

Five-year expiry on professionalism education credit for membership

Candidates must complete the membership eligibility requirements and be confirmed as ACIA within five years of completing the CIA professionalism requirement. This also applies to former members who have let their membership lapse and who wish to be reinstated, either as an ACIA or FCIA. Current members of the CIA who keep their membership in good standing will not lose their professionalism education credit.

For example, non-members who obtained their professionalism credit on or before December 31, 2018, must become an ACIA by January 1, 2024. To meet this deadline, candidates must submit a completed ACIA application by October 15, 2023. If approved, ACIA membership will be effective November 30, 2023.

Professionalism credit obtained after January 1, 2015, is valid for a period of five years from the date of successful completion; therefore, the first expiries occurred early in 2020.

Recognition by the Society of Actuaries

The Society of Actuaries' (SOA) board of directors has approved the workshop as an equivalent to its Associateship Professionalism Course (APC) for Canadian students. Therefore, Canadian candidates who are pursuing Associateship in the SOA (ASA designation), can obtain credit for the APC by attending the CIA's Professionalism Workshop.

Transition rules and recognition by the Casualty Actuarial Society

Starting in 2019, the Casualty Actuarial Society (CAS) accepts successful completion of the CIA's Professionalism Workshop and the Practice Education Course (PEC) as meeting the requirements for the CAS Course on Professionalism (COP).

The December 2018 CAS COP in Montréal was the last offering of the Canadian version of COP that the CIA will recognize and was the last offered by the CAS.

The Education and Qualification Council (EQC) approved the following recognition and transition rules applicable to P&C candidates:

  1. The CAS COP completed in Canada by December 31, 2018, will provide credit for the CIA Professionalism Workshop and the CIA PEC until December 31, 2023 (a five-year recognition period for both PEC and PW).
  2. The CAS COP completed in the US by December 31, 2019, and the CIA Professionalism Workshop completed by December 31, 2019, provide credit for the CIA PEC until December 31, 2024 (a five-year recognition period for PEC only). No recognition for the US CAS COP will be granted for courses completed after January 1, 2020. 

 

Additional information

Upcoming Workshops