Membership & Education

Professionalism Workshop

The CIA's Professionalism Workshop is a one day workshop that provides an overview of professionalism issues and makes extensive use of the case study method. Topics covered include the following:

  • What is a professional?
  • The CIA structure
  • The CIA's views on professionalism
  • The CIA's discipline process
  • Malpractice and legal liability.

Why attend?

  • to learn the importance of professionalism for a career as an actuary;
  • to earn credit towards the ACIA and ACAS or ASA designations.

Workshop schedule

9:45 – 12:00 Workshop
12:00 – 12:30 Lunch
12:30 – 3:30 Workshop

In preparation for the upcoming Professionalism Workshop, certain pre-reading of materials is required.  You will not be tested on the materials, but knowledge of them will better prepare you for the 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 Canadian Institute of Actuaries Disciplinary Process
  5. Policy on Administration of Member Rights and Privileges

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 for 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 maintain their membership in good standing will not lose their professionalism education credit.

Non-members who obtained their professionalism credit on or before December 31, 2014, must become ACIA by January 1, 2020. To meet this deadline, candidates must submit a completed ACIA application by October 15, 2019. If approved, ACIA membership will be effective November 30, 2019.

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 will occur 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) will accept 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 is the last offering of the Canadian version of COP that the CIA will recognize and is 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 will 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