Publication archives

Policy on the Review of a PCMB Assessment of a Criminal Conviction for an Applicant to the CIA

An applicant to the Institute who is denied enrolment in the CIA due to their criminal conviction(s) can appeal the decision of the Professionalism and Credential Monitoring Board (PCMB) to the Actuarial Profession Oversight Board (APOB). In that event, APOB […]

Policy on the Review of a PCMB Determination Regarding Non-compliance with, or Ineligibility for an Exemption from, the CIA Qualification Standard – Requirements for Continuing Professional Development

This policy describes the process to be followed if a CIA member who files a continuing professional development (CPD) compliance statement or an application for an exemption from the requirements of the Qualification Standard – Requirements for Continuing Professional Development […]

Report on Criminal Conviction Disclosures – January 1, 2023, to December 31, 2023

This report outlines any criminal convictions disclosed by CIA members in 2023.

Volunteer Management Policy (2024)

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Qualification Standard – Requirements for Continuing Professional Development (CPD) (effective January 1, 2024, redlined)

This document outlines the minimum CPD requirements that CIA members must meet, pursuant to Bylaw 4.3.1 and Rule 2 of the CIA Rules of Professional Conduct, as well as the process established by the Professionalism and Credential Monitoring Board (PCMB) […]

Qualification Standard – Requirements for Continuing Professional Development (CPD) (effective January 1, 2024)

This document outlines the minimum CPD requirements that CIA members must meet, pursuant to Bylaw 4.3.1 and Rule 2 of the CIA Rules of Professional Conduct, as well as the process established by the Professionalism and Credential Monitoring Board (PCMB) […]

Amendments to the Qualification Standard – Requirements for Continuing Professional Development (CPD)

Qualification Standard – Requirements for Continuing Professional Development (CPD) (red-lined)

Following the recent changes to the Bylaws establishing the new Candidate and Student member categories that come into effect in January 2024, the Professionalism and Credential Oversight Board (PCMB) undertook a review of the Qualification Standard – Requirements for Continuing […]

Proposed Changes to the Qualification Standard – Requirements for Continuing Professional Development (CPD) – Consultation with Members

Following the recent changes to the Bylaws establishing the new Candidate and Student member categories that come into effect in January 2024, the Professionalism and Credential Oversight Board (PCMB) undertook a review of the Qualification Standard – Requirements for Continuing […]

Report on the 2020-2021 CIA continuing professional development audit

In the fall of 2022, the Professionalism and Credential Monitoring Board (PCMB) conducted an audit of 131 members who filed a CPD compliance statement for the 2020–2021 reporting period. The goal of the audit was to serve as an educational […]