Publication archives

CIA Travel and Expense Policy for Volunteers and Staff

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Expense Claim Form 2024

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Policy on the CIA Examination Appeal Process

The purpose of this policy is to outline the process and procedures of the formal appeal process for CIA exams.

Procedure for the Appointment of a CIA Appeal Disciplinary Tribunal

This document outlines the procedure that will be followed when the Actuarial Profession Oversight Board is required to appoint a CIA appeal disciplinary tribunal.

Policy on Conducting Meetings of the Board

This policy provides additional detail regarding some of these rules and procedures and also establishes other practices and procedures that are not explicitly addressed in the Bylaws such as guest attendance at Board meetings, electronic voting methods on matters brought […]

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 […]

University Accreditation Program Policy

The CIA University Accreditation Program (UAP) Policy establishes standards for accrediting universities as a foundational element of the CIA education and qualification system.

CIA Exam Accommodation Policy and Guidelines

This policy outlines the CIA’s accommodation guidelines and provides information on the exam location and format, how to request the use of assistive devices, how to submit a request for additional exam time and how to submit your accommodation request.

Policy on the CIA Disciplinary Process (2024) (redlined)

This policy sets out the disciplinary framework for the handling of complaints and the consideration of disciplinary action against members of the CIA.