Publication archives

CIA Code of Conduct for Members of the Board

This document sets out, in general terms, the standards of conduct Board members are expected to adopt in relation to their role.

CIA Travel and Expense Policy for Volunteers and Staff

This is the CIA’s policy on the reimbursement of travel expenses.

Policy on Due Process for the Approval of Guidance Material Related to the Interpretation of Standards of Practice

This document describes the Institute’s process for the approval and revision of educational notes, educational note supplements and explanatory reports.

Policy on Due Process for the Adoption of Standards of Practice

This policy on due process describes the Actuarial Standards Board’s (ASB) criteria and process for the adoption of Canadian actuarial standards of practice. It outlines the roles and responsibilities of the ASB and the groups that develop standards and describes […]

Statement of Investment Policy

The purpose of the policy is to establish such terms and conditions for the investment of the financial assets of the Institute.

Policy on Recognition and Awards

This policy specifies the recognition and awards that can be offered to members.

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 […]