SOA Exam: QFI Portfolio Management

Instructors
All syllabus updates for the new QFI PM exam are guaranteed for Fall 2019
$1,495
6 months access with one free extension
  • Video lessons covering the entire syllabus
  • Complete detailed study manual in addition to video lesson handouts
  • TIA practice exam with solutions
  • Flashcards (PDF + iPhone + Android App)
  • Scroll down for more features & samples
Upcoming Test Dates
  • 38 days to prepare
  • 219 days to prepare

What's Included?

This online course contains everything you need to pass the SOA's QFI PM Exam

Learn Key Concepts

  • Comprehensive video lessons covering the entire syllabus
  • Highly detailed study manual organized in the same sequence as the video lessons
  • TIA-unique quizzes built into each lesson covering quantitative topics
  • Visuals, graphics, and examples that simplify complex information, making it easier to retain
  • Handouts for every video lesson
  • Tips and strategy to help you learn the format of the exam

Practice & Review

  • TIA-unique practice exam with solutions
  • Flashcards in digital and printable formats
  • Mapping Spreadsheet of Relevant Past Exam Questions

Features & Support

  • Complete study schedule and time tracking features
  • Instructor support by email and course forum
  • Stream and save videos for offline viewing with our Learn app for iOS and Android
  • Flashcards app for iOS and Android
  • Watch videos in variable speeds up to 2x
  • All PDFs are DRM-free and print-friendly

APPS FOR THIS COURSE

Learn

Download video lessons to watch on the go and track your way through the course

Review

Track, filter, and flip your way through all your TIA flashcards to have you ready on exam day
instructor photo
Instructor

Zachary Fischer

Zak joined TIA in 2013 and teaches fellowship-level actuarial exams. He graduated from Brown University in 2013 with a bachelor's degree in mathematics and economics, and he became a Fellow of the Society of Actuaries (FSA) in 2014.

He began his career as a consulting actuary at Milliman Financial Risk Management in Chicago, IL, where his work primarily involved hedging variable annuity risk for life insurance companies. Zak now works as a senior associate for a small private equity firm. As a senior associate, Zak works on valuations for target acquisitions and sales of portfolio companies. ... read more

Before becoming an actuarial exam instructor, Zak was a teaching assistant for many different college classes, including Computational Probability and Statistics, Investments, Corporate Finance, and Discrete Structures in Mathematics.

Beyond Zak's passion for helping actuaries pass difficult fellowship track exams, he enjoys swimming and piano. Zak has also competed in the Chicago Triathlon for the past five summers.
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instructor photo
Instructor

Ken Qian

Ken graduated from Arizona State University in 2013 with a B.S. in Mathematics, Finance, and Economics. At Arizona State, Ken worked as a math tutor and teaching assistant for a variety of different finance courses. Ken is currently a consulting actuary in Chicago, IL. Before that, he was part of the Actuarial Development Program at Genworth Financial. Ken became a Fellow of the Society of Actuaries in 2015, and went through the QFI track when taking the F.S.A. exams.

In his free time, Ken enjoys tennis and following the Portland Trail Blazers.

SOA Exam QFI Portfolio Management

Expanded Features

This is an on-demand intensive exam prep course for the SOA's Quantitative Finance & Investment Portfolio Management Exam. When you register for this course you will gain access to the following items (except as noted) from the day you register for 6 months.

Comprehensive Course

Comprehensive video lessons covering the entire syllabus that simplify complicated info into more understandable terms and illustrate important concepts through examples and graphics.

Online Discussion Forum

Active dedicated course forum loaded with existing questions and answers on syllabus material and past SOA exam questions. Instructors and our Support Team try to ensure everyone's questions are answered in a timely manner.?

Full Instructor Access

Full-time instructor support! Your instructor(s) created 100% of the video lessons for this online seminar and will answer any questions you have by email or in the TIA forums.

Detailed Study Manual

A detailed study manual covering all of the syllabus readings, along with examples and instructor commentary that simplifies difficult concepts and builds links to other readings on the syllabus.

Offline Videos

Take our videos with you everywhere you go and don't worry about a data cap or WiFi signal. Use our Learn app on iOS and Android to download lessons or solutions videos and have them right at your fingertips. ?

Variable Speed Playback

Watch our lessons and video solutions at your pace! When watching our videos on a desktop or our Learn App you can select the speed that makes the most sense for you. The variable speed increases all the way up to 2x.

Study Schedule

Built directly into the lessons, just enter the day you are going to start studying and select your exam day. We will then populate a suggested completion date for every lesson and the sample exams to have you on track to pass! This course also offers a downloadable spreadsheet version to customize yourself.

Past SOA Questions

Comprehensive spreadsheet listing of all past SOA questions relevant to the current syllabus with the ability to filter and sort to your exact specifications.

Flashcards

This course offers digital flashcards written in a "Q&A" style to facilitate recalling information for exam-oriented questions. They are available on your computer or via our Flashcards app on iOS and Android. The app will download all the flashcards for the course to your device so can study at a moments notice!

MP3 Lessons

Don't want to download the video lessons using our Learn App, but still have access to the lessons offline? We have you covered! Download the audio only versions of the videos and follow along with the instructor using the printable handouts. The MP3s will work in your MP3 player of choice.

Excellent Customer Service

You're never alone with The Infinite Actuary. Get help from your instructor and assistants in our online forum. Anything else you need help with, not related to the course material, just reach out to our customer service team and they will get your questions answered!

Free Extension

Life happens, and despite your hard work, you may fail an exam. If that happens to you, we offer one free 6 month extension for this online course. Once you activate your extension, you will have 6 months access to the entire course again. Learn more about our extension policy here. ?

Frequently Asked Questions