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GUIDED EXAMPLES
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INV 101 - Portfolio Management
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oThese guided examples are intended to enhance specific curriculum resources where additional examples, practice calculations, and/or application of material could benefit candidates. These are not part of the required syllabus but are intended to make the required syllabus topics easier to master. These examples may be longer, more in depth, and/or include more calculation than would likely be used in an assessment environment.
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oThese guided examples are presented in two formats – a version where candidates can attempt to navigate the problem/situation independently, and a narrated version where a solution is presented along with assistance to explain the steps involved.
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oThese guided examples present one method of arriving at a solution; there could be equally appropriate alternative solutions.
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oThese guided examples are not intended to approximate a course assessment, and candidates should not use them as proxies for assessment items. For examples of assessment items, we recommend referencing the curated past exam questions for this course.
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oThese guided examples have been developed by Pawel Piesowicz, FSA MAAA, with review and modifications by course curriculum committee volunteers and SOA staff. We will continue to refine and expand this example set over time; candidates who would like to recommend source material that could benefit from additional guided examples should reach out to:
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education@soa.org
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Version 2025-1Updated: July 8, 2025Copyright © Society of Actuaries
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