Resources for SA4

These resources are optional or suggested additional reading for IFoA exam subject SA4 that may complement IFoA Core Reading and tuition provider material for this exam subject.

To access ebooks please log in to your member portal

Title links lead to book details on the IFoA Library catalogue. From there, IFoA members and students can 'Request' the book from the IFoA Library Service, subject to availability. Members can also follow the ‘Access eBook’ links below after logging in through the member portal.  

SA4 core reading for the current year is the key study reference for this exam and is available from the IFoA e-shop.

Students may also work with the study guide and course materials for this exam from the Actuarial Education Company.

The following additional resources will give you a different viewpoint on topics presented in SA4

You are not expected to have read all of the items but you should familiarise yourself with current issues and the general market background in the 18 months preceding the examination session.


Actuarial Standards

The Financial Reporting Council (FRC) is responsible for the setting of technical actuarial standards:

The Institute and Faculty of Actuaries is responsible for the setting of ethical actuarial standards:


Articles and papers

These article and paper references from Unit 16 of SA4 Core Reading 2020 are listed alphabetically by title. Title links are to papers first presented to IFoA sessional research meetings or to Staple Inn Actuarial Society (SIAS) papers. Papers subsequently published in British Actuarial Journal (BAJ) and Journal of the Institute of Actuaries show their permanent 'DOI' links to the JIA and BAJ, as published by Cambridge Core.

Members can access the following BAJ papers from the links below once they have logged into their member portal.

Other sources