Spring 2008 Early Registration Deadline: February 20, 2008 EA-2B March 7-10, 2008 – Chicago, IL April 11-14, 2008 – Washington, DC

Preparation Requirement

Related Links : Register for Exams : Exam Procedures print page

Class participants are expected to have completed at least 150 hours of study time in preparation for the examination before attending the review class. Preparation coverage should include, but is not limited to, the materials listed on the EA-2B reading list prepared by the Joint Board for the Enrollment of Actuaries.

Some of these materials may be purchased through the ASPPA Book Order Department using the Publications Order Form. Also available are EA-2B Study Notes prepared by the Society of Actuaries. The Society of Actuaries may be reached at (847) 706-3500.

ASPPA offers these courses as an educational service for students who wish to sit for examinations which ASPPA cosponsors with the Society of Actuaries and the Joint Board for the Enrollment of Actuaries. In order to preserve the integrity of the examination process, measures are taken by ASPPA to prevent the course instructors from having any access to information which is not available to the general public. Accordingly, the students should understand that there is no advantage to participation in these courses by reason that they are offered by a cosponsor of the examinations.

The Instructor

The ASPPA EA Review Classes are taught by David B. Farber, MSPA, EA, ASA. For more than 20 years, David has received excellent reviews for the EA preparatory and actuarial primer classes he teaches. David earned his BA in Mathematics from the University of California at Santa Cruz in 1976, his California mathematics teaching credential from the University of California in Los Angeles in 1977, and has been an Enrolled Actuary since 1982. He has been an Associate of the Society of Actuaries since 1980 and a Member of ASPPA since 1985. David is a frequent speaker at ASPPA conferences and seminars.

Supplementary Materials

Each student enrolled in an ASPPA EA Review Class receives Web access to a set of handouts, including practice problems and solutions to be worked prior to the course. The syllabus, suggested readings, and other information regarding the EA exams are included in the program. On site, other relevant materials will be distributed.

Tuition

The early registration fee is $1,175, and the early registration deadline is February 20, 2008. Applications received on or before the early registration cut-off date may receive these early registration fees. Applications received after that date will incur an additional $75 late processing fee.

Class enrollment is limited. Applications are taken on a first-come, first-served basis and are subject to review for the preparation requirement prior to acceptance. Each candidate will be notified of his or her acceptance into the class within two weeks of receipt of his or her application and payment. Register early to ensure timely receipt of all handouts and class materials.

Cancellations

Washington, DC, April 11-14, 2008:
The full registration fee, less a $100 processing fee, will be refunded if a written cancellation request is received by April 4, 2008 (postmarked or faxed). NO REFUNDS WILL BE GRANTED AFTER April 4, 2008. In the event ASPPA cancels the course, the course tuition will be refunded in full.

Chicago, IL, March 7-10, 2008:
The full registration fee, less a $100 processing fee, will be refunded if a written cancellation request is received by February 29, 2008 (postmarked or faxed). NO REFUNDS WILL BE GRANTED AFTER February 29, 2008. In the event ASPPA cancels the course, the course tuition will be refunded in full.

Class Schedule

All days other than final day:
9:00 a.m.–12:00 p.m. and 1:30 p.m.–5:00 p.m.
Lunch is from 12:00 p.m.–1:30 p.m.

Final day:
8:30 a.m.–1:00 p.m.
No lunch break.

Lunch times are approximate. Candidates are responsible for their own lunches.

Hotel Information

Each course participant is responsible for making his or her own travel and hotel reservations. Since acceptance into the course is based on availability, we recommend that candidates make travel and accommodation plans only after they have received confirmation of acceptance into the course from ASPPA by email.

Washington , DC

ASPPA has reserved a block of rooms in the Hilton Arlington hotel (site of Washington, DC course). When making hotel reservations, please identify yourself as an American Society for Pension Professionals and Actuaries-ASPPA EA-2B course attendee and confirm the group rate of $169.00. More specific instructions will be provided after registering. Hotel reservations for the Hilton Arlington must be received by March 12, 2008. Reservations made after the cut-off date are subject to availability and may not be confirmed at the group rate.

Hilton Arlington
950 North Stafford Street
Arlington, VA 22203
Phone: 703.528.6000
Rate: $169 Single
Cut-off Date: March 12, 2008

Chicago, IL

The Chicago EA-2B course will be hosted by the John Marshall Law School. There is no reserved block of hotel rooms for this review course. However, John Marshall Law School is a member of the Club Quarters Hotel, and course attendees can receive a special discounted rate from this hotel. When calling, be sure to mention that you are attending a course at John Marshall Law School to receive the discount. Space may be limited, so please make your reservations early. The classroom number and directions to the school from the Club Quarters Hotel will be included in the confirmation e-mails sent to registrants.

Club Quarters Hotel
111 West Adams St
Chicago, IL 60603
312.214.6400
www.clubquarters.com

Other nearby hotels include:

Questions?

Please contact the ASPPA Education Services Department at 703.516.9300 if you have any questions, or e-mail us at educasppa@asppa.org.

EA Exams and ASPPA Credentials

Member, Society of Pension Actuaries (MSPA)

• A-1 EA-1: Basic Examination
• A-2 EA-2(A): Pension Examination, Segment A
• A-3 EA-2(B): Pension Examination, Segment B

Fellow, Society of Pension Actuaries (FSPA)

• C-3: Financial and Fiduciary Aspects of Qualified Plans
• C-4: Advanced Retirement Plan Consulting
• A-1 EA-1: Basic Examination
• A-2 EA-2A: Pension Examination, Segment A
• A-3 EA-2B: Pension Examination, Segment B
• A-4: Advanced Actuarial Practice

Candidates may apply for these credentials upon the completion of the corresponding exams and experience in the field as described on the ASPPA Membership Categories. To apply for these credentials, please use the Membership Application form.

The C-3, C-4 and A-4 are ASPPA examinations. Candidates may register for these examinations using the Examination Registration Form. Please note that the A-4 examination is given every fall. As of 2007, the C-3 examination is only given in the spring and the C-4 examination will only be given in the fall.

Applications for the EA-1, EA-2A and EA-2B examinations may be obtained from the Society of Actuaries, visit www.soa.org. For more information on the Joint Board for the Enrollment of Actuaries examinations, publications, study tips, etc. please visit http://www.asppa.org/education/ea_exams.htm.

The EA-1 (A-1, EA-2A (A-2) and EA-2B (A-3) examinations are co-sponsored by ASPPA, the Society of Actuaries, and the Joint Board for the Enrollment of Actuaries. Candidates may obtain registration forms for these examinations from the Society of Actuaries at http://www.soa.org/ or by calling 847.706.3500. For more information on the Joint Board for the Enrollment of Actuaries examinations, publications, study tips, etc. please visit http://www.asppa.org/education/ea_exams.htm.