英国精算学会UKAP与北美意外险精算学会CAS-上海财经大学.DOC

精算交流 精算通讯第六卷第二期 - PAGE 57 - 英国精算学会（UKAP）与北美意外险精算学会（CAS） 联合举办准会员阶段精算职业化课程 The Joint Actuarial Associate Professionalism Course, by UKAP and CAS 时间地点：4-5 March 2008, hosted by Shanghai University of Finance and Economics (上海财经大学) 主讲教师：Chris Daykin (FIA), John Gleba (FCAS), 部分内容由特邀中国精算师协助讲授。 授课对象：两类，每类限额25人。（1）通过北美CAS 任何5门精算考试课程加3门VEE考试，或通过任何6门精算考试课程（不包括VEE考试）；（2）已获得英国精算学会精算技能证书（DAT）的学员（注：在不足25人情况下，考虑特许部分已通过课程CT 1－8的学员参加）。 收费标准：两部分。（1）主办机构CAS/UKAP将收费100英镑（或200美金）；（2）承办方将收取部分管理成本，包括午餐、茶点、学习资料、教室租借费等，数额待定。 报名咨询：上海财经大学国际从业资格教育学院 刘丽莎 TEL：021 6590 4928 Email: liulisha@mail.shufe.edu.cn 课程内容及安排计划（草案） Day One 9:00am 18:00pm, Tuesday 4 March Day Two 9:00am17:30pm, Wednesday 5 March 09:00 Welcome, Course Overview and Objectives 09:00 Practice Area Case Studies – 2 09:15 Introduction to Professionalism and Governance of the Profession 10:00 Report back and debrief Practice Area Case Studies - 2 10:00 Code of Conduct - lecture on IAA code of conduct - comments from North American perspective - comments from UK perspective - comments from China/Hong Kong perspective - discussion on issues arising from Code of Conduct 10:30 Challenges facing the profession 10:45 Challenges facing the profession in China 11:00 Group Work on Challenges facing Actuaries in China 11:45 Report back on Challenges facing Actuaries in China 12:3013:50 Lunch break 11:30 Generic Case Studies on ethical issues (1) – group work 14:00 Disciplinary process - general introduction; IAA requirements - counselling and discipline for the CAS – role of ABCD - UKAP professional regulation and discipline - introduction to CAA discipline scheme 12:3013:50 Lunch break 14:00 Generic Case Studies on ethical issues (1) – report back 14:30 Standards of Practice - general introduction - relevant CAS standards of practice (esp. SOP 36,41,23,19,17) - standards of practice in China (incl. Hong Kong) 14:45 Life-long