Textbook & Resource Information

Exam Exam Outline* Book/Publisher  Ordering Link Estimated Cost
AFE 1

AFE1 Outline

Life Insurance Kenneth Black, Jr., Harold D. Skipper, and Kenneth Black, III 15th Edition (Lucretian, LLC, 2015)

https://lucretian.com/orders.html $150
AFE 2

AFE2 Outline

Fundamentals of Risk and Insurance Emmett J. Vaughan & Therese M. Vaughan, (11th Edition) Order from an online bookstore. $212.95
Insurance Operations (SOFE)** Must be ordered directly through The Institutes using Stock Number SABI25 (https://web.theinstitutes.org/contact-us)

$155

AFE 3

AFE3 Outline

Life/Accident/Health Insurance Accounting, Insurance Accounting & Systems Association, Inc., Durham, NC Sixth Edition, (2018) https://my.iasa.org/s/store

$300

AFE 4

AFE4 Outline

Property-Casualty Insurance Accounting, by IASA 2021, 11th Edition https://my.iasa.org/s/store $325
CFE 1 CFE1 Outline 2021 NAIC Financial Analysis Handbook Provided by NAIC through your department $0
CFE 2

CFE2 Outline

Enterprise Risk Management Best Practices: From Assessment to Ongoing Compliance by Anne M. Marchetti, October 2011 https://www.wiley.com/en-us/ $60
Enterprise Risk Management** Must be ordered directly through The Institutes using Stock Number SABE06 (https://web.theinstitutes.org/contact-us) $232
NAIC Own Risk and Solvency Assessment (ORSA) Guidance Manual Downloadable PDF at http://www.naic.org/documents/prod_serv_fin_recievership_ORSA-2014.pdf $0
CFE 3

CFE3 Outline

 

Reinsurance** Must be ordered directly through The Institutes using Stock Number SABR19 (https://web.theinstitutes.org/contact-us) $150
NAIC SSAP No. 61R – Life, Deposit-Type & Accident and Health Reinsurance Provided by NAIC through your department $0
NAIC SSAP No. 62R – Property and Casualty Reinsurance Provided by NAIC through your department $0
CFE 4

CFE4 Outline

NAIC Financial Analysis Handbook – 2021 Annual/2022 Quarterly Provided by NAIC through your department $0


*The outlines listed are the only SOFE endorsed study material.
**If you are preparing for one of these exams, you MUST order the textbook directly from the Institutes using SOFE's Customized Stock Number. To order these textbooks, please call (800)644-2101.

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