Textbook & Resource Information
| Exam | Exam Outline* | Book/Publisher | Ordering Link | Estimated Cost |
| AFE 1 |
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 | Fundamentals of Risk and Insurance Emmett J. Vaughan & Therese M. Vaughan, (11th Edition) | https://www.wiley.com/en-us/Fundamentals+of+Risk+and+Insurance+11th+Edition | $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 | Life/Accident/Health Insurance Accounting, Insurance Accounting & Systems Association, Inc., Durham, NC Sixth Edition, (2018) | https://my.iasa.org/s/store |
$300 |
|
| AFE 4 | Property-Casualty Insurance Accounting, by IASA 2017, 10thEdition | https://my.iasa.org/s/store | $325 | |
| Accounting Practices and Procedures Manual, by NAIC, March 2019 Publication | Pprovided by NAIC through your department | $0 | ||
| Audit and Accounting Guide: Property & Liability Insurance Entities, by AICPA, updated as of September 1, 2018 | https://www.aicpa.org/cpe-learning/publication/property-and-liability-insurance-entities-audit-and-accounting-guide |
$105 |
||
| CFE 1 | CFE1 Outline | 2021 NAIC Financial Analysis Handbook | Provided by NAIC through your department | $0 |
| CFE 2 | 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 |
|
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 | 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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