Seminar:
MATE Seminars Fall 2023 Valuation & Regulation seminar will be held September 19 - Spetember 22 on a virtual platform. The seminar include a review of all syllabus readings. The focus is on exam-type questions, with the primary emphasis being on math questions.

See our seminar page for more information.

Study manual:
The MATE Seminars Group and Health Valuation & Regulation study manual begins with a short discussion of exam studying advice, which includes a suggested study schedule. This is followed by the two main sections of the manual: a detailed outline and a condensed outline.

The detailed outline is a summary of all required readings for the exam, written in outline format. Having this outline already prepared saves time that can be better spent committing the material to memory. The outline is written in sufficient detail to minimize the need to reference the syllabus source material.

Following the detailed outline is a condensed outline of lists. These lists are focused on the main topics of the syllabus and are a very effective studying tool for the final weeks before the exam.

Note cards:
The MATE Seminars Group and Health Valuation & Regulation note cards contain the lists from the MATE study manual’s condensed outline. These lists are focused on the main topics of the syllabus and are a very effective studying tool for the final weeks before the exam. An electronic ANKI file will be included for use of the note cards on a mobile device. Request this file using this contact form, please include your proof of purchase and what exam you are taking.

Practice problem set:
The MATE Seminars Group and Health Valuation & Regulation practice problem set contains 60 exam-style questions which will help candidates get a feel for the types of questions that will be asked on the exam. A suggested solution is included for each question. A spreadsheet containing the data tables used for each math problem is included with your purchase. Request this file using this contact form, please include your proof of purchase and what exam you are taking.

The primary focus is on mathematical topics. But there are also some questions and parts of questions on non-mathematical topics. The problem set includes both original questions and past SOA exam questions that are relevant based on the current syllabus.

These practice problems are some of the problems that will be reviewed at our exam preparation seminar. A larger set of practice problems will be provided there.