Valuation & Regulation – US – Everything Package
This savings package is available only through this site. It includes the study manual, the note cards, the practice problem set, and registration for the Spring seminar.
For additional savings, pay by check and receive a discounted rate of $1,505. Simply print off a registration form and mail it in with your payment.
The MATE Seminars Group and Health Valuation and Regulation (VR) seminar will be held from Mar. 12-15 on a virtual platform. The seminar includes a review of all syllabus readings. The focus is on exam-type questions, with the primary emphasis being on math questions.
The seminar includes:
- Instant access to a pre-recorded version of this season’s seminar, available by January 1st, 2024 (request access from instructor)
- Each chapter has a detailed video explanation for a more slow-paced learning experience
- Challenging chapters will also have a shortened video for a quick review and explanation of the main points
- Admittance to the live seminar, along with the seminar outline and full practice problem set
- Access to “MATE Reference Content”, an archive of content that can be used to learn more about challenging topics including, but not limited to:
- Summaries of relevant papers previously on the syllabus
- Summaries of helpful papers currently on other exams’ syllabi
- Links to useful websites and published papers that are helpful with understanding difficult concepts from the syllabus
- A lookup tool to help you find past exam questions that are currently on your exam
- Evergreen access: Access to the pre-recorded seminar and digital seminar content is available for as long as it takes you to pass your exam; see our seminar extension policy for details
See our seminar page for more information.
The MATE Seminars Group and Health Valuation and 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 and emphasizing the most important pieces of each reading. Having this outline already prepared increases the time that can be spent committing the material to memory. The outline is written in sufficient detail to minimize the need to reference the syllabus source material and includes examples of how the SOA tests the 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. Many exam questions ask candidates to recite these lists.
The MATE Seminars Group and Health Valuation and Regulation note cards contain the lists from the MATE study manual’s condensed outline in flashcard format for faster memorization. These lists are focused on the central and often-tested topics of the syllabus and are a very effective studying tool for the final weeks before the exam.
An electronic ANKI file is included, to use the note cards on a mobile device. Request this file from the MATE team using this request form, please include your proof of purchase and what exam you are taking.
Practice problem set:
The MATE Seminars Group and Health Valuation and Regulation practice problem set contains 60 exam-style questions which will help candidates prepare 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 from the MATE team using this request form, please include your proof of purchase and what exam you are taking.
The primary focus is on mathematical topics. 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.