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Resources for SA7

These resources are optional or suggested additional reading for IFoA exam subject SA7 that may complement IFoA Core Reading and tuition provider material for this exam subject.

To access ebooks please log in to your

Title links lead to book details on the IFoA Library catalogue. From there, IFoA members and students can 'Request' the book from the IFoA Library Service, subject to availability. Members can also follow the ‘Access eBook’ links below after logging in through the member portal. Ìý

SA7 core reading for the current year is the key study reference for this exam and is available from the .

Students may also work with the study guide and course materials for this exam from the .

Suggested additional reading for SA7

µþ´Ç´Ç°ì²õÌý´¥ÌýConference and other papersÌý´¥ÌýCountry reportsÌý´¥ÌýJournalsÌý´¥ÌýNewspapers and magazinesÌý´¥ÌýBackground data

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Economist Intelligence Unit: Country reportsÌý(referenced in SA7, Unit 9)

The Economist Intelligence Unit provides leading country analysis and forecasts. IFoA members and full students can access the latest reports as received for the following countries by logging into the and accessing the :

  • Ìý Ìý Ìý ÌýÌý
You need to be logged in as a member to view the reports of each of these countries on this page.

The reports are for the latest month only. Reports are for non-commercial educational use by Members of the ÐßÐßÊÓÆµ.Ìý The terms and conditions of supply are at This arrangement is managed by the library service, please emailÌýlibraries@actuaries.org.ukÌýwith any enquiries.

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The Economist: The World Ahead 2024

The Economist’s survey for the year ahead offers points of interest and background to support the study of investment issues and regional trends. The newspaper now makes this annual print magazine available as an app for subscribers, but selected articles of the latest edition are available on the .

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Books

Students may wish to follow up as additional background reading the following books referenced in units (indicated below) in SA7 Core Reading. Some of the books below are not available on-line but you may request to borrow them from:Ìýlibraries@actuaries.org.ukÌýor via title links belowÌýto book details on the IFoA Library catalogue:

  • . 2nd ed. Grinold, Richard C. and Kahn, Ronald N. ISBN 9780070248823. (SA7, Unit 9)
  • . Malthus, T. 1798. (Library of Economics and Liberty online reprint) (referenced in SA7, Unit 8)
  • . Clark, Gregory. Princeton University Press, 2007. ISBN 9780691141282. (SA7, Unit 8)
  • . Bogle, John C. - John Wiley, 1999, ISBN 0471295434. (SA7, Unit 10).
  • . 4th ed. Graham, Benjamin. - Harper & Row, 1991. ISBN 0060155477 (SA7, Unit 10).
  • . 4th ed. Schwager, Jack. - John Wiley, 2014. ISBN 9781118858622 (SA7, Unit 10).
    Access after member login
  • . Berne, Eric. New York, 1947, reprint Grigson Press, 2011. ISBN 9781447425731. (SA7, Unit 10)
  • . Elder, Alexander.Ìý - John Wiley, 1991. ISBN 9781118963685. (SA7, Unit 10).
  • . Kiev, Ari. - John Wiley, 2003. ISBN 9780471463184 Ìý(SA7, Unit 10)
    Access after member login
  • . Malkiel, Burton G. -Ìý W.W. Norton, 2006. ISBN 9780470593219 (SA7, Unit 10).
  • . John Wiley, 2010. ISBN 9781946963062 (SA7, Unit 10)
    Access after member login
  • . 6th ed. Graham, Benjamin and Dodd, David L.; 6th ed. Contributions by S Klarman et al. - McGraw-Hill Education, 2008. ISBN 9780070140653 (SA7, Units 9, 10)
  • . 2nd ed. Murphy, John J. - New York Institute of Finance, 1998. ISBN 0753200661. (SA7, Units 9, 10)
  • . Minervini, Mark.Ìý -Ìý McGraw-Hill Education, 2013. ISBN 9780071807227 (SA7, Unit 10)

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ConferenceÌýand other papers

Listed below are selected papers referenced in Units in SA7 Core Reading with others suggestedÌýforÌýbackground information:

  • The behaviour of individual investors. Barber, B.M. and Odean, T. 2011. (referenced in SA7 Core Reading, Unit 1)
    ÌýorÌý
  • . Pedersen, H et al. Society of Actuaries. 2016.Ìý(SA7 Core Reading, Unit 11)
  • Economic scenario generators: lessons learned from history. IFoA Extreme Events Working Party. BAJ (2018), 24(4): 1–25. DOI
  • Narrative economics. (Cowles Foundation Discussion Paper; CFDP 2069) Shiller, R.J. 2017. (SA7 Core Reading, Unit 1)

JournalsÌý

You can access the following journalsÌýafterÌýmember login and use the Actuarial Knowledge Hub to search articles.

  • (Wiley Online Library)
  • (Henry Stewart Publications)
  • (Wiley Online Library).

Newspapers and magazines

  • (The Economist Newspaper Ltd)
  • (CFA Society of the UK)

Background data