INV 201 Quantitative Finance

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Registration Opens Week of: July 28, 2025

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Exam Essentials

Fee $1,150
Dates and Deadlines

The Quantitative Finance course is the second part of the two-course sequence in the Investment practice area.

Course Learning Objectives

Upon successful completion of INV 201 Quantitative Finance, you will understand the following learning objectives:

  • Key types of derivatives;
  • The principles and techniques for the valuation of derivatives; and
  • Various applications and risks of derivatives.

How Should I Study?

As part of the evolution of the FSA pathway, the SOA is committed to improving your learning experience through better source materials. To study for INV 201 Quantitative Finance, start with the syllabus and continue with the other materials, including the course strategy guide.

Syllabus Materials

Syllabus Updates

  • Any updates to the current syllabus will be posted here

Books and Study Notes

Supplemental Study Materials

Additional Information

Course Information

Course Resources

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