Education and Training to Become a Mathematical Expert for Retirement Provision (IVS)
The additional qualification to become a mathematical expert for retirement provision (IVS) gives you the opportunity to gain further qualifications in a highly-specialised and future-proof sector. Successfully completing the IVS training will also give you the possibility to become a member of the IVS (provided that you are a member of the DAV). The work of mathematical experts mainly focuses on evaluating liabilities for occupational pension provision in all vehicles for provision. Moreover, private provision is also important for the work of IVS members. For pension schemes, pension funds, support funds and direct commitments and retirement provision funded by life insurance they calculate pension and cove reserves in line with regulatory and tax law guidelines as well as German and international accounting principles.
If you would like to become a specialist in the field of retirement provision then make an investment in your future and find out about IVS education and training in line with the current examination regulations.
Further Information on the IVS Education and Training Programme
If you wish to be admitted to the IVS Education and Training programme you must be a member of the DAV or, if you are not yet a member, then you must have been admitted to the examinations to become a DAV actuary.
Please send your completed application (PDF can be completed electronically) by
e-mail to:
Tim.Kampmann@aktuar.de (preferred method of communication)
or
by post to:
Deutsche Aktuarvereinigung e.V. (DAV e.V.)
Tim Kampmann
Hohenstaufenring 47-51
50674 Köln
In accordance with the current examination regulations the IVS education and training programme consists of the following four modules:
- Pensions 1
- Pensions 2
- Pensions 3
- Pensions 4
Because of the content covered you are advised to take Modules 1 and 2 first.
The detailed content of the individual modules can be found in the learning objectives for the respective module.
The DAA (EAA) offers preparatory seminars for all its CERA examinations. You must attend the mandatory seminars in the respective subject before you can register for the examinations.
Find out more about the preparatory seminars →
Lecture notes for DAA seminars
The lecture notes for DAA seminars are copyright and may only be obtained if you attend the seminar in question.
Exception: candidates who have to re-sit an exam and who have already attended a DAA seminar on the subject in question may purchase the current version of the lecture notes at a reduced rate. This rate is 1/3 of the price of the current seminar.
If you are interested please email the secretariat of the DAV offices on info@aktuar.de.
Recognition of aba seminars
The DAV recognises completion of the aba seminars Employment Law in Occupational Pension Provision and Tax Law in Occupational Pension Provision as a pre-requisite for completing the IVS examination in the course Pensions 4.
Please note that for the examination content of the subject Pensions 4, the learning objectives for the subject Pensions 4 are relevant and that the content of the two above-mentioned aba seminars may vary -- particularly in respect of the subject Social Insurance Law in Occupational Pension Provision.
If you are interested, please use the contact details below for further information:
aba seminar service (Martina Spangenberg)
Telephone: 05621 – 96 36 60
Fax: 05621 – 96 38 03
E-Mail: seminare.tagungen@aba-online.de
Examinations take the form of a 180-minute written examination. Examinations for the modules Pensions 1 and Pensions 3 are held every year in May and the examinations for modules Pensions 2 and Pensions 4 are held every October.
If you have already passed the specialist course examinations in Pensions 1 and/or Pensions 2 as part of your DAV education and training, these will automatically be accredited to your IVS education and training, meaning that you will only need to pass the examinations in the subjects you have not yet completed.
Rules Governing Recognition of Examinations Passed Under Previous Examination Regulations
- If you have already passed the specialist course examinations according to the currently valid examination regulations 4.0 (or 4.1) in Pensions (e.g., Pensions 1, Pensions 2 or Pensions 3) as part of your DAV education and training, these will automatically be accredited to your IVS education and training, meaning that you will only need to pass the examinations in the subjects you have not yet completed.
- If you have already passed the specialist course examination in pension insurance mathematics according to the examination regulations 3 as part of your DAV education and training, this will be accredited within your IVS education and training for the specialist course Pensions (Pensions 1 and Pensions 2), meaning that you will only need to pass the examinations in the subjects Pensions 3 and Pensions 4.
- For accreditation for the course Pensions 3, an examination pass in the subject Accounting for Occupational Pension Provision will be recognised provided that, in addition, evidence of attending the mandatory seminars in Accounting for Occupational Pension Provision and Tax Law for Occupational Pension Provision can be provided.
- For accreditation for the course Pensions 4, an examination pass in the subject Employment Law for Occupational Pension Provision will be recognised provided that, in addition, evidence of attending the mandatory seminars in Employment Law for Occupational Pension Provision and Tax Law for Occupational Pension Provision can be provided.
Please see the list of fees for the costs of the seminars and examinations.
