GI 201 Operational, Financial, Regulatory and Legal
Ready to Register?
Registration Opens: Week of January 4, 2027
Exam Essentials
2027 Exam Schedule
- March 2027
- November 2027
The Operational, Financial, Regulatory and Legal course is the second part of the two-course sequence in the General Insurance practice area.
Course Learning Objectives
Upon successful completion of GI 201 Operational, Financial, Regulatory and Legal, you will understand the following learning objectives:
- The structure and functions of a general insurance company;
- The regulatory environment for general insurance;
- Tort law and insurance law with respect to general insurance;
- Elements of financial economics relevant to general insurance;
- The elements of financial reporting for general insurance companies;
- The analysis of a general insurer’s financial health; and
- The standards of practice and professionalism required of the actuary.
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 GI 201 Operational, Financial, Regulatory and Legal, start with the syllabus and continue with the other materials, including the course strategy guide.
Syllabus Materials
Nov 2026/Mar 2027
- Syllabus with Learning Objectives/Outcomes and Readings – Nov 2026/Mar 2027
- Course Strategy Guide – Nov 2026/Mar 2027
- Introductory Study Note – Nov 2026/Mar 2027
Syllabus Updates
- There were issues regarding the availability of The Institutes Excerpts from Business Law for Insurance Professionals. For the November 2026 exam, the SOA will provide this reading to registered candidates that do not already have access to it.
Books and Study Notes
Supplemental Study Materials
- GI 201 Relevant Past Exam Materials
- GI 201 Guided Examples with Solutions
- Past Exam Questions and Solutions
- Study Methods