Joint Board Examination Program |
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Structure of the Examinations
In general, candidates for enrollment are required to pass two Joint Board examinations: the basic EA-1 examination and the pension EA-2 examination. The pension examination is given in two parts: EA-2A and EA-2B.
The EA-1 and the EA-2B examinations are given each May; the EA-2A examination is given each November.
Waiver of the EA-1 Examination
The Joint Board will grant a waiver of the EA-1 examination to individuals who have successfully completed:
Or,
- Examinations FM and MLC of the Society of Actuaries Education and Examination Program.
All waiver requests must be submitted in writing to the Joint Board prior to applying for enrollment. An official college transcript must be included for educational waiver requests.
Transition Credit for Examinations taken Prior to January 2001
The Joint Board examination program was restructured effective January 2001. The Joint Board will grant credit for exams taken before 2001 according to the following table.
Examinations Credited Prior to January 1, 2001
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Examinations Credited As of January 1, 2001
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Examinations Remaining as of January 1, 2001
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None |
None |
All |
EA(1)-A |
EA(1) |
EA(2)-A, EA(2)-B |
EA(1)-B |
None |
All |
EA(2) |
EA(2)-B |
EA(1), EA(2)-A |
EA(1)-A, EA(1)-B |
EA(1) |
EA(2)-A, EA(2)-B |
EA(1)-A, EA(2) |
EA(1), EA(2)-B |
EA(2)-A |
EA(1)-B, EA(2) |
EA(2)-A, EA(2)-B |
EA(1) |
All |
All |
None |
How to Study for the Examination
You can download a copy of the current examination program booklet, which provides general information and suggested readings.
Prior Joint Board Examinations
You can download the following copies of prior examinations and official answers:
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November 2008 EA-2A Examination
You may request a copy of your answer sheet via facsimile at (202) 622-8300. Please include the following information: (1) Name of the examination, (2) Date of the examination, (3) Test site, and (4) Current mailing address.
Standards of Practice for Tax Professionals
OPR At-a-Glance
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Page Last Reviewed or Updated: March 11, 2009