Discrepancies between initial and executed plans

[Phil]

(grumblegrumblegrumble)

Hi. I have taken 15 credits worth of seminars and still have not filed my initial plan. Because I find it hard to tell the SOA what topics I will concentrate in when I don't know what lectures will be available at future seminars.

Suppose my initial plan says "I will earn 10-15 credits in reinsurance seminars" -- but then it turns out that there's only one 1.5-credit reinsurance lecture at the spring meeting? If my final executed plan doesn't match my initial plan, will this be a problem?

I'd also like to know if I should resubmit a new initial plan if I decide to do a project. (I'm exempt from the project but I might decide to do one). If I do resubmit a new initial plan, then does everything I did at the spring meeting become invalid? (because that would make >15 credits taken prior to the (finalized) initial plan)?

Thank you very much for your help,
-Phil

[Effa]

You might be making this too hard on yourself. If you've already done 15 credits of seminars and are exempt from the project, that means at most you have 20 credits left to do. Pick a couple on-line courses and/or, if it'll fit w/ your plan, the product development CD-ROM to use up your 15 credits of distance learning, which you can plan for in advance perfectly, and then with only at most 5 credits left you shouldn't have too hard a time finding a meeting that can be worked into your objective. Otherwise you could broaden your objective...

[Not Mike]

In my initial plan, I just used ranges... like 3-5 credits on regulation, 5-10 credits on pricing, etc. Quite honestly, I don't think it really matters if you hit everything exactly... just try to map out what you think you may do.

For the project, I actually changed from my initial project submission. In my executed plan, I just described why I changed what my project was about. In your case, you may say something like "I had planned on attending 15 credits of reinsurance seminars, but because there weren't enough available, I decided instead to do a project."

Bottom line is write up detailed notes on your seminars, explain what you learned, make it look nice, don't deviate wildly from your initial plan, and you should be fine.

Good luck...

(grumblegrumblegrumble)

Hi. I have taken 15 credits worth of seminars and still have not filed my initial plan. Because I find it hard to tell the SOA what topics I will concentrate in when I don't know what lectures will be available at future seminars.

Suppose my initial plan says "I will earn 10-15 credits in reinsurance seminars" -- but then it turns out that there's only one 1.5-credit reinsurance lecture at the spring meeting? If my final executed plan doesn't match my initial plan, will this be a problem?

I'd also like to know if I should resubmit a new initial plan if I decide to do a project. (I'm exempt from the project but I might decide to do one). If I do resubmit a new initial plan, then does everything I did at the spring meeting become invalid? (because that would make >15 credits taken prior to the (finalized) initial plan)?

Thank you very much for your help,
-Phil