# Validation By Educational Experience

> Guides Validation by Educational Experience (VEE) for North American actuarial credential paths (SOA, CAS)—how VEE fits preliminary requirements, current topic areas (Economics, Accounting & Finance, Mathematical Statistics; subject to society updates), approved-course criteria, candidate workflow and documentation, SOA vs CAS submission timing relative to ASA/ACAS progress, international/transfer considerations, and common pitfalls. Use for VEE, validation by educational experience, VEE credit, actuarial VEE requirements, SOA VEE, CAS VEE, VEE economics, VEE statistics, VEE accounting and finance, college credit for actuarial exams, submit VEE transcript—not deep exam study (pre-actuarial-foundations, advanced-short-term-actuarial-mathematics, advanced-long-term-actuarial-mathematics), workpapers (actuarial-analyst), signing (associate-actuary, appointed-chief-actuary), official transcript qualification rulings, or generic degree planning.

- Skill: `daemon-blockint-tech/validation-by-educational-experience` (Agent Skill, multi-file: 7 files)
- Install (CLI): `npx skillmds@latest add daemon-blockint-tech/validation-by-educational-experience`
- Raw SKILL.md: https://api.skillmd.com/api/skills/daemon-blockint-tech/validation-by-educational-experience/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- Author: daemon-blockint-tech (https://skillmd.com/u/daemon-blockint-tech)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/daemon-blockint-tech/validation-by-educational-experience

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# Validation by Educational Experience (VEE)

## When to Use

- Explain **what VEE is** and how it differs from passing preliminary exams (exam waiver via coursework, not professional sign-off)
- Orient **current VEE topic areas** and how societies may update requirements—always flag official SOA/CAS sources
- Help candidates **select courses**, compare syllabus fit, and plan timing with preliminary exams and internships
- Outline **approved-course criteria** and how institutions get courses listed (framework only)
- Structure **documentation and submission** workflows for SOA vs CAS
- Advise on **international students**, transfer credits, and online providers at overview level
- Diagnose **common pitfalls** (wrong course, grade, expired policy, incomplete forms)
- Bridge learners from **pre-actuarial coursework** toward credential progress and `associate-actuary`

## When NOT to Use

- Deep study of economics, corporate finance, or statistics exam content → `pre-actuarial-foundations`; ASTAM/ALTAM depth → `advanced-short-term-actuarial-mathematics`, `advanced-long-term-actuarial-mathematics`
- Reserving, pricing workpapers, triangles, model packs → `actuarial-analyst`
- ASA/ACAS pathway strategy, ethics, signing limits, peer review → `associate-actuary`
- Appointed actuary, enterprise governance, regulatory opinions → `actuary`, `appointed-chief-actuary`
- **Official determination** whether a specific transcript or course qualifies → direct user to SOA/CAS VEE administration and the institution; do not guarantee approval
- Generic university degree planning unrelated to actuarial credential requirements → academic advising unless reframed to VEE

## Related skills

| Need | Skill |
|---|---|
| Pre-credential math, study habits, preliminary exam orientation | `pre-actuarial-foundations` |
| Hands-on reserving, pricing, workpapers | `actuarial-analyst` |
| ASA/ACAS pathways, ethics, signing, career progression | `associate-actuary` |
| Technical pricing, reserving, capital (fellow-level overview) | `actuary` |
| Appointed actuary accountability and enterprise governance | `appointed-chief-actuary` |
| Short-term loss models and credibility (post-preliminary) | `advanced-short-term-actuarial-mathematics` |
| Long-term life contingencies (post-preliminary) | `advanced-long-term-actuarial-mathematics` |

## Core Workflows

### 1. Candidate intake and society path

Before recommending courses:

1. **Society** — SOA vs CAS (requirements and submission portals differ)
2. **Status** — Student, career-switcher, international; prior degrees and transfer credits
3. **Goal** — Which VEE topics remain; target ASA/ACAS timeline
4. **Deliverable** — Course plan, checklist, submission prep—not society ruling on a transcript
5. **Escalation** — Route exam-depth tutoring to `pre-actuarial-foundations`; professional work to `actuarial-analyst`

**See `references/vee_scope_and_pathway.md`.**

### 2. Map VEE topics and official requirements

1. List **VEE subject areas** at framework level (Economics; Accounting & Finance; Mathematical Statistics—names and splits may change)
2. State that **SOA and CAS publish authoritative lists** of approved courses and online options
3. Distinguish **VEE completion** from preliminary exams (P, FM, etc.) and from fellowship requirements
4. Note **policy refresh** risk—summaries in this skill are not substitutes for live society pages
5. Link topic gaps to `pre-actuarial-foundations` for conceptual study, not for credit approval

**See `references/vee_topic_areas.md`.**

### 3. Course selection and syllabus fit

1. Compare **course title, catalog description, and syllabus** to society topic learning objectives (high level)
2. Prefer **pre-approved** university courses or society-listed online programs when available
3. Confirm **grade minimums**, credit hours, and term-level vs AP/IB rules per current policy
4. Flag **duplicate coverage** across transfer, MOOC, and degree programs
5. Never assert approval without society or school registrar confirmation

**See `references/approved_courses_and_syllabus_fit.md`.**

### 4. Documentation and candidate workflow

1. Build a **transcript and syllabus packet** checklist (unofficial vs official, seals, translations)
2. Track **in-progress** vs completed courses; timing of final grades
3. Overview **online providers** (university extensions, ACTEX, TIA, etc.) as categories—not endorsements
4. Separate **university registrar** steps from **society submission** steps
5. Maintain an **audit trail** of dates, reference numbers, and resubmission needs

**See `references/candidate_workflow_and_documentation.md`.**

### 5. SOA vs CAS submission and timing

1. Map **which portal and forms** apply per society (overview only)
2. Place VEE relative to **ASA/ACAS** milestones and preliminary exam progress
3. Advise on **ordering**: completing coursework before submission vs before fellowship modules (society-specific)
4. Note **expiration or versioning** of VEE policies where societies publish them
5. Escalate **credential strategy** to `associate-actuary` when user focuses on signing or professionalism

**See `references/soa_cas_submission_and_timing.md`.**

### 6. Pitfalls and planning

1. Run a **pre-submission checklist**: course code, grade, term, syllabus, society account linkage
2. Document **common denials**: non-approved course, insufficient grade, wrong topic bucket, missing syllabus
3. Plan **retakes and alternatives** when a course fails fit
4. Address **international transcripts**, language, and credit conversion at high level
5. Connect **pre-actuarial** study plans so VEE topics reinforce preliminary exams without double-counting effort blindly

**See `references/pitfalls_and_planning.md`.**

## Deliverable standards

| Deliverable | Minimum content |
|---|---|
| VEE plan | Society, topics outstanding, course options, grade/credit checks, target dates |
| Submission checklist | Documents, portals, fees (if published), status tracking fields |
| Pitfall review | Course-society fit risks, policy date, escalation to official admin |
| International note | Translation/registrar steps; no immigration or visa advice |

Label output as **educational and procedural guidance**, not actuarial advice, legal advice, or an official society determination.

## Assignment type matrix

| Trigger phrase | Primary workflow | Lead reference |
|---|---|---|
| what is VEE / actuarial VEE requirements | Scope and pathway | `vee_scope_and_pathway.md` |
| VEE economics / statistics / accounting and finance | Topic map | `vee_topic_areas.md` |
| approved course / syllabus fit | Course selection | `approved_courses_and_syllabus_fit.md` |
| submit VEE transcript / documentation | Candidate workflow | `candidate_workflow_and_documentation.md` |
| SOA VEE / CAS VEE / timing with ASA | Submission and timing | `soa_cas_submission_and_timing.md` |
| VEE denied / wrong course | Pitfalls and planning | `pitfalls_and_planning.md` |

## When to load references

- **Scope, pathway, boundaries** → `references/vee_scope_and_pathway.md`
- **Topic areas and society updates** → `references/vee_topic_areas.md`
- **Approved courses and syllabus fit** → `references/approved_courses_and_syllabus_fit.md`
- **Workflow and documentation** → `references/candidate_workflow_and_documentation.md`
- **SOA vs CAS submission** → `references/soa_cas_submission_and_timing.md`
- **Pitfalls and planning** → `references/pitfalls_and_planning.md`