48. How does diversity, equity, or inclusion (DE&I) training count toward professionalism topics and business and consulting skill topics under the continuing education (CE) requirements in the U.S. Qualification Standards (USQS)?
Section 2.2.7 states that “Relevant continuing education includes not only technical topics in the actuary’s area of practice, but also includes business and consulting skills topics and professionalism topics.” This section goes on further to provide examples of these categories of topics.
DE&I training may count toward the professionalism or business and consulting skills topic categories, depending upon how the training fits into the definition of these categories in Section 2.2.7.
DE&I training may count toward professionalism CE if, for example, the training is focused on how DE&I should be considered in complying with the Code of Professional Conduct and actuarial standards of practice. Company ethics courses closely aligned to professional conduct may also count as professionalism.
Other types of DE&I training may be classified as business and consulting skills CE, which is capped at 3 CE hours annually. Examples of such DE&I training include those that specifically focus on interpersonal skills, leadership skills, hiring and personnel management, and that don’t cover technical or professionalism topics.
Last updated April 2021