The finance corner
Two threads run through this page: the money habits that make the candidate years lighter, and the quantitative finance chapter of my own journey, the Investment FSA track, documented in public as it happens.
Actuary explains money
We spend years mastering compound interest for exams and then forget to apply it to our own paychecks. This strand fixes that. Personal finance built specifically for the candidate life.
📈 The raise ladder
Every exam pass is a contractual raise, which makes study hours deposits into an appreciating asset. The free lesson runs the numbers.
Read the lesson →🏦 The sinking fund
Exam fees arrive in panic-inducing lumps. A small monthly auto-transfer makes registration day a non-event, the anti-panic device.
How to set it up →🧮 The Money OS
The whole system in one spreadsheet: sinking fund, raise tracker, first-paycheck plan, and net worth by credential milestone. The lesson shows you how to build it.
Build your own →The Investment FSA track, in public
The next chapter of my own journey is quantitative finance: the SOA's Investment track, starting with INV 101 in November 2026. I'm documenting it the way I wish someone had documented it for me: the study plan, the materials verdicts, the sitting, the honest result.
Investments, FSA Investment Track
Portfolio theory, fixed income, and the foundations of investment risk, where exam math meets real markets. Follow the preparation in the Ubuntu Letter, watch the study-with-me sessions on the channel, and read the week-by-week INV track journal, and see the sitting land on the exam tracker.
Why this track? Because the profession's frontier is quantitative: capital markets, ALM, ERM. And because documenting a fellowship track in public is the resource that doesn't exist yet.
The quant concepts on-ramp
Six ideas that unlock most of quantitative finance, each already explained in plain English in the glossary.