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CFA Program Sample Candidate Privacy Notice

When you enroll in the CFA Program, you will be prompted to read and acknowledge a candidate privacy notice that is similar to the following:

CFA® Program Registration

Candidate Privacy Notice

Summary of Key Points

  • Personal Information provided to CFA Institute will be transferred to the United States or other jurisdictions that may not provide the same level of data protection as your own country.
  • CFA Institute’s test center service providers may employ video surveillance and audio recordings at the test centers.
  • Personal Information and Test Security Data will be transmitted and maintained securely.

As part of the registration and examination process, candidates must provide Personal Information to CFA Institute (915 E. High Street, Charlottesville, Virginia 22902 USA) for the purpose of administering the examination. CFA Institute collects, processes and maintains Personal Information in accordance with its Privacy Policy, which is also incorporated in the Candidate Agreement.

Your Personal Information will be transferred to the United States or other jurisdictions that may not provide the same level of data protection as your own country. Personal Information may also be transferred to certain third-party service providers of CFA Institute and CFA Institute’s offices in various jurisdictions in order to provide services related to the exam. We provide appropriate protections for cross-border transfers as required by law for international data transfers. With respect to transfers originating from the European Economic Area (“EEA”), we implement standard contractual clauses approved by the European Commission, and other appropriate solutions to address cross-border transfers as required by applicable law.

The examination will be delivered at testing centers operated by CFA Institute test service providers Prometric and British Council. The testing center may deploy Digital Video Recording (DVR or CCTV) within the interior of the test center to monitor the test environment. Where allowed by law, this includes audio recordings within the reception/locker, proctor/security check-in and test law areas. This recording is necessary to protect the security of the proprietary test content, the integrity of the test delivery experience, to deter fraud and cheating, to protect against theft and pilferage, and for the security of staff and test center property. Access to the recorded material will be strictly limited to authorized personnel and retained for a limited duration as allowed by local applicable law.

CFA Institute maintains and requires its third-party processors such as Prometric to maintain reasonable and appropriate technical, physical, and administrative measures to protect the security of your Personal Information. Where permitted by applicable law, you may request access and the opportunity to modify or delete certain portions of your Personal Information by contacting CFA Institute as described in the “Your Rights” section at the end of the CFA Institute Privacy Policy. By proceeding to register for an exam today, you acknowledge your receipt and understanding of this Privacy Notice, and the acceptance of the CFA Institute Privacy Policy.