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Certificate in ESG Investing Refunds, Deferrals, and Withdrawals Policy

Refund Policy:

For candidates submitting an initial registration for the Certificate in ESG Investing in 2021, a full refund of your registration fees is available within fourteen (14) days of payment (through 11:59 PM Eastern Time on the fourteenth day). An initial registration does not include a registration made to reschedule an exam sitting that was either deferred by the candidate or postponed by CFA Institute. Due to fluctuating exchange rates, CFA Institute cannot guarantee the exact amount paid to CFA Institute will be the amount returned in currency other than US currency. After the fourteen-day period has ended, registration fees are nonrefundable, even in the event of a medical condition or other extreme circumstance. Registration fees are non-transferrable. Payments for print curriculum orders are nonrefundable once the order has been placed. CFA Institute strongly advises candidates against requesting a refund for an exam under these policies in an attempt to obtain a larger refund.

Deferral Policy:

If a candidate is unable to sit for their scheduled exam appointment and cannot be rescheduled within the 12-month exam window, the candidate may be eligible for a deferral. Deferrals are considered on a case-by-case basis, and only in the event of one of the following, impacting the candidate or a member of his/her immediate family:

  • Government, employer, or university travel restriction due to COVID-19 that prevents a candidate from attending the exam (documentation required)
  • A positive COVID test within 60 days of the candidate’s scheduled exam appointment (documentation required)
    • Concern over sitting for the exam because of COVID does not qualify for a deferral. CBT group sizes are smaller and the testing environment is easier to adhere to safety standards. Please watch this video from our exam vendor, Prometric, to learn what the exam day experience may look like as a result of COVID guidelines.
  • Life-threatening illness (candidate or immediate family member) in the exam window;
  • Death of a candidate’s immediate family member;
  • Mandatory military service (candidate only) in the exam window;
  • Pregnancy (candidate only); or
  • Natural disaster (candidate’s local area).

The candidate’s immediate family is defined as only the candidate’s parent, grandparent, sibling, spouse/domestic partner, or child. Deferral requests must be received by CFA Institute prior to or within 10 US business days of the scheduled exam appointment. Decisions on deferrals are final and are at the sole discretion of CFA Institute. Candidates awarded a deferral are responsible for all applicable new curriculum charges.

Withdrawal Policy:

CFA Institute offers a withdrawal option for the Certificate in ESG Investing.

If you know you will not be able to sit for the exam during your 12-month exam window, you may request to withdraw your exam registration prior to or within 10 US business days of the scheduled exam appointment. Candidates that request to withdraw their exam registration must acknowledge that their enrollment and registration fees will not be refunded, deferred, or transferred to another exam cycle.

Please allow up to 3 days for processing. Once processed, withdrawals cannot be reversed.