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Sustainable Investing Certificate Refunds and Deferrals Policy

Refund Policy:

For candidates submitting an initial registration for the Sustainable Investing Certificate, a full refund of your registration fees is available within 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 non-refundable 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.

Emergency Deferral Policy:

Emergency deferrals are considered on a case-by-case basis, and only in the event that a candidate’s exam appointment cannot be rescheduled within a 6-month window. Below are the qualifying free emergency deferral reasons:

  • life-threatening illness (candidate or immediate family member*)
  • death of a candidate’s immediate family member*
  • mandatory military deployment (candidate only) in your testing window.
  • pregnancy (candidate only)
  • rescheduled exam by Prometric within 30 days of the original scheduled appointment and after contacting Prometric, you are unable to find a new acceptable appointment date.

* CFA Institute defines the candidate’s immediate family as only the candidate’s parent, sibling, spouse/domestic partner, or child. For the purposes of deferrals, grandparents are not considered part of a candidate’s immediate family.

You must provide documentation to support the claim for a no cost emergency deferral. Deferral requests must be received by CFA Institute prior to or within three days of the scheduled exam appointment. If you do not qualify for an emergency deferral, or do qualify but cannot provide the proper documentation, then you are not eligible for an emergency deferral and your request will be denied.

Submission of emergency deferral documentation represents your consent for CFA Institute to use the information provided by you to verify your eligibility for an exam deferral and monitor exam deferral volumes. All deferral requests are subject to the terms of the Candidate Agreement, up to and including review by our Professional Conduct department.

If you are responsible for a terminated exam either due to a technical issue or failure to follow testing personnel instructions, your exam fees are non-refundable, and non-transferable, and you are ineligible for a deferral.