Candidates with a previously approved CFA Institute testing accommodation are still required to submit a Disability Accommodations Request Form for each administration.* If you are requesting the same accommodation as you received on a previous CFA proctored exam, no documentation is required.* If you would like to change or add to your accommodation, you must submit the Disability Accommodation Request Form along with new documentation** that supports your updated request.

*This requirement still applies if you have deferred to another exam administration window. Approved requests do not automatically transfer to the next administration. You are responsible for submitting the online request form each time you register for an exam.

**If it has been more than seven years since you last sat for a CFA Institute exam, you will be required to submit new medical and supporting documentation regardless of your previously approved CFA Institute accommodations.

Documentation

✔ All documentation must be submitted in English
✔ The Comprehensive Diagnostic Evaluation Report should have been conducted within the past three (3) years. *
✔ All of the required documentation must be submitted within ten (10) business days of submitting the Disability
Accommodations Request Form but no later than the applicable deadline.

* Candidates may submit an evaluation report that is more than three years old; however, it may be necessary to obtain a more recent evaluation report to determine appropriate accommodations. If this is deemed necessary, you will be notified accordingly.

What NOT to Submit:

• Documentation in a language other than English
• Letters from your medical professional in lieu of the evaluation report
• Multiple copies of the same documentation
• Documentation of requests for accommodation with other institutions or organizations. If you have received prior accommodation with another entity, please only submit proof of the accommodation you were granted by that entity.
• Documents via email. All documentation must be submitted through the secure online portal.
• Documents that are protected
• Self-reports
• Research articles

Most accommodations for diabetic candidates do not require a formal accommodation request. Medical devices or aids such as a glucose monitor and glucose tablets are pre-approved permissible items.

• Food and non-water beverages are not permitted in the testing room. However, candidates may keep them in the personal belongings area which can be accessed during the optional scheduled break.