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CFA Program Exam Disability Accommodations

We are committed to offering the CFA Program Exam in a manner and location accessible to individuals with disabilities and in compliance with legal regulations. Legal regulations apply to candidates with a significant impairment that limits, as compared to most people in the general population, their ability to sit for the exam. We do not guarantee that requests for special testing accommodations will be granted, regardless of whether you have previously received special testing accommodations.
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What You Need to Know Before Initiating Your Request

✔ You must be registered for an exam administration in order to submit a request for accommodation
✔ You must adhere to the published deadlines for submitting a request with the required documentation
✔ You must submit your request and receive a decision on your request from CFA Institute before you can schedule your exam appointment.
✔ You should provide the requested documentation with your request
✔ We encourage you to review the Frequently Asked Questions
✘ We cannot accept nor review requests or documentation submitted via email. All documentation must be submitted through the secure online portal.

Pre-Approved Permissible Items

The items provided in Prometric’s Pre-Approved Personal Items list do not require submission of an accommodation or comfort request. They will be allowed in the testing room upon visual inspection by the Test Center Administrator or Remote Proctored staff. Visual inspection will be done by examining the item without directly touching it and without asking the candidate to remove the item, unless otherwise stated.

Important Deadlines

Requests for Disability Accommodation are reviewed on a case-by-case basis and must be submitted by the accommodation request deadline associated with your exam registration. Request forms and/or documentation submitted after the accommodation request deadline will not be reviewed.

Candidates who wish to submit a request for disability accommodations should not schedule their exam appointment until a determination has been made on their request.

Early Registrant Deadline

30 April

If you register for the August 2024 exam by 23 January 2024, your deadline to submit a Disability Accommodation request is 30 April 2024.

Standard Registrant Deadline

21 May

If you register for the August 2024 exam between 24 January 2024 – 14 May 2024, your deadline to submit a Disability Accommodation request is 21 May 2024.

Early Registrant Deadline

24 July

If you register for the November 2024 exam by 16 April 2024, your deadline to submit a Disability Accommodation request is 24 July 2024.

Standard Registrant Deadline

13 August

If you register for the November 2024 exam between 17 April 2024 – 7 August 2024, your deadline to submit a Disability Accommodation request is 13 August 2024.

Early Registration Deadline

24 October

If you register for the February 2025 exam by 9 July 2024, your deadline to submit a Disability Accommodation request is 24 October 2024.

Standard Registration Deadline

11 November

If you register for the February 2025 exam between 10 July 2024 – 7 November 2024, your deadline to submit a Disability Accommodation request is 11 November 2024.

Comfort Requests

Some candidates without documented disabilities may need special arrangements to be able to comfortably take the exam. Items that are on Prometric’s Pre-Approved Personal Items list do not require approval by CFA Institute to bring to your exam appointment. If you require a special arrangement not on the approved personal item list, you must contact [email protected], including arrangements for nursing parents. Comfort requests are considered on a case-by-case basis and are subject to test center and/or appointment availability. As such, we cannot guarantee that your request will be approved. We strongly encourage you to submit your request as soon as possible.

Submit Comfort Request

Diabetic Care

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.

Returning & Deferred Candidates

Candidates with a previously approved CFA Institute testing accommodation on a proctored exam are still required to submit a Disability Accommodations Request Form for each exam administration.*

If you are requesting the same accommodation as you received on a previous CFA Program 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, as any 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 Program exam,  you will be required to submit new medical and supporting documentation regardless of your previously approved CFA Institute accommodations.

Documentation Requirements

What NOT to Submit:

  • Documentation in a language other than English
  • Letters from your medical professional in lieu of an 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

 

What TO Submit:

✔ All documentation must be submitted in English
✔ Documentation that objectively demonstrates you have an impairment that reasonably hinders your ability to sit for a CFA Program exam under standard testing conditions, such as a Comprehensive Diagnostic Evaluation Report conducted within the past three (3) years.*

  • Most letters from medical professionals are general in nature and are not usually comprehensive and should not be submitted in lieu of this request.*

✔ 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 documentation, such as an evaluation report that is more than three years old; however, documentation that does not accurately reflect or describe your current level of impairment may impact the evaluation of your request.

CFA Institute recognized that each individual’s condition and situation is unique. Therefore, every accommodation request is carefully reviewed and independently evaluated based on the content of the information submitted. When you request an accommodation, you should provide objective documentation showing the accommodation you seek is appropriate for your condition. The information should reasonably show that the accommodation you seek will address your specific impairment as it relates to the appropriate CFA exam and testing environment. Before initiating your request, please use the resources below to help you understand the materials necessary for submission and review.

We request you submit the following documentation:

  • paper and pen icon Medical Professional Questionnaire and Personal Statement (PDF) (PDF)

    This Medical Professional Questionnaire form should be completed and signed by a qualified medical professional and returned to us. You should complete the personal statement, addressing the impact of your diagnosis and why the accommodations sought are necessary.

  • folded paper icon Comprehensive Diagnostic Evaluation Report

    You should submit your most recent evaluation report, with DSM-V code referenced (if applicable), which should be three years old or less. The evaluation report should be conducted by a qualified professional with expertise in the disability for which the accommodation is sought. Most letters from medical professionals are general in nature and are not usually comprehensive and should not be submitted in lieu of this request.

  • newspaper icon Supporting Documentation

    If applicable, you should submit documentation that demonstrates a history of impairment or limitation, such as proof of prior testing accommodations, including college-entrance or professional exams (e.g., SAT, ACT, GRE, GMAT, LSAT), college/university accommodations, or special education services/plans.

Accommodation Request Process

  1. Submit Request

    Submit the Disability Accommodation Request Form (log-in required) with the requested documentation. After you have submitted your request, you can view the status and details of your request online (log-in required). 

    When submitting your preferred testing location in the online form, you must provide a location from this list of test center locations.

  2. Receive Decision (4-6 weeks)

    Please allow four (4) to six (6) weeks for the review and processing of your request. All accommodation requests and supporting medical documentation are carefully reviewed by exam administration personnel. You will receive notification regarding the status of your request once it has been evaluated, along with the next steps for scheduling your exam appointment.

  3. Schedule Exam Appointment

    When attempting to schedule an appointment with Prometric, you must select a location from this list of test center locations.

    Some testing accommodations are not able to be scheduled through the online ProScheduler. In these cases, you will be instructed to contact Prometric directly. A member of the Prometric team will work to schedule an exam appointment inclusive of your granted accommodation in your preferred testing area. Please note that this process may require additional processing time to arrange the logistical aspects of your granted accommodations request.

    If you are not granted accommodation, you will still be permitted to take the exam under standard testing conditions and will be provided instruction on how to proceed with scheduling your exam appointment.

    Important Note: The exam appointment general scheduling deadline does not apply to Disability Accommodations candidates. Any emails from CFA Institute in reference to this can be disregarded.

Additional Resources


Candidate Guidebook

A comprehensive guidebook for candidates seeking to request accommodation for proctored exams.

FAQs

Read the Frequently Asked Questions about disability accommodations.

Status of Request

View the status and details of your submitted request (log-in required)

Contact Us

We have a dedicated, but small, team who reviews and processes accommodation requests for all the CFA Institute exam programs. Unfortunately, we are unable to speak with candidates and/or their advocates as we must treat the handling of each case in the same manner. Candidates may use our direct email address examadmin@cfainstitute.org for communication. We strive to respond to all inquiries within 5 US business days.   

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