CFA® Exam Disability Accommodations
We are committed to offering the CFA 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.
Accommodations requests are reviewed on a case-by-case basis and must be submitted before the disability accommodations request deadlines as listed below. Request forms and/or documentation submitted after the registration deadline will not be reviewed.
Paper-Based Testing Accommodations
December 2020 CFA Exam
- 21 September – Final Deadline to Request Disability Accommodations
Computer-Based Testing Accommodations
*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.
February 2021 CFA Exam
- If you register by 13 Aug, your deadline is 20 Oct.
- If you register between 14 Aug – 3 Nov, your deadline is 3 Nov
If you are requesting accommodations late in the registration cycle, we cannot guarantee that a determination will be made before the scheduling deadline. In the event that a determination is made after the scheduling deadline, we may offer to defer the exam registration to the next available exam window.
What You Need to Know Before Submitting Your Request
- You must be registered for an exam;
- The completed form and required documentation must be submitted in English;
- All of the required documentation must be submitted within two (2) business days of submitting the Disability Accommodations Request Form but no later than the applicable deadline;
- Please allow four (4) weeks for the review and processing of your request. You will receive notification regarding the status of your request once it has been evaluated;
- CFA Institute does not guarantee that your request for disability accommodations will be granted, even if you have previously received disability accommodations.
Disability Accommodations Request Form and Documentation Requirements
The Medical Professional Questionnaire (PDF)
This form must be completed by a qualified medical professional and returned to us.
Comprehensive Diagnostic Evaluation Report
You will need to submit your most recent evaluation report, which should be three years old or less (expand to see additional guidelines). The evaluation report should be conducted by a qualified professional with expertise in the disability for which the accommodation is sought. Letters from your medical professional are not considered comprehensive and may not be submitted in lieu of this requirement.
Guidelines for the Comprehensive Diagnostic Evaluation Report
The Comprehensive Diagnostic Evaluation Report should, at a minimum:
- Clearly state the diagnosed disability;
- Be up-to-date and comprehensive
- 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.
- With the exception of physical disabilities (inclusive of visual and hearing impairments), the qualified professional should base the diagnosis from the Diagnostic and Statistical Manual of Mental Disorders (DSM-5) or equivalent diagnostic standards (non-US);
- Include complete educational, developmental, and medical histories relevant to the disability for which testing accommodations are being sought;
- Include a list of the objective and norm-referenced test batteries (e.g., WAIS-IV, WIAT-III, WJ-IV, GORT-V, etc.) and test scores used to document the disability;
- For physical disabilities (inclusive of visual and hearing impairments), objective evidence should be provided in the form of the diagnostic tests administered and test scores, medical reports, surgical/procedural reports, physical therapy notes, photographs and scans (e.g., MRI, CAT, Retinal, etc.)
- Describe the specific accommodations requested;
- Be typed or printed on official letterhead and be signed by an evaluator qualified to make the diagnosis (with information regarding licenses or certifications, and area of specialization)
Supporting Documentation (log-in required)
In order to help support your request, please submit documentation that demonstrates a history of impairment or limitation such as previous evaluation reports, proof of prior testing accommodations, proof of special educational services or plans, standardized test scores on college-entrance or professional exams (e.g., SAT, ACT, GRE, GMAT, LSAT), academic records (e.g., transcripts, teacher comments), etc.
After You Have Submitted Your Request
Contact Candidate Solutions for questions or additional information regarding the disability accommodations process.