Information on Exam Registration, Scheduling and Deferrals
REGISTERING FOR YOUR EXAM
What are the required steps for a successful CFA exam registration and scheduling?
Registering for your CFA exam is a two-step process.
- Step 1: Enroll in the CFA exam through the CFA website.
- Step 2: After you complete the registration process and your payment is processed, you will see the “schedule your exam” option in your CFA Program tile. This will take you to the Prometric scheduling tool where you will be presented with available testing centers with dates and times. You must complete this step by the scheduling deadline. If you do not receive a confirmed date and time, you are not yet successfully scheduled for an exam.
Who will provide information about my exam?
Prometric: Once you have chosen your exam date and test center location, Prometric will send you an appointment confirmation email, keep you apprised of any pertinent scheduling changes and tell you of location-specific situations. Use this link to confirm your appointment details.
If you are concerned about a change or cancellation message you received from Prometric, please contact Prometric directly.
CFA Institute: CFA Institute will provide you with a series of emails containing basic information about the exam, the resources we will make available to you, and how to use these resources. As the exam grows closer, CFA Institute will send reminders about mock exams, general exam policies and other considerations.
Contact CFA Institute if:
- You are having difficulty accessing your account or need to change your personal information
- If you have not yet scheduled your exam and have general questions
- If you are having trouble connecting to your study resources
SCHEDULING AND SEATING AVAILABILITY
Where can I check seating availability before I register for the exam? This impacts my decision to register.
At this time, we cannot provide a way for candidates to see if there is availability in a desired location prior to registration. We recognize this is not ideal but are working closely with our exam delivery vendors to secure enough seats for registered candidates.
How do I find a seat in my desired location?
During the scheduling process, you will be able to search by address, city, or zip code.
Here are a few tips for selecting your exam location and time.
- To ensure that you get your preferred test center, schedule your exam appointment promptly. Seats are available on a first-come, first -served basis.
- Some cities show as full, but we do continue to add capacity where we can, so if you are firm on your choice, keep checking back; however, do not miss the deadline for scheduling.
- For optimal results, be sure to search by city and country. You may find areas with extra capacity within a reasonable travel distance outside of your chosen city.
- Do not search by “country” alone, as it may provide you with no results.
- Don’t limit your date range search to just a few days. Select the entire exam window. You may have to be flexible when selecting which day to test. We will not be able to accommodate everyone on their preferred date.
- When you do choose your appointment, plan to stick with it. We know it is tempting to change, but this makes it difficult for other candidates to find seats.
What if I need to change my scheduled appointment?
If you need to reschedule your exam appointment in your exam window, you will be charged a non-refundable USD 250 fee and any applicable taxes. You may not use this change to move to a new testing window.
What are my options if my preferred testing city and country show as full when I’m trying to schedule my exam appointment?
I registered for an appointment in a different city as there were no appointments available in my city. Can I reschedule to my original city without any additional charges?
No, if you need to reschedule your exam appointment within your testing window you will be charged a non-refundable fee of US$250. This policy does not apply to a change of testing windows, from August to November, for example. A deferral is required to move your exam to a future testing window. Please review the CFA Program Deferral Policy for complete information.
RESCHEDULING, DEFERRALS, AND CANCELLATIONS
How do I re-schedule my exam?
For general rescheduling before the deadline for your exam window, visit the link on your candidate tile.
What happens if my exam is rescheduled by Prometric?
Exam reschedules are not common, but do occur for a number of reasons, including pandemic restrictions, weather events and local situations. Whenever possible you will be rescheduled into the same location and exam window for a different date. If there are no open appointments at that location, you will be rescheduled within a 50-mile radius of your originally selected center. Prometric will send you an appointment confirmation email with your new exam details.
If there is no test center within a 50-mile radius, your appointment will be cancelled, and you will need to contact CFA Institute for more options. You may be eligible for a deferral to another exam window. Contact CFA Institute for more information.
What if I am rescheduled for a date that won’t work for me?
Sometimes it may be necessary to reschedule your appointment for a date that is sooner than your original appointment. We realize this may be inconvenient.
If your rescheduled appointment does not work with your schedule, you can contact Prometric for assistance with rescheduling.
What happens if my exam is cancelled and not rescheduled?
In the event your exam is cancelled, you will first hear from Prometric via email. This email will come from [email protected] Please label this address as a safe sender so that this email does not go to your junk folder.
CFA Institute will contact you within 5-7 business days of the cancellation to provide you with additional information and your options.
When will I be able to re-register if my exam is cancelled?
If it is necessary to cancel your exam, CFA Institute will provide you with information on the available testing windows within 5-7 business days of your cancellation. You will have until the registration deadline for each of these testing windows to reregister. See all the deadlines here.
What if I need to defer my exam to a new window?
How will I be informed if I am eligible for a refund? When can I apply for that?
Candidates whose exams have been impacted twice by COVID-19 restrictions will be eligible for another deferral or a refund. If you are eligible, you will receive additional information about next steps via email.
I have heard it will take 120 days to process a refund. Why is that?
Due to the extraordinary nature of this situation, and in many cases the length of time since a payment was originally received it may take UP TO 120 days from the close of the request window for your refund to be processed.
When will this year’s Access Scholarship application open?
For more information on the CFA Institute Access Scholarship Program, including how and when to apply, please visit the Access Scholarship page.