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Policies and Procedures

Our policies and procedures protect the integrity of CFA® Program, ensuring the exam process is fair for all candidates. It is your responsibility to read and understand all policies set forth by CFA Institute.
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Policies

Procedures

Admission Ticket Information (paper-based exam only)

Learn how to access your exam admission ticket and how to get admitted to your exams.

Code of Ethics and Standards of Professional Conduct

The Code of Ethics and Standards of Professional Conduct (Code and Standards) are the ethical benchmark for investment professionals around the globe. As a CFA Institute member, CFA Program candidate, or CIPM® Program candidate you are required to follow the Code and Standards.

Disability Accommodations

CFA Institute is committed to offering the CFA exam in a manner and location accessible to individuals with disabilities, in compliance with legal regulations. Learn about the requirements for requesting disability accommodations.

Misconduct and Rules Violations

If you engage in any misconduct during the CFA exam, you may be dismissed from the test center and subject to other penalties. Read all Misconduct and Rules Violations.

Religious Alternate Date Testing Accommodations (paper-based exam only)

If you have a religious obligation or belief that prevents you from taking the exam on the regularly scheduled date for your test area, we will arrange for you to sit for the exam either on the Sunday or Monday following the regular exam date. Learn about the requirements for requesting religious alternate date testing accommodations.

Payment Methods and Print Curriculum

CFA Program Payment Methods

Learn what payment methods are accepted for the CFA Program. All payments must be made in US dollars.

CFA Program Print Curriculum Information

A print version of the CFA Program curriculum is available for purchase. The print version provides the curriculum as a set of six volumes. Shipping and customs fees apply.

Customs Fees and Shipping

Customs fees may be required for CFA Program curriculum shipments to international customers.

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