What You Need to Know Before Submitting Your Request
✔ You must be registered for an exam in order to submit a request for accommodation
✔ Review all information provided on this page
✔ Review the Frequently Asked Questions
✔ Get Familiar with the Documentation Requirements
✔ Note the request deadlines for your exam window
✘ Do not submit requests nor documentation via email
✘ Do not schedule an exam appointment before submitting your request
March 2023 CIPM Exam
- 5 February 2023 – Final Deadline to Request Disability Accommodations
If you are requesting accommodation 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.
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.
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 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.
*If it has been more than seven years since you last sat for an exam, you will be required to submit new medical and supporting documentation regardless of your previously approved CFA Institute accommodations.
✔ 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
- Research articles
Get Familiar with the Documentation Requirements
When you apply for accommodation, you will be asked to provide documentation indicating and supporting your current level of impairment within an academic setting or testing environment. Before initiating your request, please use the resources below to help you understand the materials required for submission and review.
Medical Professional Questionnaire (PDF)
This form must be completed by a 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. 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.
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.
How to Request Accommodation:
Submit the Disability Accommodation Request Form (log-in required) with the required 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.
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, and then forwarded to one or more external medical experts for their review and feedback. 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.
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.
Read the Frequently Asked Questions about disability accommodations.
Status of Request
We are happy to address any additional questions via email at [email protected]. Please note, CFA Institute cannot give any applicant an unfair advantage in the disability accommodation process by accepting an offer to confer with the applicant directly as well as his or her medical health professional.