Online Proctored Testing (OPT)

1. Check Equipment and Internet Connection Requirements

   You need to ensure you meet the minimum technical requirements to run the exam successfully. If you cannot meet the requirements listed below, you should not register for an OPT exam appointment; the exam won't run successfully.  

   • Screen Resolution: 1024 X 768
   • Operating System: Windows 8 or above / MacOS
   • Web Browser: Latest Google Chrome
   • WebCam Resolution: 640 X 480p
   • Microphone: Enabled
   • Download Speed:  0.5 mbps

   
   

   If you can confirm your device and connectivity can meet these requirements, you must then complete a system check. This check is carried out via Prometric, our testing vendor, and will confirm your internet speed, webcam and microphone performance. It is important to complete these tests on the same network and computer you will use on exam day, in the same location.

   If your computer or internet access has any upgrades after you run the system test, and before your exam, it is important that you re-run this test before exam day.

   Link to system readiness check:  https://rpcandidate.prometric.com/

   Please note that passing the system test does not necessarily mean that you fulfill the minimum technical specification. It is therefore essential to complete both checks and confirm you successfully meet both criteria.

2. Check Environmental Requirements, Including Room and Desk Setup

   You will be required to agree to all the rules and regulations of the exam when you register for your exam. Please be aware of the following:

   • You must take your exam in a private and quiet room for the full duration of the exam.
   • Only bathroom breaks are permitted during the exam. However, you must notify your proctor before leaving the camera view and have them confirm you are taking a break. Your exam time will continue to run during any breaks. If you do not communicate with your proctor regarding your break, your exam session may be terminated.
   • You will not be allowed to use to scratch paper. The exam software will include a digital notebook in which you can take virtual notes to reference.
   • You will not be allowed to use additional monitors during the exam.
   • You will be filmed throughout the exam and these and other data will be shared with 3rd parties for the sole purposes of running the exam and for other related post-exam activities.
   • You can take your exam at home, or an alternative location such as in your office. Make sure you can meet the important requirements which must be followed regardless of where you sit your exam. If your room does not meet all of these requirements, you will be unable to start or complete your exam. To reduce the risk of experiencing any technical issues during your exam, you should run the system test in the exact same location that you plan to sit your live exam.
   • You may have photographs and pictures on your walls as long as there is no writing, or notes, whiteboards with notes etc. If the check-in agent is unsure of what is on the wall you may be asked to remove it. If it cannot be removed, the check-in agent may capture a photograph of the wall.
3. Register and Schedule

   Registration and scheduling is a two-step process. You will register for the Certificate in ESG Investing and then schedule your specific exam appointment. Register by accessing your CFA account and selecting the Certificate in ESG Investing tile. Once you have completed registration, you will be directed to schedule your exam appointment.

Exam Preparation and What to Expect on Exam Day