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Certificate in ESG Investing Exam Preparation

How do I get started with online proctored testing (OPT)?

We know that it can be daunting taking an online proctored test for the first time. This may even be the first time you’ve taken a computer-based exam.

The first thing to keep in mind is that the initial preparation for OPT is exactly the same as it would be for any other exam – you need to work towards a broad understanding of the curriculum.

As you progress from a learning phase into the preparation phase make sure you have completed the system checks fully detailed in the before you register section.

Can I use scratch paper for completing my answers?

Remember that scratch paper will not be allowed on exam day – that means you should be prepared to use the on-screen scratchpad that’s available in the OPT environment. Its functionality is very similar to Notepad.

We will not see your scratch pad when grading your exam.

How should I go about practicing for my exam?

Try to set up your desktop and room to exam day conditions now. The closer you can get your desktop and room environment to exam day conditions, the better prepared you will be on exam day. Your testing location must be indoors (walled), well lit, free from background noise and disruptions.

No other person may be present in the room or enter the room for the duration of the exam. This includes children and pets. If this occurs, your exam will be terminated and/or your results invalidated.

Your workstation and surrounding area must be free of personal items. Unauthorized personal items may not be accessible while testing. Such items include, but are not limited to: outerwear, hats, food, drinks, purses, bags or briefcases, notebooks, watches, cell phones, electronic devices, or wearable technology.

Light clothing items removed for comfort such as sweaters, suit jackets, scarves, etc., must be hung on the examinee’s chair, not placed in laps or on the workstation desktop. Outerwear such as heavy coats, parkas, rain coats, etc., is not permitted in the immediate testing area.

No content that could potentially provide an unfair advantage during your exam, including that posted on walls or within your immediate area, should be present during your exam session. Two tissues are permitted at workstation but must be inspected by the Proctor prior to start of exam.

What Should I Expect on Exam Day?

We'd like your exam to go as smoothly as possible. To have a successful exam experience, check our guidance on what you should do in advance of your exam and what to expect on the day itself. Watch Prometric’s “What to Expect” video for step-by-step information on what to expect during your exam appointment: https://www.prometric.com/proproctorcandidate

Your desk setup and equipment
Before exam day you should make sure your equipment, internet connectivity and exam environment meet the rules and requirements laid out in the “Before you Register” section.

On exam day, it's important that you use the same location, equipment and connectivity that you used previously to successfully complete these checks. If your computer or internet access has had any upgrades since running these checks, you should complete these again to ensure the upgrades do not affect how the exam runs on the day.

Launching your exam
Be sure you have your confirmation email accessible at the start of your appointment. The link to launch your exam will appear in your confirmation email. You will also be asked to share your confirmation number at the start of the appointment.

You can also launch your exam from this webpage: https://rpcandidate.prometric.com/Home/LaunchExam

Once you click the ‘begin’ button, you will be prompted to download the ProProctor software.

You will be greeted by a check-in agent who will confirm your exam, check your international travel passport, and conduct a review of your setup.

In order to start an exam, test takers are required to:

  • Show your workstation and surrounding area.
  • Raise your pants legs above your ankles, empty and turn all pockets inside-out and raise shirt sleeves above your wrists prior to every entry into the online test. If you are wearing eyeglasses you will be required to remove them for visual inspection to ensure they don’t contain a recording device.
  • Remove large jewelry items from your person prior to and throughout the duration of the exam.
  • Pull your hair back to ensure nothing is attached to your ear that could provide an unfair advantage - i.e. a bluetooth earpiece.

Once the check-in process and security review is complete, the check-in agent will launch your exam.

When you should launch your exam:
You will only be able to launch your exam 60 minutes before your exam start time and please be aware it can take up to 15 minutes to complete this process. It's important to be ready to start your exam on time, as you will not be able to start the launch process 60 minutes after your scheduled exam start time.

Make sure you close all other applications
Before launching your exam, you should fully close all applications using your task manager to avoid exam disruption (using Ctrl-Alt-Del for PC users, or Command-Option-Esc for Mac users).

Do I need an exam ticket and photographic ID?
No exam ticket is issued for online proctored tests. You will receive a confirmation email. You will need this email accessible during the check-in process.

You will need to present one valid, unexpired and original government-issued photo ID with a signature, such as a driver's license, passport, national ID or military ID. In cases where a primary government-issued photo ID does not have a signature, a second (2nd) ID with signature must be presented.

Examples of secondary ID include:

  • Student ID
  • Work ID
  • Voter ID card
  • Professional license

Can I make a request on the gender or nationality of the invigilator?
You may request a proctor of the same gender. You will be asked your preference during the check-in process. Proctors are randomly allocated to candidates and may be from a different region from yourself. You should therefore expect all dialogue with your proctor to be conducted in English. However, there is no need to worry. Wherever you take your exam our testing policies regulations are the same and all proctors have been fully trained to administer our exams.

What if I start the check-in process 60 minutes before, or up to 60 minutes after my appointment time, but I experience a delay?
As long as you have started the check-in process 60 minutes before, or up to 60 minutes after your appointment time, even if you experience a delay in the exam being launched, you will still receive the full time for your exam. For example, if your exam is three hours and 10 minutes long, you will always be given the full exam time.

If there is a technical delay to the start of the exam, or during the exam, will I get that time added to the end of my exam time?
Unfortunately, we are not able to extend the time of the exam and the timer continues to run. However, if you feel that you did not get your full time allocated, and if this impacted your performance, you should contact CFA Institute for more information.

Can I take a bathroom break during the exam?
Yes you may take a break 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.

What should I do with my mobile phone during the exam?
Mobile phones are prohibited during testing and should be kept outside the testing location.

Can I wear religious apparel, such as a face scarf?
Items considered religious apparel are allowed following visual inspection by the check-in agent. Visual inspection will be done without asking the candidate to remove or unwrap it, unless upon direct visual observation there is strong visual evidence that a prohibited item is concealed in it.

Can I wear a watch or have a clock on the wall?
Wrist watches are prohibited personal items. You cannot wear one during testing. You may have a clock on the wall. There is also an exam timer within the exam software which will countdown the time remaining in your exam.

What type of calculator can I use during the exam?
Calculators are prohibited for the Certificate in ESG Investing.

Can I speak aloud to myself, or read my questions aloud during the exam?
No, speaking aloud during your exam is prohibited unless you are in contact with the proctor to resolve a query.

What happens if I lose internet connectivity during the exam?
A reliable internet connection is an essential minimum technical requirement for taking the exam. In the event of a connectivity interruption the exam software will save the exam and if immediate action is taken to restore the connection will allow you to restart your exam at the same point. We recommend using a wired connection as this will minimize the risk of connectivity issues disrupting your exam experience.

If you do experience a technical issue during the exam, you should immediately contact your proctor if possible, using the online chat functionality.

In case you have been disconnected from your exam do the following:

  • Wait for 3-4 minutes post disconnection.
  • Reboot your desktop / laptop.
  • Run the system check and ensure all the checks are pass.
  • Re-launch your exam using the “Launch exam” button on the top. You must go through the whole check-in process again, however your exam would start from the point where it was disconnected.
In case you are getting any specific error, please contact technical support for further troubleshooting. If you are experiencing repeated disruptions or a disruption for longer than 5 minutes your exam may be terminated. If this occurs, you will need to contact CFA Institute to report the technical issue and exam termination.

I am unsure if my internet connectivity or computer/laptop will run the exam successfully, what can I do?
We aim for all candidates to have a successful exam experience, however there is a risk of online proctored tests being disrupted by technical or connectivity issues. There are a number of steps you can take to greatly reduce this risk.

  • It is extremely important to check you your computer/laptop meets the minimum technical requirements and passes the system test. The system test must be conducted on the same equipment and location you'll use during the live exam. If you do not meet either the minimum requirements or pass the system test you will not have a successful exam experience and should not book a remote exam.
  • Pop up blockers should be disabled.
  • Internet cookies should be enabled.
  • Work computers generally have more restrictions, such as corporate firewalls, that may prevent successful delivery so we do not recommend their use.
  • Only genuine operating system software should be used.
  • Additionally, we recommend using a 17 inch or larger monitor for the exam.

How do I make sure my internet connection doesn’t get disrupted during the exam?
Internet is a great way to connect, but like any wireless connection, there can be fluctuations in speed and reliability of a network. Taking a lengthy exam opens up more possibilities for these disruptions to occur. To help ensure you are able to sit a stable connection for an online exam here are some things you could consider:

  • If possible, use a hard-wired connection.
  • If a hard-wired connection is not possible, identify the place in your house where wifi is strongest and test there
  • Ask other household members to refrain from activities that use internet bandwidth, such as Netflix, gaming or social media, etc.

Will I need to delete or block any software before taking the exam?
The ProProctor software locks the computer during the exam time, meaning you cannot access any files or other programs on the computer during that time.

However, you should close any applications which are running in the background. Applications running in the background may interfere with the successful running of the exam. To close applications on Windows, you should open Task Manager by hitting CTRL + ALT + DELETE and selecting all applications, except for ProProctor and ending these tasks.

Can I use a dongle or a mobile hotspot?
A dongle is allowed if its purpose is to increase your WiFi signal. but it should not have a user interface. Using mobile hotspots is not allowed for any reason.