CFA PROGRAM DEFERRAL PROCESS

This Self Assessment tool will help you determine if you may qualify for a refund, deferral, withdrawal, special accommodations or a test center change.

IMPORTANT TERMS:

  • Refund – a full refund of your enrollment and registration fees, available within three (3) calendar days of payment if you change your mind.
  • Qualified Deferral – deferrals of your enrollment and registration status to the next available exam (considered on a case-by-case basis for specific circumstances).
  • Withdrawal – cancelling of CFA Program registration, available for Level I only. All fees are forfeited.
  • Special Accommodations – CFA Institute offers disability and religious testing accommodations. A disability accommodation allows candidates to take the exam in a manner and location accessible to individuals with documented disabilities. A religious accommodation allows candidates to take the exam on a religious alternate date if a religious obligation or belief prevents candidates from sitting on the regularly scheduled date.
  • Test Center Change – change your test area from what was selected during registration. Changes of test centers within the same metropolitan area are not considered.
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DEFERRAL PROCESS SELF ASSESSMENT

DEFERRAL PROCESS SELF ASSESSMENT

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DEFERRAL PROCESS SELF ASSESSMENT

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DEFERRAL PROCESS SELF ASSESSMENT

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DEFERRAL PROCESS SELF ASSESSMENT

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DEFERRAL PROCESS SELF ASSESSMENT

RESOURCES:

DEFERRAL PROCESS SELF ASSESSMENT

RESOURCES:

DEFERRAL PROCESS SELF ASSESSMENT

DEFERRAL PROCESS SELF ASSESSMENT

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