How to extend the CFA and how to extend the CFA

CFA Exam Postponement Matters:

There is no urgent time limit for applying for a postponement or deferment of the CFA, but the sooner the better, especially before the CFA Association publishes the candidate's admission ticket.

If the candidate is unable to take the registered and paid exam due to personal special reasons, he or she can apply to the CFA Association for an extension of the exam to the next exam.

In principle, the CFA Association will come according to the actual situation of the candidatesThe reason for application is limited to serious illness, natural disasters and other events that directly endanger the life and safety of the examinee or his or her immediate family members.

After the application is successfully accepted, the CFA Association will provide the candidate with an "offer code"., candidates can register for the next exam accordingly.

Note: If the application for postponement is made due to some force majeure factors, the application for postponement shall be approved by the associationThere is no need to pay another examination fee, but only for the next exam;

This application cannot be made on behalf of the candidate and must be submitted by the candidate himself/herself.

What should CFA candidates do when they encounter unforeseen circumstances that occur temporarily and are unable to take the CFA exam for which they have registered for the current term, and whether the CFA Association will allow us to apply for a refund or postponement of the exam in the face of the high CFA registration fee? I'll tell you:

The CFA Association clearly stipulates that the test fee can be refunded within 48 hours of completing the CFA registration. This also shows that if the candidate does not think clearly before registering, 48 hours after the CFA registration is the first time, and if the time is missed, the CFA Association will not refund the fee.

There is no such a tight time limit for deferred examination, but the sooner the better, especially before the CFA Association publishes the candidate's admission ticket. It should be noted that there are four reasons for deferred examination recognized by the CFA Association:

1. Write a certificate of hospitalization to the attending doctor and sign and scan it to the official;

2. If the family member is hospitalized and mainly accompanies the bed, the attending physician must issue a certificate and sign it;

3. Proof of family death;

4. Force majeure factors.

If the above 4 conditions are met, candidates need to write down the situation in detail, and provide relevant supporting documents to send to the CFA association's mailbox, and the CFA association will prove that the deferred test is successful after the CFA association has passed the review.

Not sure what you mean by "extension". For example, if you apply for the CFA Level 1 exam in December this year, if you successfully pass, you can choose to continue to take the Level 2 exam in June of the following year, of course, you can choose not to take the exam this time, and your Level 1 results are permanently valid. I don't know if I've made it clear, I hope it can help you.

The CFA doesn't need to be extended, as if it can't.

In the above cases, candidates can apply for a non-standard extension through the extension application form. Applications are only allowed within 14 days of the start of the testing window. Due to the recent increase in extension requests, these requests now need to be reviewed.

The specific review requirements are not clearly stated by the association, and the association email should be the main one.

Non-standard deferred candidates will be allowed the option to register for the CFA exam window no earlier than 9 months at no additional cost.

February 2022 non-standard deferred CFA candidates will have the right to re-register for the November 2022 exam window.

Precautions: 1**It is communicated in English, so it is best to type the draft in advance and think about what to say;

2 .Prepare your CFA Institute ID in advance, and log in to the official website as soon as you go to My Account - Profile to see the seven-digit number.

Once the customer service answers**, she will ask you for your ID and will verify your name, email address, and birthday;

3 .Be mentally prepared, ** not someone will pick it up as soon as you get through, you must be patient!

**After getting through, there is a male voice who will give you an option to press 1, don't worry, just continue to listen to**The voice in**. After that, every other hour, the mechanical male voice will ask you to dial again next time or continue to wait, you don't have to care, until a human customer service answers**.

Then state your situation and see if your application is successful.

The standard deferment policy applies to candidates who can switch from one exam window to another under the following conditions.

Affected by forced military deployments, family deaths, life-threatening illnesses, or learning that you are pregnant.

Test takers who have been confirmed to be positive for the new coronavirus within 14 days before the test (supporting documents are required).

Candidates who meet the standard deferment policy must submit an deferment application form and provide documentation within 14 days of your application.

Extension approval with the option to register for 12 months free of charge at any of the open windows for their level. However, seats are not guaranteed at your preferred test center.

CFA Deferred Application Process:

1.Write an email to the CFA association stating the reason for the postponement.

The association will reply to your email within three working days, will reply to your email, and ask you to fill out a pdf certificate and ask your doctor to fill out a certification document, or other reasons to prove, such as studying abroad or something, you need your teacher or school to issue you a certificate. Of course, it needs to be stamped to take effect (in English).

After the application for postponement is approved by the association, there is no need to pay the examination fee, but it can only be postponed to the next examination.

The CFA exam will be held in December 2020, if you do not have any special circumstances, it is recommended to take the CFA exam on time, and you can take more time to prepare for the CFA exam during the period before the CFA exam.

First of all, although the CFA Association does not have regulations on the postponement of the examination, every year there are many candidates who are unable to take the test due to force majeure factors, and then send an email to the association to apply for the postponement of the examination. However, candidates do not want to take the current exam due to insufficient preparation for their own preparation, and the association will definitely not agree to apply for this reason.

If the application for postponement due to some force majeure factors is approved by the association, there is no need to pay the examination fee, but it can only be postponed to the next examination. For example, natural disasters such as fires and tsunamis; Or give birth to a child and have surgery, but you need a certificate from the attending doctor. There are several reasons for the CFA exam to apply for deferment of the examination will be the CFA Association, and the following Zhongbo Chengtong will briefly describe it for you:

1. Write a certificate of hospitalization to the attending doctor and sign and scan it to the official;

2. If the family member is hospitalized and mainly accompanies the bed, the attending physician must issue a certificate and sign it, and 3. The death certificate of the family member.

4. Or force majeure factors (natural disasters).

After the application is accepted, the CFA Association will provide the candidate with an "offer code", which can be used to register for the next exam. Note: If the application for deferment or postponement is submitted due to some force majeure factors, there is no need to pay the examination fee after being approved by the association, but it can only be postponed to the next examination.

1. Write a certificate of hospitalization to the attending doctor and sign and scan it to the official;

2. If the family member is hospitalized and mainly accompanies the bed, the attending physician must issue a certificate and sign it;

3. Family death certificate;

4. Force majeure factors.

If the above 4 conditions are met, you need to write down the situation in detail and provide relevant supporting documents and send it to the CFA association's mailbox.

After the extension application is accepted, the CFA Association will provide you with an "offer code" that you can use to register for the next exam.

Note: If the application for postponement or postponement is made due to some force majeure factors, there is no need to pay the examination fee after being approved by the association, but it can only be postponed to the next examination. However, this application cannot be done on behalf of the applicant, and you must submit the application yourself.

Hope this helps.