CFA考试退费说明

CFA考试退费说明

(一)CFA协会明确规定

当考生完成报名并成功付费的48小时工作日内(美国时间),可以写邮件至CFA协会申请退费。48小时之后,CFA协会不接受任何理由的退费申请。
所以考生在报名之前一定要想清楚,做好学习计划,看是否有时间完成这次考试。考生由于自身备考不充分,不想参加当期的考试,为这个提出申请,协会是肯定不会同意的。

(二)CFA考试延考说明

考生若因个人特殊原因无法参加已经报名缴费考试的话,可向CFA协会申请延期考试至下一期考试。

CFA延期、缓考申请没有紧迫的时间限制,但也是越早越好,特别是在CFA协会公布考生准考证之前向协会提出申请。

(三)CFA考试缓考申请会被CFA协会采纳的几种理由

1、自己住院向主治医生开生病住院治疗的证明并签字扫描给官方;

2、家人住院主要自己陪床的,要主治医师开证明并签字;

3、家人死亡证明;

4、或者是不可抗拒因素(自然灾害类)。

原则上:CFA协会将根据考生的实际情况来个别受理审批,申请理由仅限发生在考生本人或其直系亲属的重大疾病、自然灾害等对生命安全有直接危险的事件。比如说地震,火灾,海啸这种自然灾害;或是生孩子,动手术,但需要主治医生开证明。

如果符合以上4种情况,考生需详细写明情况,并提供相关证明文件发送至CFA协会邮箱(info@cfainstitute.org ),CFA协会审核通过后则证明缓考成功。但这并不能保证延期任何候选人的任何条件,而是让终审法院有权酌情决定哪些延期请求被批准和否认。授予延期的候选人负责所有适用的新课程费用。延期申请必须在CFA研究所在预定考试之前或在考试日期后的10个工作日内收到。

受理延期申请成功后,CFA协会将会提供给考生一个“Offer Code”,考生可据此报名下一期考试。

注意:如果由于一些不可抗的因素提出的缓考、延考申请,获得协会的审核通过后,是不需要再交考试费的,但仅限延期到下一次的考试,这个申请是没法代办的,必须考生自行提交申请。

CFA协会官网关于cfa报名退费说明:

Refund and deferral policies

A full refund of your enrollment and registration fees is available within two (2) business days of payment if you change your mind. Due to fluctuating exchange rates outside our control, we cannot guarantee that the exact amount paid to CFA Institute will be the same amount (in other currency) returned. Thereafter, enrollment and registration fees are nonrefundable, even in the event of a medical condition or other extreme circumstance. Enrollment and registration fees are non-transferable.

Registration deferrals to the next available exam are considered on a case-by-case basis for life-threatening or very serious illnesses (candidate or immediate family), expectant mothers, natural disasters, and mandatory military service. This does not guarantee a deferral to any candidate for any condition but instead provides CFA Institute with the discretion to determine which deferral requests it approves and denies. Candidates awarded a deferral are responsible for all applicable new curriculum charges. Deferral requests must be received by CFA Institute prior to the scheduled exam or within 10 U.S. business days after the exam date.