CFA Deferral Process

This task is responsible for verifying if the candidate is eligible to request a deferral for their CFA exam. It ensures that the candidate meets the necessary criteria for deferral, such as valid medical or professional reasons. The task plays a crucial role in the overall process as it determines whether the candidate can proceed with the deferral request. In order to verify the eligibility, please provide the following details:

This task involves completing the deferral request form, which is a formal document required by the CFA Institute to initiate the deferral process. The completion of this form is essential to provide necessary information to the Institute and ensure a smooth deferral process. Please fill out the following details in the deferral request form:

To support the deferral request, the candidate is required to attach relevant medical or professional documents. These documents serve as evidence for the reason stated in the deferral request form and play a crucial role in the decision-making process by the CFA Institute. Please attach the relevant documents below:

This task involves submitting the completed deferral request form and attached documents to the CFA Institute. It ensures that all the required documentation reaches the Institute for their review and processing. Please provide the following details for submission:

After submitting the deferral documentation, the candidate needs to wait for an acknowledgement of receipt from the CFA Institute. This acknowledgement confirms that the Institute has received the deferral request and will begin the review process. Do you have any questions? Please let us know.

This task involves tracking the status of the deferral application with the CFA Institute. It allows the candidate to stay updated on the progress of their request and any further actions required from their end. Please provide the following details for tracking the application status:

If there are any changes in the candidate's circumstances, such as new medical or professional developments, it is important to communicate these changes to the CFA Institute. This ensures that the Institute has the most up-to-date information for their decision-making process. Please provide the following details for communicating changes:

This task involves waiting for the deferral decision from the CFA Institute. The Institute will review the deferral request, supporting documents, and any communicated changes to make an informed decision. In the meantime, please let us know if you have any questions or concerns.

Once the deferral decision is received from the CFA Institute, it is important to review the decision and understand the outcome. This allows the candidate to assess the next steps and plan accordingly. Please provide the following details for reviewing the deferral decision:

If the deferral request is approved by the CFA Institute, the candidate needs to accept the deferral terms and conditions. This ensures that the candidate agrees to the terms set by the Institute for the deferred examination. Please provide the following details to accept the deferral terms and conditions:

After accepting the deferral terms and conditions, the candidate needs to plan for the deferred examination date. This includes ensuring availability, making necessary arrangements, and preparing for the exam. Please provide the following details for planning the deferred examination date:

To accommodate the deferred examination, it is important to update the calendar and study plan accordingly. This helps in organizing time and resources effectively for the revised exam date. Please provide the following details for updating the calendar and study plan:

After receiving the deferral decision, it is important to notify the candidate's employer or university about the approved deferral. This ensures that appropriate arrangements can be made for the candidate's absence during the deferred exam period. Please provide the following details for notifying the employer or university:

Once the deferral decision is received, and necessary notifications are made, it is important to continue the preparation for the deferred exam. This ensures that the candidate is well-prepared for the revised examination date. Please let us know if you have any questions or concerns.

Before the deferred exam date, it is important to check the confirmation of the new exam date and venue. This ensures that the candidate has the updated information for the exam day. Please provide the following details for checking the confirmation:

Based on the confirmed exam date and venue, the candidate needs to confirm their travel and accommodation arrangements for the deferred exam. This ensures that all necessary arrangements are in place for a smooth exam experience. Please provide the following details for confirming the arrangements: