{"id":35118,"date":"2023-12-14T06:03:09","date_gmt":"2023-12-14T06:03:09","guid":{"rendered":"https:\/\/www.process.st\/templates\/cfa-deferral-process\/"},"modified":"2024-03-05T15:52:30","modified_gmt":"2024-03-05T15:52:30","slug":"cfa-deferral-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/cfa-deferral-process\/","title":{"rendered":"CFA Deferral Process"},"content":{"rendered":"\n<section id=\"verify-eligibility-for-cfa-deferral\"> \n <h2>Verify Eligibility for CFA deferral<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Reason for deferral <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Medical condition \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Professional commitment \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Personal reasons \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Other \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"complete-deferral-request-form\"> \n <h2>Complete Deferral Request Form<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Full Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> CFA Institute ID Number <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Current Exam Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Requested Deferral Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"attach-relevant-medical-or-professional-documents\"> \n <h2>Attach Relevant Medical or Professional Documents<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Medical or Professional Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"submit-documentation-to-cfa-institute\"> \n <h2>Submit Documentation to CFA Institute<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email Address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"send-rich-email-content form-field-content\"> <!-- No Recipients --> <!-- No Recipients --> <!-- No Recipients --> \n  <div class=\"form-group subject\"> <label>Subject<\/label> \n   <p class=\"form-control-static\"> Documentation Submission <\/p> \n  <\/div> \n  <div class=\"form-group body\"> <label>Body<\/label> <iframe srcdoc=\"Dear CFA Institute,\n\nPlease find attached the completed deferral request form and relevant documents for review and processing. Thank you.\n\nBest regards,\n[Your Name]\n<style>*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}<\/style>\n\" sandbox=\"\"><\/iframe> \n  <\/div> \n  <div class=\"form-group\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"wait-for-acknowledgement-of-receipt-from-institute\"> \n <h2>Wait for Acknowledgement of Receipt from Institute<\/h2>\n <div class=\"text-content\">\n   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. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Questions or Concerns <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-receipt-acknowledgement\"> \n <h2>Approval: Receipt Acknowledgement<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Submit Documentation to CFA Institute<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"track-deferral-application-status\"> \n <h2>Track Deferral Application Status<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"url-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> CFA Institute Application Tracking Website <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"communicate-any-changes-in-circumstance-to-cfa-institute\"> \n <h2>Communicate Any Changes in Circumstance to CFA Institute<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Change in Circumstances <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"wait-for-deferral-decision-from-institute\"> \n <h2>Wait for Deferral Decision from Institute<\/h2>\n <div class=\"text-content\">\n   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. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Questions or Concerns <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-deferral-decision\"> \n <h2>Review Deferral Decision<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Deferral Decision <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Approved \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Denied \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-deferral-decision\"> \n <h2>Approval: Deferral Decision<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Wait for Deferral Decision from Institute<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"accept-deferral-terms-and-conditions-if-approved\"> \n <h2>Accept Deferral Terms and Conditions if Approved<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Agree to Deferral Terms and Conditions <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Agree \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Disagree \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"plan-for-deferred-examination-date\"> \n <h2>Plan for Deferred Examination Date<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Deferred Examination Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Planning Checklist <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Study materials \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Practice exams \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Revision schedule \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Additional resources \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Preparation course \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"update-calendar-and-study-plan\"> \n <h2>Update Calendar and Study Plan<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Revised Study Start Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Revised Study End Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"notify-employer-or-university-of-deferral-decision\"> \n <h2>Notify Employer or University of Deferral Decision<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email Subject <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Email Body <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"continue-preparation-for-deferred-exam\"> \n <h2>Continue Preparation for Deferred Exam<\/h2>\n <div class=\"text-content\">\n   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. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Questions or Concerns <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"check-confirmation-of-new-exam-date-and-venue\"> \n <h2>Check Confirmation of New Exam Date and Venue<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Deferred Exam Date and Time <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Exam Venue <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"confirm-travel-and-accommodation-arrangements-for-deferred-exam\"> \n <h2>Confirm Travel and Accommodation Arrangements for Deferred Exam<\/h2>\n <div class=\"text-content\">\n   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: \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Travel Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Return Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Accommodation Details <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Verify Eligibility for CFA deferral 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 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udd04","cover_icon_url":"","tasks_count":"18","template_description":"Manage your CFA deferral process effectively through verifying eligibility, submitting requests, tracking application status, and preparing for deferred exams.","template_id":"pzSNKpGejtNnH8BlE8tKBA","task_0":"Verify Eligibility for CFA deferral","task_slug_0":"verify-eligibility-for-cfa-deferral","task_1":"Complete Deferral Request Form","task_slug_1":"complete-deferral-request-form","task_2":"Attach Relevant Medical or Professional Documents","task_slug_2":"attach-relevant-medical-or-professional-documents","task_3":"Submit Documentation to CFA 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