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  • Cfa Withdrawal Form

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CFA Level I Exam Withdrawal Request Form Candidates currently registered for the Level I exam may withdraw their registration. Return the completed form via email to cmservices cfainstitute.org on.

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How to fill out the Cfa Withdrawal Form online

This guide provides clear and supportive instructions on how to complete the Cfa Withdrawal Form online. By following these steps, you will ensure that your withdrawal request is processed efficiently.

Follow the steps to complete your withdrawal request.

  1. Click ‘Get Form’ button to access the Cfa Withdrawal Form and open it for editing.
  2. In the 'Cfa Institute Identification #' field, enter your unique identifier as provided by the CFA Institute.
  3. In the 'Applicant Name' section, ensure that your name matches the name on your international travel passport. Fill in your first (given) name, middle name or initial, and last name (surname or family name).
  4. Input your valid email address in the 'Email Address' field. This must be the email associated with your CFA Institute account.
  5. Provide the exam information by selecting the month and year of your scheduled exam.
  6. Review the agreement statement carefully. By signing the form, you acknowledge that your registration will be cancelled and that you will not receive a refund.
  7. Sign the form in the 'Applicant Signature' section. Note that digital signatures are not accepted, so ensure that you provide a handwritten signature on a printed document.
  8. Complete the 'Date' field by entering the current date in the format day/month/year.
  9. Once all required fields are completed, save your changes. You can then download, print, or share the form as necessary.
  10. Send the completed form via email to cmservices@cfainstitute.org before the submission deadline.

Take action now to complete your Cfa Withdrawal Form online and ensure your request is processed promptly.

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If you wish to request a cancellation and refund, you should be able to do this by logging into your CFA Institute candidate account and search for the option under 'Manage Your Exam'. Some additional terms apply to all refund requests: FX differences apply.

Withdrawal Policy:CFA Institute offers a withdrawal option for all three levels of the CFA® exam. If you know you will not be able to sit for the exam during your exam window, you may request to withdraw your exam registration until 5 days before the beginning of your exam window.

After fourteen days, your CFA Program enrollment fee and exam registration fee become non-refundable and non-transferable. Non-transferable means another candidate cannot use your fees and you cannot apply your fees to another exam offering.

February 2021 CFA exam gets cancelled in areas still severely affected by COVID-19.

You may withdraw from the CFA exam up to five days before the exam date. ... CFA Institute has two policies for withdrawals. If you withdraw from the exam within the first three days after registering, you will be issued a full refund of your registration and exam fees.

Withdrawal Policy:CFA Institute offers a withdrawal option for all three levels of the CFA®exam. If you know you will not be able to sit for the exam during your exam window, you may request to withdraw your exam registration until 5 days before the beginning of your exam window.

If your rescheduled appointment does not work with your schedule, you can attempt to contact Prometric at 1-800-310-6402 or 443-751-4833 for assistance with rescheduling.

CFA candidates are currently not offered an option to change their exam windows (e.g. from Aug21 to Nov21). However, an exam deferral may be offered if CFA Institute had to cancel or postpone an exam, as it had done in the past for Jun20, Dec20 and Feb21 candidates.

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