CFA: Information on Exam Registration, Scheduling, and Deferrals

In this article, we will be looking at CFA Information on Exam Registration, Scheduling and Deferrals.

Our exams are administered in smaller test centers around the world by Prometric and British Council, in order to meet the needs of a new generation of learners. We’ve been able to streamline the exam to make it easier for you to manage your day and to reduce the amount of time you’ll spend in the testing center by moving to a digital format. For this reason, we wanted to provide some guidance on how to navigate the scheduling and attendance of your CFA exam in the new computer-based testing era.

CFA is also known as The Chartered Financial Analyst program is a postgraduate professional certification offered to investment and financial professionals worldwide by the American-based CFA Institute.

REGISTERING FOR YOUR EXAM

What are the required steps for a successful CFA exam registration and scheduling?

Registering for your CFA exam is now a two-step process.  

  • Step 1:  Enroll in the CFA exam through the CFA website. 
  • Step 2: After you complete the registration process and your payment is processed, you will see the “schedule your exam” option in your CFA Program tile. This will take you to the Prometric scheduling tool where you will be presented with available testing centers with dates and times. You must complete this step by the scheduling deadline. If you do not receive a confirmed date and time, you are not yet successfully scheduled for an exam.

Who will provide information about my exam?

Prometric: Once you have chosen your exam date and test center location, Prometric will send you an appointment confirmation email, keep you apprised of any pertinent scheduling changes and tell you of location-specific situations.

If you are concerned about a change or cancellation message you received from Prometric, please contact Prometric directly.  

CFA Institute: CFA Institute will provide you with a series of emails containing basic information about the exam, the resources we will make available to you, and how to use these resources. As the exam grows closer, CFA Institute will send reminders about mock exams, general exam policies and other considerations.  

Contact CFA Institute if: 

  • You are having difficulty accessing your account or need to change your personal information
  • If you have not yet scheduled your exam and have general questions
  • If you are having trouble connecting to your study resources

SCHEDULING AND SEATING AVAILABILITY

Where can I check seating availability before I register for the exam? This impacts my decision to register.

At this time, we cannot provide a way for candidates to see if there is availability in a desired location prior to registration. We recognize this is not ideal but are working closely with our exam delivery vendors to secure enough seats for registered candidates.

How do I find a seat in my desired location?

During the scheduling process, you will be able to search by address, city, or zip code.   
 
Here are a few tips for selecting your exam location and time. 

  • To ensure that you get your preferred test center, schedule your exam appointment promptly. Seats are available on a first-come, first -served basis.
  • Some cities show as full, but we do continue to add capacity where we can, so if you are firm on your choice, keep checking back.
  • For optimal results, be sure to search by city and country. You may find areas with extra capacity within a reasonable travel distance outside of your chosen city.
  • Do not search by “country” alone, as it may provide you with no results.
  • Don’t limit your date range search to just a few days. Select the entire exam window. You may have to be flexible when selecting which day to test. We will not be able to accommodate everyone on their preferred date.
  • When you do choose your appointment, plan to stick with it. We know it is tempting to change, but this makes it difficult for other candidates to find seats.  

What if I need to change my scheduled appointment?

If you need to reschedule your exam appointment in your exam window, you will be charged a non-refundable USD 250 fee* and any applicable taxes. You may not use this change to move to a new testing window, such as November 2026 or February 2026.

*We recognize that in some locations, the uncertainty surrounding COVID-19 is making it difficult to finalize exam schedules, navigate travel restrictions, and secure seating in your preferred location. To help alleviate these inconveniences, we have reduced the USD 250 fee to USD 25 for exam changes within 2026 windows (i.e. changing a time or location within the exam window you are registered for). This policy will be in place for all 2026 exams.

What are my options if my preferred testing city and country show as full when I’m trying to schedule my exam appointment?

Due to the pandemic, we have experienced some locations that reached maximum capacity before registration was closed. We are working with our computer-based vendors at Prometric and British Council to continually add appointments in existing locations around the globe. However, if we are unable to secure additional appointments, we will offer candidates from those areas the opportunity to schedule as soon as possible into another exam window.

I registered for an appointment in a different city when registration opened up as there were no appointments available in my city. As the appointments are now added, can I reschedule to my original city without any additional charges?

Because we recognize the ongoing challenges created by the pandemic, for all 2026 exams we have reduced the appointment change fee from US$250 to only US$25. This will allow you to either change location within a testing window or to change your exam date within a testing window. This does not apply to 2026 exams, and does not allow you to change testing windows, from August to November, for example.

RESCHEDULING, DEFERRALS, AND CANCELLATIONS

How do I re-schedule my exam?

For general rescheduling before the deadline for your exam window, visit the link on your candidate tile.

What happens if my exam is rescheduled by Prometric?

Exam reschedules are not common, but do occur for a number of reasons, including pandemic restrictions, weather events and local situations. Whenever possible you will be rescheduled into the same location and exam window for a different date. If there are no open appointments at that location, you will be rescheduled within a 50-mile radius of your originally selected center.

What if I am rescheduled for a date that won’t work for me?

Sometimes it may be necessary to reschedule your appointment for a date that is sooner than your original appointment. We realize this may be inconvenient.

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. Due to high call volume, you may experience long wait times.

If there is no test center within a 50-mile radius, your appointment will be cancelled, and you will need to contact CFA Institute for more options. You may be eligible for a deferral to another exam window. Contact CFA Institute for more information.

What happens if my exam is cancelled and not rescheduled?

In the event your exam is cancelled, you will first hear from Prometric via email. This email will come from donotreply@prometric.com. Please label this address as a safe sender so that this email does not go to your junk folder.

CFA Institute will contact you within 15 days of the cancellation to provide you with additional information and your options.

When will I be able to re-register if my exam is cancelled?

If it is necessary to cancel your exam, CFA Institute will provide you with information on the available testing windows within 15 days of your cancellation. You will have until the registration deadline for each of these testing windows to reregister. For example, if you select the Nov 2026 exam, you will have until 20 July to register. 

REFUNDS

How will I be informed if I am eligible for a refund? When can I apply for that?

Candidates whose exams have been impacted twice by COVID-19 circumstances will be eligible for another deferral or a refund. If you are eligible, you will receive additional information about next steps via email. The window for July 2026 candidates to apply for a refund will be 16 August – 13 September 2026.

I have heard it will take 120 days to process a refund. Why is that?

Due to the extraordinary nature of this situation, and in many cases the length of time since a payment was originally received it may take UP TO 120 days from the close of the request window for your refund to be processed.

SCHOLARSHIPS

When will this year’s Access Scholarship application open?

There is not a firm open date at this time.

Need Information or Confused about Something ?

Ask a Question

 

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Complete Guide to NSFAS Online Loan Application for South African Students (2025)

If you are a South African student looking to pursue higher education but are facing financial difficulties, the National Student Financial Aid Scheme (NSFAS) is one of the most accessible funding options available. NSFAS provides financial aid in the form of bursaries and loans to qualifying students at public universities and TVET colleges in South Africa.

This guide will walk you through everything you need to know about the NSFAS loan application process, from eligibility requirements to application steps and frequently asked questions.

📌 What is NSFAS?

The National Student Financial Aid Scheme (NSFAS) is a government-funded financial aid scheme aimed at helping students from low- and middle-income households to access tertiary education without the burden of upfront fees.

NSFAS offers both bursaries and income-contingent loans:

  • Bursaries: For eligible students who meet academic and household income criteria (especially for TVET and university students).
  • Loans: For students who do not meet all bursary criteria or who are pursuing postgraduate qualifications not funded under bursary schemes.

✅ Who Qualifies for an NSFAS Loan?

To qualify for an NSFAS loan (especially for postgraduate students or programs not funded under the bursary system), you must:

  • Be a South African citizen.
  • Be financially needy, with a household income of less than R350,000 per year.
  • Have a valid South African ID.
  • Be enrolled or accepted to study at a public university or TVET college.
  • Not be funded through another bursary program that covers all expenses.
  • Maintain satisfactory academic progress (returning students).

📚 Courses Funded by NSFAS

NSFAS primarily funds undergraduate qualifications, but certain postgraduate programs (e.g., PGCE, postgraduate diplomas in education, and professional courses like LLB) may be considered under the NSFAS loan scheme, not bursaries.

If you’re studying:

  • Undergraduate degree or diploma: You are likely eligible for a full NSFAS bursary.
  • Postgraduate study: You may qualify for a loan, depending on the course and funding availability.

📄 Required Documents for NSFAS Application

When applying, make sure you have the following documents scanned and ready:

  1. Certified copy of your South African ID or Smart Card.
  2. Parent(s) or guardian(s) ID documents.
  3. Proof of income (latest payslips, UIF, or affidavit if unemployed).
  4. Consent Form signed by your parent(s)/guardian(s) to allow NSFAS to verify income.
  5. Proof of registration or acceptance at a public institution.
  6. Academic transcripts (for continuing or postgraduate students).

🖥️ How to Apply for an NSFAS Loan Online

Step-by-Step NSFAS Online Application Process (2025)

  1. Visit the NSFAS Website

    Go to: https://www.nsfas.org.za

  2. Create an Account

    • Click on “MyNSFAS” and register your profile.
    • You’ll need a valid email address and South African cellphone number.
    • Choose a strong password and verify your account via email or SMS.

  3. Login and Start the Application

    • After registration, log in to your MyNSFAS account.
    • Click on “Apply” to begin a new application.

  4. Fill in Your Personal Details

    • Input your ID number, name, surname, and other details exactly as they appear on your ID.
    • Provide household income information and living arrangements.

  5. Upload Required Documents

    • Upload all supporting documents in PDF or JPEG format.
    • Each document must be clear and under the size limit specified.

  6. Submit Your Application

    • Review your application for accuracy.
    • Click “Submit” and wait for a confirmation message.

  7. Track Your Application

    • Log in regularly to check your application status.
    • You will be notified via SMS and email at each stage of the process.

🗓️ Important NSFAS Dates (2025)

  • Application Opening Date: September 1, 2025
  • Application Deadline: January 31, 2026
  • Appeals Period: February 2026 (if rejected)
  • Disbursement: After registration and approval

Note: Dates are subject to change; always confirm on the official NSFAS website.

💸 What Does the NSFAS Loan Cover?

NSFAS funding typically includes:

  • Tuition fees
  • Registration fees
  • Accommodation (if living away from home)
  • Meals and transport
  • Learning materials (e.g., textbooks)

For loans, repayment is only required once you start working and earn above a threshold (around R30,000 annually, but subject to change).

🔄 NSFAS Loan Repayment

Repayments are:

  • Income-contingent – you only repay when you can afford to.
  • Administered by DHET (Department of Higher Education and Training).
  • Interest-bearing, but interest rates are low and favorable.

You can also apply for a partial loan conversion to a bursary if you perform well academically.

🔁 How to Appeal a Rejected NSFAS Application

If your application is rejected, you may submit an appeal via your MyNSFAS portal:

  1. Log into your MyNSFAS account.
  2. Click on “Track Funding Progress”.
  3. If rejected, click on “Submit Appeal”.
  4. Upload any missing or corrected documents.
  5. Provide a clear explanation or motivation.

📱 NSFAS Contact Information

📝 Final Tips Before Applying

  • Apply early to avoid system overload near the deadline.
  • Use your own email and cellphone number (do not use someone else’s).
  • Double-check that all your documents are certified and legible.
  • Keep a copy of your submission confirmation for reference.

By following this guide, you can confidently apply for NSFAS funding and move one step closer to achieving your academic and career dreams—without the burden of immediate financial pressure.

 

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