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CFA · Action guide

CFA deferral and rescheduling guide

Separate an appointment change from leaving the exam window, then apply the policy for your actual exam year.

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Paid deferral is not offered

For 2027 exams, forfeiting the registration and re-registering is the general outcome unless the current emergency-deferral criteria apply.

This selector does not determine eligibility, submit a request, preserve fees or reserve a future appointment. The policy and your registered account control.

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What to do next

  1. ACTION 01

    Confirm the exact registration

    Open your CFA account and record the level, exam window, appointment and applicable deadlines. This page cannot inspect or change a registration.

    Official guidance ↗

  2. ACTION 02

    Use the year-specific rule

    Eligible 2026 candidates may see a USD 449 paid deferral. Paid deferrals are eliminated for 2027 exams; emergency rules and documentation still control.

    Official guidance ↗

  3. ACTION 03

    Submit through the official route

    Use the official form before its deadline. An approved emergency deferral generally has a USD 100 processing fee, except qualifying Prometric rescheduling cases.

    Official guidance ↗
Sources

Policies, dates and results can change; the official source and registered account control.

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