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Terms and Conditions
Terms and conditions for Professional development, CFA support and Social events
Cancellations - in the event if written cancellations received by the Institute at least 21 working days before the event, 90% of the fee will be refunded. Otherwise no fees will be refunded.
Event cannot be held for any reason - CFA UK's liability will be limited to a refund of the appropriate event fee only.
Payment - must be received in advance of the event being held. A email receipt will be despatched after full payment has been received together with joining instructions.
Programme - CFA UK reserves the right to make modifications to the programme(s) and administrative arrangements in the event of special circumstances.
Substitutes - CFA UK welcomes changes to delegates (free of charge) but requests that changes be made in writing.
Terms and condition for Official Training Manual
Cancellation - Refunds for the Official Training Manual will not be issued.
If a Manual cannot be sent for any reason - CFA UK's liability will be limited to a refund of the cost of the manual
Payment - Upon receipt of payment the training manual will be sent out no later than 5 working days, however, please allow up to 7 days for delivery.
Terms and conditions for Full IMC and units of the IMC examination
Confirmation
Candidates will be sent an email shortly after paying for the examination or examinations, confirming their candidate number, booking reference number, and login details for the invigilator’s website. Candidates should check that they have received this email, and that it contains all the information needed to schedule the examination.
Scheduling
the Examination
Scheduling and delivery of exams is managed by CFA UK's delivery partner, Pearson VUE.
48 hours after the receipt of the confirmation email, candidates will be able to access the Pearson VUE website using their username and password. They are then able to choose the venue, date and time of their examination or examinations.
Candidates must schedule the examination within 1 year of the payment being made. Any registrations that are not used within a 1 year period will become void. No refunds will be available under any circumstances.
Candidates will be sent an email by Pearson VUE to confirm the location, date and time of their examination or examinations. Candidates should check that the details are correct, informing the society immediately of any errors.
Cancellations
Under no circumstances can registration fees be refunded.
Postponements
Candidates are able to postpone or reschedule an examination sitting by contacting Pearson VUE directly, up until 48 hours prior to the exam time. The postponed examination must then be sat within a 1 year period of the payment, or the registration will become void. Refunds will not be issued.
Identification
On the day of their examination, candidates must provide photo ID (passport or UK drivers licence) bearing exactly the same name as their examination registration. The examination centre is within their right to refuse access to any candidate who cannot provide this.
Cheating and Malpractice
The society takes cheating and other forms of malpractice seriously. Should a candidate be found to have cheated in the examination, their result will be withheld and they will not be allowed to retake the examination without the society’s express knowledge and consent. The society also retains the right to inform third parties (including employers, regulators and other awarding bodies) when a candidate is found to have cheated in an examination. Candidates suspected of cheating have the right to access the Society’s complaints and appeals procedures.
Cheating and malpractice include, but are not restricted to:
-
Giving or receiving help during the examination
- Copying from, or in any other way colluding with other candidates in the examination room
- Taking into the examination and/or using books, notes, unapproved calculators, mobile phones and pagers,
- Failing to abide by the instructions of the invigilator
- Impersonating another candidate for the examination (or allowing someone to take the exam in your place),
- Removing notes taken during the examination from the examination room.
Results
CFA UK's commitment is that results will be sent out within 21 days of the examination. The results will be sent in the post to the address you have requested, and if your employer has paid your fee, also to your employer. Any change of employer must be notified as soon as possible.
Replacement
certificates can be provided to candidates who have lost the original. Requests should be made in writing, along with a
photocopy of their photo ID (passport or driving licence) and a fee per certificate.