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Due to natural disasters in the United States, India, and the Caribbean islands, we are experiencing site closures in some areas. We are working diligently to contact all affected candidates by email and phone. If you have questions about your appointment, please contact customer service. We appreciate your patience.

CFA Institute Investment Foundations™ Certificate Exam

The CFA Institute Investment Foundations™ Certificate provides a basic understanding on the essentials of the investment industry and the roles and responsibilities within it. Before scheduling an exam appointment, you must be registered for the CFA Institute Investment Foundations™ certificate program.

If you have received an email confirming your Investment Foundations exam registration, login to your Candidate Resources to select a test center and schedule or reschedule your exam appointment. In case of any scheduling issues, contact Pearson VUE.

After you schedule your appointment, Pearson VUE will send a confirmation email listing your exam date, time, the address and phone number of the test center, and directions to the test center. You should receive the confirmation within 24 hours of scheduling your exam appointment. Effective 1 January 2018, if you cancel and/or reschedule your appointment within 7 days of your original appointment, you will be charged a non-refundable US $25 fee.

Note: If you schedule your appointment online and do not receive a confirmation email within 24 hours, your appointment has not been confirmed. Please contact Pearson VUE for assistance.

Last updated 2017-08-01