To help ensure the protection of our employees and test takers and to remain in compliance with governmental mandates and recommendations from the CDC, WHO, and Johns Hopkins University, safety practices will be enacted throughout the testing process and will be compliant with local government guidelines.

Please Note: China has specific policies in place based on local guidelines. If you are a CFA candidate testing in China and are looking for additional information, please visit

For candidates who are planning to travel to another state, province, or country to take your examination, please review our travel advisory notice here.

1. Arrival and Check-In Procedures

  • Bring and wear a mask during the entirety of their time at the test center or your exam will be terminated. A mask is not mandatory if you are testing at a state university site where an executive order prohibits the mandating of face coverings or restricting activities. Both medical masks or cloth face coverings are acceptable, in accordance with the specifications established by the CDC. Masks with exhale/one-way valves are prohibited to use at the testing center, due to the lack of viral particle filtration provided by these masks. Masks with wearable technology are also prohibited. Any test taker that comes to the test center without an acceptable mask will not be allowed to test, marked as a “no show,” and will not be eligible for a free reschedule.
  • Comply with any other local or federal mandates and guidelines.
  • Note: if you fall into any of the following categories, you will not be permitted to test until you no longer fit the criteria:
    • Have been diagnosed with COVID-19 in the past 14-days;
    • *Have been exposed to someone diagnosed with COVID-19 in the past 14-days;
    • Are experiencing flu or cold-like symptoms; OR
    • **Have returned from travel to a highly infected area in the past 14-days.

Candidates needing reimbursement for canceling or rescheduling an appointment due to COVID-19 illness/impact or displacement should follow our standard escalation procedure by utilizing the Test Taker Contact Us form on the Prometric website, which offers a specific option to "Request a Refund." Candidates who wish to reschedule without paying the fee upfront should contact Prometric by phone to reschedule, where applicable by program. Turnaround time for issuing candidate refunds is 7 - 14 business days.

*Medical and healthcare professionals who have been practicing safe and preventative measures using personal protective equipment with their patients are an exception. 

**Highly-infected areas subject to travel restrictions/quarantine requirements are typically identified at the local level via orders, directives, or guidelines. Please consult with local requirements on restricted travel in the location you wish to test.

  • Have access to masks, gloves and sanitizing materials. All test center employees will be required to wear a mask. Employees may opt to wear gloves. 
  • Visually check the test taker’s glasses and ID. Candidate masks will need to be lowered or removed momentarily for this process, specifically so that the reverse side of all test takers masks can be inspected, by clasping the sides or strap of the mask to remove briefly and then reaffixing in same manner. As of September 1, 2021, Prometric no longer accepts IDs that are more than 90 days expired. We will continue to accept IDs that have expired within 90 days of the exam date for the interim. One form of Identification will be required to be presented to the test center staff.  If the primary identification presented is missing one of the following: signature, picture or expiration date, then a second ID may be requested for verification.
  • Require test takers to sign in on roster sheet with a Prometric-supplied pen, using hand sanitizer prior to use.
  • Provide test takers an assigned locker number and key to place their belongings, if needed. Test takers will retain the key, and the locker area will remain under video surveillance while the center is open.

2. Proctor & Testing Room Procedures

  • Where social distancing is in place according to the local government rules, test takers will be required to stand on the ‘stand here’ sign or ‘X’ in place on the floor, designating a safe distance away from the test center employee.
  • As a part of Prometric’s security protocols, test takers will be asked to show arms and ankles, as well as empty their pockets. Test takers will be scanned with a handheld metal detection device prior to entering the testing room (with the exception of exempt individuals).
  • Image capture (if applicable) will be completed from the same position.  Any test takers wearing masks will need to lower or remove momentarily for this process by clasping the sides or strap of the mask to remove briefly, and then reaffixing in same manner. Biometrics procedures for required programs, specifically fingerprint and ID scans, have been reinstated in our global test centers. As an additional safety measure, all test takers are required to use hand sanitizer before using any fingerprint scanners.
  • Test center staff will provide candidates with note boards and markers or paper and pencils for those who use scratch paper, where applicable by program. 
  • Where local government guidelines dictate, test takers will be seated in a manner that ensures applicable distancing requirements are satisfied during testing.
  • Monitoring of the test room will be done exclusively using existing DVR monitoring. Physical walkthroughs by TCAs will also be conducted at least every 10 minutes.
  • If a break is permissible according to the exam program rules or there is a question, test takers should raise their hands and wait for a test center employee to acknowledge them. For locker access during breaks, the same process applied during check-in will be followed. Test takers will be instructed to only access lockers for food, drink, and medication, with the exception of programs with full access.  Please consult your test sponsor’s client practice guide for your exam’s specific locker access policies.
  • Test center staff will record the time in and out of the test room, removing the need for the test taker to sign the roster during exit and return from breaks.

3. End of Test Procedures

  • Test takers will be asked to return to the reception/admin area to complete their sign out process.
  • Test center employees will then:
    • Have the test taker sign out with the Prometric provided pen.
    • Instruct test takers to provide all plain colored scratch paper and place them into a secure bin or return used erasable note boards for cleaning.
    • Allow test takers to go to their locker to collect personal items.
    • Allow test taker to sign out/return the locker key.
  • Test takers to place their pen and locker key in a holding tub prior to leaving the facility, in order for these to be cleaned for the next test taker to use.
  • Test center staff to use gloves when cleaning the used pens and erasable note boards and putting them back into circulation at the end of the day.
  • Test center staff to clean all surfaces, including every workstation, admin desk, and proctor desk, at the start and end of each day.

Please note that these procedures will be subject to change as necessary. As of August 2, 2021, water fountains and water dispensers have been enabled, where applicable. Test takers may bring their own water to store in one of our lockers while they test.

We have fully reviewed all test center operations and continue to reinforce expected actions at all test centers around the world that will mitigate the risk of spread of the virus at these locations. These procedures include cleaning high-touch surfaces (ex. test stations, keyboard keys, mouse, etc.) before we open and at the end of the day, and providing hand sanitizer and disposable wipes so that common surfaces can be wiped.