上海财经大学商学院培训中心,ACCA,CFA,CPA

CFA考试前护照过期了还能参加CFA考试吗?

昨天有一名CFA学员问到我们上海财经大学CFA的刘老师,他已经报考第一阶段2017年6月的CFA一级,但是护照快过期了,考试当天没有护照用身份证能不能参加考试。
 
根据CFA官方协会的规定,自2011年1月1日起,凡报考特许金融分析师(CFA)各级别考试的考生,都必须持有有效的国际旅行护照进行报名。且在CFA考试当天,考生须持有护照才能进行考试。也就是说,你的CFA护照的到期时间一定要在你考试时间之后。如果考试日护照已经过期,即使成功报名了,也是不允许你进考场的。
 
参考资料为CFA官方协会发布信息:Identification Policy (effective 1 January 2011),详情如下:
 
In order to enroll in the CFA Program and to register to sit for the CFA exam, you must have a valid international travel passport. The government-issued ID number on your passport and the country of issuance must be entered during online exam registration. On exam day, you must present your passport, containing the same name, date of birth, government-issued ID number, and country of issuance that you used to register, at the test center for admittance. ID requirements are strictly enforced. It is your responsibility to read and understand the instructions and requirements. If you do not present appropriate ID you will not be admitted to the test center and you will forfeit your registration fee.
 
In order for your passport to be considered valid it must:
 
Be an international travel document. Internal passports used as a national ID are not sufficient.
 
Be current (not expired)
 
Contain your name, date of birth, government-issued ID number, and country of issuance exactly as you provided when you registered to take the CFA exam
 
Include a recognizable photograph
 
Be an original document. Photocopies will not be accepted.
 
This policy sets forth one global standard, in the form of a single document that is both internationally obtainable and recognizable, that allows us to confirm the identity of our candidates, and to ensure that all candidates receive identical treatment during the exam day admissions process.
 
护照内容包括姓名、生日、身份证号码、照片等信息。考生,可至户口所在区县的出入境管理中心办理护照。如果护照需要更新,可以在CFA协会官网上下载变更表格。千万注意不要因错过更改日期而与考试失之交臂。更新护照号码等个人信息具体操作请参考协会官方信息:
 
参考地址:http://www.cfainstitute.org/Forms/name_change.pdf