Your exam invitation, or Notice to Schedule (NTS), email from Meazure Learning will have links for you to check your computer system. If you take your exam online, it is important to verify that your computer meets the minimum requirements and that you have reliable access to the Internet. An internet connection disruption will suspend the exam session.
IMPORTANT: If taking the exam online, you must use a computer on which you have full admin access.
If you have computer system questions after following the instructions provided by Meazure Learning's schedule confirmation email, please contact Meazure Learning at +1 919-572-6880 or candidatesupport@meazurelearning.com.
Note: Meazure Learning, Scantron, and ProctorU are all one-and-the-same organization.
For all CCST level exams, Units Conversion Tables will be provided to candidates in either paper format (paper/pencil exams) or accessible within the electronic test interface for reference during the exam. Click here to review the Units Conversion Tables.
It is important to be certain when selecting the method and time you want to take the exam. You may incur fees if you change the time and method of testing. Exams must be scheduled in advance as follows:
If you are within your exam window or eligibility period, you may reschedule your exam appointment before the online and Test Center reschedule cut-off times via the online exam scheduling system. If you are outside your exam window and want to request an extension, please contact certifications@isa.org.
There is no rescheduling fee. However, it must be changed no less than 24 hours prior to the scheduled appointment date and time.
There is no rescheduling fee. However, it must be changed at least 24 hours in advance of the scheduled appointment. Additionally, you must reschedule the new appointment no less than two calendar days in advance of the new appointment at a Meazure Learning test center.
You will incur a rescheduling fee of 50 USD. Rescheduling fees are payable to Meazure Learning via a secure e-commerce site (credit card). The reschedule cut-off time is no later than two calendar days prior to the exam appointment. Additionally, if you are scheduling a new online exam appointment, it must be done no less than 24 hours prior to the new appointment date and time.
You can cancel an exam through Meazure Learning's online exam scheduling system.
You may retest as many times as needed, if you do not pass or if you miss your scheduled exam, within your exam window or eligibility period. However, there is a fee each time that is payable to ISA. If you need to retest or have missed your exam, you must submit a request to certification@isa.org.
If a candidate fails their exam, they may retest as many times as needed within their 12-month certification exam window or six-month certificate eligibility period. There is a fee each time retesting is needed. If a candidate does not pass the exam within the program exam deadline, the applicant must reapply for that certification or register again for the certificate course to sit for the exam.
If you fail to appear for a scheduled exam or arrive more than 15 minutes after the scheduled start time, you will be considered a no-show and forfeit your exam. However, you may retake a missed exam by paying a rescheduling fee to ISA if you are within your exam window or eligibility period. To request a rescheduled exam, email certifications@isa.org with your request. See exam procedures section #4, Rescheduling an Exam, for reschedule fee costs.
You may qualify for an exception if you meet certain conditions and submit documentation to Meazure Learning no later than five calendar days after the scheduled exam appointment. If the exception is approved, there will be a no-show exemption fee of 50 USD payable via secure e-commerce (credit card) and collected by Meazure Learning. Please contact Meazure Learning by phone at +1 919-572-6880 or email candidatesupport@meazurelearning.com for more details.All ISA certification exams are closed-book and have multiple choice questions. We apply a modified Angoff Method to determine the pass point for each exam (learn more about the modified Angoff Method below). Our certification exams last between 3 and 4 hours and our certificate exams last two hours.
ISA does not provide a passing score; you are only notified whether you passed or failed. If you fail an exam, you will receive a score report that lists the domains and indicates the percentage of questions answered correctly within each domain. Note that the percentages are not used to calculate a candidate’s passing score.
You will see your exam results on the screen at the completion of the exam. You will also receive your exam results immediately via email from (candidatesupport@meazurelearning.com). If you do not receive an email containing your results within 24 hours, please contact Meazure Learning by phone at +1 919-572-6880 or email candidatesupport@meazurelearning.com for assistance.
If you pass your exam, you will receive an email containing a digital badge from isa_badges@isa.org within one business day of completing the exam. To access, manage, and/or share your secure digital badge, use your email address and password to enter your BadgeCert portfolio. If it is the first time accessing your portfolio or if you have forgotten your password, click “Request new password?” on their login page to create your password. More information about using your digital badge can be found here.
Be advised that we update our databases and systems with the previous month’s exam data in the first part of the following month. ISA will update your credential status on the “My Credentials” tab from your ISA account and in ISA's Credential Directory within the first ten (10) business days of the following month you took your exam.
The modified Angoff Method uses expert judgements to determine the difficulty level of the exam. The easier the exam, the higher the pass point. Likewise, the more difficult the exam, the lower the pass point. The following is a basic outline of the modified Angoff Method (some details have been omitted):
The CTFA advisory board has determined that a competent trust advisor professional's expertise includes the following domains:
Please review the CTFA Examination Outline for additional details, as well as the FAQ Document and Webinar on exam Changes.
While ABA recommends these resources as appropriate examination preparation, ABA does not guarantee that you will pass the exam by completing these educational programs or studying these materials alone. The CTFA exam assesses not only your knowledge of the courses on the exam outline, but also your application of that knowledge. You should refer frequently to the CTFA exam Outline when preparing for the exam.
IMPORTANT NOTICE: The only legitimate resource for ABA’s certifications, including reference materials, are available on www.aba.com. Any other resources or guides related to ABA’s certification programs offered for sale on third party platforms such as Amazon and eBay is not authorized by the ABA and such purchases are at the buyer’s risk. While it is not illegal for publishers to write separate resources to potential customers, it can be difficult to determine the legitimacy of offers from these organizations, especially if they contain unauthorized uses of ABA’s federally protected logo. If you do not make your purchase with ABA directly, we will not be able to assist you in any capacity. Please contact ABA Customer Service at 1-800-BANKERS to be directed to a legitimate resource.
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Exam Prep
An interactive, user-friendly online course that allows students to study at their own pace, with access to resources and practice exams modeled after an real exam.
Reference Guide
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Other Options
*This is not an endorsement of the program or its sponsor.
All persons taking one of ABA Professional Certifications' examinations are expected to abide by all rules and regulations governing the examination before, during and after the examination. Possession of copies of any current or previous examination given by ABA Professional Certifications is not authorized and is a violation of the rules governing certification exams. Persons taking an ABA Professional Certifications examination are not permitted to take notes about the examination.
Any person found to have violated any of the rules governing ABA Professional Certifications exams, or to have conducted themselves in a dishonest or unethical manner with respect to the taking of an ABA Professional Certifications exam is subject to sanctions determined to be appropriate by ABA Professional Certifications, in its sole discretion, including, but not limited to: denial of certification; denial of the right to take any or all ABA Professional Certifications examinations. Answer sheets provided at paper/pencil testing sites determined, before grading, to have been completed by a person who has violated ABA Professional Certifications examination rules will not be graded. We reserve the right to pursue any and all remedies available to it, including legal remedies, with respect to any violation of its examination rules against anyone who violated ABA Professional Certifications examination rules or aided another in violating these rules.
Any person found to have violated any of the rules governing ABA Professional Certifications exams, or to have conducted themselves in a dishonest or unethical manner with respect to the taking of an ABA Professional Certifications exam is subject to sanctions determined to be appropriate by ABA Professional Certifications, in its sole discretion, including, but not limited to: denial of certification; denial of the right to take any or all ABA Professional Certifications examinations. Answer sheets provided at paper/pencil testing sites determined, before grading, to have been completed by a person who has violated ABA Professional Certifications examination rules will not be graded. We reserve the right to pursue any and all remedies available to it, including legal remedies, with respect to any violation of its examination rules against anyone who violated ABA Professional Certifications examination rules or aided another in violating these rules.
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Taking an exam is the final step to earning an ISA certification. Upon paying the exam fee, the application process is complete, and you have acknowledged that you meet the requirements listed below in numbers 1–3.
All ISA certification exams are closed book and have multiple choice questions. The CCST Specialist—Level 2 certification exam is three hours long and all other certification exams are four hours long. See the information below for the number of questions in each exam.
Exam | Questions |
Certified Automation Professional® (CAP ®) | 175 |
Certified Control System Technician® (CCST®) Level 1 | 150 |
Certified Control System Technician (CCST) Specialist—Level 2 | 125 |
Certified Control System Technician (CCST) Master—Level 3 | 150 |
Submit payment to apply for the chosen certification when you can confirm that you meet the certification requirements to sit for the exam and can test within the deadline of the exam window of your choosing. You will be notified by email with the next steps to schedule your exam.
Register for one of the CCST review courses and apply for certification for no additional fee. The following courses qualify: Level I Review Course (TS00), Level II Review Course (TS02) or Level III Review Course (TS03). You will automatically receive an exam invitation once you start the course. By paying for the review course, you are confirming that you are aware of, have met and can document the requirements for the certification level for which you are applying.
ISA accepts payment for exam fees by check, certified check, money order, PayPal payment, wire transfer in US Dollars, or credit card. Make checks payable to ISA. For wire transfer account information, please contact ISA Customer Service. The following credit cards are accepted: AMEX, Discover card, Master Card, and VISA. Purchase orders are not accepted.
Fees are nonrefundable. It is your responsibility as the applicant to thoroughly review the requirements of the certification for which you are applying. No refunds will be made for applicants who do not appear for testing on the appropriate exam date. There are no group discounts for certification application fees.
After you pay your exam fee to complete the application process, you will receive an exam invitation (Notice to Schedule Exam) email from candidatesupport@meazurelearning.com 15 days before the beginning of your assigned exam window with steps to schedule the exam. Follow the instructions in the email to schedule your exam—online or at a test center—through the online exam scheduling system. You can get more information about your exam window deadline by accessing the “My Credentials” tab in your ISA account.
If you have not received your exam invitation within that time frame, please check your spam or junk folder for an email from candidatesupport@meazurelearning.com, as some server firewalls may block the receipt of the email. If you still are unable to find your exam invitation, please email certifications@isa.org for assistance.
See further related details on the Exam Procedures page.
If you are applying for CAP or CCST certification, you have a twelve-month exam window. You may take the exam at a Test Center or online during one of three exam windows (see chart below). Each exam window will have a deadline for applications to be submitted. Eligible candidates will only be able to take the exam during the following exam windows.
Exam Window | Application Submission Deadline |
---|---|
2023 Window 3: 1 November 2023 – 31 October 2024 |
15 September 2023 |
2024 Window 1: 1 March 2024 – 28 February 2025 |
15 January 2024 |
2024 Window 2: 1 July 2025 – 30 June 2025 |
15 May 2024 |
2024 Window 3: 1 November 2025 – 31 October 2025 |
15 September 2024 |
Review Course Testing: If you have attended a review course (paid for by you or sponsored by a company), you will receive your exam invitation near the end of your review course and have a twelve (12) month exam eligibility period based on the date of your review course.
After passing the CAP or CCST certification exam, you will earn a digital badge. To access, manage, and/or share your secure digital badge, use your email address and password to enter your BadgeCert portfolio. If it is the first time accessing your portfolio, click “Request new password?” on their login page to create your password. More information about using your digital badge can be found here.
If you feel you were wrongly denied certification, either original or renewal, from the CAP or CCST programs, then you have the right to appeal. Review the Grievances Appeal Process.
All doctoral students must take a certification examination or examinations as part of their Certification (towards the Ed.D. and Ed.D. CTAS degree) or Master of Philosophy (towards the Ph.D. degree) requirements.
Most Certification Examinations are taken on dates set by the college in February, June, and October, proctored by the Office of Doctoral Studies, however, some programs have take-home or internal examination requirements.
Please click your Department's link on the left to find the Certification Examination requirements for your program.
For those programs that require a Certification Examination Application form, it can be downloaded in the Forms section of our website. Please review our calendar to see when the next examination is being held and when the deadline for submission of the application form is.
Please see the following link for information on the college policy for Certification Examination retakes.
On occasion, the best-laid plans need to be changed. Please understand that changes incur administrative costs both for ABA and our exam partner, Meazure Learning.
Should you need to cancel or reschedule your exam after application, please review the fee schedule and procedures below.
Please note that fees and refunds are based on the dates applicable to your current exam registration.
Before Application Due Date | After Application Due Date | 2 Business Days or Less Prior to Scheduled exam Date or End of the exam Window | |
---|---|---|---|
Transferto a future exam date/window |
No fees | $175 fee to ABA | Entire exam Fee Forfeited - No Changes Permitted |
Reschedulewithin the same exam window |
No fees | $50 fee to Meazure Learning if a testing date had been selected | Entire exam Fee Forfeited - No Changes Permitted |
Cancel |
Refund of exam Fee minus $100 application fee | Refund of exam Fee minus $275 | Entire exam Fee Forfeited - No Changes Permitted |
ABA will consider waiving fees in case of a medical emergency. Requests will be reviewed on a case-by-case basis and supporting documentation may be required. If you would like to transfer your certification exam registration to a future exam window (or to entirely cancel), please submit the Exam Window Change/Cancellation Form. Fees are subject to change without notice.
Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving.
Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.
CFPs are there to help individuals manage their finances. This can include a variety of needs, such as investment planning, retirement planning, insurance, and education planning. The most important aspect of a CFP is to be a fiduciary of your assets, meaning that they will make decisions with your best interests in mind.
CFPs are all-encompassing, particularly when compared to investment advisors. CFPs will usually start the process by evaluating your current finances, including any cash, assets, investments, or properties, to come up with an estimate of your income and net worth. They also take a look at your liabilities, such as mortgages and student debt.
From this point on they work with you to come up with an individualized financial plan. For example, say you are nearing retirement, the CFP will create a financial plan that can see you through your retirement years. Or perhaps you have a child that will be starting college. The CFP can help create a financial plan to manage that cost.
A CFP is a financial adviser who has earned a certification that indicates in-depth knowledge of financial planning. The requirements to become a CFP are some of the most difficult and stringent in the financial industry.
All CFPs are held to the standard of fiduciary duty. That means they must always put your interests as a client ahead of their own. For example, if they would more money selling one product over another, but the product that made them less money was better for you, that is the product they must recommend.
A CFP's fiduciary duty is clearly laid out by the CFP Board and states "At all times when providing financial advice to a client, a CFP professional must act as a fiduciary, and therefore, act in the best interest of the client."
The board goes on to state that three duties must be met by an adviser with a fiduciary duty. These are (1) duty of loyalty, (2) duty of care, and (3) duty to follow client instructions.
Earning the CFP designation involves meeting requirements in four areas: formal education, performance on the CFP exam, relevant work experience, and demonstrated professional ethics.
The education requirements comprise two major components. The candidate must hold a bachelor's or higher degree from an accredited university or college. Second, the candidate must complete a list of specific courses in financial planning, as specified by the CFP Board.
Much of this second requirement is typically waived if the candidate holds certain accepted financial designations, such as a chartered financial analyst (CFA) or certified public accountant (CPA) designation, or has a higher degree in business, such as a master of business administration (MBA).
As for professional experience, candidates must prove they have at least three years (or 6,000 hours) of full-time professional experience in the industry, or two years (4,000 hours) in an apprenticeship role.
Lastly, candidates and CFP holders must adhere to the CFP Board's standards of professional conduct. They must also regularly disclose information about any involvement in criminal activity, inquiries by government agencies, bankruptcies, customer complaints, or terminations by employers. The CFP Board conducts an extensive background check on all candidates before granting the certification.
Even successful completion of the above steps doesn't guarantee receipt of the CFP designation. The CFP Board has final discretion on whether to award the designation to an individual.
The CFP exam includes 170 multiple-choice on more than 100 courses related to financial planning. The scope includes professional conduct and regulations, financial planning principles, education planning, risk management, insurance, investments, tax planning, retirement planning, and estate planning.
The various Topic areas are weighted, and the most accurate weighting is available on the CFP Board website. Further questions test the candidate's expertise in establishing client-planner relationships and gathering relevant information, and their ability to analyze, develop, communicate, implement, and monitor the recommendations they make to their clients.
Here's some additional information on the administration, costs, and scoring of the CFP exam:
Though a certified financial planner (CPA) and a chartered financial analyst (CFA) may sound similar, they are different certifications with different job functions and clients. A CFP works with individuals, often retail clients, helping them achieve their financial goals. This includes help in investing and retirement planning.
A CFA works with corporations performing investment analysis. CFAs focus on financial reporting, analysis, and portfolio management. They can trade financial products, such as derivatives, and help in mergers and acquisitions. CFA's usually work for investment banks and hedge funds.
If you are just looking to invest money in stocks and bonds, a CFP probably isn't needed.
If you are looking to manage your finances, investment choices, estate planning, and retirement planning, a CFP can help you with all of those needs.
A CFP is a step above a non-designated financial advisor and has demonstrated expertise in financial planning.
How much a CFP costs will depend on your specific needs.
On average, a CFP charges between $1,800 and $2,500 for preparing a full financial plan. You also should expect $4,000 for a flat-fee retainer or $250 per hour for hourly services.
No, CFP and CFA are not the same.
A CFP is a certified financial planner who provides financial planning advice to individuals. This includes help with investing, retirement planning, estate planning, and tax law.
A CFA is a chartered financial analyst who may work for an investment bank or hedge fund and performs financial analysis, modeling, trading, and portfolio management services.
No, a CFP is not equivalent to an MBA.
A certified financial planner (CFP) is qualified to advise individuals on financial planning.
The holder of a master of business degree has studied the way businesses operate.
The career paths differ. A CFP works in financial consulting or wealth management. An MBA may be a business manager, portfolio manager, financial analyst, financial strategist, or even an entrepreneur.
The CFP exam requires a lot of preparation and covers a wide range of courses in depth. The best way to ensure you pass the CFP exam is by preparing for it well in advance and sticking to a study schedule.
Becoming a CFP takes education and experience, as well as a strong grasp of financial ethics. The test to gain this distinction is comprised of 170 questions and is split into two three-hour sessions.
Even if candidates pass the test and meet all the requirements, the CFP Board still has the final say about whether to award this distinction. Given the stringent requirements, CFPs can be assumed to have an in-depth understanding of financial planning.
Requirements for pharmacy technicians vary by state, but most require certification, registration or licensure. Earning your certification from the Pharmacy Technician Certification Board (PTCB) provides a valuable, industry-recognized credential that meets most states’ requirements.