CLARITAS REGISTRATION STEPS

Claritas Registration Process Thank you for your interest in participating in Claritas! Here is a step-by-step guide on how to request the CMTA discount and register for the program.

Quick reference Summary APPLY FOR DISCOUNT 1. Access the CMTA landing page link 2. Login or create a CFA Institute account. 3. Enter and submit your phone number and e-mail address. 4. Receive on-screen confirmation “Your discount request has been successfully submitted” message 5. Within 48 hours, receive an email from CFA Institute welcoming you to the program and confirming your discount REGISTER FOR CLARITAS 6. Your registration is not complete until you follow the link in your email (or access the Claritas registration page) to register for the Claritas program. You will have 180 days to complete the program from the time that you register.

APPLY FOR DISCOUNT Step 1: Access the CMTA landing page link Step 2: Login or create a CFA Institute account.

APPLY FOR DISCOUNT Step 3: Once you have logged in, submit your phone number and email address. This step is important because it generates the request for the CMTA discount to be applied to your account.

DISCOUNT confirmed Step 4: Receive on-screen confirmation “Your discount request has been successfully submitted” message Step 5: Within 48 hours, receive an email from CFA Institute welcoming you to the program and confirming your discount

Register for claritas Step 6: Your registration is not complete until you follow the link in your email (or access the Claritas registration page) to register for the Claritas program. http://www.cfainstitute.org/programs/claritas/register/Pages/index.aspx

Register for claritas

Important things to note Emails related to your Claritas participation will be sent from CFA Institute. Your company’s firewall may block these emails. Please ensure that you add these domains and IP addresses to your whitelist: cfa-institute.info (69.42.97.183) and cfa-program.org (69.42.97.184). If you do not receive a discount approved email or registration confirmation within 48 hours of your request, please reach out to info@cfainstitute.org or call us at 1 (800) 247-8132. You have 180 days to complete your exam from the date you officially register. Your registration is non-refundable and/or transferrable. We encourage candidates to schedule their exam date as soon as possible in order to ensure availability at your preferred PearsonVue test center. If you would like to reschedule your exam date, you may do so from your Candidate dashboard. Any changes must be made at least 24 hours in advance of your currently scheduled exam time.