As you gear up for your CFA® exam in 2025, one of the most overlooked yet critical elements of success is exam-day preparation. No matter how well-prepared you are with formulas, concepts, and case studies, forgetting the right ID or bringing a banned item can derail your attempt. That’s why we’ve compiled a comprehensive and CFA Institute- verified checklist that covers what to carry, what to avoid, timing strategies, and exam-day tips to help you perform at your best.

This guide, tailored for 2025 candidates, is based on official guidelines from the CFA Institute, cross-referenced with updates from Pearson VUE testing centres and practical experiences from thousands of past candidates.

1. Arrival & Timing Tips

• Arrive at least 30- 45 minutes early. Traffic, parking, or ID verification can delay entry.
• You’ll be assigned a seat by a proctor after identity verification, fingerprinting, and a scan.
• The total duration is approximately 5.5 hours, including check-in and a scheduled 30-minute optional break.
• Pro Tip: Visit the exam centre a day or two before the test to familiarize yourself with the location, entry protocols, and estimated travel time.

2. Essential Items to Bring

These items are mandatory or strongly recommended, based on CFA Institute’s guidelines: https://www.cfainstitute.org/

• Government-Issued Passport
  • Must be valid and unexpired.
  • Your CFA Institute profile name must exactly match the name on the passport.
  • No digital copies or alternate IDs (driver’s license, Aadhaar) are accepted.
• Approved Calculator
  • Only two calculator models are permitted:
  • Texas Instruments BA II Plus (regular or Professional edition)
  • Hewlett Packard 12C (including Platinum or 30th Anniversary versions)
• Transparent Water Bottle
  • No labels or opaque bottles allowed.
  • Make sure it’s fully transparent, without stickers or logos.
• Clothing & Eyewear
  • Wear comfortable clothing.
  • Eyeglasses without smart features are allowed; the case must be left outside.
  • A basic face mask may be required depending on local guidelines.
• Medical Needs
  • If you require medications (e.g., inhalers, insulin, etc.), you can bring them, but declare them during check-in.

3. Optional Items (For Locker Use)

You’ll have access to a locker for personal items. These can help during your 30-minute optional break:

• Snacks: Avoid greasy or spicy foods; go for protein bars, nuts, or fruit.
• Caffeinated drink (if needed)- check that it’s sealed.
• Second calculator: A backup for peace of mind.
• Eye drops or comfort items (no prescription required but must be declared).
• Sweater or scarf (if not worn), in case of excessive cooling.

4. Prohibited Items: Do Not Bring

Strict rules apply, and violations can lead to disqualification:

• Important: Even having these in your pocket during the exam could lead to disciplinary action.

5. CFA Exam-Day Desk Setup

Your workstation will include:

• A CFA-approved computer-based testing terminal
• A scratchpad and marker (paper and pen are not allowed)
• Your passport and approved calculator
• A clear water bottle

Nothing else is allowed on or around your desk.

6. During the Exam: Behaviour and Strategy

• You can use the “flag question” feature to revisit tricky questions later.
• You are not allowed to speak to anyone once the exam starts.
• Any attempt to view or copy other candidates’ screens may result in termination of your exam.
• Make sure to pace yourself- the CFA exams are notoriously time-sensitive.

7. Break Time Strategy

• Take your 30-minute optional break wisely: eat, hydrate, stretch.
• Do not attempt to study during the break- it is not allowed and can increase stress.
• Leave the test room and return at least 5 minutes early to pass re-entry checks.
• Upon return, you’ll undergo a second security scan and identity verification.

8. CFA Exam Day Summary Checklist

9. Bonus Tips from Past CFA Candidates

• Print your appointment confirmation and keep it with your passport- even if it’s digital, having a printout helps in case of tech issues.
• Check local exam centre rules, especially for health-related policies.
• Sleep early the night before and avoid cramming- the exam rewards strategic thinking, not rote memorization.

10. Conclusion

Success on exam day isn’t just about preparation- it’s also about compliance. This CFA exam day checklist (updated) ensures you’re aligned with the CFA Institute’s policies, minimizing surprises and maximizing performance.

By arriving early, carrying only what’s necessary, and knowing what to avoid, you’ll enter the testing room focused and ready.

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