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Book your exam

When can I book?

Each year there are two opportunities to sit our examinations: in April and September/October. You can find the full timetable of IFoA exams on our Exam dates web page

You can sit our online exams at any convenient location, however, you will need to book within the exam entry period. Exam entry dates for upcoming examinations are listed on our Exam dates web page.

New joiners

You can sit our CS and CM examinations as a non-member. To sit all other IFoA examinations you will need to join the IFoA as a Student member before you book an examination.

If you are joining the IFoA as a Student member and intend to sit your examination in our September 2021 exam sitting, you will need to submit your Student membership application before 02 July 2021.
 

Join the IFoA today
 

Before you book your exam

Please make sure you are aware of our Examinations Handbook.  The September 2021 exam sitting edition will be made available to candidates shortly. 

All examinations are run in UK time with start times varying between 08.00 and 10.00. You will be advised of your personal start time by email two weeks before the examination date.

CS and CM Exams 

Both elements A and B of the CS1, CS2, CM1 and CM2 examinations need to be sat during the same examination sitting.

Non-members wishing to sit the IFoA CS and CM examinations can find information about this on our Non-member web page.

How to book your exam 

Once exam entry opens, you can book IFoA exams by logging in the My Account are of the IFoA website and following the steps set out in our Exam Booking Guide

If you are booking an IFoA exam for the first time, you will need to register before you can book an IFoA exam. Find out how to register and then book your first IFoA exam.

CB3 Exam

The CB3 examination entries are managed differently. You can log in to the My Account area of the IFoA website at any time to see available examination dates and to book your exam (once you have completed PSC Stage 1 - formerly OPAT).

Payment for examination entries

You will need to make a credit card, debit card or PayPal payment for each examination that you book through the My Account area of the IFoA website.  

If you would like to pay by bank transfer you will need to download and complete an Exam Entry form. You will need to email your completed form, along with confirmation of the completed bank transfer, to our Member Services Team.

If you are eligible to pay reduced examination fees, please make sure that you have successfully applied for reduced rate membership subscription fees as part of your IFoA membership application or renewal before you book any IFoA examinations.

If you have not successfully applied for reduced rate membership subscriptions fees, you will automatically be charged the full examination fees when you book an IFoA exam. 

Booking confirmation 

You will receive email confirmation of your booking, once it has been processed. You will also be able to view your exam bookings in the Review my exam bookings area in the My Account area of the IFoA website.

You will receive your joining instructions two weeks before your examination date.

Changing your examination booking

If you wish to make changes to your examination booking we may be able to do this for you, however we cannot guarantee to make a change that you request. Any changes to your booking must be made before the examination entry closing date. 

While the exam booking window is open, you can request a change to your online exam booking, including changes to your booked start time (subject to availability), by contacting our Member Services team.

Please note that there are may be charges for making changes to your examination booking.

Once the exam booking window is closed we are unable to make any changes to your booking.

Refund of examination fees 

If you find yourself unable to sit an exam that you have booked, please contact the Member Services team by email soon as possible.

Cancellation before the exam booking period closes

If you cancel your exam booking before the exam booking period closes, you will be entitled to a refund of the assessment fees you have paid for that assessment, subject to a deduction of a 10% administrative charge and any applicable bank charges.

Please email our Member Services team to notify them of your exam cancellation and include a completed exam refund form.

Cancellation after the exam booking period has closed

Your entitlement to a refund will depend on the circumstances surrounding your request.  We will consider your individual circumstances and make an assessment on whether it is fair and reasonable to exceptionally grant your request for a refund. 

If we do accept your request for a refund, you will be entitled to a refund of the assessment fees you have paid for that assessment, subject to a deduction of a 25% administrative charge and any applicable bank charges.

To request a refund for extenuating circumstances (upto 15 days after you have sat your exam) email our Member Services team including the the supporting documentation set out in our Refund policy, for example, a refund request because of illness or medical grounds should include a medical certificate.

You can find information on how to apply for refunds for exams cancelled outside of the exam booking period in our Refund policy

Cancelling your online exam booking

If you would like to cancel your online exam booking please contact the Member Services team soon as possible.

Cancellation before the assessment registration period closes

You will be entitled to a refund of the assessment fees you have paid for that assessment, subject to a deduction of a 10% administrative charge and any applicable bank charges.

Cancellation after the assessment registration period has closed

Your entitlement to a refund will depend on the circumstances surrounding your request.  As we cannot anticipate every situation which may merit a refund, we will consider your individual circumstances and make an assessment on whether it is fair and reasonable to exceptionally grant your request for a refund. 

When refunds will not be considered by us:

We will not consider requests for refunds 15 days or more after the assessment, you are seeking a refund for, has taken place.

Read our Refund policy

Changing or Cancelling your CB3 exam booking

To change your CB3 examination booking, you will need to cancel and then rebook you examination for a new date.

Please note a charge for changing or cancelling your CB3 exam booking will apply. 

Cancelling three weeks before your exam date 

If you cancel your exam booking three weeks before your exam, you will be entitled to a refund of the assessment fees you have paid for that assessment, subject to a deduction of a 10% administrative charge and any applicable bank charges.

Please email our Member Services team to notify them of your exam cancellation and include a completed CB3 Refund application form.

Cancelling after the exam booking window closes 

To request a refund for extenuating circumstances (upto 15 days after you have sat your exam) email our Member Services team including the the supporting documentation set out in our Refund policy, for example, a refund request because of illness or medical grounds should include a medical certificate.

If we do accept your request for a refund, you will be entitled to a refund of the assessment fees you have paid for that assessment, subject to a deduction of a 25% administrative charge and any applicable bank charges.

Download the CB3 Refund application form

 

Related documents

Contact Details

Member Services Team

memberservices@actuaries.org.uk

Institute and Faculty of Actuaries, 1st Floor, Park Central, 40/41 Park End Street, Oxford, OX1 1JD

+44 1865 268207

We aim to respond to all enquiries within two working days.

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