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ABA: The American Bankers Association
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Testing Update: ABA and Meazure Learning are offering candidates the option of testing via live remote proctoring (LRP). This allows candidates to take the exam at their home or other location with a live, remote proctor.

Important Note: With the Meazure Learning acquisition, candidates may see communications from Meazure Learning and ProctorU during this transition period. However, this is one organization.

How to Apply

  1. Check the eligibility requirements to determine that you qualify. Watch this free, recorded webinar for important CTFA designation and exam updates.
  2. Review the available exam dates below.
  3. Purchase the exam. Payment must be made by credit card. (You will be prompted to create a Certification Manager account.)
  4. Complete and submit the application that appears following the purchase. 

You will receive an Approval/Denial email from ABA within two weeks after receiving your application, along with additional details about the exam site. If your application is denied, you will receive a refund of your exam fee minus a $100 application fee.

Exam Dates

Exam Date Application Due Date
August 1 - 31, 2023 June 2, 2023
October 1 - 31, 2023 August 2, 2023
December 1 - 16, 2023 October 2, 2023
  • Exam Fee:
  • Retake Fee:

Test Sites - Candidates select a date and time within the identified date range, subject to testing center availability. Find Test Site locations by City/State.

Please note, the February exam will only cover laws and regulations in effect through 12/31 of the prior year. All other exams will cover current laws and regulations.

Exam Cancellation or Rescheduling

Should you need to cancel or reschedule your exam after application, please review the procedures and fee schedule on the Exam Cancellation/Rescheduling page.

All change and cancellation requests must be emailed to ABA Certifications.

Exam Retakes

  • There must be a minimum of 3 months between the start date of your most recent window and the start date of your retake window before you are permitted to sit for the exam again. The 3 months waiting time is based on the start dates of the exam windows and not the actual dates of your attempts.
    (Example: The exam is taken during a window that starts on February 1. The earliest retake permitted is during a window that starts on or after May 1.)
  • You must pass the exam within a 3-year period from the date of your first exam attempt or a new application and full fee is required.
  • There is no limit to the number of times you can take the exam.
  • Please apply to retake the exam by logging in to the Certification Manager. You must log in using the same user id and password that you used to register for your previous exam attempt(s).
  • Upon login, the retake options and pricing will display if you have previously taken this exam. After completing your purchase, please complete the retake application and submit by the application due date for the desired exam date.

Keep Me Informed

Get information on upcoming webinars, deadlines, and other developments for Certification.