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ABA: The American Bankers Association
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Testing Options: ABA offers approved candidates the option of testing at Meazure Learning's U.S. test sites or via their live remote proctoring (LRP) system, the ProctorU Proctoring Platform. LRP allows candidates who meet the technical requirements to take the exam at their home or other private location with a live, remote proctor.

How to Apply

  1. Check the eligibility requirements to determine that you qualify.
  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 Certifications Manager account.)
  4. Complete and submit the exam application following the purchase.

If you do not complete the application by the due date, your registration will be cancelled and any applicable refunds provided. After submitting your application, you will receive an Approval/Denial email from ABA within two weeks after receiving your application, along with additional details about taking the exam. 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
May 15 - June 15, 2024 March 15, 2024
September 15 - October 15, 2024 July 17, 2024
December 1 - 16, 2024 October 2, 2024
  • Exam Fee:
  • Retake Fee:

For full details on taking the exam and scoring, please read the Certification Exam FAQs.

Test Sites - Candidates select a date and time within the identified date range, subject to testing center availability. Find test site city locations.

Please note, the February/March exam will only cover laws, regulations, and contribution/income limits in effect through 12/31 of the prior year.

The May/June, September/October, and December exams will cover the elements of SECURE Act 2.0 that are in effect for the current tax year.

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 made in writing to ABA.

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.