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Most Frequently Asked Questions
What discounts are available on PASS PRO products?
What is my CFA Institute Bookstore order number (P.O.#)?
What software do I need in order to run PASS PRO on my computer?
Do I need to be connected to the Internet to use PASS PRO™?
Can I use PASS PRO™ from multiple locations?
Why doesn't anything happen when I click an exam button on the PASS PRO homepage?
Is PASS PRO available on CD-ROM?
Will I receive any material by shipping from PASS PRO after my purchase?
How does the study plan work?
Do PASS PRO notes cover all the CFA Institute required reading?
Why can I not see all the notes?
  administrative issues
  technical issues
  content enquiries

If your question cannot be found in any part of the PASS PRO Help feature (administrative issues, technical issues, content enquiries), please email our Sales & Technical support team (details can be found below).

Subscribers to the full Review Program should use the PASS PRO Discussion study aid to post questions for the Tutor support team.

Email our sales team for sales & technical support
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What discounts are available on PASS PRO products?
PASS PRO offers discounts on the full PASS PRO Review Program available for the CFA exam at Levels I and II and for the FRM exam.

You will receive the discount at the time of purchase. Simply enter your code in the discount code box on the purchase page, where it says "If you have a discount code, please apply it here". Any price changes will immediately take effect on this page. You can only qualify for one type of discount: either the CFA Institute Bookstore code the Buddy code or a Corporate Discount code. Discount codes are not applied to your account, they just change the price at the time of purchase, and the discount code that gets used is the one which was entered last. This means you can apply one code at a time (if you have more than one code at hand) to see which one affects the price most, and then go for that code/price.

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How can I get a discount on PASS PRO™ if I buy books from CFA Institute Bookstore?
If you have spent more than $150 on CFA Institute recommended books from CFA Institute Bookstore (www.pbdbookstore.com), the official CFA Institute Bookstore, you will receive a $100 discount off the PASS PRO Review Program.
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What is my CFA Institute Bookstore order number (P.O.#)?
If you bought your books on the CFA Institute Bookstore online, you can find your CFA Institute Bookstore order number - P.O.# - on your order confirmation, or in the email you received from CFA Institute Bookstore entitled "Order Information". This number also appears in the shipping invoice that you received with your books. You must enter your order number - P.O.# - on the purchase page, where it says "If you have a discount code, please apply it here". Important note: the CFA Institute Bookstore order number should be a number like '00 3xxxxxx' or '00 4xxxxxx'. Enter the seven-digit number starting with either a three or a four and ignore the two zeros at the beginning. If you cannot find this number please fax your proof of purchase to +1 877 718 8061 along with your email address - we will manually process the discount for you and inform you by email.
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Why doesn't my CFA Institute Bookstore order number give me discount for PASS PRO Notes or Questions?

CFA Institute Bookstore discount only applies to people who purchase PASS PRO review program, which contains study notes, questions, mocks, study plan, and discussions. With this discount we are effectively reimbursing you the cost of the study notes since you have chosen to use the textbooks.

If you bought your books on the CFA Institute Bookstore online, you should have received a number in the confirmation email that looks like '00 3xxxxxx' or '00 4xxxxxx'. This number also appears in the shipping invoice that you received with your books. Enter the seven-digit number starting with either the three or the four and ignore the two zeros at the beginning. If you cannot find this number please fax your proof of purchase to +1 877 718 8061 along with your email address - we will manually process the discount for you and inform you by email.

 

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What is the Buddy Code and how does it work?
The Buddy Program is a referral scheme enables you to pass on a discount to your friends for purchase of PASS PRO products and also earn PASS PRO credits for yourself.

How the Buddy Program works
If you buy PASS PRO, you can then use your Buddy Code to give your friends and colleagues a $25 discount when they buy the PASS PRO Review Program. In addition, you will receive a $25 credit to your PASS PRO account. The Buddy discounts and credits are only available for the purchase of full PASS PRO Review Program.

How to recommend PASS PRO to your friends
To recommend PASS PRO, give your Buddy Code to your friends and tell them to enter this code in the discount box on the purchase page. Please note - you must not post your Buddy Code on auction websites or discussion forums.

How to use a Buddy Code that you have been given by a friend
If a friend, who is already a PASS PRO user, has given you a Buddy Code, you need to enter it on the purchase page to receive a Buddy Program discount. You must use the same registration details when you buy PASS PRO to take advantage of your $25 discount.


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Does PASS PRO offer corporate multiple-user discounts?
Corporate discounts: These are available to employees of firms that have signed bulk user discount contracts with PASS PRO. Ask your training co-ordinator to find if your firm has this discount, email PASS PRO at info@passpro.com or call +1 866 778 8017 (toll-free in the US).
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Do I get discounts as a returning user?

PASS PRO offers several opportunities for existing users to earn credits:

  1. by responding to surveys,
  2. by referring friends to buy PASS PRO, and
  3. by participating on PASS PRO Discussion forums. These credits can be used against the purchase of any PASS PRO programs.
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What software do I need in order to run PASS PRO on my computer?
PASS PRO only requires you to have a browser (preferably Internet Explorer 4.01 or better) with a Flash player 4 or better installed on it. A test for the plug-in is automatically run on the PASS PRO login/registration page, and it should read as follows "Flash Player test successful". The latest version of this plug-in is available free of charge from Macromedia.com. It will take you no more than 30 seconds to install. Adobe Acrobat Reader is another plug-in that is required to access certain features in PASS PRO like CFA® Demystified™ and CFA® Condensed. This plug-in from Adobe is also free and quick to download if your browser doesn't already have it.
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What is Flash Player? / How do I download and install the Flash Player?

Flash Player an industry standard program that works with your browser to enable you to see animations and interactive course content. It can be downloaded within a few seconds.

Flash Player is distributed free of charge by Macromedia, the software company who created it. To download the Player go to www.macromedia.com/downloads and follow the instructions to download and install Flash Player.

If ActiveX controls and plug-ins are disabled on your web browser you may not be able to download and install the Player. To check that ActiveX controls and plug-ins are not disabled, and take action to enable them, use the following process:

Internet Explorer:
1. Go to Tools Internet Options in the main toolbar (ALT T > O).
2. Select the Security tab in the pop-up window and press the Custom Level button.
3. At the top of the Security Setting window are a number of items relating to ActiveX controls. Check that the following items are enabled:
Download signed ActiveX controls
Run ActiveX controls and plug-ins
Script ActiveX controls marked safe for scripting

If you are within a corporate network, the firewall may prevent you downloading the Flash Player. If this is the case please contact the PASS PRO support team or your firm's IT support desk and request assistance.

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How do I know if I have the correct version of Flash Player installed?
A test for the plug-in is automatically run on the PASS PRO login/registration page, and it should read as follows "Flash Player test successful" (the test is positioned at the top of the yellow registration form). If the test shows any other result (like: "You do not have a recent Flash Player") it is recommended that you follow the steps required to update your Flash Player (which is a quick and simple process)
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Can browser settings disable Flash content from playing correctly?
Yes. If ActiveX controls and plug-ins are disabled on your web browser PASS PRO for CFA will not function correctly. To check that ActiveX controls and plug-ins are not disabled, and take action to enable them, use the following process:

Internet Explorer:
1. Go to Tools Internet Options in the main toolbar (ALT T > O).
2. Select the Security tab in the pop-up window and press the Custom Level button.
3. At the top of the Security Setting window are a number of items relating to ActiveX controls. Check that the following items are enabled:
Download signed ActiveX controls
Run ActiveX controls and plug-ins
Script ActiveX controls marked safe for scripting

Netscape:
1. Go to Edit > Preferences in the main toolbar.
2. Select Advanced > Cache in the pop-up window.
3. Press the Clear memory cache and Clear disk cache buttons.
4. Press OK to confirm.
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What is Acrobat PDF? / How do I download and install the Acrobat Reader?

Adobe Acrobat Reader is free software that lets you view and print Adobe Portable Document Format (PDF) files. Some of the printable material in PASS PRO has been created in Acrobat PDF.

Acrobat Reader is distributed free of charge by Adobe, the software company who created it. To download the Reader go to www.adobe.com/products/acrobat/readstep2.html and follow the instructions to download and install Acrobat Reader.

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Do I need to be connected to the Internet to use PASS PRO™?
Yes. The PASS PRO system is only available online. Tracking your performance over time is an important feature of this product. This requires communication between the product and our web servers. You will be able to compare your performance with the other relevant PASS PRO users, which gives a good indication of how well you are doing in relation to the other candidates taking the exam this year.
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Can I use PASS PRO™ from multiple locations?
Yes, you can log into PASS PRO anytime, anywhere, from your computer at home, office, cybercafe, etc.

PASS PRO works as a web service (in much the same way as Hotmail, MSN or AOL). It stores your performance data on centralized database servers, so that your records will always be synchronized regardless of where you login.
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Why doesn't anything happen when I click an exam button on the PASS PRO homepage?
When you click the exam button on PASS PRO homepage, you should see a login page pop up that takes you to the program for the chosen exam. If you do not see this popup try the following solutions.

1) Switch JavaScript on. To do this click on Tools in the top menu bar of your browser > then click Internet options > then click the tab called Security > then click the button that says Custom level. Scroll down the page to where it says Scripting. There make sure that next three options (Active Scripting, Allow paste operations via script, and Scripting of Java applets are enabled.

2) If step 1 does not work it is because you have disabled a program to block popup adverts that is also blocking the PASS PRO login page from opening. You may need to uninstall this program or replace it with one that allows the login window to open.

3) Install the Flash Player again.

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Is PASS PRO available on CD-ROM?
No. PASS PRO is not available on CD-ROM. It is only available online but you can print off notes, questions and mock exams for offline study.
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Will I receive any material by shipping from PASS PRO after my purchase?
No. PASS PRO is online based. After purchasing any PASS PRO product, you can login immediately to view the content online or print it for offline study. PASS PRO will not be shipping you any books.
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How does the study plan work?
The PASS PRO study plan will help you to cover all the maternal for the CFA exam. The study plan takes you through the notes, questions and mock exams in an organized manner to ensure you are fully prepared going into the exam. In each week, you will receive assignments that require you to read study notes and practice with questions. At the end of the study plan, you will be given relevant mocks to test your performance of the exam. Starting 2004 we are also offering audio lectures in the study plan, which act as great introductions to the readings before you start doing the study notes or questions.
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Do PASS PRO notes cover all the CFA Institute required reading?
Yes. PASS PRO notes are based entirely on the recommended readings and cover every single Learning Outcome Statement in CFA Institute's Study Guide. Every Reading Assignment in the Study Guide is available as a lesson in PASS PRO notes, which can be viewed online or printed for offline study. The sections within each lesson have a one-to-one correspondence with Learning Outcome Statements for the given Reading Assignment.
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Why can I not see all the notes?
The notes for the June 2004 exam are currently being added. The full set of notes will be available by the end of January 2004. Until then will keep adding notes for various readings as they are developed. We are also ensuring the notes are available in order dictated by the schedule of the study plans.
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