Meet the New CAS Portal!

by Matt Davis, ACAS

You’ve been asking for it, and it’s finally here—the CAS Portal! The CAS Portal delivers an improved user experience for members and candidates, with completely revamped profiles and enhanced accessibility.

The site is built by Cobalt and is now more secure due to implementation of multifactor authentication. When you first create your account on the CAS Portal, the site will take you through several prompts to verify the information that was stored on the old site. This will give you a chance to update information in your profile, including contact info, work experience, addresses, and communication preferences. Among other increased security preferences, you can now decide to hide certain information, including exam history, from the public directory.

Users can easily view their attestations and membership status on the homepage, which lists the dates of your membership, last renewal, and expiration. The homepage also provides information on other memberships that you may be eligible for, as well as direct links to the application for each membership. There is also a section on the homepage that lists all upcoming events for the Society.

Exam candidates can seamlessly register for exams under the “Administrations” banner. By selecting “Register for an Exam,” users will be taken to a list of all exams currently offered during the sitting, as well as the registration deadline and window for the sitting of each exam. Selecting the exam will take you to the checkout page. Once payment is completed, you are registered for the exam. You will receive an automated email to select the date and time for the registered exam on the Pearson VUE website. It is very simple to add exam accommodations during the registration process on the CAS Portal. As in the past, you will still select exam location and time during the window on the Pearson VUE site. Under “Administrations” in the CAS Portal, selecting “View My Upcoming Exam” will show your registered exam and provide a convenient link to your exam on Pearson VUE. “Review My Results” will take you to a comprehensive list of all the exams you’ve taken, pass or fail, over your entire career. You can also access your transcripts on this page.

On Events, you will find a calendar showing all upcoming CAS webinars and meetings. Just select an event on the calendar and follow the prompts to register. Events can also be seen under “Upcoming Events” on the homepage. If you want a colleague to join you, add them as an additional attendee during the registration process. This is a new feature in the CAS Portal.

The Bookstore is where you purchase CAS products, such as Study Kits and Monographs.

The Orders tab shows all the orders that you have placed through the CAS, including exams, meetings, COPs, dues, etc. This is also where you can pay your annual dues.

The new CAS Portal lets users submit and track customer service requests under the Help tab. This is where you can request help with exam waivers, VEE credits or missing exam credits. If there are any issues with your profile, please use this service to notify the CAS. Exam window extensions for religious holidays can also be filed here.

The Volunteering tab is an easy way to look for open volunteer opportunities and to view the status of your current and past volunteer assignments. You can view pending volunteer assignments and update your volunteer interests. A detailed list of all volunteer groups and their descriptions is available under “All Volunteer Groups.”

The new CAS Portal significantly improves the CAS member experience and offers a more intuitive user interface, with additional tools and security preferences. Registering for exams and staying up to date on everything related to the Society has never been easier.