Complaint Procedures

Disciplinary Procedures

Common Questions

Submit a Complaint

Disciplinary Actions

Ethical Standards

Submit a Complaint

Grievances can be submitted to CFP Board via U.S. mail or online.

Online: Submit a complaint form

Mail: Open, print and complete the Grievance Form. Once completed, mail it to:

CFP Board
1425 K Street, NW, Suite 500
Washington, DC 20005
ATTN: Professional Review Department.

Your written grievance should include important information surrounding the circumstances of your complaint, including photocopies of relevant letters, contracts, agreements or other documents, which should be accompanied with the grievance form. CFP Board staff will request additional information if needed and may request a personal interview if it appears necessary.

The public should be aware of normal remedies under state and federal laws and regulations with applicable regulatory bodies and also avail themselves of other avenues. The burden should be on the complainant to pursue such remedies. The findings and actions of appropriate regulatory bodies will be given due consideration by the Disciplinary and Ethics Commission.