Please report your complaint in as much detail as possible. CFP Board staff will request additional information if needed and may request a personal interview if it appears necessary. Because one of the functions of CFP Board is the evaluation of grievances, please be assured that your grievance will be investigated vigorously and impartially.
Please be aware that pursuant to CFP Board’s confidentiality provisions as outlined in Article 17.1 of CFP Board’s Disciplinary Rules and Procedures, CFP Board is not able to share any updates on the status of the investigation with you. You will be notified by letter when the investigation is concluded.
Please enter contact information on the CFP® professional against whom this complaint is being filed: