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.

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Please enter contact information on the CFP® professional against whom this complaint is being filed:
Planner's First Name:	*
Planner's Last Name:	*
Address:	*
City:	*
State:	ArkansasAlaskaAlabamaArizonaCaliforniaColoradoConnecticutDelawareDistrict Of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachussetsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HamshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOregonOklahomaPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontVirgin IslandWashingtonWest VirginiaWisconsinWyoming*
Zip:	*
Country:	USACanada*
Company:	*
Phone:	*
E-mail:

Please enter your personal information:
Your First Name:	*
Your Last Name:	*
Address:	*
City:	*
State:	ArkansasAlaskaAlabamaArizonaCaliforniaColoradoConnecticutDelawareDistrict Of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachussetsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HamshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOregonOklahomaPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontVirgin IslandWashingtonWest VirginiaWisconsinWyoming*
Zip:	*
Country:	USACanada*
Company:
Phone:	*
E-mail:	*

Please enter information about your complaint:
Please describe your complaint and the reasons you believe a violation exists:
*
Attach a document to this complaint (Microsoft Word Only)
Did the CFP® professional provide you with some type of disclosure document, which described the forms of compensation, potential or real conflicts of interest, services provided, agency or employment relationships and the philosophy or operating methods employed?
Yes No
Did you pay a fee to the CFP® professional?
Yes No
If 'yes', how much?	*
Did you sign a written contractual agreement?
Yes No
If not, what is your business relationship to this individual?	*
Have you notified any regulatory authorities in connection with your complaint?
Yes No
If 'yes', which one(s)?	*
Have you begun legal action against this individual?
Yes No
I agree, everything on this form is correct and accurate to the best of my knowledge.

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