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31059 – Anonymous Case History
Decision: Bar-from-Taking-CFP-Certification-Exam
Keyword(s): Employer Policy Violation; Settlement; Misrepresentation; Certification-Exam
Standard(s) Violated: Article Candidate-NDA-Violation; Application-Agreement-Violation
Matter Type(s): Exam
Decision Date: 02/01/2019
Summary:

Whether a CFP® professional violated the terms of the CFP® Exam Application and CFP Board’s Non-Disclosure Agreement for Candidates by engaging in exam-related misconduct when she (a) forged two documents indicating that she had passed the CFP® Exam when she had not; (b) communicated to her superiors and several colleagues that she had passed the CFP® Exam when she had not; and (c) asked for a pay raise based on her misrepresentation that she passed the CFP® Exam.


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