CFP® Certification Exam Pledge
Before the start of the CFP® exam session, exam candidates will be asked to accept this Agreement, thereby making a commitment to behave ethically before, during and after the exam.
Please familiarize yourself with the following Agreement provided to exam candidates before the start of the exam session. Failure to accept this Agreement will disqualify the candidate from taking the exam, and forfeiting the exam fee.
The Agreement is as follows:
I have read and understand, I will comply with, and I will be bound by the Pathway to CFP® Certification Agreement and the CFP® Exam Candidate Handbook. This includes the testing policies set forth in the CFP® Exam Candidate Handbook:, including the (a) Retake Policy, (b) Testing Center Regulations, and (c) Calculator Policy (collectively the “Exam Policies”).
I will not engage in Exam Misconduct, which is any activity or conduct that compromises or attempts to compromise the reputation, integrity, validity, or security of the Exam. Exam Misconduct includes conduct occurring during registration for the Exam, as well as conduct occurring before, during, and after the administration of the Exam; and includes, but is not limited to:
a. Engaging in Exam day disruptions or Exam compromise;
b. Creating a disturbance during the Exam;
c. Giving or receiving assistance on the Exam, including attempting to communicate with fellow candidates or other persons, and using books, papers, or other study aids during the Exam;
d. Opening, working on, or reading the Exam during a time not authorized by the testing personnel;
e. Removing Exam Materials or notes from the testing room;
f. Taking part in an act of impersonation or other forms of cheating or misrepresentation;
g. Failing to follow the directions of testing personnel before, during, or after the Exam;
h. Using unapproved calculators, mobile phones, cameras, headsets, computers, tablets, wearable technology such as fitness tracking devices, smart watches, or any other remote communication or photographic devices, during the Exam;
i. Writing on any paper or other surface before or after the Exam;
j. Asking for, receiving, or using unauthorized Exam questions or Exam prep materials that violate CFP Board’s copyright when preparing for the Exam;
k. Disclosing Exam Material;
l. Failing to comply with CFP Board’s Standards and Policies;
m. Engaging in any other conduct that could be considered by CFP Board, in its sole discretion, to compromise or attempt to compromise the reputation, integrity, validity, or security of the Exam or CFP Board;
n. Altering Exam results issued by CFP Board and/or misrepresenting pass/fail results;
o. Altering any documentation issued to me by CFP Board or its testing partner in connection with admission to the Exam;
p. Falsifying or misrepresenting information in connection with Exam registration, requests for accommodation, scholarships, Exam conduct, Exam-related investigations, or any other communications with CFP Board in connection with the Exam or other initial certification requirements;
q. Disclosing, publishing, reproducing, or transmitting the contents of the Exam, in whole or in part, in any manner or by any means, for any purpose;
r. Retaining the Exam questions or disclosing the Exam questions in whole or in part to any other person or entity;
s. Using any prohibited aids in connection with the Exam;
t. Attempting to give or receive assistance, or otherwise communicating in any form with another person or entity about the Exam during the Exam administration; and
u. Failing to cooperate with any CFP Board investigation.
I understand that testing personnel will report to CFP Board any actual or perceived Exam Misconduct or violations of Exam Policies that occur before, during, or after the Exam administration.
I hereby affirm that I am over the age of eighteen and I have read, understand, and agree to be bound by the terms of the above CFP® Certification Examination Pledge.