CFP Board enforces the policies and requirements for CFP® certification in a consistent manner. Exceptions to established policies and requirements are granted in only the rarest of circumstances. CFP® certificants and applicants for CFP® certification who wish to request exceptions to specific policies or requirements of CFP Board may complete and submit a Policy Exception Request Form. The request will be reviewed by CFP Board staff, and a written determination letter sent to the requestor by certified mail, postmarked no later than thirty days from the date the request is received at CFP Board. Individuals unhappy with a decision stated in a determination letter may submit a written appeal to CFP Board’s Policy Exception Committee. Written appeals must be received at CFP Board no later than thirty days from the requestor's receipt of the determination letter. The Policy Exception Committee meets four times each year (once per quarter). The decision of the Policy Exception Committee is final.

CFP Board
Attn: Policy Exception Committee
1425 K Street, NW, Suite 500
Washington, DC 20005

< back to top