AFCPE® certification demonstrates to colleagues, clients, employers, and the public that certified individuals have the knowledge and proficiency required of the financial professional. Professionals earn this distinction through education, experience, and by meeting the highest standards of social science and practice validated by their performance through examination.
Ethics Panel Review Form
The AFCPE® Ethics Panel provides educational resources to meet the needs of AFCPE professionals. The Panel is available to AFCPE members and certificants who have concerns, questions, or comments related to ethical practice in general and/or who have concerns or questions about specific ethical situations. All concerns are handled with discretion. Please report your complaint/question in as much detail as possible. AFCPE Ethics Panel will request additional information if necessary. You will be notified via your preferred method when the the evaluation is concluded. AFCPE Ethics Panel will accept an anonymous submission, however, preserving anonymity may result in the Panel not being able to provide a full recommendation.