Common Questions
How Long Does it Take?
The length of time it will take to deal with any particular grievance is difficult
to determine in advance. A grievance regarding the handling of a complex exit plan
would take more time to investigate than a grievance that someone accepted a retainer
fee then failed to deliver the client’s plan.
The Board of Professional Review generally processes grievances in the order in
which they are filed and as quickly as the process will allow and will notify you
when it has received your information. Additionally, you will be notified when the
matter has been concluded. CExP Board will only inform you of any public discipline
imposed.
Some Things You Should Not Expect
You should not expect that a grievance will be decided solely on the basis of what
the complainant claims to have happened, just as the matter will not necessarily
be decided solely on the basis of the answer submitted by the respondent. The final
decision must depend on the weight of all available information.
The disciplinary process cannot necessarily be expected to solve your original problems.
You should not expect, as a result of your grievance to us, to receive monetary
compensation through CExP Board. Disciplinary proceedings are restricted to the question
of ethical conduct of Certified Exit Planner professionals.
CExP Board can act only to enforce its Code of Ethics and Professional Responsibility.
Enforcement measures include private censure, public letter of admonition, suspension
or revocation of the right to use the CExP™ mark.
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