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Public Disciplinary Actions

CExP Board's public disciplinary action can take one of three forms -- a public Letter of Admonition, a temporary suspension of the individual's CExP™ certification or a permanent revocation of the individual's CExP™ certification -- depending on the severity of the breach, any mitigating or aggravating circumstances, and the individual's cooperation with the Board's investigation.


ALI-ABA

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Over half of the 9.5 million business owners are reaching retirement age so the need for trained Exit Planning Advisors has never been so great.

Are you prepared to guide these business owners through the biggest financial event of their lives?


 

741 Corporate Circle, Suite J • Golden, CO 80401 • Phone: 303-321-2242 • Toll-free: 888-206-3009
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