Code of Conduct

Terms and Conditions for the CFP Board Candidate Forum


Thank you for being part of our Certified Financial Planner Board of Standards, Inc. (“CFP Board”) Candidate Forum community (“Community”). This is a great medium with which to solicit the advice of your peers, benefit from their experience, and participate in an ongoing conversation. 

By using the Community, you agree to be legally bound by the following Terms and Conditions (“Terms”), as well as CFP Board’s Terms of Use ( and Privacy Policy ( These Terms apply only to the Community. Other websites or services operated by CFP Board may have their own terms and conditions.

1. Disclaimer Regarding the Content in the Community 

The Community contains a large volume of content contributed by users. Views or opinions expressed in such third-party content belong solely to the authors or the relevant content and do not necessarily reflect the opinion of CFP Board. CFP Board does not endorse or guarantee the accuracy of any third-party content made available through the Community. Without limiting the scope or applicability of the Disclaimer and Limitation of Liability provisions found in the CFP Board Terms of Use, by participating in the Community you acknowledge that CFP Board is not responsible for any third-party content available through the Community and that any reliance upon such content is done solely at your own risk. Before relying on any information found in the Community, we strongly encourage you to seek out qualified professionals that can provide advice specific to your own circumstances or those of their clients, as applicable.

2. Acceptable Use
CFP Board does not control, monitor, or moderate the content found on the Community.  You are solely responsible for your actions, conduct and content when using the Community. With that said, CFP Board does have the right, but not the obligation, to monitor the Community to determine compliance with these Terms, the CFP Board Terms of Use, and any other operating rules that may be established by CFP Board from time to time. CFP Board reserves the right to prohibit certain conduct, remove any content at its sole discretion, and otherwise take the actions necessary to administer the Community.

By participating in the Community, you agree not to:

  • Challenge or attack others. The discussions and comments are meant to stimulate conversation, not to create contention. Let others have their say, just as you may. 
    • Post any commercial messages on the Community. 
    • Use the Community in connection with surveys, contests, pyramid schemes, chain letters, junk email, spamming or any other duplicative or unsolicited messages. 
    • Violate the legal rights of another party such as infringing another’s intellectual property. 
    • Discuss a particular financial product. 
    • Use defamatory, abusive, profane, threatening, offensive, or illegal language or materials when using the Community. 
    • Impersonate any person or entity while using the Community. 
    • Use the Community to compile commercial, political or charitable mailing lists or to facilitate the transmission of spam, junk mail, chain letters or other obscene content. 
    • Collect or store the personal data of other Community users. 
    • Upload any content that may damage the operation of the Community or another person’s property. 
    • Impinge on another user’s ability to use the Community. 
    • Violate any applicable laws or regulations. 
    • Provide access to the Community to any unauthorized third-party. 
    Post or disclose specific exam question content or any other information that will enable others to discern the specific content of the CFP® Certification Exam 
    • Post any content that encourages or facilitates users of the Community to arrive at any agreement that either expressly or impliedly leads to price fixing, a boycott of another's business, or other conduct intended to illegally restrict free trade.

3. Discussion Group Etiquette

You further agree to follow general content guidelines, as described below:

  • Include a signature tag on all messages that includes your name.
  • State concisely and clearly the topic of your comments in the subject line. This allows members to respond more appropriately to your posting and makes it easier for members to search the archives by subject.
  • Include only the relevant portions of the original message in your reply. Delete any header information on the original posting, and put your response ahead of the original posting.
  • Only send a message to the entire Community list when it contains information from which everyone can benefit.
  • Send messages such as "thanks for the information" or "me, too" to individuals--not to the entire list. Do this by using the "Reply to Sender" link to the right of every message.
  • Do not send administrative messages, such as remove me from the list. Instead, use the web interface to change your settings or to remove yourself from a list. If you are changing e-mail addresses, you do not need to remove yourself from the list and rejoin under your new e-mail address. Simply change your settings.
  • Warn other list subscribers of lengthy messages either in the subject line or at the beginning of the message body with a line that says "Long Message."
  • Remember that other participants have the right to reproduce any content posted to the Community unless you specify otherwise.
  • Post your message or documents only to the most appropriate lists or libraries. Do not spam several lists or libraries with the same message.

4. Termination

CFP Board provides the Community at its convenience and CFP Board may alter, modify, suspend or cease the Community at any time. CFP Board, in its sole discretion, may terminate your access to the Community for any reason, including, without limitation, any violation, breach or assignment of these Terms. You may voluntarily terminate your use of the Community by notifying the Site Coordinator. In the event CFP Board or you terminate your access to the Community, you shall immediately cease all use of the Community.

5. Digital Millennium Copyright Act

CFP Board has implemented procedures for receiving written notification of alleged infringement of intellectual property rights and for processing such claims under the Digital Millennium Copyright Act (“DMCA”). If you become aware of content on the Community that infringes on your copyright rights, please submit a written DMCA request to CFP Board following the guidelines set forth in the “Digital Millennium Copyright Act” section of the CFP Board Terms of Use.

6. Notice
For questions, concerns or issues regarding the Community please contact the Site Coordinator at Any notice hereunder shall be given to the Site Coordinator and shall be effective and deemed delivered upon receipt.

7. Confidentiality

CFP Board shall use its best efforts to maintain the confidentiality of all users with respect to their use of the Community. However, CFP board shall not be liable in any form for any harm that the user suffers as a result of any breach of confidentiality. 

Last Modified: February 17, 2023