Your voice matters. That is why we created a process for you to be able to share your experience and feedback with us. When you have issues concerning your certification, let us know about it.
Certificants can file a complaint with Investment & Wealth Institute about certification policy, practice, or decisions. Complaints must be in writing, and can be submitted by email, mail, or fax to Investment & Wealth Institute. Complaints must originate directly from the certificant and be incorporated into the certification complaint form.
All complaints will be reviewed by an Investment & Wealth Institute management team including its Chief Executive Officer.
After review, complaints involving a request to change certification policies may be forwarded to the appropriate volunteer body with governing authority over the particular certification policy.
With regard to complaints about all other certification activities, the certification department management team will make a determination. If the complaint does not relate to certification activities, it will be forwarded to the Senior Director of Administration and Chief Executive Officer for review and resolution. All decisions are final and not subject to appeal.