Ethics

Question 1

What are the 4 core values

Answer 1

1. Integrity
2. Loyalty
3. Objectivity
4. Ethical Conduct

Question 2

What are the 9 principals that candidates in Institute’s certification programs, and Institute certificants (“Institute professionals”) are required to adhere to?

Answer 2

1. best interest of the client.
2. Disclose services to be offered and compensation.
3. Disclose conflicts of interest
4. Provide clients information needed to make informed decisions.
5. Respond to client inquiries and instructions appropriately, promptly, completely, and truthfully.
6. Maintain confidentiality
7. Provide competent service
8. Comply with legal and regulatory requirements related to one’s practice of his or her profession.
9. Maintain a high level of ethical conduct.

Question 3

What are the proper use of the marks?

Answer 3

Always use the short form certification mark in all capital letters with no other punctuation. CPWA.
Always use the registration symbol ®
Always use the Institute’s certification marks as adjectives

Question 4

What are the Institute’s approved nouns?

Answer 4

Designee
Certificant
Professional
Consultant
Advisor

Question 5

What is a “serious crime” ?

Answer 5

(1) any felony; (2) any lesser crime, a necessary element of which as determined by
its statutory or common law definition involves misrepresentation, fraud, extortion,
misappropriation, or theft; and/or (3) an attempt or conspiracy to commit such
crime, or solicitation of another to commit such crime.

Question 6

Who reviews, investigates and rules on violations of the Code

Answer 6

Institute Professional Review Board

Question 7

What are the types of discipline?

Answer 7

Public or private censure

Suspend or revoke right to use the marks

Question 8

When do answers to disciplinary hearings need to be filed?

Answer 8

no later than 30 days after the mailing date of the

disciplinary petition to Respondent.

Question 9

When must a member notify Institute of a conviction of serious crime?

Answer 9

within 60 days

Question 10

When must a member petition to Institute to be reinstated after suspension?

Answer 10

30 days of expiration of suspension

Question 11

What are the 4 E’s?

Answer 11

Exam, Education, Experience, Ethics

Question 12

What are the continuing education requirements?

Answer 12

40 hours every 2 years (including 2 hours of ethics).

Question 13

When must an appeal from a final order of the PRB be filed?

Answer 13

Within 60 days of the date of the order.