Effective Date: 22 February 2026

Monarch Longevity Institute certification represents a professional standard in longevity education and systems implementation.

To protect the integrity of the certification, safeguard public trust, and support responsible professional practice, all individuals holding or pursuing a Monarch professional credential agree to comply with this Code of Conduct.

1. Scope of Practice

Certified Professionals must operate within:

• The Monarch Professional Scope of Practice
• The laws and regulations of the jurisdiction in which they work
• The boundaries of any professional license or regulated credential they independently hold

Monarch Certification does not authorize medical practice, psychological practice, diagnosis, treatment, prescription, laboratory interpretation, or clinical care.

Certified Professionals must recognize the limits of their competence and refer individuals to appropriately licensed professionals whenever medical, psychological, nutritional, legal, or other regulated expertise is required.

2. Professional Representation

Certified Professionals must represent their certification, qualifications, experience, and professional role accurately.

They must not:

• Present Monarch Certification as a medical or clinical license
• Imply that they are employed by, officially representing, or authorized to speak on behalf of Monarch unless written authorization has been provided
• Misrepresent their level of training, competence, authority, or certification status
• Use titles that may reasonably cause the public to believe they hold a regulated healthcare qualification that they do not possess

Services must be described accurately as educational, professional development, systems implementation, consultancy, or non-clinical longevity support, as applicable.

3. Ethical Communication and Claims

Certified Professionals must communicate honestly, clearly, and responsibly.

They must:

• Avoid false, misleading, exaggerated, or guaranteed outcome claims
• Distinguish educational guidance from healthcare advice
• Use evidence-informed language that accurately reflects the quality and limitations of available evidence
• Avoid claiming that any educational framework, program, product, or service can prevent, diagnose, treat, or cure disease
• Ensure that testimonials, case examples, and promotional statements do not create unrealistic expectations
• Correct any material misunderstanding regarding their services, qualifications, or professional role

Objective health and performance claims should be supported by appropriate evidence and communicated with relevant limitations or uncertainty. 

4. Client and Institutional Agreements

Before providing services, Certified Professionals must clearly communicate:

• The educational and non-clinical nature of the service
• The purpose and boundaries of the professional relationship
• Fees, cancellation terms, and relevant financial arrangements
• Confidentiality provisions and their legal limitations
• The responsibilities of each party
• Any involvement of an employer, sponsor, institution, or third-party payer
• The process for ending the professional relationship

Where services are delivered within an organization, Certified Professionals must clarify who the client is, what information may be shared, and how confidentiality will be managed.

Clear agreements and confidentiality expectations are central elements of established professional ethics frameworks. 

5. Safety and Referral Boundaries

Certified Professionals must prioritize safety and act within the limits of their education and competence.

Where an individual presents with medical symptoms, psychological distress, an urgent concern, or a potential emergency, the Certified Professional must recommend appropriate licensed or emergency support.

Certified Professionals must not:

• Attempt to manage medical or psychological emergencies
• Discourage individuals from seeking licensed healthcare
• Advise individuals to discontinue prescribed medication or treatment
• Interfere with an existing clinical care plan
• Continue providing services when the individual’s needs clearly fall outside the professional scope

6. Confidentiality and Data Protection

Certified Professionals must protect confidential and personal information obtained through their professional activities.

They must:

• Explain confidentiality arrangements before services begin
• Obtain appropriate consent before collecting, recording, using, or sharing personal information
• Store personal data securely
• Limit access to those with a legitimate and authorized need
• Collect only information reasonably necessary for the stated purpose
• Retain information only for as long as legally or professionally required
• Comply with applicable privacy and data-protection laws
• Inform affected parties and relevant authorities of data breaches when legally required

Information must not be disclosed without appropriate consent unless disclosure is required by law or reasonably necessary to address an imminent risk of serious harm.

Recognized privacy principles emphasize lawfulness, transparency, security, confidentiality, accuracy, and limited retention of personal data.

7. Respect, Inclusion, and Professional Boundaries

Certified Professionals must treat all individuals with dignity, fairness, and respect.

They must not engage in:

• Discrimination
• Harassment
• Exploitation
• Intimidation
• Retaliation
• Sexual or romantic misconduct within a professional relationship
• Abuse of authority, influence, trust, or dependency

Certified Professionals must establish and maintain appropriate professional boundaries and avoid relationships that could impair judgment, compromise objectivity, or create a risk of harm.

8. Professional Integrity and Competence

Certified Professionals must:

• Work only within areas in which they are appropriately educated and competent
• Maintain accurate professional records where required
• Use current, credible, and appropriately interpreted evidence
• Acknowledge uncertainty and limitations in scientific knowledge
• Seek supervision, consultation, or referral when necessary
• Maintain respectful and professional conduct in all interactions
• Take reasonable steps to ensure that employees, assistants, and collaborators also follow relevant ethical and professional requirements

9. Conflicts of Interest and Financial Transparency

Certified Professionals must identify, disclose, and appropriately manage actual, potential, or perceived conflicts of interest.

This includes:

• Commissions
• Affiliate relationships
• Paid referrals
• Sponsorships
• Product sales
• Financial incentives
• Personal or institutional relationships that may influence professional judgment

Client welfare, informed choice, transparency, and professional objectivity must take priority over personal or financial gain.

Conflict disclosure and professional accountability are also core elements of established ethics standards.

10. Use of Monarch Name, Brand, and Intellectual Property

Monarch frameworks, educational content, assessments, implementation models, publications, visual assets, trademarks, logos, and other intellectual property remain protected.

Certified Professionals may use Monarch names, credential marks, and approved materials only:

• While their certification is active and in good standing
• In accordance with written brand and credential-use guidelines
• For the purposes expressly authorized by Monarch
• Without altering, reproducing, sublicensing, reselling, or distributing protected materials unless written permission has been granted

Certification does not automatically grant institutional implementation rights, commercial licensing rights, or authority to reproduce Monarch programs.

Use of Monarch intellectual property must stop immediately if certification is suspended, revoked, expired, or voluntarily surrendered.

11. Research, Publications, and Educational Materials

Where Certified Professionals conduct research, collect outcomes, publish findings, or present case examples connected to their professional work, they must:

• Protect participant confidentiality
• Obtain appropriate consent
• Avoid fabrication, falsification, plagiarism, or selective misrepresentation
• Distinguish research findings from professional opinion
• Disclose relevant funding and conflicts of interest
• Obtain applicable institutional or ethical approval where required
• Credit sources, collaborators, and intellectual property accurately

12. Continuing Professional Development and Renewal

Monarch Certification remains subject to the validity and renewal requirements published by Monarch Longevity Institute.

Certified Professionals must:

• Complete required continuing education
• Maintain knowledge relevant to their professional scope
• Comply with updated Monarch standards and governance documents
• Submit renewal documentation when required
• Accurately represent their certification status at all times

Failure to complete renewal requirements may result in expiration or loss of the right to use the credential.

13. Reporting Concerns and Cooperation

Certified Professionals must report serious suspected violations of this Code when reasonably necessary to protect clients, institutions, the public, or the integrity of the certification.

Individuals subject to a complaint or review must cooperate honestly and promptly with Monarch’s investigation process.

No person may retaliate against an individual who raises a concern in good faith.

14. Violations and Disciplinary Action

Monarch Longevity Institute may review and investigate alleged violations of this Code.

Depending on the nature, severity, frequency, and consequences of the conduct, action may include:

• Advisory notice
• Written warning
• Required corrective action
• Additional education or reassessment
• Supervision or restricted credential use
• Temporary suspension
• Revocation of certification
• Withdrawal of permission to use Monarch names, marks, materials, or credential designations
• Termination of applicable institutional or contractual permissions
• Referral to relevant authorities where required by law

Where appropriate, the Certified Professional should be informed of the concern and provided a reasonable opportunity to respond before a final decision is made.

Monarch may take immediate protective action when necessary to reduce an urgent risk to the public, clients, institutions, or the integrity of the certification.

15. Amendments

Monarch Longevity Institute may revise this Code to reflect developments in science, professional practice, regulation, certification standards, and institutional governance.

Certified Professionals are responsible for complying with the current published version.

16. Acknowledgment

By applying for, obtaining, renewing, or maintaining Monarch Certification, the individual acknowledges that they have read, understood, and agreed to comply with:

• This Professional Code of Conduct
• The Monarch Professional Scope of Practice
• The Monarch Code of Ethics
• Applicable certification, renewal, intellectual-property, and credential-use requirements

Failure to comply may affect eligibility, certification status, and authorization to use Monarch professional designations and materials.

Protecting professional integrity. Strengthening public trust. Advancing responsible longevity practice.