How to Apply
Getting licensed as a Financial Planner (CFP) in Arizona starts with meeting the educational prerequisites set by the AZ licensing authority. Once you have completed your training, you will need to register for and pass the CFP Board Exam. After passing, submit your application along with all required documents to the Arizona state board.
Requirements
Arizona has specific requirements for Financial Planner (CFP) licensure that applicants must fulfill. You must be at least 18 years old and hold a valid government-issued identification. Educational requirements include completing an accredited program relevant to provide comprehensive financial planning advice. A clean background check is mandatory in AZ, and you must demonstrate good moral character. The CFP Board Exam must be passed with a minimum score set by the Arizona board.
Fees & Costs
The initial application fee for a Financial Planner (CFP) license in Arizona is approximately $400. This fee covers the processing of your application and initial license issuance. AZ also charges an examination fee which is typically paid directly to the testing provider. Late application submissions in Arizona may incur additional penalties of up to $100.
License Fee Calculator — Financial Planner (CFP) in Arizona
Renewal Process
Maintaining your Financial Planner (CFP) license in Arizona requires timely renewal every 2 years. AZ sets the renewal fee at $275. You must complete all required continuing education hours and submit proof to the Arizona board. Failure to renew on time may result in license suspension and reinstatement fees in AZ.
License Expiry Calculator — Financial Planner (CFP) in AZ
Enter your license issue date to see when renewal is due. Arizona requires renewal every 2 years.
Additional Information
Working as a Financial Planner (CFP) in Arizona offers numerous opportunities for career growth and professional development. AZ has a robust job market for licensed professionals in this field. The state board actively works to streamline the licensing process while maintaining rigorous standards. Arizona also participates in interstate licensing compacts, which may facilitate practice across state lines for qualified Financial Planner (CFP) professionals.
Document Checklist — Financial Planner (CFP)
0 of 6 documents ready
Frequently Asked Questions
License Reciprocity: Can I Use My Arizona Financial Planner (CFP) License in Other States?
Reciprocity varies by state. Always verify with the destination state's licensing board before practicing.
| Destination State | Reciprocity | Notes |
|---|---|---|
| Alaska (AK) | None | AK does not recognize AZ Financial Planner (CFP) license. Full re-application required. |
| Alabama (AL) | Full | AL accepts AZ Financial Planner (CFP) license via reciprocity agreement. |
| Arkansas (AR) | Full | AR accepts AZ Financial Planner (CFP) license via reciprocity agreement. |
| Colorado (CO) | Full | CO accepts AZ Financial Planner (CFP) license via reciprocity agreement. |
| Delaware (DE) | Full | DE accepts AZ Financial Planner (CFP) license via reciprocity agreement. |
| California (CA) | Partial | CA requires additional exam or paperwork for AZ license holders. |
| Florida (FL) | Full | FL accepts AZ Financial Planner (CFP) license via reciprocity agreement. |
| Iowa (IA) | None | IA does not recognize AZ Financial Planner (CFP) license. Full re-application required. |
Where to File Locally in Arizona
Visit a licensing department office near you for in-person assistance.
Phoenix
1400 W Washington St, Phoenix, AZ 85007
(602) 542-4373
Mon-Fri 8:00 AM - 5:00 PM
Tucson
400 W Congress St, Tucson, AZ 85701
(520) 628-6504
Mon-Fri 8:00 AM - 5:00 PM
Mesa
20 E Main St, Mesa, AZ 85201
(480) 644-2011
Mon-Fri 8:00 AM - 5:00 PM
Scottsdale
3939 N Drinkwater Blvd, Scottsdale, AZ 85251
(480) 312-3111
Mon-Fri 8:00 AM - 5:00 PM
Tempe
31 E 5th St, Tempe, AZ 85281
(480) 350-4311
Mon-Fri 8:00 AM - 5:00 PM
Official Arizona Resources
Always verify requirements directly with the Arizona state board. Regulations may change.
Arizona Licensing Board
https://azroc.gov
Contact Phone
(602) 542-1525
Can't find what you're looking for?
Our research team is here to help. Reach out and we'll get you the licensing information you need.
Contact Our TeamDisclaimer
US License Guide is a private informational resource and is not affiliated with, endorsed by, or connected to any federal, state, or local government agency. The information provided on this website is for general guidance purposes only and should not be considered legal or professional advice. Licensing requirements, fees, and procedures may change without notice. Always verify current requirements directly with your state's official licensing board before making any decisions. Use of this site does not create any professional-client relationship.