How to Apply
To obtain your Financial Planner (CFP) license in Connecticut, you must first complete the state-mandated pre-licensing education requirements. Connecticut requires all applicants to pass the CFP Board Exam before submitting their application to the state licensing board. The application process in CT is straightforward but requires careful attention to detail and documentation.
Requirements
Connecticut 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 CT, and you must demonstrate good moral character. The CFP Board Exam must be passed with a minimum score set by the Connecticut board.
Fees & Costs
The cost of becoming a licensed Financial Planner (CFP) in Connecticut starts at $400 for the application fee. CT requires this fee to be paid at the time of application submission. Factor in additional expenses such as exam fees, background check costs, and any required continuing education. Late renewal penalties in Connecticut can add up to $138 to your costs.
License Fee Calculator — Financial Planner (CFP) in Connecticut
Renewal Process
Connecticut requires Financial Planner (CFP) license holders to renew their credentials every 2 years. The renewal fee is $275 in CT. Continuing education requirements must be met before the renewal application is submitted. Connecticut offers both online and mail-in renewal options for licensed professionals.
License Expiry Calculator — Financial Planner (CFP) in CT
Enter your license issue date to see when renewal is due. Connecticut requires renewal every 2 years.
Additional Information
Working as a Financial Planner (CFP) in Connecticut offers numerous opportunities for career growth and professional development. CT 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. Connecticut also participates in interstate licensing compacts, which may facilitate practice across state lines for qualified Financial Planner (CFP) professionals.
Document Checklist — Financial Planner (CFP)
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Frequently Asked Questions
License Reciprocity: Can I Use My Connecticut 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 CT Financial Planner (CFP) license. Full re-application required. |
| Alabama (AL) | None | AL does not recognize CT Financial Planner (CFP) license. Full re-application required. |
| Arizona (AZ) | None | AZ does not recognize CT Financial Planner (CFP) license. Full re-application required. |
| Arkansas (AR) | Partial | AR requires additional exam or paperwork for CT license holders. |
| Colorado (CO) | Partial | CO requires additional exam or paperwork for CT license holders. |
| Delaware (DE) | Partial | DE requires additional exam or paperwork for CT license holders. |
| California (CA) | Full | CA accepts CT Financial Planner (CFP) license via reciprocity agreement. |
| Florida (FL) | None | FL does not recognize CT Financial Planner (CFP) license. Full re-application required. |
Where to File Locally in Connecticut
Visit a licensing department office near you for in-person assistance.
Hartford
450 Columbus Blvd, Hartford, CT 06103
(860) 713-6100
Mon-Fri 8:30 AM - 4:30 PM
New Haven
200 Orange St, New Haven, CT 06510
(203) 946-8200
Mon-Fri 8:30 AM - 4:30 PM
Bridgeport
999 Broad St, Bridgeport, CT 06604
(203) 576-7201
Mon-Fri 8:30 AM - 4:30 PM
Stamford
888 Washington Blvd, Stamford, CT 06901
(203) 977-4150
Mon-Fri 8:30 AM - 4:30 PM
Waterbury
235 Grand St, Waterbury, CT 06702
(203) 574-6712
Mon-Fri 8:30 AM - 4:30 PM
Official Connecticut Resources
Always verify requirements directly with the Connecticut state board. Regulations may change.
Connecticut Licensing Board
https://portal.ct.gov/dcp
Contact Phone
(860) 713-6100
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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.