How to Apply
If you are looking to start your career as a Financial Planner (CFP) in Indiana, the licensing process begins with education. IN mandates specific coursework before you can sit for the CFP Board Exam. Upon passing the exam, you can proceed to file your application with the appropriate Indiana regulatory board.
Requirements
To qualify for Financial Planner (CFP) licensure in Indiana, candidates must satisfy several prerequisites. IN mandates completion of an approved training program, successful passage of the CFP Board Exam, and a clean criminal background check. Additional requirements may include proof of residency and professional references as determined by the Indiana regulatory authority.
Fees & Costs
Indiana sets the Financial Planner (CFP) license application fee at $400. This is a one-time fee for new applicants in IN. Additional costs may include fingerprinting fees, background check fees, and exam registration. The total out-of-pocket cost for new licensees in Indiana typically ranges from $400 to $600.
License Fee Calculator — Financial Planner (CFP) in Indiana
Renewal Process
Indiana requires Financial Planner (CFP) license holders to renew their credentials every 2 years. The renewal fee is $275 in IN. Continuing education requirements must be met before the renewal application is submitted. Indiana offers both online and mail-in renewal options for licensed professionals.
License Expiry Calculator — Financial Planner (CFP) in IN
Enter your license issue date to see when renewal is due. Indiana requires renewal every 2 years.
Additional Information
Indiana takes professional licensing seriously, and the Financial Planner (CFP) field is no exception. The state board in IN regularly updates its requirements to align with industry standards and protect public safety. As a licensed Financial Planner (CFP) in Indiana, you will be expected to maintain high ethical standards and stay current with developments in your field. The IN licensing board provides resources and support to help professionals meet their obligations.
Document Checklist — Financial Planner (CFP)
0 of 6 documents ready
Frequently Asked Questions
License Reciprocity: Can I Use My Indiana 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 IN Financial Planner (CFP) license. Full re-application required. |
| Alabama (AL) | Partial | AL requires additional exam or paperwork for IN license holders. |
| Arizona (AZ) | Partial | AZ requires additional exam or paperwork for IN license holders. |
| Arkansas (AR) | Partial | AR requires additional exam or paperwork for IN license holders. |
| Colorado (CO) | Partial | CO requires additional exam or paperwork for IN license holders. |
| Delaware (DE) | Partial | DE requires additional exam or paperwork for IN license holders. |
| California (CA) | None | CA does not recognize IN Financial Planner (CFP) license. Full re-application required. |
| Florida (FL) | Partial | FL requires additional exam or paperwork for IN license holders. |
Where to File Locally in Indiana
Visit a licensing department office near you for in-person assistance.
Indianapolis
402 W Washington St, Indianapolis, IN 46204
(317) 234-2000
Mon-Fri 8:00 AM - 4:30 PM
Fort Wayne
1 Main St, Fort Wayne, IN 46802
(260) 449-7100
Mon-Fri 8:00 AM - 4:30 PM
Evansville
1 NW Martin Luther King Jr Blvd, Evansville, IN 47708
(812) 436-4962
Mon-Fri 8:00 AM - 4:30 PM
South Bend
227 W Jefferson Blvd, South Bend, IN 46601
(574) 235-9371
Mon-Fri 8:00 AM - 4:30 PM
Carmel
1 Civic Square, Carmel, IN 46032
(317) 571-2400
Mon-Fri 8:00 AM - 4:30 PM
Official Indiana Resources
Always verify requirements directly with the Indiana state board. Regulations may change.
Indiana Licensing Board
https://www.in.gov/pla
Contact Phone
(317) 234-2000
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.