How to Apply
To obtain your Financial Planner (CFP) license in Massachusetts, you must first complete the state-mandated pre-licensing education requirements. Massachusetts requires all applicants to pass the CFP Board Exam before submitting their application to the state licensing board. The application process in MA is straightforward but requires careful attention to detail and documentation.
Requirements
Before applying for a Financial Planner (CFP) license in Massachusetts, ensure you meet all eligibility criteria. MA requires candidates to have completed the necessary educational coursework and accumulated the required training hours. All applicants must pass a comprehensive background check and provide proof of identity. Successfully passing the CFP Board Exam is a non-negotiable requirement in Massachusetts.
Fees & Costs
Massachusetts sets the Financial Planner (CFP) license application fee at $400. This is a one-time fee for new applicants in MA. Additional costs may include fingerprinting fees, background check fees, and exam registration. The total out-of-pocket cost for new licensees in Massachusetts typically ranges from $400 to $600.
License Fee Calculator — Financial Planner (CFP) in Massachusetts
Renewal Process
Maintaining your Financial Planner (CFP) license in Massachusetts requires timely renewal every 2 years. MA sets the renewal fee at $275. You must complete all required continuing education hours and submit proof to the Massachusetts board. Failure to renew on time may result in license suspension and reinstatement fees in MA.
License Expiry Calculator — Financial Planner (CFP) in MA
Enter your license issue date to see when renewal is due. Massachusetts requires renewal every 2 years.
Additional Information
Massachusetts takes professional licensing seriously, and the Financial Planner (CFP) field is no exception. The state board in MA regularly updates its requirements to align with industry standards and protect public safety. As a licensed Financial Planner (CFP) in Massachusetts, you will be expected to maintain high ethical standards and stay current with developments in your field. The MA licensing board provides resources and support to help professionals meet their obligations.
Document Checklist — Financial Planner (CFP)
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Frequently Asked Questions
License Reciprocity: Can I Use My Massachusetts 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) | Partial | AK requires additional exam or paperwork for MA license holders. |
| Alabama (AL) | Full | AL accepts MA Financial Planner (CFP) license via reciprocity agreement. |
| Arizona (AZ) | Full | AZ accepts MA Financial Planner (CFP) license via reciprocity agreement. |
| Arkansas (AR) | Partial | AR requires additional exam or paperwork for MA license holders. |
| Colorado (CO) | Partial | CO requires additional exam or paperwork for MA license holders. |
| Delaware (DE) | Partial | DE requires additional exam or paperwork for MA license holders. |
| California (CA) | Full | CA accepts MA Financial Planner (CFP) license via reciprocity agreement. |
| Florida (FL) | Full | FL accepts MA Financial Planner (CFP) license via reciprocity agreement. |
Where to File Locally in Massachusetts
Visit a licensing department office near you for in-person assistance.
Boston
1000 Washington St, Boston, MA 02118
(617) 701-8600
Mon-Fri 9:00 AM - 5:00 PM
Worcester
455 Main St, Worcester, MA 01608
(508) 799-1000
Mon-Fri 8:30 AM - 5:00 PM
Springfield
36 Court St, Springfield, MA 01103
(413) 787-6100
Mon-Fri 8:30 AM - 5:00 PM
Cambridge
795 Massachusetts Ave, Cambridge, MA 02139
(617) 349-4300
Mon-Fri 8:30 AM - 5:00 PM
Lowell
375 Merrimack St, Lowell, MA 01852
(978) 970-4000
Mon-Fri 8:30 AM - 5:00 PM
Official Massachusetts Resources
Always verify requirements directly with the Massachusetts state board. Regulations may change.
Massachusetts Licensing Board
https://www.mass.gov/dpl
Contact Phone
(617) 701-8600
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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.