How to Apply
The path to becoming a licensed Financial Planner (CFP) in Mississippi involves several key steps. First, complete an approved education program recognized by MS. Next, prepare for and successfully pass the CFP Board Exam. Finally, gather your documentation and submit your license application through the Mississippi state licensing portal.
Requirements
Mississippi 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 MS, and you must demonstrate good moral character. The CFP Board Exam must be passed with a minimum score set by the Mississippi board.
Fees & Costs
The initial application fee for a Financial Planner (CFP) license in Mississippi is approximately $400. This fee covers the processing of your application and initial license issuance. MS also charges an examination fee which is typically paid directly to the testing provider. Late application submissions in Mississippi may incur additional penalties of up to $100.
License Fee Calculator — Financial Planner (CFP) in Mississippi
Renewal Process
Mississippi requires Financial Planner (CFP) license holders to renew their credentials every 2 years. The renewal fee is $275 in MS. Continuing education requirements must be met before the renewal application is submitted. Mississippi offers both online and mail-in renewal options for licensed professionals.
License Expiry Calculator — Financial Planner (CFP) in MS
Enter your license issue date to see when renewal is due. Mississippi requires renewal every 2 years.
Additional Information
Mississippi takes professional licensing seriously, and the Financial Planner (CFP) field is no exception. The state board in MS regularly updates its requirements to align with industry standards and protect public safety. As a licensed Financial Planner (CFP) in Mississippi, you will be expected to maintain high ethical standards and stay current with developments in your field. The MS 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 Mississippi 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 MS Financial Planner (CFP) license. Full re-application required. |
| Alabama (AL) | Full | AL accepts MS Financial Planner (CFP) license via reciprocity agreement. |
| Arizona (AZ) | Full | AZ accepts MS Financial Planner (CFP) license via reciprocity agreement. |
| Arkansas (AR) | None | AR does not recognize MS Financial Planner (CFP) license. Full re-application required. |
| Colorado (CO) | None | CO does not recognize MS Financial Planner (CFP) license. Full re-application required. |
| Delaware (DE) | None | DE does not recognize MS Financial Planner (CFP) license. Full re-application required. |
| California (CA) | None | CA does not recognize MS Financial Planner (CFP) license. Full re-application required. |
| Florida (FL) | Full | FL accepts MS Financial Planner (CFP) license via reciprocity agreement. |
Where to File Locally in Mississippi
Visit a licensing department office near you for in-person assistance.
Jackson
501 N West St, Jackson, MS 39201
(601) 354-6161
Mon-Fri 8:00 AM - 5:00 PM
Gulfport
1100 22nd Ave, Gulfport, MS 39501
(228) 868-5700
Mon-Fri 8:00 AM - 5:00 PM
Hattiesburg
200 Forrest St, Hattiesburg, MS 39401
(601) 545-4500
Mon-Fri 8:00 AM - 5:00 PM
Southaven
8710 Northwest Dr, Southaven, MS 38671
(662) 393-6212
Mon-Fri 8:00 AM - 5:00 PM
Biloxi
140 Lameuse St, Biloxi, MS 39530
(228) 435-6254
Mon-Fri 8:00 AM - 5:00 PM
Official Mississippi Resources
Always verify requirements directly with the Mississippi state board. Regulations may change.
Mississippi Licensing Board
https://www.msboc.us
Contact Phone
(601) 354-6161
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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.