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Financial Planner (CFP) License in Missouri

Your complete 2026 guide to obtaining and maintaining your Financial Planner (CFP) license in MO. Covers fees, exams, documents, and renewal.

Application Fee

$400

Processing Time

6-10 Weeks

Exam Required

CFP Board Exam

Difficulty Level

High

Step-by-Step: How to Get Licensed

Follow these 5 steps to obtain your Financial Planner (CFP) license in Missouri.

Step 1·Complete Education

Finish an approved Financial Planner (CFP) training program in Missouri.

Step 2·Gather Documents

Collect all 6 required documents for your MO application.

Step 3·Pass the Exam

Score passing marks on the CFP Board Exam.

Step 4·Submit Application

File your application with the Missouri licensing board and pay the $400 fee.

Step 5·Receive License

Processing takes 6-10 weeks in MO. Practice legally once approved.

How to Apply

If you are looking to start your career as a Financial Planner (CFP) in Missouri, the licensing process begins with education. MO 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 Missouri regulatory board.

Requirements

The Missouri licensing board sets clear requirements for aspiring Financial Planner (CFP) professionals. These include age verification (minimum 18), completion of state-approved education, and passing the CFP Board Exam. MO also requires a thorough background investigation and may request additional documentation depending on your specific circumstances.

Fees & Costs

Missouri sets the Financial Planner (CFP) license application fee at $400. This is a one-time fee for new applicants in MO. Additional costs may include fingerprinting fees, background check fees, and exam registration. The total out-of-pocket cost for new licensees in Missouri typically ranges from $400 to $600.

License Fee Calculator — Financial Planner (CFP) in Missouri

Base License Fee$400
Estimated Total$400

Renewal Process

Maintaining your Financial Planner (CFP) license in Missouri requires timely renewal every 2 years. MO sets the renewal fee at $275. You must complete all required continuing education hours and submit proof to the Missouri board. Failure to renew on time may result in license suspension and reinstatement fees in MO.

License Expiry Calculator — Financial Planner (CFP) in MO

Enter your license issue date to see when renewal is due. Missouri requires renewal every 2 years.

Additional Information

Missouri takes professional licensing seriously, and the Financial Planner (CFP) field is no exception. The state board in MO regularly updates its requirements to align with industry standards and protect public safety. As a licensed Financial Planner (CFP) in Missouri, you will be expected to maintain high ethical standards and stay current with developments in your field. The MO 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 Missouri Financial Planner (CFP) License in Other States?

Reciprocity varies by state. Always verify with the destination state's licensing board before practicing.

Destination StateReciprocityNotes
Alaska (AK) NoneAK does not recognize MO Financial Planner (CFP) license. Full re-application required.
Alabama (AL) NoneAL does not recognize MO Financial Planner (CFP) license. Full re-application required.
Arizona (AZ) NoneAZ does not recognize MO Financial Planner (CFP) license. Full re-application required.
Arkansas (AR) FullAR accepts MO Financial Planner (CFP) license via reciprocity agreement.
Colorado (CO) PartialCO requires additional exam or paperwork for MO license holders.
Delaware (DE) FullDE accepts MO Financial Planner (CFP) license via reciprocity agreement.
California (CA) PartialCA requires additional exam or paperwork for MO license holders.
Florida (FL) NoneFL does not recognize MO Financial Planner (CFP) license. Full re-application required.

Where to File Locally in Missouri

Visit a licensing department office near you for in-person assistance.

Jefferson City

3605 Missouri Blvd, Jefferson City, MO 65109

(573) 751-0293

Mon-Fri 8:00 AM - 5:00 PM

Kansas City

414 E 12th St, Kansas City, MO 64106

(816) 513-1313

Mon-Fri 8:00 AM - 5:00 PM

St. Louis

1520 Market St, St. Louis, MO 63103

(314) 622-4000

Mon-Fri 8:00 AM - 5:00 PM

Springfield

840 Boonville Ave, Springfield, MO 65802

(417) 864-1000

Mon-Fri 8:00 AM - 5:00 PM

Columbia

701 E Broadway, Columbia, MO 65201

(573) 874-7111

Mon-Fri 8:00 AM - 5:00 PM

Official Missouri Resources

Always verify requirements directly with the Missouri state board. Regulations may change.

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Disclaimer

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.