How to Apply
If you are looking to start your career as a Financial Planner (CFP) in Oregon, the licensing process begins with education. OR 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 Oregon regulatory board.
Requirements
Oregon 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 OR, and you must demonstrate good moral character. The CFP Board Exam must be passed with a minimum score set by the Oregon board.
Fees & Costs
The initial application fee for a Financial Planner (CFP) license in Oregon is approximately $400. This fee covers the processing of your application and initial license issuance. OR also charges an examination fee which is typically paid directly to the testing provider. Late application submissions in Oregon may incur additional penalties of up to $100.
License Fee Calculator — Financial Planner (CFP) in Oregon
Renewal Process
Oregon requires Financial Planner (CFP) license holders to renew their credentials every 2 years. The renewal fee is $275 in OR. Continuing education requirements must be met before the renewal application is submitted. Oregon offers both online and mail-in renewal options for licensed professionals.
License Expiry Calculator — Financial Planner (CFP) in OR
Enter your license issue date to see when renewal is due. Oregon requires renewal every 2 years.
Additional Information
Oregon takes professional licensing seriously, and the Financial Planner (CFP) field is no exception. The state board in OR regularly updates its requirements to align with industry standards and protect public safety. As a licensed Financial Planner (CFP) in Oregon, you will be expected to maintain high ethical standards and stay current with developments in your field. The OR 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 Oregon 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 OR license holders. |
| Alabama (AL) | Full | AL accepts OR Financial Planner (CFP) license via reciprocity agreement. |
| Arizona (AZ) | Full | AZ accepts OR Financial Planner (CFP) license via reciprocity agreement. |
| Arkansas (AR) | Partial | AR requires additional exam or paperwork for OR license holders. |
| Colorado (CO) | None | CO does not recognize OR Financial Planner (CFP) license. Full re-application required. |
| Delaware (DE) | Partial | DE requires additional exam or paperwork for OR license holders. |
| California (CA) | None | CA does not recognize OR Financial Planner (CFP) license. Full re-application required. |
| Florida (FL) | Full | FL accepts OR Financial Planner (CFP) license via reciprocity agreement. |
Where to File Locally in Oregon
Visit a licensing department office near you for in-person assistance.
Salem
775 Summer St NE, Salem, OR 97301
(503) 378-4621
Mon-Fri 8:00 AM - 5:00 PM
Portland
1221 SW 4th Ave, Portland, OR 97204
(503) 823-4000
Mon-Fri 8:00 AM - 5:00 PM
Eugene
125 E 8th Ave, Eugene, OR 97401
(541) 682-5010
Mon-Fri 8:00 AM - 5:00 PM
Bend
710 NW Wall St, Bend, OR 97703
(541) 388-5505
Mon-Fri 8:00 AM - 5:00 PM
Medford
411 W 8th St, Medford, OR 97501
(541) 774-2000
Mon-Fri 8:00 AM - 5:00 PM
Official Oregon Resources
Always verify requirements directly with the Oregon state board. Regulations may change.
Oregon Licensing Board
https://www.oregon.gov/bcd
Contact Phone
(503) 378-4621
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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.