How to Apply
To obtain your Financial Planner (CFP) license in Pennsylvania, you must first complete the state-mandated pre-licensing education requirements. Pennsylvania requires all applicants to pass the CFP Board Exam before submitting their application to the state licensing board. The application process in PA is straightforward but requires careful attention to detail and documentation.
Requirements
The Pennsylvania 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. PA also requires a thorough background investigation and may request additional documentation depending on your specific circumstances.
Fees & Costs
Pennsylvania sets the Financial Planner (CFP) license application fee at $400. This is a one-time fee for new applicants in PA. Additional costs may include fingerprinting fees, background check fees, and exam registration. The total out-of-pocket cost for new licensees in Pennsylvania typically ranges from $400 to $600.
License Fee Calculator — Financial Planner (CFP) in Pennsylvania
Renewal Process
Maintaining your Financial Planner (CFP) license in Pennsylvania requires timely renewal every 2 years. PA sets the renewal fee at $275. You must complete all required continuing education hours and submit proof to the Pennsylvania board. Failure to renew on time may result in license suspension and reinstatement fees in PA.
License Expiry Calculator — Financial Planner (CFP) in PA
Enter your license issue date to see when renewal is due. Pennsylvania requires renewal every 2 years.
Additional Information
Pennsylvania takes professional licensing seriously, and the Financial Planner (CFP) field is no exception. The state board in PA regularly updates its requirements to align with industry standards and protect public safety. As a licensed Financial Planner (CFP) in Pennsylvania, you will be expected to maintain high ethical standards and stay current with developments in your field. The PA 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 Pennsylvania 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) | Full | AK accepts PA Financial Planner (CFP) license via reciprocity agreement. |
| Alabama (AL) | None | AL does not recognize PA Financial Planner (CFP) license. Full re-application required. |
| Arizona (AZ) | None | AZ does not recognize PA Financial Planner (CFP) license. Full re-application required. |
| Arkansas (AR) | Full | AR accepts PA Financial Planner (CFP) license via reciprocity agreement. |
| Colorado (CO) | Partial | CO requires additional exam or paperwork for PA license holders. |
| Delaware (DE) | Full | DE accepts PA Financial Planner (CFP) license via reciprocity agreement. |
| California (CA) | Full | CA accepts PA Financial Planner (CFP) license via reciprocity agreement. |
| Florida (FL) | Partial | FL requires additional exam or paperwork for PA license holders. |
Where to File Locally in Pennsylvania
Visit a licensing department office near you for in-person assistance.
Harrisburg
2601 N 3rd St, Harrisburg, PA 17110
(717) 783-3397
Mon-Fri 8:00 AM - 5:00 PM
Philadelphia
1400 Spring Garden St, Philadelphia, PA 19130
(215) 686-1776
Mon-Fri 8:00 AM - 5:00 PM
Pittsburgh
414 Grant St, Pittsburgh, PA 15219
(412) 255-2626
Mon-Fri 8:00 AM - 5:00 PM
Allentown
435 Hamilton St, Allentown, PA 18101
(610) 437-7500
Mon-Fri 8:00 AM - 5:00 PM
Erie
626 State St, Erie, PA 16501
(814) 870-1234
Mon-Fri 8:00 AM - 5:00 PM
Official Pennsylvania Resources
Always verify requirements directly with the Pennsylvania state board. Regulations may change.
Pennsylvania Licensing Board
https://www.dos.pa.gov/bpoa
Contact Phone
(717) 783-3397
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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.