Skip to main content
USLG
HomeStatesProfessionsAbout

Financial Planner (CFP) License in South Carolina

Your complete 2026 guide to obtaining and maintaining your Financial Planner (CFP) license in SC. 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 South Carolina.

Step 1·Complete Education

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

Step 2·Gather Documents

Collect all 6 required documents for your SC application.

Step 3·Pass the Exam

Score passing marks on the CFP Board Exam.

Step 4·Submit Application

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

Step 5·Receive License

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

How to Apply

Getting licensed as a Financial Planner (CFP) in South Carolina starts with meeting the educational prerequisites set by the SC licensing authority. Once you have completed your training, you will need to register for and pass the CFP Board Exam. After passing, submit your application along with all required documents to the South Carolina state board.

Requirements

Before applying for a Financial Planner (CFP) license in South Carolina, ensure you meet all eligibility criteria. SC 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 South Carolina.

Fees & Costs

Obtaining your Financial Planner (CFP) license in South Carolina requires a financial investment. The base licensing fee in SC is $400, which includes application processing and credential verification. Exam registration fees are separate and vary by testing center. Budget for approximately $550 total when accounting for all associated costs in South Carolina.

License Fee Calculator — Financial Planner (CFP) in South Carolina

Base License Fee$400
Estimated Total$400

Renewal Process

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

License Expiry Calculator — Financial Planner (CFP) in SC

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

Additional Information

South Carolina takes professional licensing seriously, and the Financial Planner (CFP) field is no exception. The state board in SC regularly updates its requirements to align with industry standards and protect public safety. As a licensed Financial Planner (CFP) in South Carolina, you will be expected to maintain high ethical standards and stay current with developments in your field. The SC 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 South Carolina 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) FullAK accepts SC Financial Planner (CFP) license via reciprocity agreement.
Alabama (AL) NoneAL does not recognize SC Financial Planner (CFP) license. Full re-application required.
Arizona (AZ) FullAZ accepts SC Financial Planner (CFP) license via reciprocity agreement.
Arkansas (AR) NoneAR does not recognize SC Financial Planner (CFP) license. Full re-application required.
Colorado (CO) NoneCO does not recognize SC Financial Planner (CFP) license. Full re-application required.
Delaware (DE) NoneDE does not recognize SC Financial Planner (CFP) license. Full re-application required.
California (CA) FullCA accepts SC Financial Planner (CFP) license via reciprocity agreement.
Florida (FL) NoneFL does not recognize SC Financial Planner (CFP) license. Full re-application required.

Where to File Locally in South Carolina

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

Columbia

110 Centerview Dr, Columbia, SC 29210

(803) 896-4300

Mon-Fri 8:30 AM - 5:00 PM

Charleston

75 Calhoun St, Charleston, SC 29401

(843) 724-3700

Mon-Fri 8:30 AM - 5:00 PM

Greenville

206 S Main St, Greenville, SC 29601

(864) 467-4400

Mon-Fri 8:30 AM - 5:00 PM

Myrtle Beach

1018 2nd Ave N, Myrtle Beach, SC 29577

(843) 918-1000

Mon-Fri 8:30 AM - 5:00 PM

Rock Hill

155 Johnston St, Rock Hill, SC 29730

(803) 329-5500

Mon-Fri 8:30 AM - 5:00 PM

Official South Carolina Resources

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

Can't find what you're looking for?

Our research team is here to help. Reach out and we'll get you the licensing information you need.

Contact Our Team

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.