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Financial Planner (CFP) License in Tennessee

Your complete 2026 guide to obtaining and maintaining your Financial Planner (CFP) license in TN. 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 Tennessee.

Step 1·Complete Education

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

Step 2·Gather Documents

Collect all 6 required documents for your TN application.

Step 3·Pass the Exam

Score passing marks on the CFP Board Exam.

Step 4·Submit Application

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

Step 5·Receive License

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

How to Apply

To obtain your Financial Planner (CFP) license in Tennessee, you must first complete the state-mandated pre-licensing education requirements. Tennessee requires all applicants to pass the CFP Board Exam before submitting their application to the state licensing board. The application process in TN is straightforward but requires careful attention to detail and documentation.

Requirements

Before applying for a Financial Planner (CFP) license in Tennessee, ensure you meet all eligibility criteria. TN 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 Tennessee.

Fees & Costs

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

License Fee Calculator — Financial Planner (CFP) in Tennessee

Base License Fee$400
Estimated Total$400

Renewal Process

License renewal for Financial Planner (CFP) professionals in Tennessee occurs on a 2-year cycle. TN charges a renewal fee of $275 and mandates continuing education as part of the renewal process. It is recommended to begin the renewal process in Tennessee at least 60 days before your license expires to ensure uninterrupted practice.

License Expiry Calculator — Financial Planner (CFP) in TN

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

Additional Information

The demand for licensed Financial Planner (CFP) professionals in Tennessee continues to grow. TN offers a supportive regulatory environment that balances consumer protection with professional opportunity. The licensing board in Tennessee provides online tools and resources to help applicants navigate the process efficiently. Many Financial Planner (CFP) professionals in TN report high job satisfaction and competitive compensation.

Document Checklist — Financial Planner (CFP)

0 of 6 documents ready

Frequently Asked Questions

License Reciprocity: Can I Use My Tennessee 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 TN Financial Planner (CFP) license via reciprocity agreement.
Alabama (AL) NoneAL does not recognize TN Financial Planner (CFP) license. Full re-application required.
Arizona (AZ) FullAZ accepts TN Financial Planner (CFP) license via reciprocity agreement.
Arkansas (AR) FullAR accepts TN Financial Planner (CFP) license via reciprocity agreement.
Colorado (CO) FullCO accepts TN Financial Planner (CFP) license via reciprocity agreement.
Delaware (DE) FullDE accepts TN Financial Planner (CFP) license via reciprocity agreement.
California (CA) NoneCA does not recognize TN Financial Planner (CFP) license. Full re-application required.
Florida (FL) NoneFL does not recognize TN Financial Planner (CFP) license. Full re-application required.

Where to File Locally in Tennessee

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

Nashville

500 James Robertson Pkwy, Nashville, TN 37243

(615) 741-3449

Mon-Fri 8:00 AM - 4:30 PM

Memphis

125 N Main St, Memphis, TN 38103

(901) 576-6000

Mon-Fri 8:00 AM - 4:30 PM

Knoxville

400 Main St, Knoxville, TN 37902

(865) 215-2000

Mon-Fri 8:00 AM - 4:30 PM

Chattanooga

101 E 11th St, Chattanooga, TN 37402

(423) 643-7800

Mon-Fri 8:00 AM - 4:30 PM

Clarksville

1 Public Square, Clarksville, TN 37040

(931) 645-7444

Mon-Fri 8:00 AM - 4:30 PM

Official Tennessee Resources

Always verify requirements directly with the Tennessee 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.