How to Apply
If you are looking to start your career as a Financial Planner (CFP) in Texas, the licensing process begins with education. TX 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 Texas regulatory board.
Requirements
To qualify for Financial Planner (CFP) licensure in Texas, candidates must satisfy several prerequisites. TX mandates completion of an approved training program, successful passage of the CFP Board Exam, and a clean criminal background check. Additional requirements may include proof of residency and professional references as determined by the Texas regulatory authority.
Fees & Costs
The initial application fee for a Financial Planner (CFP) license in Texas is approximately $400. This fee covers the processing of your application and initial license issuance. TX also charges an examination fee which is typically paid directly to the testing provider. Late application submissions in Texas may incur additional penalties of up to $100.
License Fee Calculator — Financial Planner (CFP) in Texas
Renewal Process
Your Financial Planner (CFP) license in Texas must be renewed every 2 years. The renewal fee in TX is $275. Texas requires completion of continuing education credits before renewal. Submit your renewal application at least 30 days before expiration to avoid late fees. Practicing with an expired license in TX can result in fines and disciplinary action.
License Expiry Calculator — Financial Planner (CFP) in TX
Enter your license issue date to see when renewal is due. Texas requires renewal every 2 years.
Additional Information
The demand for licensed Financial Planner (CFP) professionals in Texas continues to grow. TX offers a supportive regulatory environment that balances consumer protection with professional opportunity. The licensing board in Texas provides online tools and resources to help applicants navigate the process efficiently. Many Financial Planner (CFP) professionals in TX 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 Texas 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 TX license holders. |
| Alabama (AL) | Partial | AL requires additional exam or paperwork for TX license holders. |
| Arizona (AZ) | Partial | AZ requires additional exam or paperwork for TX license holders. |
| Arkansas (AR) | Partial | AR requires additional exam or paperwork for TX license holders. |
| Colorado (CO) | Partial | CO requires additional exam or paperwork for TX license holders. |
| Delaware (DE) | Partial | DE requires additional exam or paperwork for TX license holders. |
| California (CA) | Partial | CA requires additional exam or paperwork for TX license holders. |
| Florida (FL) | Partial | FL requires additional exam or paperwork for TX license holders. |
Where to File Locally in Texas
Visit a licensing department office near you for in-person assistance.
Austin
920 Colorado St, Austin, TX 78701
(512) 463-6599
Mon-Fri 8:00 AM - 5:00 PM
Houston
901 Bagby St, Houston, TX 77002
(713) 837-7000
Mon-Fri 8:00 AM - 5:00 PM
Dallas
1500 Marilla St, Dallas, TX 75201
(214) 670-3011
Mon-Fri 8:00 AM - 5:00 PM
San Antonio
100 Military Plaza, San Antonio, TX 78205
(210) 207-7080
Mon-Fri 8:00 AM - 5:00 PM
Fort Worth
200 Texas St, Fort Worth, TX 76102
(817) 392-2255
Mon-Fri 8:00 AM - 5:00 PM
Official Texas Resources
Always verify requirements directly with the Texas state board. Regulations may change.
Texas Licensing Board
https://www.tdlr.texas.gov
Contact Phone
(512) 463-6599
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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.