| Alabama | Series 1, Series 2, Series 24, Series 40, Series 65 | Agent Continuing Education | |
| Alaska | IAR: Series 65 | | |
| Arizona | Series 65 | | |
| Arkansas | Series 65 | | |
| California | Series 65 | | |
| Colorado | Series 65 | | |
| Connecticut | Series 65 | | |
| Delaware | Series 65 | Automatic continuing education credit for holding a professional designation shall receive an automatic credit of ten (10) credits in each biennium for insurance adjusters, agents, brokers, surplus lines brokers and consultants. Automatic credits may not be applied to satisfy ethics credit requirements. | |
| District of Columbia | Series 65 | | |
| Florida | Series 65 | | |
| Georgia | Series 65 | Individuals who hold a professional designation that requires CE (other than the CLU, CPCU, FLMI, CIC, CEBS, ChFC or AAI designations) may request CE credit from the insurance department for the number of CE hours completed for the designation. | |
| Hawaii | Series 65 | | |
| Idaho | Series 65 | | |
| Illinois | Series 65 | | |
| Indiana | Series 65 (CFP® professional must provide documentation at time of application) | An applicant for license to write Class 1 insurance who has attained the CERTIFIED FINANCIAL PLANNER™ certification shall only be required to take that portion of the examination pertaining to rules and state laws. | |
| Iowa | Series 65 | | |
| Kansas | Series 65 | | |
| Kentucky | Series 65 | | |
| Louisiana | Does not register investment adviser representatives | | |
| Maine | Series 65 | | |
| Maryland | IA Designated Principals: Series 65
IAR: Series 65 | Passage of CFP® Certification Examination equals 15 hours of continuing education credit. | |
| Massachusetts | Series 65 | | |
| Michigan | Does not register investment adviser representatives | | |
| Minnesota | Does not register investment adviser representatives | | |
| Mississippi | Series 65 | | |
| Missouri | Series 65 | | |
| Montana | Series 65 (CFP® professional must provide documentation at time of application) | | |
| Nevada | Series 65 | The commissioner will exempt an agent, broker, solicitor, or consultant licensee from the requirements for continuing education if the licensee certifies that he or she has earned and continues to maintain the CFP® certification. | |
| Nebraska | IA Compliance Principal and IAR: Series 65 | The commissioner will exempt an agent, broker, or solicitor licensee from the requirements for continuing education if the licensee certifies that he or she has earned and continues to maintain the CFP® certification. | |
| New Hampshire | Series 65 | | |
| New Jersey | Good cause for waiver from Series 65 | | |
| New Mexico | Series 65
IA Designated Supervisor:Series 24 | | |
| New York | Series 65 | | |
| North Carolina | Series 65 | Prelicensing education requirements for life and health license if passed on first attempt. CFP® professional with 4 years of experience as a full-time employee or representative interpreting or explaining insurance policy contracts in the life and health industry will be granted approval to teach prelicensing courses. | |
| North Dakota | Series 65 | | |
| Ohio | Series 65 | | |
| Oklahoma | Series 65 (CFP® professional must provide documentation at time of application) | | |
| Oregon | Series 65 | Agent Pre-Examination Requirements: Three years experience for credit/life lines | |
| Pennsylvania | Series 65 (CFP® professional must submit written request and provide documentation at time of application) | | |
| Rhode Island | Series 65
IA: Designated supervisors: Series 24 | | |
| South Carolina | Series 65 | | |
| South Dakota | Series 65 | | |
| Tennessee | Does not register investment adviser representatives | CFP® Certification Examination equals CPE credit awarded at a rate of 5 times the length of exam, limited to 50% of the total CPE required. | CPE credit may be allowed for the successful completion of CFP® Certification Examination. Credit will be awarded at a rate of 5 times the length of each exam taken and limited to 50% of the total CPE required under Rule 0020-5-.03 |
| Texas | Series 65 | Life and Health Insurance Counselor license examination | |
| Utah | Series 65 | The examination required of Life/Health Consultants | |
| Vermont | Series 65 | | |
| Virginia | Series 65 | | |
| Washington | Series 65 | | |
| West Virginia | Series 65 | | |
| Wisconsin | Series 65 | | |
| Wyoming | Does not register investment adviser or investment adviser representatives | CE Credit. 60 days after it is given, the number of classroom hours spent, up to the number of hours credited for passage of the national examination. | |