Series 65 State Requirements

IAR registration requirements vary by state. Pick your state to see the qualifying exam, fees, financial requirements, continuing education rules, and which professional designations (CFP, CFA, ChFC, PFS, CIC) waive the Series 65 exam.

Flag of Alabama Alabama (AL) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Alaska Alaska (AK) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Arizona Arizona (AZ) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Arkansas Arkansas (AR) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of California California (CA) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Colorado Colorado (CO) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Connecticut Connecticut (CT) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Delaware Delaware (DE) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Florida Florida (FL) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Georgia Georgia (GA) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Hawaii Hawaii (HI) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Idaho Idaho (ID) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Illinois Illinois (IL) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Indiana Indiana (IN) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Iowa Iowa (IA) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Kansas Kansas (KS) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Kentucky Kentucky (KY) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Louisiana Louisiana (LA) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Maine Maine (ME) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Maryland Maryland (MD) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Massachusetts Massachusetts (MA) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Michigan Michigan (MI) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Minnesota Minnesota (MN) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Mississippi Mississippi (MS) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Missouri Missouri (MO) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Montana Montana (MT) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Nebraska Nebraska (NE) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Nevada Nevada (NV) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of New Hampshire New Hampshire (NH) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of New Jersey New Jersey (NJ) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of New Mexico New Mexico (NM) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of New York New York (NY) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of North Carolina North Carolina (NC) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of North Dakota North Dakota (ND) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Ohio Ohio (OH) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Oklahoma Oklahoma (OK) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Oregon Oregon (OR) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Pennsylvania Pennsylvania (PA) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Rhode Island Rhode Island (RI) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of South Carolina South Carolina (SC) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of South Dakota South Dakota (SD) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Tennessee Tennessee (TN) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Texas Texas (TX) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Utah Utah (UT) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Vermont Vermont (VT) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Virginia Virginia (VA) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Washington Washington (WA) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of West Virginia West Virginia (WV) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no Flag of Wisconsin Wisconsin (WI) Waivers: CFP/CFA/ChFC/PFS/CIC CE: yes Flag of Wyoming Wyoming (WY) Waivers: CFP/CFA/ChFC/PFS/CIC CE: no

More states added as they're verified. Last updated 2026-06-01.