Finance Licensing Requirements

5 professions in Finance

Renewal-cycle composition across the licensed professions in this catalog

Annual renewal18 professionsBiennial (2-year)24 professionsTriennial (3-year)8 professionsQuadrennial (4-year+)5 professions
Renewal-cycle composition across the licensed professions in this catalog
All (97) Healthcare (26) Construction (15) Cosmetology (10) Education (6) Finance (5) Legal & Security (5) Miscellaneous (5) Transportation (5) Animal Care (4) Mental Health (4) Agriculture (3) Real Estate (3) Design (2) Engineering (2) Food & Hospitality (2)

Certified Public Accountant (CPA)

Finance

Provides accounting and auditing services. Requires Uniform CPA Exam.

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Debt Collector

Finance

Collects debts on behalf of creditors. Licensed or bonded in most states.

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Insurance Agent

Finance

Sells insurance policies. Requires state producer exam.

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Mortgage Loan Originator

Finance

Helps borrowers obtain home loans. Requires SAFE MLO Test.

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Tax Preparer

Finance

Prepares tax returns. Some states require registration beyond federal PTIN.

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