Jan 08, 2025
- Order the renewal from the website BEFORE your certificate expires. Here is the direct link.
- To renew your CSLP, you must pay the renewal fee, pass the renewal exam, and update your license information.
- You must have a valid, active financial license, which can include the CFP, CPA, EA, CFA, ChFC, or state insurance license
- The Series 6 and 63 expire after 2 years of non-registration with a broker-dealer firm and must be kept active.
Licenses will be verified.