Lead Planner/Project Designer License in Connecticut
Quick Answer
Connecticut requires passing the Series 65 or Series 7+66 exams and IARD registration through the Department of Banking. COS data did not provide a specific financial planner listing.
- Exam
- Series 65 or Series 7 + Series 66
- Total Cost
- $500 (est.)
- Timeline
- 2-4 months
- Renewal
- Every Annually (December 31)
Requirements
Lead Planner/Project Designer license in Connecticut
Estimated Costs Est.
- Exam Fee
- $305
- Total Estimated Cost
- $500
Cost Breakdown
Estimated costs for getting your Lead Planner/Project Designer license in Connecticut. Values marked "Est." are extracted from official descriptions.
Enter the cost of your pre-licensing education program
Fees marked "Est." are extracted from official descriptions and may not reflect current pricing. Verify with the Connecticut licensing board.
Lead Planner/Project Designer Salary in Connecticut
Entry Level
$52,900
Median
$107,030
Experienced
$239,200
Source: Bureau of Labor Statistics. Salary data is for informational purposes only.
How to Get Licensed
Step-by-step roadmap to becoming a licensed Lead Planner/Project Designer in Connecticut.
- 1
Complete Education Requirements
No educational requirements
- 2
Submit Your Application
File your application with the licensing agency.
- 3
Receive Your License
Processing typically takes 2-4 months.
Lead Planner/Project Designer Licensing in Connecticut: What to Know
NO MATCH: The COS database returned a Lead Planner/Project Designer listing for Connecticut instead of a financial planner/investment adviser entry. Connecticut regulates investment advisers through the Department of Banking, Securities & Business Investments Division. IARs must register through the IARD system and pass the Series 65 or Series 7 + Series 66. Connecticut requires that anyone providing financial planning services for compensation be properly registered.
Frequently Asked Questions
- How much does a Lead Planner/Project Designer license cost in Connecticut?
- The estimated total cost is $500, including application fees, exam fees ($305), and education costs.
- How long does it take to get a Lead Planner/Project Designer license in Connecticut?
- The process typically takes 2-4 months, depending on education completion and exam scheduling.
- What exam do I need for a Lead Planner/Project Designer license in Connecticut?
- You need to pass the Series 65 or Series 7 + Series 66. N/A
Considering another state?
Compare Lead Planner/Project Designer requirements across states.
View all states →Data from CareerOneStop (DOLETA/DEED). Last updated: February 15, 2026.