Your license renewal checklist
Use this checklist a few months before your deadline so renewal is a formality, not a fire drill.
- Confirm your exact requirement — total hours, ethics/laws-and-rules hours, and any state-specific topics. Use the requirement calculator.
- Find your renewal deadline and cycle (annual, biennial, or triennial; fixed date, birth month, or license anniversary).
- Tally the hours you’ve already earned this cycle, including any carryover. The free Compliance Manager does this for you and shows your gap.
- Complete your remaining hours, making sure you satisfy the ethics requirement and any HSW or state-specific portion.
- Save every certificate and record the provider, title, PDH, date, and category.
- Log in to your state board portal, complete the renewal application, and pay the fee before the deadline.
- Keep your records for the full retention period in case you are audited.
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This information is general guidance, not legal advice — always confirm current rules with your state licensing board.
