Budget Planner's License

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In New York State, budget planners need a license from the New York State (NYS) Department of Financial Services (DFS). Budget planners help people pay off their debt by making contracts with clients.

To get this license:

You must register as a not-for-profit corporation.
Attorneys licensed in New York State do not need this license.

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NYS DFS Budget Planners Information Page

NYS Department of Financial Services (DFS)

Licensed Financial Services

One State Street

New York

10004-1417

http://www.dfs.ny.gov/

(212) 709-5507

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