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CA Financing Law License "Plan of Business"

State Examination Support

CA Financing Law License "Plan of Business"

As with many "business plan" requirements, the regulator is really trying to answer a few questions, not an SBA-style business plan.

Last updated on 03 Nov, 2025

Furthermore, the regulator gives you a form to fill out.

We can help you create a "plan" that includes this information. Or, you can simply answer the questions in narrative form. Then just upload to the regulator, ensuring you have named the file according to the convention they provide. 

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