About AdvisorIQ
Independent education for financial advisors
AdvisorIQ helps US financial advisors keep learning and keep their continuing education in order. It is free for advisors.
As of Oct 8, 2026, AdvisorIQ is free for advisors and tracks CE rules for 15 designations (CFP, CIMA, CPWA, RMA, CFA, ChFC, CLU, RICP, CAP, CASL, ChSNC, CLF, FSCP, TPCP and WMCP) and IAR CE in the 25 jurisdictions that have adopted it.
What AdvisorIQ is
AdvisorIQ is built around live webinars on the work advisors do every day: tax planning, retirement income, portfolio construction, regulation and ethics, and running a practice. Sessions carry CE credit where the designation body has approved the program, and replays stay available afterward.
Around the webinars are tools that work between sessions:
- CE calculator and requirement guides: For CFP, CIMA, CPWA, RMA, CFA, ChFC, CLU, RICP, CAP, CASL, ChSNC, CLF, FSCP, TPCP and WMCP and state IAR CE, with every rule linked to the body that sets it.
- CE tracker: A free tracker for every credit you earn, here or anywhere else.
- Calendar: Compliance deadlines and industry events.
- Succession and M&A: Resources on valuing, buying and selling a practice.
- Research: Articles for advisors.
Who it is for
Financial advisors in the United States, at independent RIAs, hybrid firms, broker-dealers, banks and insurance firms. Independent RIAs are our primary audience.
How it stays independent
Advisors pay nothing. Asset managers sponsor webinars, and every session names its sponsor. Sponsors fund sessions; AdvisorIQ picks the topics and the speakers, and no fee is ever tied to fund flows or assets raised. AdvisorIQ emails never pitch a product.
The full rules are in our editorial standards. Asset managers can read how sponsorship works on For asset managers.
Part of the IQ Network
AdvisorIQ is part of the IQ Network with ETFIQ, an independent source of ETF data.