{"type":"about","title":"About AdvisorIQ","lead":"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.","as_of":"2026-10-08","facts":{"audience":"Financial advisors in the United States, at independent RIAs, hybrid firms, broker-dealers, banks and insurance firms. Independent RIAs are our primary audience.","cost_to_advisors":"Free","designations_with_confirmed_ce_rules":["CFP","CIMA","CPWA","RMA","CFA","ChFC","CLU","RICP","CAP","CASL","ChSNC","CLF","FSCP","TPCP","WMCP"],"iar_ce_adopting_jurisdictions":25,"iar_jurisdictions_listed":54,"offerings":[{"name":"CE calculator and requirement guides","detail":"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.","url":"https://advisoriq.com/ce/"},{"name":"CE tracker","detail":"A free tracker for every credit you earn, here or anywhere else.","url":"https://advisoriq.com/ce/tracker/"},{"name":"Calendar","detail":"Compliance deadlines and industry events.","url":"https://advisoriq.com/calendar/"},{"name":"Succession and M&A","detail":"Resources on valuing, buying and selling a practice.","url":"https://advisoriq.com/succession/"},{"name":"Research","detail":"Articles for advisors.","url":"https://advisoriq.com/research/"}],"independence":"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.","network":"Part of the IQ Network with ETFIQ, an independent source of ETF data."},"related":[{"title":"Editorial standards","url":"https://advisoriq.com/standards/"},{"title":"For asset managers","url":"https://advisoriq.com/sponsors/"},{"title":"Webinars","url":"https://advisoriq.com/webinars/"},{"title":"CE calculator and requirement guides","url":"https://advisoriq.com/ce/"},{"title":"CE tracker","url":"https://advisoriq.com/ce/tracker/"},{"title":"Calendar","url":"https://advisoriq.com/calendar/"},{"title":"Succession and M&A","url":"https://advisoriq.com/succession/"},{"title":"Research","url":"https://advisoriq.com/research/"}],"url":"https://advisoriq.com/about/","citation":"AdvisorIQ, as of 2026-10-08. https://advisoriq.com/about/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}