Dates that matter

Each date shows the rule that sets it and the official source we checked it against. Dates that fall on a weekend or holiday are moved only where the rule says so.

1. Dec 27Sun, 2026

   IAR CE: last CRD processing for 2026 renewals

   IARs in IAR CE states who are behind on CE, above all anyone who also missed the 2025 requirement

   How the date is set: Set for 2026 in NASAA's year-end memo of September 14, 2026: CRD stops processing course rosters for 2026 renewals at 4:00 PM Eastern on December 27. An IAR in CE Inactive status at that moment (deficient for both 2025 and 2026) fails to renew for 2027. NASAA Learning courses must be finished by midnight December 22 to be included.

   Source: nasaa.org, checked Oct 5, 2026. Due in 80 days. More on this

2. Dec 31Thu, 2026

   IAR CE, 2026 credits

   Investment adviser representatives registered in a state that has adopted NASAA's IAR CE model rule

   How the date is set: Each calendar year, due December 31. NASAA: courses must be reflected on the IAR CE transcript in CRD by the end of each calendar year. Applies only in adopting states.

   Source: nasaa.org, checked Oct 5, 2026. Due in 84 days. More on this

3. Dec 31Fri, 2027

   IAR CE, 2027 credits

   Investment adviser representatives registered in a state that has adopted NASAA's IAR CE model rule

   How the date is set: Each calendar year, due December 31. NASAA: courses must be reflected on the IAR CE transcript in CRD by the end of each calendar year. Applies only in adopting states.

   Source: nasaa.org, checked Oct 5, 2026. Due in 449 days. More on this