IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Calendar

Dates that matter

Filing and CE deadlines for advisors, each with the rule that sets the date and its official source, plus industry events from the organizers' own pages.

As of Oct 8, 2026, AdvisorIQ lists 2 upcoming compliance deadlines through Jul 1, 2027, the next being Form PF annual update, due Apr 30, 2027, plus 18 industry events.

Compliance deadlines

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. Apr 30Fri, 2027

    Form PF annual update

    SEC-registered private fund advisers that file Form PF annually (every filer except large hedge fund advisers and large liquidity fund advisers, which file quarterly), with a December 31 fiscal year end

    How the date is set: Within 120 calendar days after the end of the fiscal year (Form PF Instruction 9). Assumes a December 31 fiscal year end. April 30, 2027 is a Friday.

    Source: sec.gov, checked Oct 5, 2026. Due in 204 days.

  2. Jul 1Thu, 2027

    Form PF: 2024 amendments take effect

    SEC-registered advisers that file Form PF

    How the date is set: A compliance date set by SEC release. Release IA-6992 (August 31, 2026) moved the compliance date for the Form PF amendments adopted February 8, 2024 from October 1, 2026 to July 1, 2027. The date has been extended several times; check for further changes.

    Source: sec.gov, checked Oct 5, 2026. Due in 266 days.

Deadlines are summaries of each rule; the regulator's text governs, and your own fiscal year or registrations may change a date. See also: IAR CE requirements by state · CE requirements, with sources · CE calculator · Research and analysis. Today is Oct 8, 2026, Eastern.