CE calculator
What do you owe this cycle?
As of Oct 5, 2026, AdvisorIQ's free CE calculator covers 15 designations and IAR CE in 25 adopting jurisdictions, using 17 rules checked against official sources.
Pick your designations and state. Every rule below links to the body that sets it and shows when we last checked it. When is my CE due? Look it up by CRD.
Today: 30 hours per 2-year cycle, including 2 ethics.
Your cycle dates are your own. Enter your period end below to see your deadline.
Cycles that begin before CFP Board's Q4 2027 effective date stay on 30 hours: "No one will need to adjust a renewal cycle already in progress." Ethics must be a CFP Board-approved Code and Standards program. Not eligible for CFP CE under the current rule: practice management, marketing or prospecting, sales, and specific company or product presentations (CFP Board program requirements).
Changing: 40 hours per 2-year cycle, including 2 ethics for cycles beginning on or after Oct 1, 2027 (date not yet confirmed).
Source: www.cfp.net, checked Oct 5, 2026.
12 credits per year, including 6 Ethics and Professional Responsibility (at least 3 on ethics), 6 Products and Practice, by December 31, only in states that adopted IAR CE.
Pick your state to check.
Only in adopting states. Dual registrants may use FINRA Regulatory Element CE for the 6 Products and Practice credits. New registrants have no requirement until January 1 of the following year. A missed year renews as CE inactive.
Source: www.nasaa.org, checked Oct 5, 2026.
Free account. Your choices carry over, and the tracker counts your credits and emails you before each deadline.
How each rule works: CFP · CIMA, CPWA, RMA and CIMC · CFA · American College (ChFC, CLU, RICP) · IAR CE by state
Not in the calculator, because there are no hours to count: FINRA CE.
Requirements shown are summaries. Your designation body and state regulator have the final word. Today is Oct 8, 2026, Eastern.