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.
20 credits per year, including 2 Standards, Ethics and Regulations
Due Jun 30, 2027, 265 days from today.
Voluntary for members. Tracked over the CFA Institute membership year, July 1 to June 30. CIPM holders must complete 15 credits.
Source: www.cfainstitute.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.