CE requirements
CE requirements, with sources
As of Oct 5, 2026, AdvisorIQ lists continuing education requirements for CFP, CIMA, CPWA, RMA, CFA, The American College's ChFC, CLU, RICP and other designations, state IAR CE and FINRA registration, each linked to the official source and the date it was checked.
CFP: 30 hours per 2-year cycle, including 2 ethics.
CIMA, CPWA, RMA: 40 hours per 2-year cycle, including 2 ethics, 1 tax or regulatory.
CFA: 20 credits per year, including 2 Standards, Ethics and Regulations.
ChFC, CLU, RICP, CAP, CASL, ChSNC, CLF, FSCP, TPCP, WMCP: 30 hours per 2-year cycle, including 1 ethics.
IAR: 12 credits per year, including 6 Ethics and Professional Responsibility (at least 3 on ethics), 6 Products and Practice.
FINRA Regulatory Element: The annual Regulatory Element for each registration category held, with content assigned by FINRA, due December 31 and not measured in hours.