CE Tracker
Every CE credit and deadline in one place.
Free for advisors. See what you still owe for each designation, log credits from any provider, and get an email before each deadline.
As of Oct 5, 2026, AdvisorIQ's free CE tracker covers CFP, CIMA, CPWA, RMA, CFA, ChFC, CLU, RICP, CAP, CASL, ChSNC, CLF, FSCP, TPCP, WMCP and IAR CE in the 25 jurisdictions on NASAA's adoption map, 24 of them in effect for 2026.
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Credits from AdvisorIQ sessions
When you attend a session here that carries CE credit, the credit is logged to your tracker for you.
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Certificates from any provider, read and filed
Upload a PDF or a photo of a certificate. We read the provider, program, date, hours and credit types, and you confirm them before anything counts. The original file stays private to you.
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Every deadline on one timeline
CFP, CIMA, CPWA, RMA, CFA, ChFC, CLU, RICP, CAP, CASL, ChSNC, CLF, FSCP, TPCP, WMCP and IAR CE in your states: what each one requires this period, what you have earned, what is left in each category, and how many days remain. If you are behind pace, we say so.
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Reminders at 90, 30 and 7 days
An email before each deadline while you still have hours to go. It says what is due and how much is left. No product pitches, and you can turn reminders off.
Not ready for an account? Use the public CE calculator to see what you owe this cycle, with the source for every rule.
How each rule works: CFP · CIMA, CPWA and RMA · CFA · IAR CE by state · ChFC, CLU, RICP, CAP, CASL, ChSNC, CLF, FSCP, TPCP and WMCP