Open data
Open data
As of Oct 5, 2026, AdvisorIQ publishes 18 CE rule versions (17 confirmed), IAR CE adoption for 54 jurisdictions, 17 confirmed compliance deadlines and 19 confirmed industry events as open data, each record with its official source and the date it was checked.
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CE requirement rules
Every version of each designation's continuing education rule that AdvisorIQ tracks: hours or credits, category minimums, cycle and carryover. effective_from is null where a version was in force before the next one and its start is not tracked.
18 records, 1 not yet confirmed. Last checked Oct 5, 2026.
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IAR CE adoption by jurisdiction
Which US jurisdictions have adopted NASAA's IAR continuing education model rule, and the first calendar year it applies. status_this_year is for 2026.
54 records. Last checked Oct 5, 2026.
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Compliance deadlines
Regulatory filing and CE deadlines for advisers and their firms, each with the rule that sets the date.
17 records. Last checked Oct 5, 2026.
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Industry events
Conferences, custodian events and association meetings for advisors, as each organizer lists them.
19 records. Last checked Oct 5, 2026.
Every record carries source_url, verified_at, status and license. Records with status "unverified" are published so they can be audited; they are not confirmed from the official source and are not requirements.
Free to use with credit: License · CE requirements · IAR CE by state · Compliance calendar
To ask these figures from an AI assistant instead, connect the AdvisorIQ MCP server: every answer carries its source, its checked date and a citation.