{
 "name": "CE requirement rules",
 "description": "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.",
 "url": "https://advisoriq.com/data/ce-rules.json",
 "page": "https://advisoriq.com/data/",
 "as_of": "2026-10-05",
 "license": "https://advisoriq.com/license/",
 "source": "AdvisorIQ, independent education for financial advisors. Each record names the official source it was checked against and the date.",
 "count": 18,
 "unverified": 1,
 "records": [
  {
   "designation_code": "CFP",
   "designation_name": "CFP certification",
   "body": "CFP Board",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "certification_month",
   "year_ends": null,
   "applies_by": "period_start",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 2
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 2 ethics",
   "transition_note": "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).",
   "page_url": "https://advisoriq.com/ce/requirements/cfp/",
   "source_url": "https://www.cfp.net/for-cfp-pros/continuing-education/continuing-education-requirements",
   "source_quote": "required to complete 30 hours of continuing education (CE) each reporting period",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "CFP",
   "designation_name": "CFP certification",
   "body": "CFP Board",
   "effective_from": "2027-10-01",
   "effective_to": null,
   "period_months": 24,
   "period_basis": "certification_month",
   "year_ends": null,
   "applies_by": "period_start",
   "total": 40,
   "unit": "hours",
   "category_minimums": {
    "ethics": 2
   },
   "carryover": "Up to 10 excess general CE hours into the next cycle. Ethics CE cannot carry over.",
   "summary": null,
   "transition_note": "CFP Board: 40 hours apply \"only in their first full two-year renewal cycle that begins after the Q4 2027 effective date.\" Up to 5 hours may be practice management. CFP Board has not published the exact day in Q4 2027, so cycles beginning Oct 1 to Dec 31, 2027 are unconfirmed.",
   "page_url": "https://advisoriq.com/ce/requirements/cfp/",
   "source_url": "https://www.cfp.net/about-cfp-board/competency-standards/faqs",
   "source_quote": "40 hours (38 hours of General CE and 2 hours of CFP Board Ethics CE)",
   "verified_at": null,
   "status": "unverified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "CFP",
   "designation_name": "CFP certification",
   "body": "CFP Board",
   "effective_from": "2028-01-01",
   "effective_to": null,
   "period_months": 24,
   "period_basis": "certification_month",
   "year_ends": null,
   "applies_by": "period_start",
   "total": 40,
   "unit": "hours",
   "category_minimums": {
    "ethics": 2
   },
   "carryover": "Up to 10 excess general CE hours into the next cycle. Ethics CE cannot carry over.",
   "summary": "40 hours per 2-year cycle, including 2 ethics",
   "transition_note": "CFP Board: 40 hours apply \"only in their first full two-year renewal cycle that begins after the Q4 2027 effective date.\" Up to 5 hours may be practice management.",
   "page_url": "https://advisoriq.com/ce/requirements/cfp/",
   "source_url": "https://www.cfp.net/about-cfp-board/competency-standards/faqs",
   "source_quote": "40 hours (38 hours of General CE and 2 hours of CFP Board Ethics CE)",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "CIMA",
   "designation_name": "Certified Investment Management Analyst",
   "body": "Investments & Wealth Institute",
   "effective_from": "2020-01-01",
   "effective_to": null,
   "period_months": 24,
   "period_basis": "renewal_date",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 40,
   "unit": "hours",
   "category_minimums": {
    "ethics": 2,
    "tax_regulatory": 1
   },
   "carryover": null,
   "summary": "40 hours per 2-year cycle, including 2 ethics, 1 tax or regulatory",
   "transition_note": "One set of hours counts for every active CIMA, CPWA and RMA certification. Renewal date is the Term End Date on the IWI Dashboard.",
   "page_url": "https://advisoriq.com/ce/requirements/iwi/",
   "source_url": "https://investmentsandwealth.org/rma-renewal-requirements",
   "source_quote": "40 CE hours within each two-year renewal period",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "CPWA",
   "designation_name": "Certified Private Wealth Advisor",
   "body": "Investments & Wealth Institute",
   "effective_from": "2020-01-01",
   "effective_to": null,
   "period_months": 24,
   "period_basis": "renewal_date",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 40,
   "unit": "hours",
   "category_minimums": {
    "ethics": 2,
    "tax_regulatory": 1
   },
   "carryover": null,
   "summary": "40 hours per 2-year cycle, including 2 ethics, 1 tax or regulatory",
   "transition_note": "One set of hours counts for every active CIMA, CPWA and RMA certification. Renewal date is the Term End Date on the IWI Dashboard.",
   "page_url": "https://advisoriq.com/ce/requirements/iwi/",
   "source_url": "https://investmentsandwealth.org/rma-renewal-requirements",
   "source_quote": "40 CE hours within each two-year renewal period",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "RMA",
   "designation_name": "Retirement Management Advisor",
   "body": "Investments & Wealth Institute",
   "effective_from": "2020-01-01",
   "effective_to": null,
   "period_months": 24,
   "period_basis": "renewal_date",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 40,
   "unit": "hours",
   "category_minimums": {
    "ethics": 2,
    "tax_regulatory": 1
   },
   "carryover": null,
   "summary": "40 hours per 2-year cycle, including 2 ethics, 1 tax or regulatory",
   "transition_note": "One set of hours counts for every active CIMA, CPWA and RMA certification. Renewal date is the Term End Date on the IWI Dashboard.",
   "page_url": "https://advisoriq.com/ce/requirements/iwi/",
   "source_url": "https://investmentsandwealth.org/rma-renewal-requirements",
   "source_quote": "40 CE hours within each two-year renewal period",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "CFA",
   "designation_name": "CFA charter",
   "body": "CFA Institute",
   "effective_from": null,
   "effective_to": null,
   "period_months": 12,
   "period_basis": "membership_year",
   "year_ends": "06-30",
   "applies_by": "period_end",
   "total": 20,
   "unit": "credits",
   "category_minimums": {
    "ser": 2
   },
   "carryover": "Up to 20 additional PL and 2 additional SER credits.",
   "summary": "20 credits per year, including 2 Standards, Ethics and Regulations",
   "transition_note": "Voluntary for members. Tracked over the CFA Institute membership year, July 1 to June 30. CIPM holders must complete 15 credits.",
   "page_url": "https://advisoriq.com/ce/requirements/cfa/",
   "source_url": "https://www.cfainstitute.org/membership/professional-development/pl",
   "source_quote": "at least 20 PL credits (including two credits in the areas of Standards, Ethics, and Regulations) throughout the membership year",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "IAR",
   "designation_name": "IAR CE (state registration)",
   "body": "NASAA model rule, adopting states",
   "effective_from": "2020-11-24",
   "effective_to": null,
   "period_months": 12,
   "period_basis": "calendar_year",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 12,
   "unit": "credits",
   "category_minimums": {
    "regulatory_ethics": 6,
    "ethics": 3,
    "products_practice": 6
   },
   "carryover": null,
   "summary": "12 credits per year, including 6 Ethics and Professional Responsibility (at least 3 on ethics), 6 Products and Practice",
   "transition_note": "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.",
   "page_url": "https://advisoriq.com/ce/requirements/iar/",
   "source_url": "https://www.nasaa.org/wp-content/uploads/2020/10/NASAA-IAR-CE-Model-Rule.pdf",
   "source_quote": "six (6) Credits of IAR Regulatory and Ethics Content offered by an Authorized Provider, with at least three (3) hours covering the topic of ethics",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "ChFC",
   "designation_name": "Chartered Financial Consultant",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "CLU",
   "designation_name": "Chartered Life Underwriter",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "RICP",
   "designation_name": "Retirement Income Certified Professional",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "CAP",
   "designation_name": "Chartered Advisor in Philanthropy",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "CASL",
   "designation_name": "Chartered Advisor in Senior Living",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "ChSNC",
   "designation_name": "Chartered Special Needs Consultant",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "CLF",
   "designation_name": "Chartered Leadership Fellow",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "FSCP",
   "designation_name": "Financial Services Certified Professional",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "TPCP",
   "designation_name": "Tax Planning Certified Professional",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "designation_code": "WMCP",
   "designation_name": "Wealth Management Certified Professional",
   "body": "The American College of Financial Services",
   "effective_from": null,
   "effective_to": null,
   "period_months": 24,
   "period_basis": "two_calendar_years",
   "year_ends": null,
   "applies_by": "period_end",
   "total": 30,
   "unit": "hours",
   "category_minimums": {
    "ethics": 1
   },
   "carryover": null,
   "summary": "30 hours per 2-year cycle, including 1 ethics",
   "transition_note": "The 30 hours apply to client-facing designees. Non-client-facing designees complete at least 1 hour of ethics CE every two years instead.\nThe College states the requirement per designee, and one annual fee covers all of a designee's College designations. Each period runs January 1 to December 31 of the second year; complete and report your hours by that December 31.\nYou also recommit to The College's standard of ethics, self-report your client-facing status and pay an annual recertification fee. A designee who has not recertified by March 31 after the deadline loses the right to use the designation marks.\nCredits approved for state CE, CFP, CPE, CLE and IAR CE count if earned within your period. 50 minutes of attendance is one credit hour, and programs under 50 minutes do not count.\nIf you earn your first College designation in an odd-numbered year, your first CE period is the next one; in an even-numbered year, you are exempt from the next period and start with the one after.",
   "page_url": "https://advisoriq.com/ce/requirements/american-college/",
   "source_url": "https://www.theamericancollege.edu/sites/default/files/recertification-program-guidelines.pdf",
   "source_quote": "client-facing designees will be required to complete 30 hours of CE every two years",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  }
 ]
}