{"type":"homepage","title":"AdvisorIQ: Independent Education and CE for Financial Advisors","lead":"As of Oct 10, 2026, AdvisorIQ tracks CE rules for 17 designations and IAR CE in the 25 jurisdictions that have adopted it, 24 of them in effect for 2026, each checked against its official source.","as_of":"2026-10-10","facts":{"scheduled_live_sessions":0,"upcoming_sessions":[],"designations_with_confirmed_ce_rules":["CFP","CIMA","CPWA","RMA","CFA","ChFC","CLU","RICP","CAP","CASL","ChSNC","CLF","FSCP","TPCP","WMCP"],"iar_ce_adopting_jurisdictions":25,"iar_ce_jurisdictions_in_effect_this_year":24,"ce_requirements_today":[{"designation":"CFP","body":"CFP Board","requirement":"30 hrs","summary":"30 hours per 2-year cycle, including 2 ethics."},{"designation":"CIMA","body":"Investments & Wealth Institute","requirement":"40 hrs","summary":"40 hours per 2-year cycle, including 2 ethics, 1 tax or regulatory."},{"designation":"CPWA","body":"Investments & Wealth Institute","requirement":"40 hrs","summary":"40 hours per 2-year cycle, including 2 ethics, 1 tax or regulatory."},{"designation":"CFA","body":"CFA Institute","requirement":"20 credits","summary":"20 credits per year, including 2 Standards, Ethics and Regulations."},{"designation":"State IAR CE","body":"NASAA model rule, adopting states","requirement":"12 credits","summary":"12 credits per year, including 6 Ethics and Professional Responsibility (at least 3 on ethics), 6 Products and Practice. Due December 31, only in states that adopted IAR CE."}],"upcoming_deadlines":[{"title":"Form 13F, Q3 2026 holdings","who":"Institutional investment managers that meet the $100 million threshold in Section 13(f) securities","due_on":"2026-11-16","url":"https://advisoriq.com/calendar/#deadline-form-13f-2026-11-16"},{"title":"CRD/IARD renewal: full payment due for 2027","who":"Broker-dealers and investment adviser firms that renew registrations through FINRA's CRD or IARD, including state-registered advisers and SEC-registered advisers with state notice filings","due_on":"2026-12-07","url":"https://advisoriq.com/calendar/#deadline-crd-iard-renewal-payment-2026-12-07"},{"title":"CRD/IARD year-end filing deadline","who":"Broker-dealers and investment adviser firms that file registration forms through CRD or IARD","due_on":"2026-12-27","url":"https://advisoriq.com/calendar/#deadline-crd-iard-year-end-filing-2026-12-27"}],"industry_events":[{"name":"NAPFA Fall 2026 National Conference","starts_on":"2026-10-14","ends_on":"2026-10-17","city":"Atlanta, GA","ce":"NAPFA says attendees earn CE through its sessions; the preconference workshop lists 8 NAPFA CEs. No total stated.","url":"https://advisoriq.com/calendar/?show=events#event-napfa-fall-2026"},{"name":"2026 NSCP National Conference","starts_on":"2026-10-25","ends_on":"2026-10-28","city":"Orlando, FL","ce":"Up to 8.7 Florida CLE credits and up to 8.4 CPE credits. For other designations, attendees apply to their own designation body.","url":"https://advisoriq.com/calendar/?show=events#event-nscp-national-2026"},{"name":"Schwab IMPACT 2026","starts_on":"2026-10-27","ends_on":"2026-10-29","city":"Boston, MA","ce":"Schwab says attendees can expect 7 to 10 hours of CE credit (CFP, CIMA, CPWA, RMA, and CPE for CPAs).","url":"https://advisoriq.com/calendar/?show=events#event-schwab-impact-2026"}],"latest_replays":[],"latest_research":[]},"sources":[{"url":"https://www.cfp.net/for-cfp-pros/continuing-education/continuing-education-requirements","checked":"2026-10-05","label":"CFP Board (CFP)"},{"url":"https://investmentsandwealth.org/rma-renewal-requirements","checked":"2026-10-05","label":"Investments & Wealth Institute (CPWA)"},{"url":"https://www.cfainstitute.org/membership/professional-development/pl","checked":"2026-10-05","label":"CFA Institute (CFA)"},{"url":"https://www.nasaa.org/wp-content/uploads/2020/10/NASAA-IAR-CE-Model-Rule.pdf","checked":"2026-10-05","label":"NASAA model rule, adopting states (IAR)"},{"url":"https://www.sec.gov/rules-regulations/staff-guidance/division-investment-management-frequently-asked-questions/frequently-asked-questions-about-form-13f","checked":"2026-10-05","label":"Form 13F, Q3 2026 holdings"},{"url":"https://www.iard.com/renewals","checked":"2026-10-05","label":"CRD/IARD renewal: full payment due for 2027"},{"url":"https://www.napfa.org/conferences/napfa-fall-2026-national-conference","checked":"2026-10-05","label":"NAPFA Fall 2026 National Conference"},{"url":"https://www.nscp.org/events/2026-nscp-national-conference","checked":"2026-10-05","label":"2026 NSCP National Conference"},{"url":"https://impact.schwab.com/faq/","checked":"2026-10-05","label":"Schwab IMPACT 2026"}],"related":[{"title":"Webinars","url":"https://advisoriq.com/webinars/"},{"title":"Replays","url":"https://advisoriq.com/replays/"},{"title":"CE calculator","url":"https://advisoriq.com/ce/"},{"title":"CE requirement guides","url":"https://advisoriq.com/ce/requirements/"},{"title":"CE tracker","url":"https://advisoriq.com/ce/tracker/"},{"title":"Compliance calendar","url":"https://advisoriq.com/calendar/"},{"title":"Succession and M&A","url":"https://advisoriq.com/succession/"},{"title":"Research","url":"https://advisoriq.com/research/"},{"title":"Editorial standards","url":"https://advisoriq.com/standards/"},{"title":"For asset managers","url":"https://advisoriq.com/sponsors/"}],"notes":["Requirements shown are summaries; your designation body has the final word.","Practice management content is not eligible for CFP Board CE today; under the 40-hour rule, up to 5 hours may count."],"url":"https://advisoriq.com/","citation":"AdvisorIQ, as of 2026-10-10. https://advisoriq.com/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}