# AdvisorIQ: Independent Education and CE for Financial Advisors

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
Address: https://advisoriq.com/

## 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: 

## 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.

## Sources

- CFP Board (CFP), checked 2026-10-05: https://www.cfp.net/for-cfp-pros/continuing-education/continuing-education-requirements
- Investments & Wealth Institute (CPWA), checked 2026-10-05: https://investmentsandwealth.org/rma-renewal-requirements
- CFA Institute (CFA), checked 2026-10-05: https://www.cfainstitute.org/membership/professional-development/pl
- NASAA model rule, adopting states (IAR), checked 2026-10-05: https://www.nasaa.org/wp-content/uploads/2020/10/NASAA-IAR-CE-Model-Rule.pdf
- Form 13F, Q3 2026 holdings, checked 2026-10-05: https://www.sec.gov/rules-regulations/staff-guidance/division-investment-management-frequently-asked-questions/frequently-asked-questions-about-form-13f
- CRD/IARD renewal: full payment due for 2027, checked 2026-10-05: https://www.iard.com/renewals
- NAPFA Fall 2026 National Conference, checked 2026-10-05: https://www.napfa.org/conferences/napfa-fall-2026-national-conference
- 2026 NSCP National Conference, checked 2026-10-05: https://www.nscp.org/events/2026-nscp-national-conference
- Schwab IMPACT 2026, checked 2026-10-05: https://impact.schwab.com/faq/

## Related

- [Webinars](https://advisoriq.com/webinars/)
- [Replays](https://advisoriq.com/replays/)
- [CE calculator](https://advisoriq.com/ce/)
- [CE requirement guides](https://advisoriq.com/ce/requirements/)
- [CE tracker](https://advisoriq.com/ce/tracker/)
- [Compliance calendar](https://advisoriq.com/calendar/)
- [Succession and M&A](https://advisoriq.com/succession/)
- [Research](https://advisoriq.com/research/)
- [Editorial standards](https://advisoriq.com/standards/)
- [For asset managers](https://advisoriq.com/sponsors/)

## Cite as

AdvisorIQ, as of 2026-10-10. https://advisoriq.com/

License: https://advisoriq.com/license/