{"type":"editorial_standards","title":"AdvisorIQ editorial standards","lead":"As of Oct 6, 2026, AdvisorIQ's editorial standards set 6 rules, including that sponsors fund sessions while AdvisorIQ picks the topics and speakers, and that no fee is ever tied to fund flows or assets raised.","as_of":"2026-10-06","facts":{"rules":[{"rule":"Sponsors fund sessions; we pick topics and speakers","summary":"Asset managers sponsor webinars. AdvisorIQ chooses each session's topic and its speakers. No fee is ever tied to fund flows or assets raised."},{"rule":"Every sponsor is named","summary":"Each session's sponsor is named on its page and in the schedule."},{"rule":"Our emails never pitch a product","summary":"AdvisorIQ emails are schedules, replays, deadlines and messages about your account. They never promote a product, a fund or a firm. You choose which topics we email you about in your account."},{"rule":"No lists for sale","summary":"We never sell or rent lists of advisors. A sponsor receives details only of advisors who registered for its own session, never another sponsor's."},{"rule":"CE credit","summary":"We list CE credit only where the designation body has approved the program, or mark it as pending until it has. Each session shows its credit by body and hours."},{"rule":"Corrections","summary":"If we get something wrong, we fix it. When a correction changes the meaning of a page, we say what changed and when, on that page. CE rules are re-checked against each body's own pages, and each rule shows the date of its last check."}]},"sources":[{"url":"https://www.cfp.net/for-education-partners/continuing-education-providers/ce-sponsors/submit-a-program/program-requirements","checked":"2026-10-05","label":"CFP Board, program requirements for general CE","quote":"specific company or product presentations"},{"url":"https://www.cfp.net/about-cfp-board/competency-standards/faqs","checked":"2026-10-05","label":"CFP Board, competency standards FAQ","quote":"Up to five CE hours focused on practice management."}],"related":[{"title":"CFP CE requirements","url":"https://advisoriq.com/ce/requirements/cfp/"},{"title":"CIMA, CPWA and RMA CE requirements","url":"https://advisoriq.com/ce/requirements/iwi/"},{"title":"CFA CE requirements","url":"https://advisoriq.com/ce/requirements/cfa/"},{"title":"IAR CE by state","url":"https://advisoriq.com/ce/requirements/iar/"},{"title":"Privacy","url":"https://advisoriq.com/privacy/"},{"title":"For asset managers","url":"https://advisoriq.com/sponsors/"},{"title":"About AdvisorIQ","url":"https://advisoriq.com/about/"}],"url":"https://advisoriq.com/standards/","citation":"AdvisorIQ, as of 2026-10-06. https://advisoriq.com/standards/","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."}