# AdvisorIQ editorial standards

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
Address: https://advisoriq.com/standards/

## 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

- CFP Board, program requirements for general CE, checked 2026-10-05: https://www.cfp.net/for-education-partners/continuing-education-providers/ce-sponsors/submit-a-program/program-requirements ("specific company or product presentations")
- CFP Board, competency standards FAQ, checked 2026-10-05: https://www.cfp.net/about-cfp-board/competency-standards/faqs ("Up to five CE hours focused on practice management.")

## Related

- [CFP CE requirements](https://advisoriq.com/ce/requirements/cfp/)
- [CIMA, CPWA and RMA CE requirements](https://advisoriq.com/ce/requirements/iwi/)
- [CFA CE requirements](https://advisoriq.com/ce/requirements/cfa/)
- [IAR CE by state](https://advisoriq.com/ce/requirements/iar/)
- [Privacy](https://advisoriq.com/privacy/)
- [For asset managers](https://advisoriq.com/sponsors/)
- [About AdvisorIQ](https://advisoriq.com/about/)

## Cite as

AdvisorIQ, as of 2026-10-06. https://advisoriq.com/standards/

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