IAR CE deadline: December 31. 83 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Independent education for financial advisors

Stay informed. Keep your CE on track.

Live webinars, replays when you need them, and one free tracker for every credit you earn. Our emails never pitch a product, and sponsors never pick the topics or the speakers.

Check my CE requirements Browse webinars

As of Oct 9, 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.

Free CE tools

Check your CE requirements, then let us keep count.

Hours, ethics minimums and deadlines for CFP, CIMA, CPWA, CFA and your state's IAR CE rule, each linked to the body that sets it.

Open the CE calculator Set up my CE tracker

The calculator needs no account.

Free webinars from around the industry

22 upcoming advisor webinars, 11 with confirmed CE

From 10 hosts. CE credit is as each host states it. Register with the host, then upload your certificate to your AdvisorIQ tracker.

  • Financial Planning Association
  • CFA Institute
  • Invesco
  • J.P. Morgan Asset Management
  • Morningstar
  • Capital Group
  • and 4 more
Browse industry webinars

Coming up

No live sessions are on the schedule yet. When they are, each one is listed here with its date, its sponsor and the CE credit it carries.

In the meantime, the CE calculator shows what you owe this cycle.

CE Tracker

CFP CE rises to 40 hours for cycles that begin after late 2027. We'll keep count.

One place for every credit you earn, here or anywhere else, with reminders before each deadline. Free for advisors.

Logged for you

Attend a session here and the credit lands in your tracker.

Credits from anywhere

Snap or upload a certificate. We read it and file it once you confirm the details.

Deadlines by designation

CFP, IWI, CFA and your state's IAR rules, on one timeline.

Reminders before each deadline

Email at 90, 30 and 7 days.

What does your cycle require?

Pick your designations.
CFP CFP Board

30 hours per 2-year cycle, including 2 ethics.

30 hrs
CIMA Investments & Wealth Institute

40 hours per 2-year cycle, including 2 ethics, 1 tax or regulatory.

40 hrs
CPWA Investments & Wealth Institute

40 hours per 2-year cycle, including 2 ethics, 1 tax or regulatory.

40 hrs
CFA CFA Institute

20 credits per year, including 2 Standards, Ethics and Regulations.

20 credits
State IAR CE NASAA model rule, adopting states

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.

12 credits

Select at least one designation to see your requirements.

Save to my tracker

We verify your CRD so credits match your record. Requirements shown are summaries; your designation body has the final word.

Dates that matter

Filing and CE deadlines, each checked against its official source.

Add these to my calendar

Industry events

Conferences, study groups and custodian events.

  • Oct 14 to 17
    NAPFA Fall 2026 National Conference
    Atlanta, GA · NAPFA says attendees earn CE through its sessions; the preconference workshop lists 8 NAPFA CEs. No total stated.
  • Oct 25 to 28
    2026 NSCP National Conference
    Orlando, FL · Up to 8.7 Florida CLE credits and up to 8.4 CPE credits. For other designations, attendees apply to their own designation body.
  • Oct 27 to 29
    Schwab IMPACT 2026
    Boston, MA · Schwab says attendees can expect 7 to 10 hours of CE credit (CFP, CIMA, CPWA, RMA, and CPE for CPAs).

Browse all events

Succession and M&A

Selling, buying or planning to hand it off someday

Plain answers on what practices are worth, who is buying, and how deals get structured.

What is my practice worth?

A private estimate from the numbers you enter. Nothing is shared without your permission.

Deal tracker

Announced RIA transactions, with buyer, size and structure where disclosed.

Guides

How deals are structured, the terms that matter, and how to plan a handoff.

Practice management content is not eligible for CFP Board CE today; under the 40-hour rule, up to 5 hours may count. How CFP CE works

How we work

Independent

Sponsors fund sessions. AdvisorIQ picks the topics and the speakers.

No pitches from us

AdvisorIQ emails are schedules, replays and deadlines. Never a product push.

No fees tied to flows

Sponsors never pay based on fund flows or assets raised.

Free for advisors

Webinars, replays, CE tracking and the calendar cost you nothing.

Read our editorial standards