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AdvisorIQ

Tracks continuing-education hours and deadlines for financial advisors across CFP, CIMA, CFA and state IAR rules, and hosts advisor webinars.

Actively maintained

LearningComplianceFree tier
advisoriq.com ↗
Open advisoriq.comAlternativesSet it up for my teamIs AdvisorIQ yours? Claim the card →
At a glanceswept Oct 22, 2026

not read yet

Use

For
Financial advisors who must track continuing education credits across CFP, CIMA, CFA or state IAR rules.
Activity
Actively maintainedsite updated 6 days ago
Company
AdvisorIQ LLC · Domain since 2007privacy policy · domain registered
Used for
  • track CE credits against CFP, CIMA, CFA and state rules
  • find webinars that count toward continuing education
  • check state IAR CE hours and deadlines
Worth knowingcomputed from what we read · each with its source
  • On the web since 2007, older than 97% of its shelfINITE Atlas
  • Has an MCP server (1 in the registry)public registry →
  • Publishes llms.txt, a file written for AI assistantsadvisoriq.com ↗
Your datawhat they publish, each line with its page · read Oct 24, 2026

These are AdvisorIQ's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.

How a program reaches itfound, not claimed · read Oct 24, 2026
  • MCP servercom.advisoriq/advisoriqverified in the MCP registry
  • Stateanswers, 13 toolschecked 2026-10-24
  • Address to connectmcp.advisoriq.com
  • MCP docsadvisoriq.com/mcpthe vendor's page ↗

MCP server details →

This card as JSON, for your agent →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Alternatives in Learningby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

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From people who use itnot part of the reading

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Questions this page answers
  • What is AdvisorIQ?

    Tracks continuing-education hours and deadlines for financial advisors across CFP, CIMA, CFA and state IAR rules, and hosts advisor webinars. It is listed in the Atlas under Learning and made by AdvisorIQ LLC.

  • Who is AdvisorIQ for?

    Financial advisors who must track continuing education credits across CFP, CIMA, CFA or state IAR rules.

  • Do people use AdvisorIQ?

    Little sign of use.

  • Is AdvisorIQ still maintained?

    Actively maintained: site updated 6 days ago.

  • Who owns AdvisorIQ?

    AdvisorIQ is run by AdvisorIQ LLC, per its privacy policy (2026-10-24).

  • What are alternatives to AdvisorIQ?

    In Learning, by use: Enrolvo, Kibu, TrustExam.ai, Pedagrade, Pavecfi.com, Coddy.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.

How we read every tool → · By INITE Atlas Desk