AdvisorIQ
by FastDrop
CE requirements for US advisors by designation and state, and data on every US RIA, with sources.
CE requirements for US advisors by designation and state, and data on every US RIA, with sources. Official MCP Registry: com.advisoriq/advisoriq@0.2.0. Remote endpoint: https://mcp.advisoriq.com
Problem it solves
Discoverable MCP server listed in the official MCP Registry.
How it's different
Remote MCP endpoint ingested from the official registry and probed by FastDrop.
Ingested from the official MCP Registry
FastDrop pulled this entry from the official MCP Registry as com.advisoriq/advisoriq and probed the endpoint. The maker did not submit it, so the outbound link is not endorsed
and the description is not theirs.
If this is your server, claim the listing to edit it and take ownership. The registry index lists everything else still awaiting a probe.
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Read directly from the endpoint on 6 Oct 2026. Not supplied by the maker.
ce_requirementsThe continuing education rule for one designation as AdvisorIQ has confirmed it from the body that sets it: hours or credits per cycle, category minimums (ethics and others), how the cycle is set, car
ce_calculateWhat an advisor owes this cycle for a set of designations, with the deadline and days left, computed by the same engine as AdvisorIQ's CE calculator. CFP, CIMA, CPWA, RMA and American College (ChFC, C
iar_ce_stateWhether one US state or territory requires continuing education for investment adviser representatives (IAR CE), since when or from when, and what it requires, from NASAA's IAR CE map and model rule w
iar_ce_statesEvery jurisdiction on NASAA's IAR CE map with its status this year (in effect, adopted and starting later, not adopted), the counts, the requirement where it applies, and the open questions about the
compliance_deadlinesConfirmed regulatory and CE deadlines for advisers and their firms between two dates (default: today to a year out), each with the rule that sets the date, its official source and the date checked. Fi
upcoming_webinarsLive AdvisorIQ webinars scheduled from now, soonest first, with the time in Eastern, presenters, sponsor, and the CE credit each offers with its approval status. Filter by topic and by credit (CFP, IW
replaysPublished replays of AdvisorIQ webinars, newest first, with length, sponsor, and self-study CE credit where a body approved it. A replay earns CE only where the body approved a self-study version.
search_researchPublished AdvisorIQ research articles matching words in the title, summary or text, newest first. Then get_article with a slug to read one.
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