Welcome to Financial Advisor IQ
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Frequently Asked Questions

  1. How do I get full access to Financial Advisor IQ articles/content?

    Financial Advisor IQ content is available to registered users only. If you are not yet a registered user, please sign up to get full access. There is no cost. If you are already a registered user, please click here to log back in. If you need to reset your password, click here .   

  2. I'm already a registered user. Why am I being asked to sign up again?

    Most likely the "cookies" on your internet browser got deleted. Click here to log back in. After you log in, it should go back to the way it was before this issue — simply click on an article to go directly to the full story. If you need to reset your password, click here .

  3. I forgot my log in information. Can you email it to me?

    The email you have on file with us and the password that was used when you registered are required in order to access your Financial Advisor IQ account.

    If you forgot your email address, please log a case below or call (212) 542-1245 to contact customer support.

    If you forgot your password, please visit the password reset page here or call (212) 542-1245.

    If you forgot both your email on file and password, please log a case below or call (212) 542-1245 to contact customer support. 

  4. I'm no longer receiving Financial Advisor IQ e-mail alerts.

    Please send us an e-mail or call (212) 542-1245 to contact customer support.

  5. Do you share my personal information with third parties?

    The short answer is no. Your e-mail address and personal information will not be shared. For a full explanation, please review our privacy policy .


FAQs for ThinkTank Publishers

  1. What is CE accreditation?
  2. How do I submit my content for CE accreditation?
  3. What are the CFP Board Principle Topics?
  4. What is accreditable content?
  5. How long will it take for my content to be accredited?
  6. How will I know that my content is accredited?
  7. What happens if my content is not accepted for accreditation?
  8. Can I see how much credit advisors are earning on my content?
  9. How do I make changes once I have submitted content for accreditation?
  1. What is CE accreditation?

    Any advisor with a professional certification is typically required to complete a set number of credit hours of continuing education CE to maintain their qualification. FA-IQ ThinkTank allows publishers to submit content for accreditation and therefore achieve higher engagement from advisors.

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  2. How do I submit my content for CE accreditation?

    Download this guide to see how: How to publish CE accredited content on ThinkTank

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  3. What are the CFP Board Principle Topics"?

    For a document to be accredited, its content must align with one of eight CFP Board Principle Topics.

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  4. What counts as accreditable content?

    We can only accredit content that matches the selected knowledge topic and therefore must discount any pages with extraneous content. This includes titles pages, promotional / marketing material and disclaimers. As we calculate CE credit against the number of words in the document, we cannot count any words contained in document images.

    If you are unsure whether your content fits this criteria, contact us.

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  5. How long will it take for my content to be accredited?

    We aim to have your content accredited and published on FA-IQ ThinkTank within a few days of your submission, however depending on the amount of submissions this can take up to one week.

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  6. How will I know that my content is accredited?

    We will send you a notification by email once your content has been accredited. You will also notice a CE related logo next to your content on the FA-IQ ThinkTank site.

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  7. What happens if my content is not accepted for accreditation?

    Your content may not be accredited if it does not fit a knowledge topic or is less than 1800 words (excluding extraneous content). We will notify you by email and publish the document on FA-IQ ThinkTank without CE accreditation.

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  8. Can I see how much credit advisors are earning on my content?

    Coming soon. Publishers with a premium license will be able to view engagement data relating to CE credit earned from their content.

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  9. How do I make changes once I have submitted content for accreditation?

    Once submitted for accreditation, changes cannot be made via the publisher’s portal. If you wish to make a change, contact the ThinkTank team.

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Earning CE Credits on FA-IQ ThinkTank

CFP Board + FA-IQ ThinkTank Program Description and Learning Objectives

FA-IQ ThinkTank provides access to a range of white papers that fall under CFP Board's Principal Knowledge Topics. Authors of these papers represent the industry's leading financial institutions. CFP® professionals can earn up to 15 hours of CE credits per reporting period. This unique opportunity is made available through the use of technology that monitors time and activity with the content. CE is reported in 50 minute increments as accrued through active interaction with one or more white papers.

After reading white papers designated for CFP Board CE, attendees will be able to provide more competent, ethical advice to their clients.

FAQs for FA-IQ ThinkTank users

  1. What is CE accreditation?
  2. How do I register to earn CE credit on ThinkTank?
  3. Once registered, how do I earn CE credit on ThinkTank?
  4. Do I need to answer a quiz?
  5. Why am I restricted from advancing quickly through a document in CE mode?
  6. Can I return to a partially completed document?
  7. Can I earn CE credit by reading content offline?
  8. Does this work on mobile devices?
  9. How much CE credit can I earn on ThinkTank?
  10. Will I get a certificate for each credit hour?
  11. Will you notify my CE credit provider?
  12. Can I earn credit for multiple designations?
  1. What is CE accreditation?

    Once an advisor has attained their professional certification, they are typically required to complete a set number of credit hours of continuing education CE prior to their qualification renewal date. FA-IQ ThinkTank allows advisors to earn up to 15 credit hours for their respective awarding body by reading accredited content on the website.

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  2. How do I register to earn CE credit on ThinkTank?

    In order to start earning CE credit on FA-IQ ThinkTank, you must first register your CE status. If not already registered, you will be prompted with a registration box when you open any CE accredited content. You can also enter your CE credentials on your FA-IQ account page HERE

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  3. Once registered, how do I earn CE credit on ThinkTank?

    It's easy to start earning CE credit on ThinkTank. Download this guide to see how: How to earn CE credit on FA-IQ ThinkTank

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  4. Do I need to answer a quiz?

    No. Once in CE Mode, we are able to monitor your active reading time on accredited documents. Provided that you have registered for CE and completed a document in CE Mode, your time spent reading that document will be applied towards your next CE credit hour (note that each document has a maximum available credit limit based on word count).

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  5. Why am I restricted from advancing quickly through a document in CE mode?

    Every page on an accredited document includes a minimum time threshold that you are required to complete before advancing to the next page. This ensures that we can verify your engagement with each page of the document and award the respective CE credit to your account.

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  6. Can I return to a partially completed document?

    Yes. If you have only completed a portion of the document, you will be able to pick up where you left off the next time you open the document. You will only be awarded credit for the document once you have completed it.

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  7. Can I earn CE by reading ThinkTank content offline?

    No. We are only able to verify your engagement with a document by measuring your active reading on-screen. You must be connected to the internet and in ‘CE Mode’ on the ThinkTank site to earn credit.

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  8. Does this work on mobile devices?

    Yes. Provided that you are reading accredited content in ‘CE Mode’.

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  9. How much CE credit can I earn on ThinkTank?

    You can earn up to 15 hours of CE credit every 2 years.

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  10. Will I get a certificate for each credit hour?

    Yes. We provide you with a certificate for each credit hour you have earned on ThinkTank. You can access and download these certificates by clicking the ‘My CE Profile’ button at the top of the ThinkTank home page.

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  11. Will you notify my CE credit provider?

    Yes. In order that your credits are applied to your main CE provider account, we send any full credit hours earned on ThinkTank along with your registration details to your CE credit providers.

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  12. Can I earn credit for multiple designations?

    Currently we offer CE credits for CFP® professionals only. We are working on adding other designations soon. Please let us know if there are other designations that you would like to earn CE for. Contact us

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