Advancing Knowledge in Financial Planning
Become a Kitces.com Member
And Learn How to Excel in Your Practice
Exclusive Content That Goes Deeper
While the Nerd’s Eye View blog is free to all, the Kitces.com Members Section includes additional exclusive content available only to members, including white papers, webinars, and unique member resources. If you want to go deeper and get the best educational content in the financial planning industry to be more successful, you will love a Kitces.com Premier membership.
Leverage Your Time by Getting CE Credit for What You Should Already Be Reading!
The Nerd’s Eye View blog is already the most widely read blog amongst financial advisors, providing in-depth financial planning strategies you can apply with your clients. By taking that next step and joining the Members Section, you get the opportunity to earn CFP and Investments & Wealth (formerly IMCA) CE credits for what you’re already be reading, along with CPE credits if you’re a CPA! In fact, with the Kitces.com Members Section, you can have one high-quality source of 15+ hours per year of online on-demand CFP CE credits (including Ethics!), to fulfill all the educational hours for your annual CFP Continuing Education requirements.
The Highest Standards In Continuing Education!
You take professional standards seriously – that’s why you have professional designations that require CE credits! We take standards seriously, too – which is why we’ve gone through the certification process with both the National Registry of CPE Sponsors through NASBA, as well as the CFP Board’s Quality Partner program. Which means our content meets the highest standards in instructional design, to maximize its actual educational value to you!
Come learn with a community of financial planners you’d be proud to call your colleagues.
The Benefits of Kitces.com Membership
No Fee Webinars and Premier Member-Only Office Hours
Our commitment to delivering relevant information to our advisor community begins by asking what our Members want to know. Every month, Michael invites an industry expert to host Members-only Office hours with him, where the conversation is guided by what our Premier Members ask and vote on, from questions on the latest news to challenges and opportunities they’re facing in their practice.
Upcoming Events
Finding The “Right” Fees To Charge For Your Advisory Services
February 12, 2021 @ 3:30 PM EST
ALAN MOORE, Co-Founder, XY Planning Network
MARK TIBERGIEN, Business Advisor, Mark Tibergien Insights, LLC
Join us in February for Office Hours where Michael Kitces and guests Alan Moore and Mark Tibergien will answer your questions about how to price your advisory services and determine the “right” fee to charge, as well as share the latest Kitces Research data on financial advisor fee pricing.
How To Compensate Employee Advisors For Growth And Retention
March 12, 2021 @ 3:30 PM EST
Angie Herbers, Chief Executive and Senior Consultant, Herbers & Company
Compensation is one of the most influential drivers of employee motivation, and is often used by employers as a way to guide their team’s behaviors. At our March edition of Kitces Office Hours, Michael Kitces and expert guest Angie Herbers, Chief Executive and Senior Consultant at Herbers & Company, discuss the common mistakes that many financial advisory firms make in developing their compensation models for employee advisors, as well as the drivers behind compensation that actually do (and don’t) motivate employees.
How To Compensate Employee Advisors For Growth And Retention
March 12, 2021 @ 3:30 PM EST
Angie Herbers, Chief Executive and Senior Consultant, Herbers & Company
Compensation is one of the most influential drivers of employee motivation, and is often used by employers as a way to guide their team’s behaviors. At our March edition of Kitces Office Hours, Michael Kitces and expert guest Angie Herbers, Chief Executive and Senior Consultant at Herbers & Company, discuss the common mistakes that many financial advisory firms make in developing their compensation models for employee advisors, as well as the drivers behind compensation that actually do (and don’t) motivate employees.
Why current members and industry leaders think a Kitces membership is worth the investment…
The Kitces Report is a vital component of our firm’s on going education.
There is no other source that continuously covers the broad range of technical topics our profession needs.
The Kitces Report is an essential element of any serious practice.
Not getting Michael’s Kitces Report? Seriously? If you’re as practitioner you MUST subscribe.
Other publications are optional. The Kitces Report is not.
Get Access To Michael’s Most Popular Charts And Graphics For Your Practice
Want access to the graphics from Nerd’s Eye View, and Michael’s most popular charts to use with your clients and in your practice?
The Members Section Resources area gives access to the entire Kitces Graphics Library for you to search and use on your website and in your newsletters and communications with clients.
In addition, our Members Section Resources provide printable charts you can refer to and use with your clients, including:
- Marginal Tax Rates for 2020
- How to Quantify the Value of Financial Planning
- Segmenting Services and Perks For A, B, and C Clients
- Crafting an Annual Client Service Calendar
- A 1-Page Financial Advisor Business Plan
… and more are being added all the time!
Automatic Reporting of Your Earned CE
All CE credit for CIMA, CIMC, CPWA, and CFP certificates is automatically reported on your behalf to Investments & Wealth Institute and CFP Board on the 1st and 16th of every month, based on completion of the requisite CE quizzes! (Completion certificates are provided for those who wish to self-report more quickly, as well as for NAPFA members and CPAs who are required to self-report.)
Get your CE, and then get back to your clients. We’ll handle the CFP Board and IWI reporting!
Have additional questions about CE? See our frequently asked questions at the end of the page!
Live Monthly Office Hours sessions with Michael & Other Leading Industry Experts
The financial planning industry is constantly in flux and changing. Though Kitces.com prides itself on being a leader in helping to guide advisors through those changes, there will always be questions we either haven’t yet answered or haven’t done so in some time. Or, maybe you just want to get Michael and other industry expert’s perspective on the unique challenges and opportunities you face with your own practice.
For this reason, we created Monthly Office Hours to give our Premier Members more direct and exclusive access to Michael and his team. Each month, Michael and other industry leading experts will spend an hour answering questions submitted and voted on by those in our Premier Membership community.
Access to Exclusive Kitces CFP Ethics CE
Kitces.com Members are the only planning professionals able to get their CFP Ethics CE in a different way! Currently, the CFP Board mandates that CFP Ethics providers to use the CFP Board’s standardized presentation and script… with one exception. Here at Kitces.com, we have been approved as a pilot program to provide CFP Ethics differently than any other program.
Here’s what our Exclusive Kitces Ethics CE provides:
- Four ethics-focused articles written by Michael Kitces, that fulfill the 2 hour CFP Ethics CE Requirement. Which means you will not only receive the required information for Ethics CE, but be able to read it at your own pace, and gain more practical perspective about what it really means and how to apply it in your firm… from a leading voice in financial planning.
- The CFP Board’s mandated Ethics quiz for CFP CE credit.
Michael is often our first stop when researching a complex financial planning issue.
Many of us at my firm are faithful followers of Michael’s work, whether it’s the Weekend Reading for Financial Planners, the Nerd’s Eye View emails or the wonderful research that Kitces produces. The quality of Michael’s whitepapers on a broad range of topics is impressive. His concise executive summary and effective use of topic headers allows readers to zero in on the things that matter most to them. We also appreciate how well he uses charts and graphics to aid in the explanation complex topics. Thank you Michael!
The Kitces Report is an invaluable resource that offers both timely analysis and practical solutions to the pressing challenges of the day.
Combine that with the kind of technical deep dive found in the Kitces White Papers and you’ve got the one essential resource for any financial planner committed to practicing at the top of their game.
Straight Answers to Frequently Asked Questions:
If you just want check-the-box CE for free, we know there are plenty of alternatives out there from a wide range of industry magazines. But if you’re tired of getting “continuing education” that doesn’t actually teach you anything, and you really want to learn, we’re confident that you will find the cost to be quite reasonable for the takeaways you can apply with your clients!
The content on the Nerd’s Eye View blog is free and available to everyone. If all you want to do is read it for yourself, go for it.
The Members Section is where you go to earn CE credit for what you’re already reading. You also get access to our additional exclusive content, including the white papers, webinars, and other Member Resources.
If you’re already going to be reading the blog to stay at the top of your game as a financial planner, you might as well make a small investment in the Members Section to get CE for what you’re already reading!
Within minutes of your purchase, you’ll receive a transaction receipt and login details. Please give our system 10-15 minutes to process your order, and check your spam folder just in case your confirmation email gets filtered.
If at any point you have any questions, our customer service team is happily waiting nearby to answer any questions you may have! Simply email us at members@kitces.com.
Twice a month, generally on the 1st and 16th. CE is reported directly to the CFP Board and the Investments & Wealth Institute (formerly IMCA). Completion certificates are also provided via email after each course is completed. You can use these for self-reporting to NAPFA, PACE for the American College (e.g., for CLU, ChFC, and RICP designations), and for CPA CPE credits, or to expedite self-reporting to CFP Board & IWI if you prefer.
Yes, we have group subscriptions available for multi-advisor firms. See https://www.kitces.com/group-subscriptions/ for further details.
Absolutely not! But we’ll be sad to see you go if you decide to cancel! You can cancel your monthly Basic membership at any time by emailing members@kitces.com.
Basic subscriptions (payable monthly) are eligible for a refund for up to 7 days from the date of purchase or upon passing the first CE quiz, whichever comes first.
Annual Premier subscriptions can be cancelled anytime for a full refund in the first 90 days or after taking up to two CE quizzes.
Inside Information is the industry’s leading newsletter on practice management for financial advisors. Published by long-time industry commentator Bob Veres, Inside Information covers the latest practice management trends to help you run a better advisory business and be more successful!
Please note that this special offer is only for first-time subscribers to both Inside Information, and the Kitces.com Members Section.
Yes! We offer CFP Ethics CE credits when you sign up for our Premier or Inside Information Combo membership tiers.
There are no state insurance CE credits available on Kitces.com. However, you will receive a completion certificate after each course, which you can self-report for insurance CE credit if your state allows.
The American College requires its CLU, ChFC, RICP, WMCP, and other designees to self-report their CE credits for PACE. The CE credits in the Kitces.com Members Section are eligible for PACE, and a completion certificate will be provided for self-reporting purposes once the requisite CE quizzes are passed.
All CE credits available in the Kitces.com Members Section are eligible to satisfy NAPFA CE requirements. Completion certificates will be provided upon passing the requisite CE quiz that you may use for self-reporting your bi-annual NAPFA CE obligations.
No, our open-access pricing allows you to claim CE credit for all eligible designations – including CFP certificants, CIMA and CPWA designees, those with a CPA license, and any other organization that requires and allows for self-reporting of CE credits (e.g., NAPFA, or PACE for those with the CLU, ChFC, and RICP designations).
If you have any additional questions about the Kitces.com Membership or the signup process just email membership@kitces.com and we’ll get right back to you.
Abacus depends on The Kitces Report for mastery of complex topics – training our new and seasoned advisors.
Continuous learning is a must for a trusted advisor. Abacus depends on The Kitces Report for mastery of complex topics – training the new and the seasoned advisor. Each of us also appreciates The Kitces Report as a go-to resource for those “blue moon” questions that need an immediate answer.
