Advancing Knowledge in Financial Planning
INTRODUCING: The
Kitces.com Members Section
Finally, Continuing Education For Financial Planners That Actually Teaches You Something!
As a lifelong learner of all things financial planning, I know first hand how hard it is to find accurate and well-researched information.
The internet is an amazing place… but it can take a lot of searching to find a credible, authoritative, trustworthy source you can really trust to give you the right answer.
And that’s why I launched Kitces.com. Because I was spending so much time researching financial planning topics for clients myself, I decided to share what I was learning back with the entire advisor community.
But then a funny thing happened. We became the #1 blog for financial advisors across the entire industry. Some advisors were spending so much time reading our content on financial planning strategies, that they asked: “Could we get continuing education credit for this?”
… and so the Kitces.com Members Section was born.
In the Kitces.com Members Section, you’ll find more than enough hours of CE you need to fulfill the ongoing educational requirements for CFP and Investments & Wealth (IWI, formerly IMCA) CE obligations every year. (CFP Ethics CE credit not included, though.) And since we first launched it almost a decade ago, we’ve added more and more to the Members Section, including The Kitces Report (exclusive members-only white papers on advanced financial planning strategies), webinars (for those who prefer to hear and see the content instead of reading it!), and even more member resources that you can use in your business and with your clients.
All built around one fundamental principle: that continuing education for financial planners should actually teach you something useful!
You Won’t Like Our Content… Unless You’re Serious About Trying To Become A Better Financial Planner.
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. And joining the Members Section gives you the opportunity to earn CFP and Investments & Wealth (formerly IMCA) CE credits for what you may already be reading, along with CPE credits if you’re a CPA! In fact, with the Members Section, you can have one high-quality source to fulfill all the educational hours for your annual CFP Continuing Education requirements (including instant access to 15+ hours of online on-demand CFP CE credits!). (CFP Ethics Credits Not Included At This Time.)
Exclusive Content For Those Who Really Want To Go Deeper!
While the Nerd’s Eye View blog is free to all, the Kitces.com Members Section includes exclusive additional content available only to members, including in-depth white papers on advanced financial planning strategies, webinars, and unique member resources you can use in your practice to illustrate key financial planning concepts to your clients.
Technical Topics Explained Clearly, From The Nerd You Can Trust.
As you may have noticed from reading the Nerd’s Eye View, our content isn’t quick and easy to read, but it is thorough, well researched, and explained clearly. And that’s what you can count on for all the content you’ll find on Kitces.com, including the exclusive bonus content in our Members Section. In fact, a lot of our Members don’t even go to Google anymore to search for information; their first stop is to search directly on Kitces.com!
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, and also the CFP Board’s Quality Partner program. Which means our content meets the highest standards in instructional design, to maximize its actual educational value for you!
Come learn with a community of financial planners you’d be proud to call your colleagues.
What is inside the Kitces.com Members Section?
(click an icon to learn more)
Instant Access to 30+ Hours of Online On-Demand CPA & CFP CE Credits
Choose your favorite form of CE: earn credit for reading the Nerd’s Eye View blog, watch a webinar, or review a in-depth, idea-rich white paper!
Plus, CE opportunities always stay fresh. Every month we release a new blog quiz worth 1.0+ CEs with the CFP Board and IWI, as well as CPE credits for CPAs. Earn CE for content you are already reading!
Access to Exclusive White Papers & 10 Years of Archives
Get instant access to our white papers, “The Kitces Report”, providing in-depth analyses of advanced financial planning strategies. Currently the Members Section holds 50+ White Papers, and new issues are released 3 times per year.
A few of our most popular issues of The Kitces Report include:
- Strategies to Maximize the Value of a Tax-Free Roth
- The New World of Security Planning
- Quantifying The Economic Value of Financial Planning
- Qualifying a Trust as the Designated Beneficiary of a Stretch IRA
(White papers are eligible for 1.5+ hours of both IMCA, CFP CE, and CPA CPE credit per issue!)
On-Demand Webinars on Advanced Financial Planning Topics
Enjoy on-demand access to half a dozen webinars from Michael Kitces on advanced financial planning topics! Each year several new topics are added. Video webinars are also eligible for CFP CE, and CIMA and CPWA continuing education credits as well (with CPE eligibility for CPAs now available as well)!
Just some of the webinars instantly available on demand after joining the Members Section include:
- Generating Tax Alpha With Effective Asset Location
- Strategies For Managing Sequence Of Return Risk in Retirement
- An In-Depth Look at Optimal Rebalancing Strategies
… plus several being added every year!
This membership is worth the investment…
see what current members (and industry leaders) have to say!
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.
Borrow Some Of Michael’s Most Popular Charts For Your Practice
Want access to Michael’s most popular charts to use with your clients and in your practice? The Members Resources section has printable charts you can refer to for:
- Marginal Tax Rates for 2019
- 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 certificants 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! (NAPFA members and CPAs will receive completion certificates to use for required self-reporting.)
Get your CE, and then get back to your clients. We’ll handle the CFP Board and IWI reporting!
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. Plus access our additional exclusive content, including the white papers, webinars, and other Member Resources.
But if you’re 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, which you can use 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.
We’ll be sad to see you go, but absolutely not. Cancel your monthly Basic membership at any time by emailing members@kitces.com. Annual Premier subscriptions can be cancelled anytime in the first 90 days or up to two quizzes for a full refund.
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!
There are no CFP Ethics CE credits available at this time in the Members Section, but it’s something we’re considering for the future! Stay tuned!
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.
