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!
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.)
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.
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!
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.
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 [email protected].
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 [email protected]. 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 [email protected] and we’ll get right back to you.