Advancing Knowledge in Financial Planning
Finally, Continuing Education For Financial Planners That Actually Teaches You Something!
As a lifelong learner of all things financial planning, I know firsthand how hard it is to find accurate, credible and well-researched information to ensure you’re giving clients the right answers.
And that’s why I launched Kitces.com. Because I was already taking the time to research financial planning topics for clients myself. So I decided I would share what I was learning back with the entire advisor community.
“Best of the Best for Advisors”
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, they began to ask, “Could we get continuing education credit for reading all of 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 to fulfill the ongoing educational requirements for CFP (including CFP Ethics!), Investments & Wealth (IWI, formerly IMCA) and American College designations, and Investment Advisor Representative (IAR) CE obligations every year. (Eligible for EA and CPA CPE credits as well.)
And, in the decade since we first launched it, we’ve added more and more to the Members Section; including:
Throughout all of our changes and growth, Kitces content has been developed around a single principle: continuing education for financial planners should actually teach you something useful!
Though this principle describes what we do, it is why we do it that truly illustrates the Kitces team’s mission, which is:
To help financial planners who are serious about their craft to fulfill their sacred duty to clients by advancing the knowledge and practice of financial planning…
…by being the leading online source of research, resources, education, and training for real financial planners.
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, Investments & Wealth (formerly IMCA), American College, and IAR CE credits for what you’re already 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 IAR CE (there is an IAR CE reporting fee of $36/year) and CFP Continuing Education requirements.
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 membership.
As you may have noticed from reading the Nerd’s Eye View, our content isn’t quick to read. Instead, it is thorough and well researched, while still explained clearly and written in a way that all advisors can understand. And that’s what you can count on for all the content you’ll find on Kitces.com: a combination of high-impact analysis and insights with plain talk for advisors, which has propelled the Kitces platform to become the leading source of education and insights in the advisor community. 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 the National Registry of CPE Sponsors through NASBA, and the CFP Board’s Quality Partner program, as well as North American Securities Administrators Associations (NASAA). 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.
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 [email protected].
CE is reported directly to the CFP Board and the Investments & Wealth Institute (formerly IMCA) every week. IAR CE is automatically reported to NASAA every week only with the purchase of the $36/year IAR CE Add-On.
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 [email protected].
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 [email protected] and we’ll get right back to you.
We are approved by NASAA to be a content provider of IAR CE courses. Our Nerd’s Eye View blog content and certain The Kitces Report white papers are IAR CE eligible.
Our Course Catalog covers all 12 hours of the annual IAR CE requirements, including Ethics and Professional Responsibility and Practice and Products.
Notably, part of the IAR CE obligation is a mandatory “IAR CE reporting fee” of $3 per CE credit hour (or $36/year to report all 12 hours of CE), which must be collected by CE providers and then remitted to FINRA (the manager of the IAR CE reporting database) when the IAR CE is reported. (Advisers are not eligible for self-reporting their IAR CE; unfortunately, it must be reported by a CE provider, with the attendant $3/hour reporting fee.) As a result, Kitces.com is required to collect a $36/year “IAR CE Reporting Fee” for any advisers who choose to earn IAR CE with Kitces.com to cover the mandatory reporting costs being imposed on IARs.
The following states implemented the IAR CE model rule:
2 more are expected to have their new laws passed in time for 2023: Nevada and Rhode Island
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