The Kitces Report – CFP and IMCA CE For Sample Issue of The Kitces Report

Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

Purchase CFP and IMCA CE Quiz Access For Sample Kitces Report

NEW Kitces Training Course

You’ve started the planning process—but how do you actually start the planning process?

Every advisor approaches discovery a little differently, some jump straight into collecting data or identifying goals, like vacation homes or grandkids education. But beginning intentionally with deep discovery builds trust and commitment from the start.

We’ll show you how to structure and craft a discovery process to uncover what truly matters and connect with clients on a deeper level. Ultimately, to help clients feel more motivated to move forward with meaningful financial planning.

Learn More