Connect With Me

Introducing Kitces Online Courses

Learn. Practice. Master.

Empowering Advisors with The Skills They Need to Master Their Craft

Kitces.com is committed to making real financial advisors better and more successful. Being an exceptional advisor requires more than just being educated on technical information. It also requires having the skillset to apply that knowledge to the benefit of your clients.

It doesn’t just matter what you know, it matters what you can do on behalf of your clients in real-world situations.

That’s why we’ve created Kitces Courses to help you learn, practice, and master the important knowledge and skills you need to deliver the best service to your clients.

Our Commitment to Helping Advisors Advance Their Knowledge

The Course

How to Find Planning Opportunities When Reviewing a Tax Return

How to Find Planning Opportunities When Reviewing a Tax Return uses guided video tutorials and interactive skill-building exercises that take advisors from in-depth comprehension of a client’s tax returns to the practical application of the planning conversation. At the end of the course, advisors will be able to:

  • Recognize the different sections of Form 1040, including associated pages, schedules, and line items
  • Identify assets to gain insight on household financial health and stability, including assets that may not have been readily disclosed to you as a client’s advisor
  • Create a comprehensive net worth statement using the information from a client’s tax return
  • Guide tax planning discussions with clients based on data found on Form 1040
  • Design financial planning strategies by leveraging tax planning, cashflow, and lifestyle factors identified through a focused tax return review

Download Syllabus

Designed For Advisors with limited experience having financial planning conversations around a client’s tax return. 

The course was created to help advisors who have limited training on how to navigate a client’s tax return and who are looking for deeper insights into how to better spot planning ideas and opportunities. Advisors who have several years analyzing client tax returns may find this course is not suited for their advanced experience level. 

Please Choose Your Membership Level

Course Sign up for Non Members          Course Sign up for PREMIER MEMBERS

The course price is $397 for non-members.
Premier Members can register for $297 through the Member Section. Become a Member Today.
Please note that you must first make an account on the learning platform.
Please use your Kitces-related email to make your account, and then click on the course to sign up. 

Lead Instructor

Jeffrey Levine, Lead Financial Planning Nerd

CPA/PFS, CFP®, CWS®, AIF®

Jeffrey Levine, Lead Financial Planning Nerd at Kitces.com guides advisors through Form 1040 and its associated items and schedules, while interactive exercises reinforce the lessons from each module, moving advisors from comprehension to application.

Jeffrey Levine is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Director of Advanced Planning, Buckingham Wealth Partners.

Course Details

This self-paced course seeks to help advisors increase their value to their clients by using the tax return as a starting point for the financial planning conversation. Through 10 self-paced modules plus the Kitces Capstone Interactive Case Study, you will be able to hone your skills so you can deliver sound advice to your clients throughout their financial journeys.

  • Cost: $397 for Non-Members; $297 for Premier Members with Premier Member Code in the Member Section.
  • Discounts for Multiple People: If you are interested in purchases multiple registrations for the course, please see our course discount page.
  • Instructor: Jeffrey Levine, CPA/PFS, CFP ®, CWS ®, AIF®, MSA; Lead Financial Planning Nerd, Kitces.com
  • Duration: approximately 4-6 hours, self-paced
  • Instruction: 10 modules, guided video tutorials, application-focused activities, 5 real-world case studies plus the Kitces Interactive Capstone Module.
  • CE: Eligible for 6 hours of Continuing Education for CFP, EA, CPE, IWI and American College certifications, as well as most other relevant certifications.
  • This course is best for: Advisors who have limited to no experience reviewing and gaining key insights from their clients’ tax returns in the financial planning process. The ideal student will have a CFP certification and 0-5 years client-facing experience. It is not for more advisors who have extensive experience analyzing clients’ tax returns. 
  • Course Certification Requirement: You must receive a passing score of 70% on the final Kitces Capstone Interactive Case Study to receive a course completion certification.

Please Choose Your Membership Level

Course Sign up for Non-MemberS          Course Sign up for PREMIER MEMBERS

The course price is $397 for non-members.
Premier Members can register for $297 through the Member Section. Become a Member Today.
Please note that you must first make an account on the learning platform.
Please use your Kitces-related email to make your account, and then click on the course to sign up. 

What You Get When You Enroll in a Kitces Course

  • Guided instructional videos from industry experts, including Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL and Jeff Levine, CPA/PFS, CFP®, AIF, CWS, MSA
  • Multiple course modules with application-focused activities and real-world case studies
  • Skill-building practice to help you learn how to apply knowledge to daily work with clients
  • Self-paced course completion – learn whenever it is most convenient for you
  • CE Eligible (up to 6 hours for CFP, IWI, EA and American College. CPAs and other related designations can use the completion certificate to self report credit)

 

What Advisors Have Said About Kitces Courses

The Kitces tax course is an excellent tool for financial advisors to improve their knowledge of the personal tax return. As the lead planner in my firm, I will encourage all of my planning associates to take this course.

This course connects the dots between financial planning and the client’s tax return in a brilliant way. I can’t believe how many hidden gems of planning opportunities are sitting right in the return. I want to take the course once a year moving forward to refresh.

What used to be an intimidating task is now motivating and exciting. I would recommend this course because it includes everything you need to understand the Form 1040 elements, identify opportunities, and build a conversation with clients in various life stages.

Keep these courses coming!! The nerd team makes the best Continuing Ed for our industry that I’ve found!

Shape Created with Sketch.
Shape Created with Sketch.

Discount on Courses for Premier and Group Members

While the Nerd’s Eye View blog is free to all, Kitces.com Premier Members can access our Kitces Online courses for reduced costs, as well as all our webinars for free by logging into the Member Section.

If you’re not yet a member and you want to go deeper and get the best educational content in the financial planning industry, become a Premier Member today!

Become a Premier Member

If you are interested in purchasing multiple course registrations for your firm, please see our Discount Pricing for Groups.

Questions? Please email us at courses@kitces.com.

FAQs

Who is this course designed for?

The course is designed for advisors who have limited to no experience reviewing and gaining key insights from their clients’ tax returns in the financial planning process.

How much time does the course require?

This self-paced course requires approximately 4-6 hours to complete.

Is the course CE eligible?

Yes! The course is eligible for 6 hours of continuing education credit. You must receive a passing score of 70% on the final Kitces Capstone Interactive Case Study to receive a course completion certification.

How is CE Reported?

We will report continuing education credit directly to the following organizations: CFP, IWI, EA (IRS) and American College. CPAs and other related designations can use the completion certificate to self report credit.

Will I receive a certificate?

Yes! Once you achieve a passing score of 70% on the Kitces Capstone Interactive Case Study Review, you’ll be prompted to download a course completion certificate.

How long will I have access to the course?

The course has no end date, however the content may be modified or deleted if no longer relevant or applicable when considering current industry standards, practices, or legal framework.

What is the refund policy?

You may receive a full refund for Kitces Courses within 45 days of purchase or prior to a completion certificate being issued, whichever comes first.

Can I purchase courses for a group at a discounted price?

Yes! Please email courses@kitces.com for additional information.

Who can I contact with further questions?

Please email us at courses@kitces.com.

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 42,245 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 42,245 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Join 42,245 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

X

Want to know how to explain what your advice is worth?

Get popular report "Quantifying the Value of Financial Planning Advice"!

X

Join 42,245 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

X

JOIN 42,245 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

Your email address will be used solely for Kitces.com updates and NEVER sold or shared with anyone!

JOIN 42,245 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

100% privacy. At Kitces.com, advisors come first. 

JOIN 42,245 FELLOW FINANCIAL ADVISORS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice