Questions About the Course
Who is this course designed for?
The How to Find Planning Opportunities When Reviewing a Tax Return 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?
The course requires approximately 4-6 hours to complete. The course is entirely self-paced, and we recommend setting aside an hour or two over several days in which you can go through the videos and skill-building exercises uninterrupted
How long will advisors 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.
I’m a Premier Member. How do I use the Premier coupon?
Simply visit the course page on Kitces.com and click the green button that says “Course Sign Up for Premier Members” to view the coupon code. Then when you go to our Learning Management System (LMS) and click “Get this course,” you’ll sign up (ie. create a new account because the LMS is not connected already to your Kitces.com username/password) and be directed to the payment pop-up. When you get to the payment pop-up, click “Got a coupon?” and a field will appear for you to enter the Premier code.
My username and password aren’t working.
If you’re trying to sign onto the Learning Management System (LMS) for the first time by using your Kitces.com Members Section credentials, you will be unable to do so because this information is not already connected with the LMS. Please create a new username and password if this is your first time signing up for Kitces Courses. If this isn’t your first time signing up for Kitces courses and you’re unable to access your account, please follow these steps to reset your password:
1. Go to the Learning Management System
2. Click Forgot your password? below the Password field.
3. On the Reset password page, type your username or email in the respective field and click Send.
4. An email with further instructions is automatically sent to you. Follow them to set a new password and access your account.
I bought the course, but I don’t know how to sign in and get started.
Thanks for purchasing a Kitces Course! The course is housed in a Learning Management System (LMS) that isn’t connected to your Kitces.com username and password or the Members section. When you signed up for the course, you were prompted to create a new account with the LMS by clicking “Sign up.” From there, you entered your payment info and purchased the course. Now, you can begin the course by using that same new username and password to sign into the LMS. Click here to log into your LMS account and begin the course modules.
CE and certificates
Is the course CE eligible? How is CE reported?
The course is eligible for 6 hours of Continuing Education for CFP, EA, CPE, IWI and American College certifications, as well as most other relevant certifications. Kitces.com will report CE for CFP, IWI, EA and American College certifications on your behalf on the 1st and 16th of each month. A completion certificate will be issued so you can self-report CPE and other relevant CE. Once you achieve a passing score of 70% on the Kitces Capstone Interactive Case Study Review at the end of the course, you will be prompted to download your course completion certificate.
Will I receive a certificate?
Once you achieve a passing score of 70% on the Kitces Capstone Interactive Case Study Review, you will be prompted to download a course completion certificate. You can also download your certificate by signing into your Learner portal and completing the following steps:
1. Click Home
2. On the vertical panel to the right, click Progress
3. Click Certifications from the horizontal menu bar at the top
4. Click the circle icon below Options to download your certificate
Where do I add my certification number information?
If you didn’t include your certification number information upon signing up for the course, no worries! You can add it easily after signing into your Learner portal and completing the following steps:
1. Hover your mouse over Learner in the top right menu to see a dropdown appear
2. From the dropdown, select My Info
3. Update the certification fields shown and click Update User
Payments and Refunds
What is the refund policy?
Advisors may receive a full refund for Kitces Courses within 45 days of purchase or prior to a completion certificate being issued, whichever comes first.