As a reader of the Nerd’s Eye View, you already have unlimited access to all of our blog content as it’s released. And because it’s our mission to advance knowledge in financial planning, all of this content is made available for free.
In addition, by reading each of the technical financial planning articles that come out on Wednesdays, you are eligible to gain at least 1 hour of CFP continuing education (CE) credits, Investments & Wealth Institute continuing education (formerly IMCA, for CIMA, CIMC, and CPWA certifications), and Investment Advisor Representative (IAR) continuing education every month, in addition to CPE credits as a CPA!
By joining our Members Section as a Basic member, you gain access to monthly CFP, CPA, and IWI CE quizzes (new quizzes available at the end of each month) that allow you to earn continuing education credits for what you’re already reading! You also get access to our member-exclusive monthly educational webinars, providing you with even more CE opportunity!
We even submit your completed continuing education credits directly to IWI, American College, and the CFP Board on your behalf on a semi-monthly basis (the 1st and 16th of the month). IAR CE is automatically reported to NASAA on a weekly basis. In addition, we provide you with completion certificates to self-report more quickly (or for organizations with required self-reported such as NAPFA CE or CPA CPE)!
Want even more CE (in webinar video format as well as written), along with additional advisor tools and resources, all available immediately on-demand? Then check out the details of our Premier membership to get unlimited access to all our CE quizzes for those with the CFP, CPWA, CIMA, and CIMC designations, CPA licensees, and those who need to fulfill their IAR CE obligations. In addition, Premier members gain access to The Kitces Report research white papers (eligible for additional CE credits), monthly and archived webinars, live Office Hours with Michael Kitces and other industry experts, downloadable Practice Management Tools and Resources, access to the Kitces Graphics Library, and even more Members Section resources!