Group Subscriptions To The Kitces.com Members Section
In addition to individual Basic and Premier Memberships to Kitces.com, advisory firms with multiple team members are eligible to purchase a group Premier subscription to the Members Section at a discounted rate.
Our Group Subscription plans allow each registered member to have access all of the CFP® , Investments & Wealth Institute (IWI, formerly IMCA), and CPE CE quizzes in our Members Section to earn an entire year’s worth of CE credits (including CFP® , IWI (formerly IMCA), and CPE CE credits for the Nerd’s Eye View blog articles they’re already reading!). In addition, group members each gain access to special Members-only content, including their own issues of The Kitces Report newsletter (eligible for 1.5 hours of CE credit per issue), and a growing number of live, on-demand webinars on a variety of financial planning topics as well (also eligible for 1.0 – 1.5 hours of CE credit). All group members will have unlimited access to archived newsletter and webinar content as well. And as always, we report CE credit bi-monthly on behalf of each group member to the CFP Board and IWI once the requisite CE quiz is completed.
If anyone would like to get credit with another organization such as NASBA, they can use the information found on the Completion Certificate to self-report at any time.
Notably, while group members will each have their own individual subscriptions and login accounts to our Members Section, to be eligible for a Group Subscription at discounted rates the group must have a single point of contact who will make a single annual payment for all members of the group. (Whether you allocate these costs internally amongst your group members is up to you!)
Group Subscription Rates
The current pricing for Group Subscriptions (rates are per person for annual memberships):
-$99 for an individual subscription
-$84 per person for 2-4 group members (a 15% discount per person)
-$79 per person for 5-15 group members (a 20% discount per person)
-Further discounts available for groups of 16+
For example, if you have a 4-person group, the total cost individually would be $99 x 4 = $396, but with a group subscription would be discounted to $84 x 4 = $336 instead.
Ready to Get Started with a Group Subscription?
Complete the form below and we will work with you to provide an official quote, based on the details of your group (and any existing subscriptions eligible for a pro-rated credit), to get you started with a new Group Subscription!