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Exclusive Content That Goes Deeper

While the Nerd’s Eye View blog is free to all, the Kitces.com Members Section includes additional exclusive content available only to members, including white papers, webinars, and unique member resources. If you want to go deeper and get the best educational content in the financial planning industry to be more successful, you will love a Kitces.com Premier membership.

For $149 a year You’ll Have Access To

Engaging Events with Michael Kitces and Industry Experts

Each month we host webinars on late-breaking topics, and industry trends. While anyone can attend our webinars for a $49 fee, we make our webinars free to Premier Members through the Member Section. If you plan on attending just three webinars during a year, your Premier Membership has paid for itself.

We also host Exclusive Premier Member only Office Hours, for advisors who want insight and perspective on the unique challenges and opportunities they face with their own practice. During these live Friday events, Members get the chance to ask Michael and his guests questions.

Upcoming Events

March 2: Monte Carlo Results For Better Client Conversations
Derek Tharp, Lead Researcher, Kitces.com

February 12: Pricing Your Advisory Services

Alan Moore, Co-Founder, XY Planning Network
Mark Tibergien, Board Member, Advisor and Speaker, Mark Tibergien Insights LLC

March 12: Structuring Advisor Team Compensation

Angie Herbers, Chief Executive and Senior Consultant, Herbers & Company

Instant Access up to 100 Hours of Online On-Demand CPA & CFP CE Credits

Whether your preferred method of consuming content is to read the Nerd’s Eye View blog, view a webinar, or go in-depth into a topic with one of our white papers, we’ve got you covered when it comes to CE credit options! And every month, we add more!

  • Multiple-CE types. We offer not only CFP CE, but also IWI designations including CPWA and CIMA, CPE credit for CPAs, Enrolled Agents, and self-reporting CE certificates that can be used for NAPFA, the American College designations, and more.
  • Automatic Reporting. We report CE credit on the 1st and the 16th of the month to the CFP Board, American College, Investments & Wealth Institute (IWI) and IRS. If reporting is needed sooner, advisors can use the Certificate of Completition in the Member Page to self-report.
  • Highest CE Standards.A score of 70% is required to pass the quiz, and you may take the quiz two times. All quizzes are regularly monitored to ensure they have a pass rate of at least 80%.

Discounts on Kitces Courses

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. Kitces Courses to help advisors learn, practice, and master the important knowledge and skills they need to deliver the best service to their clients. And Premier Members can get $100 off the price of our newest course, “How to Find Planning Opportunities When Reviewing a Tax Return.”

Button https://kitces.com/courses/

Resources for Your Practices

Want access to the graphics from Nerd’s Eye View, and Michael’s most popular charts to use with your clients and in your practice? The Members Section Resources area gives access to the entire Kitces Graphics Library for you to search and use on your website and in your newsletters and communications with clients.

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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

 

Join 49,819 fellow financial advicers 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"!

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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 49,819 of your fellow financial

advicers 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 49,819 of your fellow financial

advicers 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!​