Kitces IAR Ethics CE Day
Save The Date: Kitces IAR Ethics CE Day 2024!
About Kitces IAR Ethics CE Day
In 2022, a series of 7 states implemented the first-ever CE obligation for Investment Adviser Representatives (IARs), and in 2023 it was expanded to another 4 states. At its core, the new IAR CE obligation mandates that financial advisors earn 12 hours of continuing education credits each year – 6 hours on Products and Practice and 6 hours on their Ethics and Professional Responsibility. Any IAR who has more than the de minimis number of clients in any of the affected states is subject to the new rule.
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Kitces.com Premier Membership includes Kitces-Courses discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more!
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership .