Thanks for joining us — we're excited to welcome you into the DFP Community hosted by Kitces!
Because you confirmed that you’re currently serving in a Director of Financial Planning (DFP) role, you’ve been granted immediate access to the community on Circle (ie. the community hosting platform). Keep an eye on your inbox for a welcome email with your login details and steps to get started.
A Quick Note About Your Membership
As part of our commitment to maintaining a space specifically for DFPs, our team will do a quick review of your form submission in the coming days. Based on your response, we fully expect that everything is good to go.
If we find any discrepancies or have questions about your eligibility, we’ll reach out directly via email. And in the rare case that we determine the membership criteria aren’t met, we’ll issue a full refund and remove access to the community.
What Happens Next:
- Check your email for your Circle login link.
- Dive into the Welcome space to introduce yourself and explore what’s inside.
- RSVP for upcoming community events.
If you have any questions or need help getting started, just email us at [email protected]. We're here to help!
