The courses are eligible for Continuing Education for CFP, CPE, and American College certifications as well as most other relevant certifications. Kitces.com will report CE for CFP, IWI, and American College certifications on your behalf each month. We will also email a completion certificate so you can self-report CPE and other relevant CE.
The courses below are now IAR CE eligible. We will report to FINRA after course completion.
- Tax Course
- Retirement Portfolios
- Roth Conversions
- Estate Documents
- Plan Presentation Meetings
- Discovery Meeting Process