1. What is included in membership? 

Kitces Premier Membership includes full access to our CE-eligible content library: live and on-demand webinars, deep-dive articles, member-only tools, white papers, and more. CE is reported weekly to CFP Board, NASAA (for IAR CE), IRS, IWI, and The American College. Members also receive discounts on Kitces events and training courses, and access to special member-only CE days and resource bundles. 

2. Why do we need to pay an IAR Add-On Fee? 

The IAR CE add-on fee ($36/person annually) covers the cost of reporting CE to the NASAA/FINRA system through CRD, which is required for registered investment adviser representatives in many states. This fee is optional and only needs to be purchased for advisors who are subject to IAR CE requirements. 

3. How do I add more members? 

Once your group is set up, you can add members directly through the Group Admin dashboard. Select +Add User to purchase the additional seat (s). You'll then enter their name and email, and they’ll receive a welcome email with login instructions. 

4. How do I remove an advisor? Can we get a refund? 

You can remove an advisor from your group via the admin dashboard to free up the seat for someone else. However, we do not offer refunds for unused time on a seat. Instead, we recommend reassigning the seat to another team member who could benefit from access. 

5. How are group renewals processed? 

Group subscriptions renew automatically each year. Four weeks before renewal, the group admin will receive a reminder with the opportunity to update seats, add/remove users, or adjust IAR CE needs. Renewal is processed via Stripe or invoice, depending on your group setup. 

6. What are Kitces Advisor Training Courses? 

These are structured, self-paced online courses focused on real-world financial planning skills, designed especially for early-career advisors or those looking to level up. Courses include deep dives into tax planning, estate planning, and the financial planning process itself. CE credit is included where applicable. If you'd like to learn more about Training Courses and our group bundle discounts, click the link here.

7. What is IAR Ethics CE Day? 

IAR Ethics CE Day is a live event (held annually) that satisfies the 1-hour ethics requirement for IAR CE. It’s designed to be engaging, relevant, and practical—helping advisors not just check the box, but reflect on ethical decision-making in advisory work. It’s open to all Premier members, with registration required. 

8. What is Kitces Tax Incentive CE Day? 

Our Tax Intensive Day is a themed day of CE sessions focused on helping advisors identify and deliver tax planning value—especially timely in Q1. It’s designed to build practical, tax-savvy planning strategies across various client types. While it's not required CE, it’s a popular event for advisors looking to boost client impact early in the year. 

9. What if my advisors earn some CE elsewhere? Should I still keep them in the group? 

Absolutely. In fact, we encourage it. 

Our platform is built for more than just checking CE boxes—it’s designed to support the practice of financial planning, not just the paperwork. Many of our most engaged users also attend live events, conferences, and use other CE providers. That’s great! A well-rounded educational experience helps advisors stay sharp and inspired. 

What Kitces offers is depth. Our content is designed to dig into the “how” of planning—not just the “what.” That’s why we consistently hear from firms that even if Kitces isn’t the only source their advisors use, it’s where they get the most value. 

Just one new idea that helps an advisor land a client or elevate the planning experience pays for the subscription many times over. If they take 12+ hours of Kitces CE annually—and apply just one concept—they’re likely seeing a strong ROI on your per-advisor pricing. 

So even if CE is being earned in multiple places, Kitces remains a core part of the journey. Our members get a blend of practical tools, deeper learning, and weekly CE across CFP®, IAR CE, CPA, IWI, and more. Keeping your advisors in the group means they’ll always have access to that next-level content that actually makes them better planners—not just compliant ones. 
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10. Do I need to keep advisors in during a year they don’t report for CFP®? 

Yes—those in-between years are often when Kitces is most productive for your team. 

While CE reporting might not be required that year, the Kitces platform still supports your advisors with planning insights, templates, and deeper training that improves how they show up in client meetings. It’s not just about checking boxes—it’s about sharpening skills that move the work forward. 

In fact, when the pressure of CE deadlines is off, advisors have more time to engage with longer-form webinars, apply new frameworks from our deep-dive articles, or explore a Kitces Training Course aligned with their current role. That translates to better recommendations, more confident communication, and stronger planning outcomes. 

And from a business standpoint, staying active keeps your group’s investment working. The content is always available, always updated, and often gives advisors tools they can put into use right away—whether they’re prepping for an estate planning meeting or reworking a client’s retirement income strategy. 

Learning shouldn’t stop in “off” years. Keeping advisors in during non-reporting cycles ensures consistency, momentum, and a steady return on your membership investment—not just when it’s required, but when it’s most useful.