How do I turn my individual membership into a group membership?

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• Is there a discount for buying multiple subscriptions at once?

  Yes, we have Group Subscriptions available for multi-advisor firms. Click here for further details.

• My membership expired. How do I reactivate my account?

  You can reactivate your account by visiting our membership page and purchasing an account using the same email address as your expired account.

• Am I locked into a contract when I join the Kitces.com membership?

  Nope! You can cancel your membership at any time by emailing members@kitces.com. Basic subscriptions (payable monthly) are eligible for a refund for up to 7 days from the date of purchase or upon passing the first CE quiz, whichever comes first. ...

• Can I transfer my account to someone else?

  Memberships are non-transferable, but a new membership can be purchased here.

• What types of CE are offered with a Kitces.com Membership?

  CFP IWI CPE (self- report) NAPFA (self-report) PACE (self-report)