How do I turn my individual membership into a group membership?
You can learn more about our Group Memberships and purchase the group at the link here. After purchase, you will access the Group Dashboard to add each member to the group.
We align everyone in the group on the same renewal cycle with one point of contact, the group administrator, managing the membership. Please note, we do process a pro-rated refund for the time remaining on any individual Premier member when they are added to the Group. For example, if you currently have an individual membership; when you purchase the group, your individual membership will be cancelled, we will refund you a pro-rated amount for the time left on that membership and then you will be rolled over into the group. Of course all this happens behind the scenes in just a few minutes so you shouldn't have an interruption to your Premier membership.
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How do I turn my individual membership into a group membership?
You can convert your individual membership to a group membership by completing the form and purchase at the link here. You will receive a pro-rated refund for the time remaining on your individual membership. You can learn more about our Group ...
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.
How much is a group membership?
Our current pricing structure: • $199 for an individual subscription • $179 per person for 2-4 group members (a 10% discount per person) • $169 per person for 5-10 group members (a 15% discount per person) • $149 per person for 11-50 group members (a ...
Group Member FAQ
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, ...
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. ...