How long will advisors have access to the course?
The course will be available for 180 days after purchase, however, the content may be modified or deleted if no longer relevant or applicable when considering current industry standards, practices, or legal framework.
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Will I receive a Kitces Course completion certificate?
Once you have completed and passed the course, you will be emailed a CE Certificate. You can also download your certificate by signing into your Learner portal and completing the following steps: Click Home On the vertical panel to the right, click ...
What is the refund policy for Kitces Courses?
Advisors may receive a full refund for Kitces Courses within 45 days of purchase or prior to completing the course, whichever comes first.
Are the Kitces Courses CE-eligible? How is CE reported?
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. ...
Where do I add my certification number information for Kitces Courses?
You are asked to enter this your certification number when signing up for the course, but you can add it easily by signing into your learner portal and completing the following steps: Hover your mouse over Learner in the top-right menu to see a ...
I’m a Premier Member. How do I use the Premier coupon?
Simply visit the course page and click the green button that statess “Learn More”. You can then select the green "Premier Member $297" button to begin purchase. At checkout, the coupon will be automatically applied during purchase.