How often do you report CE?
CE is reported each Wednesday. We report directly to the CFP Board and the Investments & Wealth Institute (formerly IMCA) and FINRA for IAR CE (if applicable).
Completion certificates are also provided via email immediately after each course is completed, which you can use for self-reporting to NAPFA, PACE for the American College (e.g., for CLU, ChFC, and RICP designations), and for CPA CPE credits, or to expedite self-reporting to CFP Board & IWI if you prefer.
You can also locate your completed quizzes by selecting My Account> CE Reports and Certificates from your Member Home page.
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Do you offer State Insurance CE?
There are no state insurance CE credits available on Kitces.com. However, you will receive a completion certificate after each course which you can use to self-report for insurance CE credit if your state allows.
Do you offer IAR CE credits?
We are approved by NASAA to be a content provider of IAR CE courses. Our Nerd’s Eye View blog content, live monthly webinars, and certain The Kitces Report white papers, are IAR CE eligible. Our Course Catalog covers all 12 hours of the annual IAR CE ...
Which programs are eligible for CPA CE?
Every Monthly Blog Quiz is approved for CPE, and now most of our White Papers and Webinars are also approved! If you are a member, simply log in to the Members Section and click “Get CE> CE Catalog”. Then use "Filter by CE type" to search for CPA.
Do you offer NAPFA CE credits?
All CE credits available in the Kitces.com Members Section are eligible to satisfy NAPFA CE requirements. Completion certificates will be provided upon passing the requisite CE quiz that you may use for self-reporting your bi-annual NAPFA CE ...
Are podcasts eligible for CE?
Our podcast content is considered Practice Management and is not eligible for CE credit.