How often do you report CE?

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 NASAA 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

    • Related Articles

    • Do you offer State Insurance CE?

      There are no state insurance CE credits available on 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! Simply log in to the Members Section and click “CE Quizzes”. Click “CE Catalog” and then use the Quiz Type filter to search for CPA.
    • Are podcasts eligible for CE?

      Our podcast content is considered Practice Management and is not eligible for CE credit.
    • Which blog articles are CE-eligible?

      If you are reading a blog post and wonder if it's eligible for CE credit, you can check the banner at the top and bottom of the article. If there is a blue banner that says, "Want CE credit for reading this article? Learn More!" then the article does ...