Kitces Member Services FAQ 

Welcome to the Kitces Member FAQ! Below you'll find answers to the most common questions regarding your membership, navigation, billing, events, Continuing Education (CE), and more. 

1. How do I update billing information? 

To update your billing details please follow the steps below:

1. Login to account
   
2. Select My Account> Profile Settings
   
3. Under Manage Membership, select Update Billing Information.

If you have issues updating via your account, please send the request to members@kitces.com.  

2. How do I update my email address? 

To update your email: 

Note: The request will be submitted and processed within 48 hours. 

3. I have two accounts. Can they be merged? 

If you accidentally created multiple accounts: 

4. Member Navigation 

To access webinars, CE quizzes, billing, or profile settings: 

1. Log into your Kitces.com account. Use the left navigation bar to access different sections
   
2. Continuing Education> CE Catalog> Ethics CE> White Papers> CE Reports and Certificates                        
   
3. Virtual Events Upcoming Events, Marketing Summit, Value Summit, IAR CE Days, Webinar Recordings 
   
4. Training Courses> Access your Courses 
   
5. My Account>Profile Settings
   

5. How to Cancel Membership 

You can cancel your membership at any time by sending your request to members@kitces.com. 

6. Live Event Link Needed 

The access link for live webinars is sent from BigMarker after registration. If you haven’t received it: 

7. Where is the CE quiz located? 

                               

8. How to earn CE for recorded webinars? 

Please note: Simply watching a webinar does not grant CE credit. You must complete and pass the associated quiz with a score of at least 70% in order for CE to be granted and reported. 

9. When is my CE reported? 

CE credits are reported to CFP Board and other applicable designations each Wednesday. Please ensure your professional information is up to date in your member profile to avoid delays. All CE must be completed by 11:59PM ET 

Please Note: The IAR add-on is required with the Premier membership to ensure reporting to FINRA. 

10. I didn’t receive my CE Certificate for the webinar. 

Certificates are generated automatically after the live event. If you didn’t receive it: 

11. IAR CE Questions 

For questions related to Investment Adviser Representative (IAR) CE requirements and compliance, please refer to our dedicated IAR CE FAQ: 
Kitces IAR CE FAQ 

12. I’m registered for an event, can I see this on my account? 

Yes. To view your registrations for upcoming events: 

If you don’t see the green ‘Registered’ next to the event, please reach out to members@kitces.com.  

13. I’m receiving too many emails, how can I adjust? 

If you are receiving too many emails or emails that do not interest you, please send an email to members@kitces.com.  

14. Can you help me navigate the member section? 

Yes! You can take a quick tour of the member section from the video below: 

https://www.loom.com/share/c0ba5d5b238c45779feaa4a2f33d148c  

Please don’t hesitate to reach out to us at members@kitces.com for any additional questions!