Kitces Courses
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.
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.
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. ...
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 ...
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 ...
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.
Popular Articles
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 ...
How do I contact Michael?
There are two ways to contact Michael. He can be reached by filling out the form towards the bottom of this webpage: https://www.kitces.com/contact/ Or you can send an email directly to questions@kitces.com. While Michael cannot respond to all email ...
Are discounts available for the monthly live webinars?
Yes, our monthly webinars are free to our Premier Members.
How do I update my credit card?
Log in to your Members Section, select "My Account" and "Profile Settings" from left navigation menu. Select 'Update Billing Information' to update your card payment method. If you run into issues, please email us at members@kitces.com.
Do you offer PACE credits for American College Designations?
The American College requires its CLU, ChFC, RICP, WMCP, and other designees to self-report their CE credits for PACE. The CE credits in the Kitces.com Members Section are eligible for PACE, and a completion certificate will be provided for ...