Membership
When is my renewal date?
You can view your renewal date from the My Account section of your member profile. Login to Kitces.com account Select My Account> Profile Settings Under Manage My Membership, you will see your renewal date. Please reach out to members@kitces.com with ...
Adding Group Members
As the group administrator, you can easily and quickly add additional members to the group via the Member Dashboard. Please follow the steps below to purchase and add the new member: Login to your Kitces.com account Select Member Management Portal ...
How do I turn my individual membership into a group membership?
You can convert your individual membership to a group membership by completing the form and purchase at the link here. You will receive a pro-rated refund for the time remaining on your individual membership. You can learn more about our Group ...
Is there a discount for buying multiple subscriptions at once?
Yes, we have Group Subscriptions available for multi-advisor firms. Click here for further details.
Can I transfer my account to someone else?
Memberships are non-transferable, but a new membership can be purchased here.
Are graphics from blog articles available to Members?
Premier Members have access to our comprehensive Graphics Library. Nearly all of the Kitces-created graphics can be found there.
My membership expired. How do I reactivate my account?
You can reactivate your account by logging into your Kitces.com account, select Become a Member.
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.
What types of CE are offered with a Kitces.com Membership?
CFP EA CE American College IWI CPE (self- report) NAPFA (self-report) PACE (self-report)
Do you offer CFP Ethics?
Yes! CFP Ethics CE credit is available for Premier Members within the Members Section under Get CE>CE catalog.
How do I manage or upgrade my membership?
You can manage your membership, upgrades, and billing information all directly from your My Account page. Login in at Kitces.com, and from your member home section select My Account on the bottom left to manage your account. Still having trouble? ...
Am I locked into a contract when I join the Kitces.com membership?
Nope! You can cancel your membership at any time by emailing members@kitces.com. Basic subscriptions (payable monthly) are eligible for a refund for up to 7 days from the date of purchase or upon passing the first CE quiz, 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.
Does Michael actually sleep?
Yes. In fact, Michael is an 8-hours-per-night kind of sleeper! But he relies heavily on his excellent and growing team to keep everything running smoothly so that he can focus on writing, speaking, and managing his various businesses… because there’s ...