Kitces Research is actively working to improve the survey experience. A large part of that undertaking is creating smarter surveys where data from previous surveys (such as birth year and CFP number) can be applied to new surveys without having to ...
The Kitces Development team works very hard to make the survey cleanly and efficiently available on as many platforms as possible. However, it is not always perfect. If you are having trouble accessing or scrolling on the survey on a mobile device, ...
Great question. We recognize that these are sensitive questions, but there are real reasons for asking them that relate to big questions in our industry. We ask these questions because they provide answers to some big questions within the advisor ...
Yes! If you need to break before completing the survey, bookmark this page (https://www.kitces.com/kitces-research) before closing your browser. By logging into your Kitces.com account, we are able to securely save your progress throughout the survey ...
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 ...
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). We are unable to take special requests to submit credits. However, each time you pass a ...
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 ...