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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

We've also announced a Save-The-Date for a second IAR CE Intensive Day later this year – on Thursday, October 30th, we'll host an "IAR P&P CE Day" (covering the Products & Practice portion of the IAR CE requirement), with a particular focus on advanced tax and retirement planning.

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Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) In addition to rebuilding the platform that runs Kitces.com, we're also making several updates to our content offerings for both Nerd's Eye View blog Readers and advicers who have joined our Members Section.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.

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Announcing IAR CE From Kitces And The Mid-Year State Of The Blog

Nerd's Eye View

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

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Announcing More Webinars And IAR CE In 2024 And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

And in the coming year, we're going to make sure that even more of that Kitces content is eligible for not only the full range of CE credit for CFP, CPA, and the other various professional designations, but also the ever-expanding IAR CE obligation. In 2024 we'll again feature our Marketing Summit (save the date for April 25th!)

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

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4 Women Empowering Women in Financial Planning

eMoney Advisor

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Read on to learn their stories and get inspiration for your own. Sources: 1. Own your worth.