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The Return Of IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

As states then began to implement the Model Rule in 2021 and IAR CE obligations first took effect (in 3 states) in 2022, our Kitces Members Section made our written Nerd's Eye View blog content eligible for IAR CE credit to help financial advisors fulfill the new requirements (while also getting crossover credit for CFP, CPA, and other professional (..)

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

Nerd's Eye View

As we enter midyear, registration is now open for our annual IAR Ethics CE Day taking place on Thursday, August 28th. And yes, our IAR CE Intensives will still cross-apply CE credit for all other eligible CE types, including CFP, CPA, all the designations from IWI, College for Financial Planning, the American College, and more!

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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

In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!), And a lot of advicers have more than 5 clients in Florida!

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Top Strategies for Registered Investment Advisor Marketing

Midstream Marketing

RIAs must understand and follow SEC marketing rules to meet their ethical and legal needs. By regularly exceeding what clients expect, investment advisors maintain high ethical standards. Content marketing: Share helpful tips through blog posts, articles, and white papers. Clear communication is key. They help to reduce risks.

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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

This is where competent, ethical, and client-first financial planners step in. Earning the CFP mark tells the world that you have the knowledge, skills, and ethical grounding to provide comprehensive financial advice. Regulatory push: Bodies like SEBI, IRDAI, and PFRDA are encouraging higher advisory standards and ethical practices.