CFP Planning Webinar 
Nerd's Eye View
DECEMBER 11, 2023
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!)
Nerd's Eye View
JULY 25, 2022
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
JANUARY 13, 2025
We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!
Nerd's Eye View
JULY 19, 2023
CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,
Nerd's Eye View
DECEMBER 12, 2022
Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.
Nerd's Eye View
JULY 4, 2023
Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy.
eMoney Advisor
JANUARY 12, 2023
We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Their study found that those who received pro bono financial planning support had a 53 percent higher survival rate.
Expert insights. Personalized for you.
245 
Let's personalize your content