Ethics Financial Planning Webinar 
Nerd's Eye View
JUNE 30, 2025
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!
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!
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Midstream Marketing
NOVEMBER 5, 2024
It is helpful for financial advisors. This platform helps you find potential clients who need financial planning services. You can discover the events or webinars they want to join, or you can make your content more fun. You can also join webinars and keep learning. Make a strong LinkedIn profile.
Midstream Marketing
NOVEMBER 6, 2024
Video Marketing: Engaging Your Audience Visually Incorporating video marketing into your plan helps you connect more with your audience. You can hold webinars, share updates about the market, or explain investment ideas. You can give early access to webinars. It will also let you grow steadily while following ethical standards.
Midstream Marketing
DECEMBER 10, 2024
Share important articles, industry news, and useful tips on financial planning. Always follow the rules for sharing financial information on social media. You might also offer free guides or webinars to draw in people. You can offer educational webinars and online workshops. Follow a regular posting schedule.
Nerd's Eye View
DECEMBER 11, 2023
In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!), In the meantime, we remain committed to delivering the ongoing cadence of content that you've become accustomed to from Kitces. In 2024 we'll again feature our Marketing Summit (save the date for April 25th!)
International College of Financial Planning
NOVEMBER 16, 2023
According to the “Value of Financial Planning ” study conducted by the Financial Planning Standards Board in 2023, Indians are in the top quartile when it comes to leveraging technology to manage finances. It’s like the different routes or ways people find out about your business in a positive light.
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