get-cfp-ce-credit 
Nerd's Eye View
DECEMBER 12, 2022
Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.
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. And a lot of advicers have more than 5 clients in Florida!
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Nerd's Eye View
AUGUST 29, 2022
Which means now it’s time once again to take at least a brief pause to get some feedback about how we’re doing. Over the years, Nerd’s Eye View reader feedback has shaped everything from the visual design of the blog (from its original dense small font!)
Nerd's Eye View
JULY 19, 2023
Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g., While holders of certain credentials (e.g.,
eMoney Advisor
JANUARY 12, 2023
One of the options even counts as continuing education credit. Researchers at the Levine Cancer Center in North Carolina knew that money issues can prevent patients from filling their prescriptions and getting to their doctors’ appointments. E&O insurance: Yes, for CFP® pros in good standing who have completed training.
eMoney Advisor
NOVEMBER 17, 2022
As a financial planner, you may also dread conversations about “getting affairs in order” for a client. You never know when you’ll encounter that portion of the population that would rather get a root canal than make an estate plan. Financial advisors can get white-labeled versions of this resource for their clients.
eMoney Advisor
DECEMBER 6, 2022
The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. If you’ve prompted your clients to think ahead about evacuation planning, a home inventory, and a plan for documents, then they’ll be more likely to get out of harm’s way when necessary.
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