Exhibitors
Kitces.com
Kitces.com provides high-quality intermediate-to-advanced continuing education for financial planners, through a combination of weekly cutting edge planning strategies through the Nerd's Eye View blog, recorded webinars, and in-depth white papers on financial planning strategies.
CE programs at Kitces.com are dual-eligible for both IMCA and CFP CE credits, in addition to granting CPA CPE credits (including for CPA/PFS).
Address
PO Box 2231Reston, VA
20195
United States
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
139650Approved Delivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
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Using Risk-Based Retirement-Income Guardrails For More Flexible Retirement Spending - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Retiree Health Insurance After 65: Medicare, Private Insurance, & Health Care Budgeting - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Maximizing Split-Interest Charitable Deductions With New Pooled Income Funds Over CRTs, and Can A Charitable Remainder UniTrust (CRUT) Truly Replace The Benefits Of The 'Stretch' IRA?
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Navigating the Complexities of Equity Based Compensation for Corporate Executives - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
November-December 2013 CE Quiz on Risk Parity Investment Strategies and Portfolio Design Quiz
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Planning for Adoption; IRS Notice 2023-54; 'Legacy IRA' Rollover To A Charitable Gift Annuity
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Volume 3 2018 CE Quiz on Estate Planning For Income Taxes: Maximizing Step-Up In Basis For Couples
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Professional Ethics Obligations Of Financial Planners (CFP Ethics Live Webinar)
24-Aug-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Equity Compensation Planning as a Niche: Market Opportunities and Differentiated Value and Investing a Roth IRA in Early Stage Growth Companies without Violating Prohibited Transaction Rules
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
January-February 2013 CE Quiz on Permanent Portability And Bypassing Bypass Trusts In An Estate Plan Quiz
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Motivational Interviewing Techniques To Help Clients Talk Themselves Into Implementing Advice and Crafting More Equitable Advisor Non-Solicit Agreements With The ACRES Agreement
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Navigating the College Funding Maze To Cut the Cost of Higher Education - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Volume 1 2019 CE Quiz on Finding Tax Savings To Mitigate High Medical (Or Long-Term) Care Expenses
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Complying With The Ria Marketing Rule While Leveraging Testimonial And Endorsements
24-Aug-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Advanced 529 Planning: 529-to-Roth, Dynasty 529, And Other HNW Opportunities - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
3 Essential Client Meeting Skills For Financial Advisors (And How To Develop Them!) and The Power Of Follow-Up Questions: How Advisors Can Build Rapport With Prospects And Clients
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
January-February 2014 CE Quiz on Exploring the Benefits of Asset Location Tax Alpha Quiz
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Improving Monte Carlo In Retirement Planning: Best Practices For Better Conversations - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Volume 2 2022 CE Quiz on How Financial Planners Actually Do Financial Planning
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Adjusting Monte Carlo Success Thresholds By Tolerance For Spending Volatility, Getting Comfortable Delaying Social Security With Six-Month 'Reversible' Delays, and Analyzing Net Unrealized Appreciation (NUA) Opportunities For Privately Held Company Employee Stock Ownership Plans (ESOPs)
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
How To Dissect Existing Life Insurance Documents To Ensure Client Coverage Matches Their Needs
16-Jun-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
March-April 2014 CE Quiz on Advanced Portfolio Asset Location Strategies Quiz
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Compliance Reviews Under New SEC Amendment and Crafting an Annual Compliance Calendar
22-Nov-2023 Kitces.comField of Study:
- Behavioral Ethics
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Utilizing 72(t) Payments to Avoid the 10% Early Distribution Penalty: Rules and Strategies - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Addressing Client Resistance with Reflection And When To Use Nudges With Clients
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Beyond Long Term Care: Helping Clients Plan For Caregiving And Aging - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Why High Equity Valuations And Low Bond Yields Won't (Necessarily) Break The 4% Rule and Maximizing The Step-Up In Basis By Gifting Assets Between Spouses
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
May-June 2014 CE Quiz on Life and Death Tax Planning For Deferred Annuities Quiz
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- less than 1
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Helping Clients Facing A Terminal Illness: Planning Strategies & Talking Points - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Asking 'Have You Worked With An Advisor Before?' To Uncover What Prospects Really Value Most, The 30-Minute Prospect Meeting: A Framework And Agenda That Convert By Focusing On The Prospect's (Immediate) Problem, and The 'Yield-Split' Method Of Asset
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Understanding Longevity Annuities & Their Potential Role in Retirement Income - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
191 Results