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.

Education 246

Education CFP Certification License 246

Nerd's Eye View

JULY 17, 2023

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

AdvisorPR

FEBRUARY 4, 2022

Spotlight professional education, certifications, licensing and membership groups; and achievements like publications, awards, media appearances and notable public speaking events. Virtual/Webinar Availability. The achievements included here should speak for themselves. Community Involvement.

Media 52

Media Clients Education Certification 52

Good Financial Cents

OCTOBER 10, 2022

4: Buy a Certificate of Deposit (CD). #5: 4: Buy a Certificate of Deposit (CD). A certificate of deposit (CD) earns more money than a savings account, but you need to “lock up” your money for a fixed period – usually at least six or 12 months. Here are 17 top strategies you can try today. 1: Invest in Short-Term Savings.

Accounting 69

Accounting Investments Investing Certification 69