Kitces Tax Intensive CE Day

Fulfill your entire 6 hours of IAR P&P CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this year’s Kitces Tax Intensive CE Day. This event will be delivered virtually by some of the most engaging and relevant experts in our industry.

In 2022, a series of 7 states implemented the first-ever CE obligation for Investment Adviser Representatives (IARs), and since then additional states continue to be added each year. At its core, the new IAR CE obligation mandates that financial advisors earn 12 hours of continuing education credits each year – 6 hours on Products and Practice and 6 hours on their Ethics and Professional Responsibility. Any IAR who has more than the de minimis number of clients in any of the affected states is subject to the new rule.