Purchasing Multiple IAR CE Day

Search Term:

Author:

Category:

Date:

Connect With Me

Search Term:

Author:

Category:

Date:

Please contact your Firm's Group Admin

IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

Thank You for Considering Kitces IAR Ethics CE Day For Your Team

We’re thrilled to see your interest in bringing the Kitces IAR Ethics CE Day experience to your team. This event is designed to provide advisors with the critical ethics training they need to meet their compliance requirements while delivering the actionable insights and practical strategies Kitces is known for.

To help you make an informed decision about whether this event is the right fit for your team, we’ve outlined key details below:

Who Will Benefit from This Event?
Kitces IAR CE Day is ideal for investment advisor representatives (IARs) who need to fulfill their ethics CE requirements, whether individually or as part of a larger firm. It’s also a great resource for firms seeking to empower their advisors with leading-edge education while fostering a culture of compliance and professional growth.
About IAR Ethics CE Day
This live, virtual event takes place on August 28, 2025, from 11:00 AM to 6:00 PM ET. Fulfill your entire 6 hours of IAR Ethics CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this year’s Kitces IAR Ethics CE Day. This event will be delivered virtually by some of the most engaging and relevant ethics and regulatory experts in our industry.

Kitces IAR CE Day Pricing for Teams of 4 or More

Volume Pricing For Non-Kitces Premier Members

Advisory firms looking to register multiple participants for Kitces IAR CE Day can take advantage of exclusive volume discounts, with savings that increase based on the number of attendees enrolled.

Number of People	Price per Person	Discount
1 person	$247
4-10 people	$210	15%
11-50 people	$185	25%
51 or more	Please contact us

Volume Pricing for Kitces Premier Members

Firms with existing Group Premier Memberships can purchase access to Kitces IAR CE Day for their Premier Members at the discounted Premier Member rate, with additional volume discounts applied based on the total number of registrations.

Number of People	Price per Premier Member	Discount
1 person	$197
4-10 people	$167	15%
11-50 people	$147	25%
51 or more	Please contact us at [email protected]

Purchasing Multiple Kitces IAR CE Day seats for Premier Members and Non-Members

If you’d like to purchase multiple seats for Kitces IAR CE Day for a mix of Premier Members and non-Premier Members, you can still take advantage of our bulk discount, which is applied based on the total number of seats purchased.

Non-Kitces Premier Members will receive the discount on the standard event price of $247.
Kitces Premier Members will receive the discount on their exclusive event price of $197.

Example Calculation

A firm purchases 8 seats, including 3 Premier Members and 5 non-members. With 8 total seats, the firm qualifies for a 15% bulk discount, and the invoice would be calculated as follows:

Non-Member Seats: 5 x (15% off $247) = 5 x $210 = $1,050
Premier Member Seats: 3 x (15% off $197) = 3 x $167 = $501

Total Invoice: $1,050 + $501 = $1,551

This flexible pricing ensures that both Premier and non-Premier attendees benefit from volume discounts, making it easier than ever to include everyone on your team.

Can I Purchase a Premier Group Membership?

Yes, Kitces Group Memberships provide advisory firms with an excellent opportunity to offer multiple team members the benefits of Premier Membership at a discounted group rate. With a Group subscription, your team can access an array of resources designed to enhance their knowledge and streamline their professional development, including:

Unlimited Access to our extensive on-demand CE library.
A Growing Webinar Library with fresh, high-value content added every month.
The Kitces Report featuring in-depth research whitepapers.
Practice Management Tools and downloadable graphics to support your firm’s operations.
Individual Member Accounts with personalized login pages to:
- Add CE designations.
- Track quizzes completed.
- Store and manage CE completion certificates.
Automatic CE Submission of completed credits directly to FINRA< IWI, the CFP Board, and the American College, processed weekly.

To qualify for the discounted rates of a Group Membership:

The group must have a single point of contact responsible for managing the subscription.
A single annual payment must be made for all members in the group. (You can allocate costs internally among team members as needed.)

Empower your team with the tools and resources they need to grow, all at a cost-effective rate! Contact us at [email protected] to set up your Group Membership.

Group Membership and IAR CE Day Costs

Number of Members	Premier Membership Cost Per Member	Volume Discount Rate	IAR CE Day Cost	Total Cost per Member
1 person	$189		$197	$386
4-10 people	$160	15%	$167	$327
11-50 people	$142	25%	$147	$289
51 or more	Please contact us

Purchase IAR CE Day Seats For Your Team of 4 or More

To enroll your team for the event, simply click below to Begin Group Enrollment. Enter the names and email addresses of each team member you wish to register for Kitces IAR CE Day.

If you have any questions or need assistance, please email us at [email protected]. We’re here to help!

Begin Group Enrollment