Executive Summary
At Nerd’s Eye View, the continued goal is always to make this an ever-more-valuable resource for our readers, and the financial planning profession at large. And over the years, your reader feedback has shaped everything from the look of the site, to the frequency of the content, the topics being covered, and more.
And in response to your continued feedback, we’re excited to announce today the launch of several new features and benefits for readers, including the availability of CFP CE credit for reading Nerd’s Eye View blog posts! That’s right, you will now be eligible for CFP CE credit for the content you’re already reading!
In addition, today marks the launch of a new premium Members Section of Nerd’s Eye View. Many of you have already long been subscribers of our newsletter service, The Kitces Report, providing in-depth advanced financial planning content (also eligible for CFP CE credit). Going forward, we will be slightly decreasing the frequency of The Kitces Report newsletter issues, but wrapping it into a broader Members Section, that will also include webinars and additional member resources you can use in your practice!
I hope you enjoy the new features and benefits! Thank you for your continued readership!
CFP CE Credit For Nerd’s Eye View Blog Articles
With our recent Nerd’s Eye View reader survey, an overwhelming number of you indicated that you were interested in getting CFP CE credit for the blog articles you were already reading. Accordingly, we’re excited to announce that, beginning with this past month’s March blog articles, you will now be eligible to get 1 hour of CFP CE credit for reading this blog every month!
Eligible articles will only include our Wednesday reading article, which are technical financial planning articles that fit the CFP Board’s required topic list for CE credit. By reading the four Wednesday articles available every month, and taking the requisite quiz, you will be able to earn 1 hour of CFP CE credit.
However, since Nerd’s Eye View accepts no advertising, we will need to assess a small $5 processing fee to offer and manage this new service (but waived for full Members, as explained below!). To sign up for CE access, simply go here to purchase your Quiz Credits and take the first quiz for the March blog articles (available immediately!).
CFP CE credits will be reported to the CFP Board on your behalf at the end of every month! And we will be exploring the potential to make additional types of CE credit available in the future, including CIMA and CPWA credit, and possibly continuing professional education credit for CPAs as well. Stay tuned!
New Premium Members Section Of Nerd’s Eye View
In addition to the new availability of CE credit for the Nerd’s Eye View blog, our newsletter service The Kitces Report is being expanded into a full Members Section of the site.
Becoming a member will provide unlimited access to CE quizzes for Nerd’s Eye View blog content, with no separate processing fee. In addition, membership will also still grant access to each new issue of The Kitces Report as it’s released (though the frequency will be reduced from bi-monthly to 3-4 issues per year), along with unlimited access to all of 7 years' worth of our newsletter archives. And all ongoing issues of the newsletter – along with the past 2 years’ worth of archives – are eligible for CFP CE credit as well!
In addition, the members section will also include access to a growing list of on-demand webinars (for those who prefer to see and hear their CE credit, rather than read it!), and a new “Member Resources” section that will include tools like our popular Marginal Tax Rates reference chart). Additional webinars and member resources will be added throughout the year as well.
If you’re interested, you can go here for further detail about our Members Section, and/or to begin the sign-up process. If you are already a subscriber to The Kitces Report, your access to the full Members Section has been upgraded automatically on your behalf!
I hope you find these new features and benefits valuable, and thank you for your continued readership of Nerd’s Eye View!
If you have any further thoughts or feedback, please feel free to share in the comments below!
Michael, this is marvelous. I was going to say congrats, but it’s the CFP Board that should be congratulated for moving up to your level in the investment advisor area.
What does the CFP Board now do with that old misguidance that was dragged in with the first MPT software back in the ’90s, that fi360 is still peddling?Like using long-history diversified asset classes for a client’s allocation, then for placement of the client’s money dropping those asset-class standards so short-history de-diversified riskier bets within the asset classes can be misrepresented as faithful investments in the client’s selected asset classes?
Rumor has it there’s an effort afoot to slide that malpractice in as a “best practice” for investment fiduciaries.
Great that more CFPs will be moving up to study your columns! And follow-on discussions.
Dick Purcell