Join Kitces Courses to shape the education of the next generation of Financial Advicers! 

Are you a financial advisor with deep domain expertise and a passion for education? Kitces Courses is seeking an experienced Subject Matter Expert (SME, to develop the curriculum) and Instructor (to deliver the lessons on camera) to help us develop and deliver cutting-edge content that equips today's advisors for success. 

Our next two courses, which we’ll begin building in December 2024 for launch in mid-2025, will focus on empowering advisors to more effectively conduct a discovery meeting with a new client, and then deliver a comprehensive financial plan to that new client in the subsequent plan presentation meeting. If you have the knowledge and/or teaching skills to make a difference, we want to hear from you. 

Why Participate as an SME or Instructor? 

• Influence the Industry: Help shape the curriculum teaching the next generation of financial advicers, ensuring it aligns with current industry standards and best practices. 
• Collaborate with Experts: Work closely with our Kitces Team of Nerds to develop an engaging and comprehensive course curriculum. 
• Professional Credibility: Enhance your professional profile and gain recognition within the financial advisor community as a recognized expert who teaches Kitces Courses.  
• Get Paid for Your Time: We recognize that your time and expertise are valuable and are happy to compensate you for developing educational content!  

What Is A Kitces Course? 

Kitces Courses are designed to be in-depth, engaging, and asynchronous learning experiences, providing financial advisors the opportunity to delve deeply into specific topics or functions within the financial advisory space. These courses offer a unique blend of theoretical knowledge and practical application, ensuring that advisors can not just learn about and see, but actually practice relevant skills in a risk-free environment. 

Much like how medical students practice stitching on oranges before taking the needle to real patients, Kitces courses are the orange to allow advisors to practice their learning and applying the key skills in a controlled setting instead of just figuring it out as they go on real clients. By breaking down complex topics into manageable segments, diving deep into each area, and providing opportunities for hands-on practice, Kitces Courses help advisors build competence and confidence. 

All Kitces Courses are led by subject matter experts and engaging instructors who guide participants through the learning process, ensuring that each advisor not only understands the material but can also apply it effectively in their practice. This focus on skills development and practical application sets Kitces Courses apart, providing a comprehensive educational experience that goes beyond traditional knowledge delivery. 

Are You The Right Fit?  

Subject Matter Expert (SME) Role 

Responsibilities:

• Content Collaboration: Share your unique insights, contributing to the information presented, especially providing sample documents or case studies where applicable. 
• Curriculum Development:  Create initial drafts of lesson plans, ensure the course content is aligned with current industry standards and best practices, and partner with the course-building team to adjust the scope based on our target audience. 
• Content Review: Provide detailed reviews to ensure course material meets high Kitces.com standards of quality, nerdiness and relevancy. 

Time Commitment: 

Approximately 20 - 30 hours cumulatively spread out over the span of four months, allowing for deep engagement in the curriculum development process. 

Benefits: 

• Compensation: Your expertise is invaluable to us, and as such, you will be compensated for your time and efforts in helping us create a leading course ($5,000). 
• Acknowledgment: Your name will be prominently featured on the course, acknowledging your significant contributions to its development. 
• Kitces Gift Box: Receive an exclusive Kitces-blue box filled with carefully selected items as a token of our appreciation. 
• Complimentary Course Access: Obtain complimentary access to the final course product, allowing you to earn Continuing Education (CE) credits. 

Requirements: 

• 7+ years of client-facing experience  in comprehensive financial planning or teaching/training client-facing advisors 
• Designations such as CFP, CPA, CFA, ChFC, CPWA, CeFT, or AFC. 
• Bachelor’s, Master’s, or Doctorate degree in financial planning or a related field. 
• Willingness to use personal brand and background for content accuracy. 
• Deep understanding of course topics and willingness to bring past expertise into course building. 
• Capacity to dedicate the required time to collaborate with the course development team, and review content. 

Instructor (on-camera) Role 

Responsibilities:

• Content Delivery Preparation: Prepare (or leverage your existing) presentations and review materials to ensure alignment of curriculum with your understanding and expertise and teaching approach. 
• Content Presentation: Present course content on camera (approximately 4 – 6 hours of total video recording), bringing your unique insights and passion to the material while maintaining a professional, energetic, and engaging on-camera presence.
• Content Review and Feedback: Review the final content recordings, after editing, to highlight any concerns and validate accuracy and high-quality delivery. 

Time Commitment: 

Approximately 8 - 12 hours total, spread out over the span of ~4 weeks, with possible minor adjustments or re-records during the course-building timeframe (~4 months). 

Benefits:

• Compensation: Your expertise and teaching skills are invaluable to us, and as such, you will be compensated for your time and efforts in helping us deliver a leading course ($5,000). 
• Acknowledgment: Your name will be prominently featured on the course, acknowledging your significant contributions to its delivery, you will be the face of the training material. 
• Kitces Gift Box: Receive an exclusive Kitces-blue box filled with carefully selected items as a token of our appreciation. 
• Complimentary Course Access: Obtain complimentary access to the final course product, allowing you to earn Continuing Education (CE) credits. 

Requirements:

• 4+ years of client-facing experience in comprehensive financial planning or teaching/training client-facing advisors 
• Designations such as CFP, CPA, CFA, ChFC, CPWA, CeFT, or AFC. 
• Bachelor’s degree in financial planning or a related field. 
• Engaging and passionate about the course topic. 
• Ability to distill complex topics effectively with examples, graphics, and storytelling. 
• Some level of basic teaching, coaching, instruction, or mentoring experience. 
• Professional, confident and enthusiastic while delivering clear presentations, training, or other teachings.  
• Willingness to accept feedback and make necessary changes to fit within the Kitces brand of education. 
• Capacity to dedicate time to collaborate, review and meet with the course development team and record required video segments. 

Interested in Both Roles? 

We welcome those interested in joining us in a dual role, serving as both the course SME and Instructor. Fulfilling both capacities will enhance the quality and coherence of the course as a whole. 

If you still have questions, feel free to email us at [email protected].