New CE-Eligible Podcast and Advisor Training Program Announced
Expanding education and development opportunities for financial advisors.
1Industry Talent Shortage
The financial advisory industry faces challenges in finding experienced advisors as firms continue to grow. While client retention remains high, attracting and retaining quality talent requires innovative solutions. Kitces.com also faces similar capacity constraints.
2Technology Infrastructure Overhaul
Kitces.com initiated a two-year transformation in 2025 to rebuild core technology components. Last year's complete rebuild of the Members Section introduced new CE catalog systems, enhanced reporting, and user-friendly interfaces.
3Level Up Training Program
Launching in late 2026, the Level Up program aims to address the industry's training gap. Weekly real-world case studies will help new advisors practice complex client scenarios. The pilot program is already sold out.
4Financial Advisor Technician Podcast
The new FAT podcast will be Kitces' first CE-eligible offering. Weekly interviews with Wednesday article authors will explore actionable insights for advisors. The first episode premieres July 22.
5Expanding Educational Offerings
Kitces.com continues supporting advisor development through CE programs, virtual events, training courses, and community meetings. It serves as an active provider for multi-designation CE requirements.
6Team Growth and Contribution Opportunities
The Kitces team continues expanding with new hires. Beyond full-time positions, opportunities exist for guest writers, presenters, and podcast contributors. Their mission to 'Make Financial Advisors Better and More Successful' drives ongoing initiatives.