# New CE-Eligible Podcast and Advisor Training Program Announced

Expanding education and development opportunities for financial advisors.

- **Source:** [Nerd's Eye View | Kitces.com](https://brifing.si/source/c3dd3d07-ecf0-4aad-94c5-a65e2173600d)
- **Published:** 2026-07-13
- **Topic:** [Finance](https://brifing.si/c/finance)
- **Original article:** <https://feeds.feedblitz.com/~/960251015/0/kitcesnerdseyeview~Introducing-New-CEEligible-Podcast-And-Level-Up-CaseStudy-Training-For-New-Advisors-And-the-State-Of-The-Nerd%e2%80%99s-Eye-View-Blog/>
- **On Brifing:** https://brifing.si/s/1a003578-4d49-4a91-87df-f4539a14118c

## Industry 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.

## Technology 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.

## Level 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.

## Financial 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.

## Expanding 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.

## Team 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.

## Sources covering this story

- https://feeds.feedblitz.com/~/960251015/0/kitcesnerdseyeview~Introducing-New-CEEligible-Podcast-And-Level-Up-CaseStudy-Training-For-New-Advisors-And-the-State-Of-The-Nerd%e2%80%99s-Eye-View-Blog/ — 

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_Summary written by Brifing from the original reporting. Copyright in the original article belongs to its publisher; read the full piece at the link above._