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Master List Of Financial Advisor Conferences For 2020-2021

Broadridge Fi360 Solutions Conference – Fi360

The Broadridge Fi360 Solutions Annual Conference is the industry’s premier professional development conference. Founded in 2004, the conference was designed to deliver practical, fiduciary-based content to advance designee practices. In just a few short years, the agenda grew to over 35 unique, educational sessions taught by some of the industry’s most sought-after leaders.

Today, the Broadridge Fi360 Solutions Annual Conference hosts over 800 investment professionals looking to grow their fiduciary knowledge by participating in insightful learning sessions, innovative workshops and thought-provoking discussions.

The conference is a great opportunity to earn continuing education (CE) credit that can be applied to industry credentials including the AIF®, AIFA®, PPC®, CFP®, IWI and more. Attendees will be able to complete yearly CE requirements for their Fi360 designations and earn over 10 hours for other industry credentials at this one event.

Kitces Top Conference
Price: $149
Content Focus: Advanced Planning, Practice Management
Channel: Bank Trust, CFPs, Experienced Planner, Independent BD, Insurance, RIA, Wirehouse
Organizer: Private Organization
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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 42787 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​

 

Join 42787 fellow financial advisors getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

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