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Master List Of Financial Advisor Conferences For 2021-2022

CFP Board 2021 Virtual Diversity Summit

Join us for the 2021 Virtual Diversity Summit focused on actionable solutions to advance diversity and inclusion (D&I) in financial planning. The theme of the fourth annual Summit is Metrics that Matter, highlighting metrics used by experts and practitioners to evaluate firms' workforce and culture.

Price: TBD
Type: Virtual
Content Focus: Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Association
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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 44,080 of your fellow financial

advicers 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 44,080 fellow financial advicers 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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JOIN 44,080 FELLOW FINANCIAL ADVICERS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

 

Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 44,080 of your fellow financial

advicers 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!​