The Broadridge Fi360 Solutions Annual Conference is designed to deliver practical, fiduciary-based content to advance designee practices through insightful learning sessions, innovative workshops, and thought-provoking discussions. This year's event offers both in-person and virtual attendance options.
The conference offers the 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 CE hours for other industry credentials at this event.
Content Focus: Advanced Planning, Practice Management, Retirement
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