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Master List Of Financial Advisor Conferences For 2021-2022

Fi360 Solutions Annual Conference

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.

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.

Price: TBD
Type: In Person
Content Focus: Advanced Planning, Practice Management, Retirement
Channel: CFPs, Experienced Planner, Independent BD, RIA
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 47,178 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!​