Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2022-2023
The proliferation of financial advisor conferences in recent years has created more and more choices for advisors (and the vendors trying to reach them) to find the exact right fit of topics and fellow attendees. The challenge? There are now dozens of excellent conferences across the country every year, and it's hard to know which one(s) to choose!
To make your conference planning easier, we are happy to present to you a comprehensive calendar of all the financial advisor conferences across the US each year, from broker-dealer to RIA conferences, covering topics from retirement planning to practice management and everything in between.
We regularly update this list, so make sure to bookmark the page and check back often for new events! In addition, you can check out our annual highlights of Best Conferences for Financial Advisors at:
Prior Years’ Best Conferences Lists: 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
May 2022
Next Chapter is a unique industry think tank of 40+ top executives plus experienced advisors tackling the most important issues of retirement solutions and planning. The Next Chapter team invites attendees to join them in the discussion in a virtual conference of workshops and skill sessions.
Informa's WealthStack is a technology conference. The world of financial planning is changing, this conference assists advisors in considering how technology helps and changes the practices of today as they grow to become the practices of tomorrow.
The Inside ETF's conference is for those advisors that want to learn more about ETFs generally as well as how to position them in client portfolios. Interact with expert speakers as they debate the hot button issues and examine mega-trends, including Bitcoin Futures ETFs, ETFs versus Direct Indexing, the rise of active ETFs, and a breakdown of ESG, digital assets, and NFTs.
The FPA NorCal conference has spent decades honing itself into what is technically still a “regional” conference, but in practice is consistently one of the best National conferences in financial planning, attracting national-caliber speakers, featuring a rich 6-track series of breakout sessions across the 2-day event. The content features a broad mix of both technical and practice management sessions, though it does skew towards more advanced/experienced practitioners
*Kitces Research on What Makes Financial Planning More Efficient
RIA edge is a new conference experience for financial advisors and leaders of advisory firms looking to strategically accelerate the growth of their businesses. The event will provide a comprehensive experience for financial advisors and industry leaders looking to network and position themselves among the industry’s elite on the topics of investment products, technology tools, the RIA ecosystem, risk management, and practice efficiency.
*Kitces Research on What Makes Financial Planning More Efficient
June 2022
AICPA Engage is one of the best technical conferences for financial advisors. Attendees can expect many opportunities for CE as well as a nice balance of fun. Attendees can join the conference in person or virtually.
Held in Miami Beach, Florida, over one and half days, Institutional Investor’s Inaugural Retirement Plan Advisor Summit (RPAS)-Southeast will provide senior-level executives from retirement plan advisory firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.
BNY Mellon Pershing’s INSITE focuses on practice management featuring speakers from both inside and outside of the industry. Held annually in the summer, the goal of the conference is building practices. Attendees can also pick up CE credit.
CNBC's Financial Advisor Summit virtually convenes forward-thinking advisors to hear from industry heavyweights discuss how advisors can help their clients navigate the range of potential headwinds at the moment, from rising inflation to tightening monetary policy and more. This event is eligible for CFP CE credits.
Featuring demos, interactive panels, and insightful keynotes, INVEST is curated for powerful networking and meaningful discussions. The conference is designed for the wealthtech community to connect and collaborate to address the latest tech and the industry’s most pressing issues with a high level of interactivity.
July 2022
Held in Chicago, Illinois, over one and half days, Institutional Investor’s Inaugural Retirement Plan Advisor Summit (RPAS)-Central will provide senior-level executives from retirement plan advisory firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.
The conference will feature paper presentations, practitioner panels and a keynote speaker focused on ESG issues. Distinguished members of the finance profession and practitioners will provide feedback to paper presenters and discuss issues in ESG investing and opportunities for further research.
August 2022
FPA NexGen Gathering is designed specifically for those who are new to the financial planning profession. This event is for everyone getting ready to enter the profession and in their first eight years of the profession. Attend for the opportunity to engage in thought-sharing conversational sessions, earn CFP CE credit, and feel empowered about the change that the next generation of advisors can bring to the industry.
September 2022
Future Proof is a new event taking place along the beach in Huntington Beach, California. The event seeks to connect people, purpose, and ideas through the lens of wealth, technology, culture and impact. In addition to industry speakers presenting in a variety of formats, Future Proof will include live music, food, and art exhibitions.
FinovateFall allows attendees to reconnect face-to-face with the fintech community and plot a course for the future. The event includes live demos of innovative fintech solutions, expert advice from key influencers, and unparalleled networking opportunities. The conference has in-person and virtual attendance options.
The Carson Excell conference is a blend of sessions about how to scale an advisory firm beyond yourself as the founder/owner (the transition from practice to business), along with a lot of content on marketing and growth strategies to get to that next level, and inspirationally-oriented keynote sessions to fire up attendees to go home and try it all out.
This year's Summit will offer keynotes, general sessions, and panels on a range of RIA M&A topics, including how to optimize valuation and deal structure, financing acquisitions and succession, and the outlook for RIA M&A.
The Academy of Behavioral Finance & Economics offers a dedicated forum for the exchange of research findings and professional advancement related to the fast-growing field of behavioral finance and economics. The objective of the annual conference is to encourage and disseminate research and inquiry in all areas of Behavioral Finance & Economics. Theoretical, Empirical/Experimental, and Applied works that involve the application of psychology, neuroscience, and all other sciences, to all areas of financial decision-making and practice will be considered for presentation at the conference.
Over two days, advisors are invited to hear top speakers, share ideas, examine critical issues, and learn how to play a pivotal role in paving the way forward for the profession. This year's Symposium offers the opportunity to hear from some of the profession’s most preeminent thought leaders and learn about the latest tools and services from top companies that can help advisors' businesses and clients.
*TBD
Held in Marina Del Rey, California, over one and half days, Institutional Investor’s Inaugural Retirement Plan Advisor Summit (RPAS)-West will provide senior-level executives from retirement plan advisory firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.
The Insider's Forum conference is an extension of the Inside Information service, which finds the best thinkers and the best ideas in the financial services space and gets those best thinkers to offer advice outside of their normal comfort zone, focusing on the most practical ideas that they can offer.
The 2022 ACP Annual Conference is one of the premier events for advisors dedicated to tax-focused, fee-only financial planning. The conference is for both ACP members and non-members alike and offers significant CE-earning opportunities.
Barron’s 100 Summit is designed to facilitate a free-flowing exchange of information, ideas, and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
This year's symposium brings leading experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management. Registered attendees can choose to join virtually or in person.
*TBD
October 2022
The Financial Therapy Association conference is for financial professionals interested in learning about the latest in client communication skills. The conference brings together practitioners and academics from financial planning and mental health, creating an opportunity for very interesting discussions as it pertains to serving and working with clients, their emotions, and their money.
AdvisorCon is an intimate, single-track, 2-day conference that brings together the best practices, experience, and perspectives of some of the best and brightest advisors in the industry to help advisors grow.
#XYPNLIVE has become the go-to event for advisory firms trying to figure out how to more efficiently scale advice itself, with sessions on topics from how to transition to and roll out a non-AUM fee-for-service offering for clients, leveraging paraplanners and associate advisors to make the advice delivery process more efficient, and “productizing” your advice offering to make it easier to market intangible advice services.
In addition, #XYPNLIVE also includes an “AdvisorTech Expo”, which typically showcases 6-12 new up-and-coming technology solutions specifically focused on scaling advice – not ‘just’ scaling portfolio management for AUM clients – to catch a glimpse of the latest emerging technology to make it even more efficient to scale advice. Attendees can join #XYPNLIVE 2022 either live in Denver or virtually.
The ASCEND Conference offers high-profile speakers, timely presentations, chances to network and meet conference partners, and opportunities to earn Continuing Education credits.
*25 Questions for Better Client Connections Throughout The Financial Planning Engagement
Attendees can network with over 700 investment professionals from all over the country as they discover the latest developments in financial advice and technology. The Fearless Investing Summit is Riskalyze’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.
NAPFA's Fall National Conferences are designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals.
This year's symposium will take place October 21, 2022 at The Little America Hotel in Salt Lake City and will also be offered virtually.
ESG For Impact! is where investment experts come together to share information, collaborate on projects, and network with their peers. The conference's primary focus will be on Client-Facing Advisors and Asset Managers who work with clients who want to use ESG Factors (Environmental, Social & Governance) to construct quality investment portfolios while also supporting a sustainable and just society. All other members of the Socially Responsible Investment Community are invited to attend as well. ESG For Impact! is a Choir Certified conference.
The Money Quotient Research Consortium recently updated a 15-year-old study to explore how demographic shifts, economic uncertainties, environmental threats, political transitions, global unrest, and a worldwide pandemic have forever altered the needs and expectations of financial planning clients. The key question explored was “Have the factors that foster higher levels of client trust and commitment changed over time?” At the 2022 MQ Retreat, lead researchers Carol Anderson, M.S. and Deanna Sharpe, Ph.D. will present the results and discuss the implications of this groundbreaking study.
In addition, notable scholars and practitioners will use this information as a springboard for sharing insights and knowledge that will equip advisors to meet current challenges and to serve as beacons in the lives of their clients for many years to come.
November 2022
IMPACT will be live and in person once again in 2022. At this year's event, industry experts, top solutions providers, and thousands of fellow advisors will talk strategy for taking client service, firm performance, and independent advisory to the next level. Attendees can CE credits will be available for a range of certifications.
Join the Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association for the very first FPA All Ohio Symposium. The chapters are joining forces for a joint symposium featuring a full day of programming and networking in Columbus, Ohio on Thursday, November 10, 2022.
*TBD
The 17th Annual FPA of Miami Symposium promises to be the biggest day for financial planning professionals in South Florida in 2022. Attendees can earn 7 CE credit hours.
*TBD
The conference features nationally-recognized speakers on advanced topics of interest to allied professionals and provides opportunities for attendees to cultivate multi-disciplinary relationships while collaborating on cutting-edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.
December 2022
The MarketCounsel Summit sits as the industry’s capstone event each year, bringing together the leadership of the country’s preeminent independent investment advisors, their service providers, and both financial and industry media. It’s a forum like no other industry conference – a neutral zone of sorts allowing the profession’s leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment advisor. This invite-only event is the last chance of the year to escape the office, assess the landscape, examine the opportunities and threats that lie ahead, and plan to implement.
The FPA Annual Conference offers a chance to learn and share best practices to achieve greater business success. Attendees will build their professional competency, hear from some of the profession's most preeminent thought leaders, and have the chance to connect with professionals of all demographics and business backgrounds.
January 2023
EWAS is a unique opportunity for attendees to learn how to exponentially grow their practices while creating more balance in their life. Unlike any other meetings, this invitation-only conference offers paradigm-shifting information that can be immediately implemented. There is the opportunity to network while hearing from global experts on key issues. Topics include, but are not limited to, creating an ideal company culture, digital marketing, how to best monetize a practice, finding great associates, and business structures in the new regulatory environment.
Participation is limited to just 100 advisors in order to provide personal interaction with experts and with other top producing teams. Advisors are also encouraged to bring other team members from their firm, including their implementers. This could be the firm's COO, Marketing Director, or others who are key to executing ideas within the firm. Space for this event will be allocated on a first-come first-reserved basis.
February 2023
NAPFA's Large Firm Forum is an invitation-only event for shareholders and principals from large financial planning firms with $1 billion+ AUM. Attendees participate in a two-day program of thought-provoking presentations from prominent speakers, in-person round table discussions, and brainstorming with other industry leaders who manage distinctive challenges each day as they lead their firms into the future.
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