Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2020-2021
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: 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
July 2021
The conference brings together business leaders and technologists from the country’s leading regional and national banks to facilitate the adoption of risk management technology & innovation.
August 2021
September 2021
Network with over 700 investment professionals from all over the country as you 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.
October 2021
The Insider's Forum conference is an extension of the Inside Information service, which means we try to find the best thinkers and the best ideas in the financial services space, and get those best thinkers to offer advice outside of their normal comfort zone, focusing on the most practical ideas that they can offer.
Ron Carson's Excell conference is for RIAs and BDs generating between 250k to 750k of revenue interested in going from being an advisor to being an advisory firm owner. This is an excellent conference for succession planning ideas.
*TBD
NAPFA Fall 2021 National Conference
Engage, Educate, Elevate
Collaborate with professional colleagues face-to-face and…
• Engage - Network and brainstorm with fee-only peers to refine ideas that support business growth.
• Educate - Learn new skills and strategies from industry experts to better attract and retain clients.
• Elevate - Come early or stay late to re-energize and enjoy Boston’s many unique attractions.
Mark your Calendars now for this in-person conference in historic Boston!
Schwab IMPACT, being the largest RIA custodian, is a massive multi-day conference dedicated to practice management and industry knowledge. Attendees and exhibitors can receive huge benefits from the opportunity to be in front of and experience a wide variety tools, techniques, companies and people.
Leading at a higher level requires you to draw from multiple disciplines: investments, portfolio theory and behavioral finance, risk and return, portfolio construction and consulting process and fundamentals.
November 2021
Join us Monday, November 1st to learn why the CPWA® certification is the crucial next step for your wealth management career!
We partner with Ivy League and Top 10 Business Schools like Yale School of Management, The Wharton School, and Chicago-Booth, for a curriculum which involves intellectual rigor, engaging teaching, and cutting-edge research.
A great conference covering a wide variety of topics!
December 2021
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 adviser. It’s 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.
Understanding the Retirement Income Mindset: An Overview of the RMA® Certification
To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.
