Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2021-2022
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.
January 2022
The Heckerling Institute focuses on estate planning and features speakers that specialize in the intricacies of estate planning such as trusts, charitable giving, international planning, and ethics. The goal of the conference is to discuss new estate planning concerns and develop estate planning skills. Attendees, including CFPs and CDFAs, can also pick up CE credit.
FSP Institute is a powerful learning experience in which subject area experts present sophisticated strategies and cutting-edge insights in a uniquely collaborative format; practitioner attendees and speakers emphasize practical application that elevates client service. The event will also be live-streamed.
Attendees of the Retirement Advisor Forum will learn holistic retirement planning strategies from leading financial, wellness, and healthcare experts.
FSI's National Conference is for independent financial services firm executives: CEOs, senior executives, managers, and employees of FSI members as well as prospective members. The over-arching objective of this conference is to discuss how the industry is changing and how that impacts the business of financial planning.
February 2022
The conference will provide a comprehensive look into current trends and professional development. The 2022 Conference will feature industry-leading keynote and breakout speakers, interactive group discussions, and plenty of networking opportunities.
NAPFA’s Large Firm Forum is an exclusive event for shareholders and principals from large financial planning firms with $1 billion + AUM. This is an exclusive event by invitation only and limited to 75 attendees.
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.
Exchange is a new, large-scale experience designed for advisors and those interested in the ETF industry. Built with financial advisors (not just for them), Exchange’s Marketplace will feature immersive experiences for advisors and industry participants alike, offering content designed to drive the industry forward.
The Kingdom Advisors conference is a place for advisors to consider not only business questions with like-minded professionals but also their faith.
*The Capacity Crossroads: 3 Visions For Scaling the Advisory Firm You Want
LLIS Academy provides education for fee-only financial advisors on all things insurance. Attendees can earn CE credits and network with other advisors.
March 2022
The Retirement and Longevity Summit (RLS) is for wealth advisors who recognize that asset management and financial planning are important, but not enough. Learn how elite wealth advisors are building successful, holistic practices by helping people live long and live well.
Barron’s Independent Summit is an invitation-only event that offers the top independent advisors a unique opportunity to interface and network with the peers who best understand their businesses.
FinovateEurope features live demos of innovative fintech solutions, expert advice from key influencers, and networking opportunities. This year's event is taking place in London, with a virtual option as well.
April 2022
FPA Retreat is a gathering for advanced financial planners interested in networking and technical skills development. The event allows experienced advisors to spend time with other veteran practitioners who are looking for some fresh ideas and a new spark.
Barron’s Teams Summit gives advisors and their teams the tools to raise the bar for service and improve client outcomes. This event is by invitation only and brings together advisory teams for five days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management, and share innovations in wealth management.
May 2022
The T3 Advisor Conference is a technology conference designed for independent and hybrid financial advisors. The primary benefit of attending the conference is the opportunity to simply see ‘everything’ that the advisor technology landscape has to offer, in one efficient trip. This makes the T3 conference especially appealing to independent advisors who are ‘shopping’ for new technology solutions in a particular category or simply those that want to see what the latest-and-greatest is.
FA Magazine's Invest in Women Conference is a forum to discuss those issues that are meaningful for women in financial planning as well as serving female clients. Both male and female advisors are encouraged to attend to build networks and practices.
NAPFA's National Conferences are designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals.
The Jolt! financial advisor marketing conference is focused on teaching advisors how to build a predictable and profitable marketing system. The agenda has a heavy focus on actual marketing content, including how to create content that actually connects and attracts ideal prospects, how to build thought leadership in an advisor's target market, how to leverage storytelling to make marketing messages more memorable, how to use video and social media and other marketing channels to reach prospects, and how to scale marketing as the firm grows.
ACE Academy is the annual conference that brings together top academic speakers from Ivy League universities, along with the best industry practitioners to create a one-of-a-kind event that incorporates theory with practice. Covering the latest in investment, wealth management, retirement, and behavioral finance, this event has something for everyone.
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.
Finovate conferences showcase cutting-edge banking and financial technology through a unique blend of short-form demonstrations and key insights from thought leaders.
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.
*Kitces Research on What Makes Financial Planning More Efficient
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
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.
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.
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.
July 2022
August 2022
The FPA NexGen conference provides a space to discuss challenges and successes facing those advisors who consider themselves to be the next generation of financial planning. This conference is great for CE credit and peer/colleague mingling.
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 conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
October 2022
#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.
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 National Conferences are designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals.
November 2022
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.
