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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: 20212020 | 20192018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012

Don’t see your conference? Let us know! Submit your conference.

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July 2021

Jul
28-29
Online

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.

Price: $1-$395
Type: Virtual
Channel: FinTech
Organizer: Private Organization

August 2021

No conferences for this month.

September 2021

Sep
29-1
Palm Springs, CA

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.

Price: $549
Content Focus: Advanced Planning, FinTech, Investment
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Vendor

October 2021

Oct
6-8
Nashville, TN

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.

Price: $750-$0
Type: In Person
Content Focus: FinTech, General Planning, Investment, Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Private Organization
Oct
12-14
Las Vegas, NV

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.

Price: TBD
Content Focus: Practice Management
Channel: Independent BD, RIA
Organizer: Private Organization
Michael Kitces
Speaker:
Michael Kitces
Topic:

*TBD

Oct
13-16
Boston, MA

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!

Price: $1195-$1395
Type: In Person
Early Bird: $995-$1095 until 09/10/21
Content Focus: Advanced Planning, Practice Management
Channel: CFPs, Experienced Planner, RIA
Organizer: Association
Oct
18-20
Location TBD

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.

Price: TBD
Type: Virtual
Content Focus: General Planning, Investment
Channel: Independent BD, RIA
Organizer: Custodian
Oct
18
Online

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.

Price: TBD
Type: Virtual
Content Focus: Academic, Behavioral Finance, General Planning, Investment, Practice Management, Risk/Insurance Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association

November 2021

Nov
1
Online

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.

Price: TBD
Type: Virtual
Content Focus: Academic, Advanced Planning, Estate Planning, General Planning, Practice Management, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association
Nov
8-11
Atlanta, GA

A great conference covering a wide variety of topics!

Price: $850-$950
Type: In Person
Early Bird: $750-$850 until 10/8/21
Content Focus: Advanced Planning, Behavioral Finance, Estate Planning, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA
Organizer: Association

December 2021

Dec
6-9
Miami Beach, FL

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.

Price: TBD
Type: In Person
Content Focus: Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Private Organization
Dec
6
Online

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.

Price: TBD
Type: Virtual
Content Focus: Academic, Advanced Planning, General Planning, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association

Finally...

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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 44,080 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!​