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Updated by FAHUB on Jan 05, 2018
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TOP Conferences for Financial Advisors

Here are some of the most highly regarded events for financial advisors. I would encourage FA's, wholesalers, and entrepreneurs of financial service products to attend these events so they can build and grow their network.

MAY 21-23, 2017: Fi360 - Nashville, TN

The Fi360 Conference is the industry’s premier professional development conference. Founded in 2004, the Fi360 Conference was originally designed to deliver designees with the practical, fiduciary based content they desired to advance their practice. In just a few short years, the agenda grew to boast over 35 unique educational sessions taught by some of the most sought-after industry leaders. As a result, financial service professionals from all over the world asked to participate in the event.

Today, the Fi360 Conference hosts over 600 investment professionals who are looking to grow their fiduciary knowledge base by participating in insightful learning sessions, innovative workshops, and thought-provoking discussions. In 2017, the conference will provide industry professionals a platform where they can learn about the practical implications of the DOL’s 2016 Fiduciary Rule and what they need to know in order to prepare for the January 1, 2018 BICE compliance deadline.LEARN MORE HERE

MAY 30-31, 2017: FPA NorCal - San Francisco, CA

The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for 45 years.

The conference is held in San Francisco at the historic and elegant Palace Hotel.

Michael Kitces named FPA NorCal as the “Best Overall Financial Planning Conference” on his blog for the third year in a row. “The FPA NorCal Conference is a “regional” conference conducted jointly by five northern California chapters of the Financial Planning Association. SOLD OUT FOR 2017! LEARN MORE HERE

JUNE 12-15, 2017 AICPA Engage - Las Vegas

AICPA ENGAGE presents thought leaders, technical specialists, entrepreneurs, innovators and influencers for FOUR DAYS of fresh ideas, breakthrough presentations and workshops to open the doors of possibility for you and your firm.

No matter your area of specialization — accounting, auditing, financial planning, law, marketing, practice management, tax or technology — you’ll rub shoulders with the best minds in the profession and leave confident, prepared and motivated to drive growth, enhance client service and make new connections across an amazing range of accounting and financial specialties.
If you’re a sole practitioner, manager, partner, financial planner or tax attorney, AICPA ENGAGE is the event of the year you simply don’t want to miss. LEARN MORE HERE

June 23-25, 2017: FPA NexGen Gathering - Chicago, IL

Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering Friday, June 23 - 25, 2017, at North Central College in Naperville, IL. This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers, colleagues and the FPA leadership in an intimate and free-flow setting.

We welcome all members of the financial planning community to join the conversation and experience the pulse, passion and vision of the next generation of financial planners.

We are thrilled to have Elizabeth Jetton and Hannah Moore serve as facilitators this year! And, congratulations to the winners of the 2017 FPA NexGen Gathering Scholarship: Jessie Carrillo, Sabina Smailhodzic and Vincent Viveros! Learn More Here

July 17-18, 2017: RIIA Summer Conference - Salem, MA

The agenda under development currently includes using the:

“Voice of the Client” to guide your Enhanced Data Gathering
View Across the Silos℠ to develop your Reasons for Recommendations
Procedural Prudence map℠ to benchmark Reasonable Compensation
As well as:

Contingent Decision making in retirement planning models
What is good retirement planning judgement and how can advisors develop it?
Trending retirement planning research topics
If you are interested in sponsorship click here or contact Francois Gadenne at

We look forward to seeing you at the event! LEARN MORE HERE LEARN MORE HERE

September 6-8, 2017: Bob Veres’ Insider’s Forum and XYPN17- Nashville, TN

Bob Veres' Insider's Forum conference is the real-world extension of Inside Information (, a master study group, provider of newsletters and articles as well as a general "curator" of information found throughout the financial advisory profession. Intended for experienced fiduciary financial advisory business professionals, the conference is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.

The conference programs consistently feature the highest caliber of established thought leaders in the profession, and we introduce trailblazing newcomers to conference attendees. Each year we offer three conference tracks that focus on the needs of the different functional areas of your organization: strategy leadership (CEOs, Presidents and firm owners), operations (COOs and other operations professionals), technical leadership (Chief Investment Officer and technical knowledge experts), as well as a track that will change each year to address the most current issues and themes that advisors are facing.

Our exhibit hall is by-invitation-only to help ensure that the fiduciary culture of our event is carried on throughout the entire conference venue. LEARN MORE HERE

August 28-31: XYPN17 And FinTech Competition - Dallas, TX

Why do attendees and vendors rave about our annual event?

It's accessible. Our goal is to keep prices affordable so our event is inclusive of everyone from newbies to industry veterans
It's casual. Leave your suit at home. We're t-shirt & shorts people. Seriously. It's in Dallas in August
It's productive. We deliver top-shelf content for financial advisors who want to start, run, and grow their own, independent financial planning firms LEARN MORE HERE

November 1-3, 2017: The SRI Conference - San Diego, CA

The SRI Conference - on Sustainable, Responsible, Impact Investing serves thought leaders, investors, and investment professionals in the ESG, Shareowner Advocacy, and Impact Investing space. Together, we are catalyzing the shift to a more socially equitable and environmentally sustainable economy. Now in our 28th year, The SRI Conference offers a robust agenda covering innovative financial products, emerging topics, and compelling industry issues as well as legendary networking opportunities. LEARN MORE HERE

October 16-17, 2017: FPA Minnesota Annual Symposium - Minneapolis, MN

Mark your calendar now for 2017. The Symposium Committee has secured some fantastic speakers for both Monday and Tuesday. The Symposium will include cutting edge information, sessions for NexGen, practice management, and three hours of ethics. This two-day event will offer up to 14 hours of continuing education to satisfy CFP, NASBA, CIMA, MN/WI insurance and CLE. LEARN MORE HERE

October 25-28, 2017: FinCon - Dallas, TX

You’ll learn how to craft compelling money-related digital content for your blog, social accounts, podcast, and video channel – part of this process is learning what’s current in personal finance, deals, and investing.

You’ll learn how to establish your online platform. You’ll also learn to get your quality content in front of more of the right people using the latest in marketing, branding, networking, SEO, and community-building best practices.

You’ll learn from the proven experts exactly how to earn money by freelancing, pairing your content with relevant advertising, leveraging your influence, and creating your own products and services.LEARN MORE HERE

October 2-4, 2107: Financial Planning Association Annual Conference - Nashville, TN

The FPA Annual Conference is the largest gathering of CFP® professionals and financial planning thought leaders. Attendees, speakers and partners are among the most innovative folks in the industry who come together to connect and share ideas. The conference is built around sharing practical knowledge and strategies for attendees to take back to their practice for immediate implementation.LEARN MORE HERE

October 16-17, 2017: IMCA Private Wealth Advisor - Chicago, IL

IMCA's 2016 Private Wealth Advisor Conference is fast becoming the must-attend wealth management event for IMCA members, Certified Private Wealth Advisor® (CPWA®) designees, and top advisors. Join some of the industry's most influential minds September 29-30 in Chicago to discuss the critical topics in wealth management today. LEARN MORE HERE