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Updated by FAHUB on Oct 23, 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.

April 3rd-5th, 2019: 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 28-29, 2019: 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. LEARN MORE HERE

JUNE 9-13, 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

TBD FPA NexGen Gathering

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.

Learn More Here

Date: TBD Bob Veres’ Insider’s Forum

Bob Veres' Insider's Forum conference is the real-world extension of Inside Information (www.bobveres.com), 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

September 8-11: XYPN19 And FinTech Competition - St. Louis Missouri

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 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

Date TBD: The SRI Conference - Locaiton TBD

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

September 4-7 2019: FinCon - Washington D.C

CREATE
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.

PROMOTE
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.

PROFIT
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 16-18, 2019: Financial Planning Association Annual Conference - Minneapolis, MN

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

May 5-8, 2019: IMCA Private Wealth Advisor - Las Vegas, NV

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