Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2022-2023
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: 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012
Don’t see your conference? Let us know! Submit your conference.
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 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.
"The New Economy: Rewards and Risks" is the theme of this year's Symposium, which will be held online. Session topics include the rise of alternative investments, behavioral finance, and an economic update.
This year's conference brings together key experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management. No matter where advisors are in their careers or how they practice, they will find stimulating content and relevant sessions. Advisors can attend this year's conference in person or virtually.
*Advanced Roth Conversion Strategies
The annual AAAA VISION Conference is a unique gathering of financial professionals who value the expertise, contributions, and collaboration of African Americans in the financial services profession. Attendees can engage in thought-provoking and business-enhancing sessions that offer relevant strategies for immediate action and implementation, network with other African-American professionals in the financial services industry, and attend dynamic panel discussions, keynote presentations, and the AAAA Town Hall & Awards Dinner and entertainment.
This year's Summit will offer keynotes, general sessions, and panels on a range of RIA M&A topics, including how to optimize valuation and deal structure, financing acquisitions and succession, and the outlook for RIA M&A.
The Academy of Behavioral Finance & Economics offers a dedicated forum for the exchange of research findings and professional advancement related to the fast-growing field of behavioral finance and economics. The objective of the annual conference is to encourage and disseminate research and inquiry in all areas of Behavioral Finance & Economics. Theoretical, Empirical/Experimental, and Applied works that involve the application of psychology, neuroscience, and all other sciences, to all areas of financial decision-making and practice will be considered for presentation at the conference.
This year's Symposium includes speakers on IRA planning, estate planning, practice management, investments, and more!
*10 Critical Errors Advisors Must Avoid
*Estate Planning Themes for 2022 and Beyond
Over two days, advisors are invited to hear top speakers, share ideas, examine critical issues, and learn how to play a pivotal role in paving the way forward for the profession. This year's Symposium offers the opportunity to hear from some of the profession’s most preeminent thought leaders and learn about the latest tools and services from top companies that can help advisors' businesses and clients.
*AMA
Session topics at this year's 25th Annual Symposium include digital currencies, education planning, Social Security planning, Medicare planning, and more!
Held in Marina Del Rey, California, over one and half days, Institutional Investor’s Inaugural Retirement Plan Advisor Summit (RPAS)-West will provide senior-level executives from retirement plan advisory firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.
The Insider's Forum conference is an extension of the Inside Information service, which finds the best thinkers and the best ideas in the financial services space and gets those best thinkers to offer advice outside of their normal comfort zone, focusing on the most practical ideas that they can offer.
The 2022 ACP Annual Conference is one of the premier events for advisors dedicated to tax-focused, fee-only financial planning. The conference is for both ACP members and non-members alike and offers significant CE-earning opportunities.
Barron’s 100 Summit is designed to facilitate a free-flowing exchange of information, ideas, and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.
This conference is dedicated to education and information for women in planning, who want to learn more about growing personally and professionally.
This year's symposium brings leading experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management. Registered attendees can choose to join virtually or in person.
*SECURE Act 2.0
*Estate Planning for the Merely Affluent
At this community co-hosted event, newcomer tech companies have the same opportunities to present as the established players, and the next generation of advice influencers are welcome alongside industry veterans. This year's theme is how can AdvisorTech empower people to make better financial decisions.
October 2022
The Financial Therapy Association conference is for financial professionals interested in learning about the latest in client communication skills. The conference brings together practitioners and academics from financial planning and mental health, creating an opportunity for very interesting discussions as it pertains to serving and working with clients, their emotions, and their money.
AdvisorCon is an intimate, single-track, 2-day conference that brings together the best practices, experience, and perspectives of some of the best and brightest advisors in the industry to help advisors grow.
#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.
The ASCEND Conference offers high-profile speakers, timely presentations, chances to network and meet conference partners, and opportunities to earn Continuing Education credits.
*25 Questions for Better Client Connections Throughout The Financial Planning Engagement
The Warrior Advisor Conference is an immersive experience designed to challenge advisors mentally and physically, and empower them with the tools needed to thrive, not just survive, during times of disruption. Learn to embody the philosophy of facing today’s challenges with a servant heart and a warrior mindset. This new conference experience will inspire attendees to conquer fears, turn uncertainty into motivation, and take their practices to the next level.
Join the Financial Planning Association of the Triangle for its 20th Annual Fall Symposium. This year's event includes sessions on a wide range of topics, from investments and insurance to retirement planning and the state of the economy. Attendees also will have the opportunity to earn up to 8 hours of CFP and North Carolina Department of Insurance CE credits!
This conference was designed to help advisors bring planning to more people. Over the course of three days, the event will share proprietary research and the resulting insights to help identify the opportunity for advisors to better connect and engage with the millions of households looking for the service, knowledge, and experience they are positioned to deliver.
FPA of Wisconsin is excited welcome all Wisconsin financial planning and allied professionals to the 2022 Financial Planning Symposium. The planning committee has been hard at work to offer first-rate professional education along with great exhibitors and networking for your benefit and enjoyment.
*10 Critical IRA Errors Advisors Must Avoid
FPA of Charlotte's Annual Symposium offers informative content for advisors at any point in their careers. This year's Symposium includes sessions on tax planning, healthcare planning, cryptocurrencies, and ESG investing, among other topics!
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.
*TBD
Attend the conference to obtain the knowledge needed to elevate your growth in the profession. Learn how to adapt to an environment that is constantly changing and how to respond to change with continuous improvement to yourself and your business. Engage through networking with your fellow colleagues and friends; connection with others is invaluable!
The conference will offer several networking opportunities with experienced colleagues, education sessions from esteemed financial planning professionals, and a chance to gain new and interesting insights to incorporate seamlessly into your professional goals.
This year's symposium will take place October 21, 2022 at The Little America Hotel in Salt Lake City and will also be offered virtually.
ESG For Impact! is where investment experts come together to share information, collaborate on projects, and network with their peers. The conference's primary focus will be on Client-Facing Advisors and Asset Managers who work with clients who want to use ESG Factors (Environmental, Social & Governance) to construct quality investment portfolios while also supporting a sustainable and just society. All other members of the Socially Responsible Investment Community are invited to attend as well. ESG For Impact! is a Choir Certified conference.
The Academic Research Colloquium is an international meeting of researchers, practitioners, graduate students, and leaders of financial planning practice. It is hosted annually to gather, share and showcase rigorous, relevant research within financial planning and other disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice.
The Money Quotient Research Consortium recently updated a 15-year-old study to explore how demographic shifts, economic uncertainties, environmental threats, political transitions, global unrest, and a worldwide pandemic have forever altered the needs and expectations of financial planning clients. The key question explored was “Have the factors that foster higher levels of client trust and commitment changed over time?” At the 2022 MQ Retreat, lead researchers Carol Anderson, M.S. and Deanna Sharpe, Ph.D. will present the results and discuss the implications of this groundbreaking study.
In addition, notable scholars and practitioners will use this information as a springboard for sharing insights and knowledge that will equip advisors to meet current challenges and to serve as beacons in the lives of their clients for many years to come.
The 5th Annual Diversity Summit will take place on October 27, 2022, in person, focused on actionable solutions to advance diversity in financial planning. The theme of this year’s summit is IMPACT – Advancing DEI in the Financial Planning Profession. The event will also feature a Virtual Diversity Career Fair on October 28 connecting employers with qualified candidates, including current and aspiring CFP® professionals, with a special focus on women and people of color.
The Symposium focuses on cross-jurisdiction, cross-specialty, and cross-cultural collaborations among advisers working with globally mobile and connected clients. The sessions provide not just practical experience sharing advanced educational content, but also hands-on peer office hours to solve cross-border problems together. The Symposium is open to global advisers working in cross-border scenarios. Advisers from all jurisdictions are welcome and the Symposium will include networking sessions to connect advisers in different timezones without traveling across the world! U.S. CFP CE credits will be available for some sessions.
November 2022
IMPACT will be live and in person once again in 2022, with a free virtual option available as well. At this year's invitation-only event, industry experts, top solutions providers, and thousands of fellow advisors will talk strategy for taking client service, firm performance, and independent advisory to the next level. CE credits will be available for a range of certifications.
As the Registered Investment Advisor industry matures, the need for information on the latest industry trends and practice management advice is more pressing than ever. Established advisors, NextGen advisors, breakaways, and those who run RIAs all need the latest strategies, tactics, tools, and best practices for how to set up and efficiently operate an RIA practice. The InvestmentNews RIA Summit will offer content on how to deliver fee-based products and services, including alternative investment products, new areas of advice that RIAs can now offer, as well as content focused on marketing, technology, recruiting, succession, and more.
The first annual ComplyConnect Conference and Expo will provide the opportunity for attendees to take a front row seat to the latest news and trends shaping compliance, risk, and governance, and hear direct from renowned industry leaders and regulatory authorities as they discuss the future of compliance and regulation.
Environmental, Social, and Governance (ESG) and mission-based investing have grown from a cottage industry to a $9 trillion movement over the past 20 years. The 2022 InvestmentNews ESG Summit will gather thought leaders and change-makers to examine the latest trends and strategies around ESG and impact investing. Paired with the ESG Summit, the 2022 InvestmentNews ESG Film Festival will showcase stories of sustainability and investing from around the world. Produced by a global group of artists, these short documentaries will be selected and awarded by a panel of experts and filmmakers. The ESG Film Festival is designed to inspire and celebrate the amazing stories of impact investing around the world!
Join the Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association for the very first FPA All-Ohio Symposium. The event, which will also be offered virtually, will feature an ethics session and welcome reception on November 9, 2022, and a full day of programming with national speakers on November 10, 2022.
*TBD
The 17th Annual FPA of Miami Symposium promises to be the biggest day for financial planning professionals in South Florida in 2022, with sessions on the global economic outlook, retirement planning, estate planning, and more.
*SECURE Act 2.0
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.
The Investments & Wealth Forum - New York City is the gathering place for elite advisors who want to learn about the latest tools, techniques, and strategies being used in the investment management industry. The Forum will provide a 360-degree approach to portfolio construction using alternative investments and proven behavioral finance techniques.
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.
Attendees can meet with like-minded professionals who are changing the Fintech industry, uncover the latest trends in Fintech, and find new ways to collaborate in this exploding industry.
The FPA Annual Conference offers a chance to learn and share best practices to achieve greater business success. Attendees will build their professional competency, hear from some of the profession's most preeminent thought leaders, and have the chance to connect with professionals of all demographics and business backgrounds.
INVEST Cryptocurrency For Advisors is where the industry’s top minds will come together to decide what’s real and what’s vapor in the chaotic crypto space. From banks and wealthtech leaders to asset managers and regulators — the community will gather to demystify digital assets and separate the real opportunities from the momentary trends.
January 2023
The 57th Heckerling Virtual Institute will provide professionals involved in estate planning with the information and practical guidance they need to plan effectively in the currently evolving and unpredictable legal and economic environment. The faculty of leading experts will explore today’s most important tax and non-tax planning issues, including the planning implications of recent or anticipated legislation or regulations.
The CONNECT conference will be an opportunity to connect with and learn from leading international and cross-border practitioners that do financial, tax, and estate planning. Financial planners, wealth managers, private bankers, CPAs/accountants, and other advanced financial professionals are all welcome!
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.
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.
This year's PFP Summit will be held in person and will include sessions on a wide variety of areas relevant for firms of all sizes, including transitions advisors and their clients are going through, how to develop a successful internship program, niche practices, and a panel of next generation firm owners discussing the succession planning process.
EWAS is a unique opportunity for attendees to learn how to exponentially grow their practices while creating more balance in their life. Unlike any other meetings, this invitation-only conference offers paradigm-shifting information that can be immediately implemented. There is the opportunity to network while hearing from global experts on key issues. Topics include, but are not limited to, creating an ideal company culture, digital marketing, how to best monetize a practice, finding great associates, and business structures in the new regulatory environment.
Participation is limited to just 100 advisors in order to provide personal interaction with experts and with other top producing teams. Advisors are also encouraged to bring other team members from their firm, including their implementers. This could be the firm's COO, Marketing Director, or others who are key to executing ideas within the firm. Space for this event will be allocated on a first-come first-reserved basis.
February 2023
The summit will bring together aspiring financial planning students across the country to network and broaden their knowledge about a career in financial planning. This free event provides an opportunity for students to learn from thought leaders in the financial planning profession. The day will wrap up with a virtual career/networking fair with potential employers.
Exchange is a 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.
For 33 years, financial professionals of Central Florida and beyond have gathered at Symposium to attend advanced educational sessions, learn cutting-edge business practices, and network with the best and the brightest in the profession.
NAPFA's Large Firm Forum is an invitation-only event for shareholders and principals from large financial planning firms with $1 billion+ AUM. 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.
The conference will provide a comprehensive look into current trends and professional development. The 2023 Conference will feature industry-leading keynote and breakout speakers, interactive group discussions, and plenty of networking opportunities.
The Kingdom Advisors conference is a place for advisors to learn and connect with thousands of their peers who are integrating faith and practice.
The goal of Ascent 2023 is to give advisors the tools they need to lean into change and embrace innovation, disrupt the status quo, and ultimately win for themselves and their clients.
March 2023
April 2023
Envestnet Summit is especially valuable for those advisors who are using Envestnet to manage their wealth management process. Attend the conference to learn more about Envestnet functionality, hear from industry thought leaders, and network with advisors facing similar challenges and opportunities.
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.
May 2023
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.
NAPFA's Spring National Conferences are designed for fee-only financial advisors. Advisors can expect a mix of education and networking with other like-minded financial professionals.
FINRA's Annual Conference provides the opportunity for practitioners, peers, and regulators to exchange ideas on today's most timely compliance and regulatory topics. The conference offers industry professionals a variety of sessions related to current trends in technology, cybersecurity, risk management and much more.
WealthStack brings together the leading advisors, broker-dealers, and asset owners who have successfully leveraged tech to optimize their operations, provide a higher quality client experience, and ultimately grow their firm to share their stories and insight. Attendees can meet and connect with future-minded financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicing, tech vendors, & more.
The Exit Planning Summit is for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top Certified Exit Planning Advisors in the profession today.
Finovate conferences showcase cutting-edge banking and financial technology through a unique blend of short-form demonstrations and key insights from thought leaders.
June 2023
The pace of change accelerated significantly in the last few years and it isn’t slowing down. Depending on your mindset, skill set and resources, this can either be a challenge or an opportunity. AICPA ENGAGE offers a wide breadth and depth of specialized content as well as an exhibit hall filled with relevant tools and resources. Attendees will gain exclusive insights, develop practical skills, and network with your unique professional community over 4 energizing days.
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.
Featuring demos, interactive panels, and insightful keynotes, INVEST is curated for powerful networking and meaningful discussions. The conference is designed for the wealthtech community to connect and collaborate to address the latest tech and the industry’s most pressing issues with a high level of interactivity.
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