View the event calendar to advance your knowledge with an array of live and online learning opportunities.
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Collection of topic specific speakers
Short 1-hr sessions
Collection of CFP CE eligible courses
Download our 2021-2022 Course Catalog
Check out the latest programs & events aimed at helping financial advisors from all backgrounds thrive.
Get the latest insights from industry influencers.
Help contribute to the professional development and career trajectory of others.
The Institute consistently monitors its budget to ensure the association remains financially secure while providing valuable membership and educational experiences. Download the current Annual Summary below.
2020 Annual Summary