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2019 Investment Advisor Forum

The expectation for advanced knowledge and professionalism is growing. Transform knowledge into value for you, your clients, and the industry with the latest from the nation's leading thought leaders and practitioners in finance, economics, behavioral science, business management, client service, and more at the Institute's Investment Advisor Forum.

Member-Get-A-Member $100 Amazon Gift Card

Here’s an opportunity to make a rewarding experience even more rewarding. Refer a nonmember friend, colleague, or co-worker to Investment Advisor Forum, February 11–12, in New York City. When they complete their Join & Go Registration and attend the event, we’ll send you a $100 Amazon gift card.

Simply have your colleague register online and submit your name and referral code when registering. At the conclusion of the conference, we will send you a $100 Amazon gift card. 

Online Registration

Referral registration form

Program Rules
  1. Referrals must be new Institute members (or have not been a member for at least two years), pay for Join & Go registration, and attend the event

  2. Member's full name can be used during registration, if the member referral code is not known
  3. Referring member does not need to attend event.
  4. Gift cards will be sent at the conclusion of the event.