Mar
24
Date: March 24 - March 25
Time: 8am
Location: Orlando, FL
Description:
Join like-minded advisors at Shift to hear from the leading voices and organizations
that focus on the human side of financial planning, connect with advisors who are
passionate about human-first financial guidance, and learn simple, effective strategies
to connect with people and build trust.
https://humanfirst.live/
Faculty contact: Ryan Law
Apr
07
Date: April 07 - April 10
Time: 8am
Location: Chicago, IL
Description:
ADISA Description: ADISA conferences bring together the nation's leading alternative
investment professionals to learn the latest industry trends, marketing recommendations
and current regulations. At the conferences, members and attendees enjoy face-to-face
networking opportunities that expand their professional connections and strengthen
their personal relationships.
https://www.adisa.org/events
Faculty contact: Scott Stratton
May
08
Date: May 08 - May 11
Time: 8am
Location: Fort Worth, TX
Description:
NAPFA's National Conferences are designed for fee-only financial advisors. Advisors
can expect a mix of education and networking with other like-minded financial professionals.
Faculty contact: Hyrum Smith
Jun
04
Date: June 04 - June 06
Time: 8am
Location: Nashville, TN
Description:
Attendees can expect a first look at the newest digital products and services, immersive learning
experiences with industry innovators and networking opportunities with the top advisors
and influencers in the business.
https://insite.bnymellon.com/home.html
Faculty contact: Laura Ricaldi
Sep
01
Date: September 01
Time: 8am
Location: 2024 location and dates to be announced.
Description:
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
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.
https://www.excellconference.com/
Faculty contact: Benjamin Cummings
Sep
01
Date: September 01
Time: 7:30 am
Location: 2024 location and dates to be announced.
Description:
The Utah-Idaho chapter of the Financial Planning Association (FPA) is part of the nationwide network of chapters forming the backbone of FPA. We promote
the advancement of knowledge in financial planning, supporting programs and projects
that enable our members to better serve their clients.
https://utahfpa.org/meetinginfo.php?id=9&ts=1693332830
Faculty contact: Alex Brockbank
Sep
18
Date: September 18 - September 20
Time: 9am
Location: Columbus, OH
Description:
FPA Annual Conference brings together financial planners, thought leaders, service
providers, and allied professionals where they can connect, learn from each other,
and explore how they can impact their community. The FPA Annual Conference is the largest annual gathering of CFP®
professionals each year.
Faculty contact: Hyrum Smith
Oct
01
Date: October 01
Time: 9am
Location: 2024 location and dates to be announced.
Description:
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.
https://www.insidersforum.com/
Faculty contact: Luke Dean
Oct
01
Date: October 01
Time: 9am
Location: 2024 location and dates to be announced
Description:
ADISA conferences bring together the nation's leading alternative investment professionals
to learn the latest industry trends, marketing recommendations and current regulations.
At the conferences, members and attendees enjoy face-to-face networking opportunities
that expand their professional connections and strengthen their personal relationships.
https://www.adisa.org/events
Faculty contact: Scott Stratton
Oct
01
Date: October 01
Time: 9am
Location: 2024 location and dates to be announced
Description:
The CFP Board Conference unites the CFP Board Registered Programs Conference and Annual
Firms Summit. This event creates an exclusive forum that brings together today’s employers
of CFP® professionals with leaders from the colleges and universities preparing the
CFP® professionals of tomorrow.
https://www.cfp.net/for-education-partners/registered-programs/cfp-board-conference
Faculty contact: Laura Ricaldi
Oct
01
Date: October 01
Time: 8am
Location: 2024 Date and Location to be announced
Description:
Schwab IMPACT brings together industry experts, top solutions providers, and thousands
of advisors to talk strategy for taking client service and firm performance to the next level.
https://impact.schwab.com/
Faculty contact: Luke Dean
Nov
01
Date: November 01
Time: 9am
Location: 2024 location and dates to be announced.
Description:
The Summits bring together firms, academic institutions, partner organizations and
CFP® professionals in a collective effort to create a more diverse profession through
research, case studies, best practices and actionable initiatives.
https://www.cfp.net/events/2023/11/2023-diversity-summit
Nov
01
Date: November 01
Time: 9am
Location: 2024 location and dates to be announced.
Description:
The Gift Planning Council (GPC) is a national volunteer council of financial and estate-planning
professionals. The conference is hosted by the Philanthropies division of the Church of Jesus Christ
of Latter-day Saints.
https://philanthropies.churchofjesuschrist.org/gift-planning/for-professional-advisors/gpc/
Faculty contact: Benjamin Cummings
Nov
20
Date: November 20 - November 22
Time: 9am
Location: Columbus, OH
Description:
The AFCPE (Association for Financial Counseling and Planning Education) Symposium is the premier conference for financial educators, planners, counselors, coaches, researchers, and content creators
worldwide.
https://www.afcpe.org/symposium/
Faculty contact: Ryan Law
Dec
01
Date: December 01
Time: 8am
Location: 2024 location and dates to be announced.
Description:
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.
https://www.cfp.net/initiatives/knowledge-for-practice/academic-research-colloquium
Faculty contact: Benjamin Cummings
Jan
01
Date: January 01
Time: 8am
Location: 2024 location and dates to be announced.
Description:
T3 is the practice management and technology conference for independent and hybrid
financial advisors. The event gives advisors timely information on how to build a more efficient and profitable business. The conference
typically covers everything from how custodians are keeping ahead of the technology
curve to the latest in portfolio management and reporting solutions. The conference
brings together vendors, industry leaders, financial advisors and students. It features new and upcoming technology solutions, plus current and
emerging issues faced by financial advisors at firms of all sizes.
https://t3conferences.com/
Faculty contact: Rachel Bi
Mar
28
Date: March 28
Time: 1pm
Location: UVU Ballroom
Description:
Please attend our annual Spring Banquet. This is a great opportunity to network with
companies and celebrate the achievements of our students.
Days events:
1-145 Fidelity Investments presents Navigating Networking
2-4 Interviews held in the Money Success Center. Sign ups will be announced.
430-6 Networking hour in the UVU Ballroom
6-8 Dinner
STUDENT/STAFF/ALUMNI TICKETS HERE
FIRMS AND OTHER SPONSORS TICKETS HERE
Mar
30
Date: March 30
Time: 8am
Location: Mountain View High School
Description:
Join the race to retirement!
4.01K Race to support the Personal Financial Planning Program.
Register HERE!
