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The annual fi360 Conference is the premier event for investment fiduciaries and financial services professionals to gain insight from industry experts, obtain CE, and build a network of like minded professionals.

Registration for fi360's INSIGHTS 2017 Conference will open late summer 2016. Sponsorship inquiries should be directed to


"This is quickly becoming a can't miss event on the annual conference calendar.  The great content and the great attendee group make it so.  Also, well run on site by the fi360 team."                                                                                                                                         Skip Schweiss, TD Ameritrade




INSIGHTS 2016 is fi360’s annual professional development conference.  Every year, over 600 of the industry’s leading financial service professionals attend INSIGHTS to build upon their professional knowledge by participating in a series of insightful learning sessions, innovative workshops, and engaging in thought-provoking discussions.   

Unique and Robust Agenda

INSIGHTS is known throughout the financial industry for constructing educational sessions that are applicable and relevant to financial service professionals. Attendees consistently say that there are so many great sessions that it is a challenge for them to choose which ones to attend. Those who attend the conference have exclusive access to all session recordings after the conclusion of INSIGHTS. With over 26 excellent sessions planned, this is an event you won't want to miss!


INSIGHTS is the financial industry’s premier professional development conference. Every year, hundreds of the most successful and innovative financial service professionals from all over the United States come to INSIGHTS to grow, learn, and share their personal professional experiences with other attendees. The conference provides multiple networking opportunities and is a fantastic way for financial professionals to network with other industry leaders in the field. Network before, during, and after the conference using #fi360INSIGHTS.

Opportunity to earn Continuing Education (CE) Credit

The conference is a great opportunity to earn CE credit that can be applied to many different industry credentials including the AIF®, AIFA®, PPC™, CFP®, CIMA®, CFA® and more. Attendees will be able to complete their yearly CE requirements for the AIF®, AIFA®, and PPC™ designations and earn over 10 hours of CE for other industry credentials at this one event!

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