Registration for the 2010 fi360 Conference, May 5-7, 2010 in Orlando is open and the agenda is now available. Join us at the only event in the financial industry focused exclusively on fiduciary responsibility.

To register, click the link below that applies to you:

fi360 AIF/AIFA Designees
fi360 Toolkit Subscribers
Non-fi360 Members

For group registration or to register by paper, download the PDF registration form.

Pricing

Hotel Information

The 2010 conference will be held at the JW Marriott Orlando Grande Lakes. Fi360 Conference attendees can receive a discounted rate of $149/night over the main conference dates, as well as the three days before and three days after (based on availability). In-room internet access also is discounted for fi360 Conference attendees from $15 to $8.

Reservations can be made online. The link will automatically enter the discount code, all you need to do is adjust the reservation dates accordingly. Those choosing to extend their stay beyond the main conference dates need to make reservations by phone: (800) 576-5750.

Reservations must be made no later than Tuesday, April 13, 2010. After this date, rooms may only be available at higher rates. Reservations are on a first-come, first-served basis and there is always the possibility of a sell-out. Make your reservations as soon as possible.

Event Schedule

Tuesday, May 4-Wednesday, May 5--Pre-conference AIF® Capstone training program
Wednesday, May 5--Toolkit training session and registration in the afternoon, followed by evening cocktail reception
Thursday, May 6--Full day of conference sessions from 8 a.m. to 5 p.m., followed by evening cocktail reception
Friday, May 7--Full day of conference sessions from 8 a.m. to 4 p.m.

Agenda Information

Visit the Conference Portal to view the agenda for this year's conference, including schedules for pre-conference events and conference sessions and session and speaker descriptions.

If you are interested in presenting at a future fi360 Conference, please download and submit the speaker proposal form.

Pre-conference Events

In conjunction with the upcoming conference, fi360 will be hosting the special pre-conference events:

• AIF Capstone training program--May 4-5. Come and be trained on the theory and application of the Prudent Practices for Investment Fiduciaries, earn the AIF professional designation and stay for the premiere event focused exclusively on fiduciary standards of care. To learn more and to register, view the event page for this unique training opportunity.
• fi360 Toolkits training--May 5. Details coming soon.

About the conference

Each year the fi360 Conference features industry experts, hands-on workshops, opportunities for professional CE, and networking at social events.

Our audience typically includes a broad mix of industry professionals, including advisors, broker-dealers, managers, accountants, TPAs, financial planners, wholesalers, pension specialists, record-keepers, etc. Many attendees also carry other industry-leading credentials, such as the CPA, CLU, ChFC, IMCA, CFA, MBA, and JD. Almost half count themselves as CFP certificants. This is the event for professionals leading the way into a new fiduciary environment.

If you are interested in presenting at an fi360 Conference, please download and submit the speaker proposal form

If you have questions about the upcoming or previous fi360 National Conferences, please contact us at conference@fi360.com.

Continuing Education

Attending the fi360 Conference not only fulfills the entirety of AIF/AIFA designation CE requirements for the year, it also counts towards outside credentials, such as the CFP®, CPA and CIMA designations. Specific CE details for the 2010 Conference will be posted when available

If you are an AIF or AIFA designee who cannot attend the conference, or for more details about CE requirements, please click the appropriate link below:

• AIF Continuing Education Requirements
• AIFA Continuing Education Requirements

AIF® and AIFA® Designees: To access session recordings from previous conferences, login to the Designee Portal.

Feedback from previous conferences

End-of-conference surveys from previous conferences have yielded the following results:

• 99% said the agenda presented them with relevant and interesting topics to choose from
• 98% were satisfied with their overall conference experience
• 98% said they would recommend this conference to others
• 91% ranked the quality of topics and speakers above average
• The following attributes were the most frequently cited as contributing to their positive experience:
• Variety and quality of topics, speakers and attendees
• Networking opportunities with attendees, speakers and fi360 staff
• Fi360 Tools sessions
• CE opportunities
• Overall organization of the event