Dates that matter

Open industry conferences, each confirmed on the organizer's own page, plus two invitation-only events marked on their entries: Global Trend Events' wealth forums and Schwab IMPACT. AdvisorIQ is not affiliated with these events.

1. Oct 14 to 17Wed, 2026

   NAPFA Fall 2026 National Conference

   Atlanta, GA · NAPFA

   CE, as the organizer states it: NAPFA says attendees earn CE through its sessions; the preconference workshop lists 8 NAPFA CEs. No total stated.

   Dates from the organizer: napfa.org, checked Oct 5, 2026.

2. Oct 25 to 28Sun, 2026

   2026 NSCP National Conference

   Orlando, FL · National Society of Compliance Professionals

   CE, as the organizer states it: Up to 8.7 Florida CLE credits and up to 8.4 CPE credits. For other designations, attendees apply to their own designation body.

   Dates from the organizer: nscp.org, checked Oct 5, 2026.

3. Oct 27 to 29Tue, 2026

   Schwab IMPACT 2026

   Boston, MA · Charles Schwab

   Who can attend, as the organizer states it: Invitation only, according to Schwab's IMPACT FAQ.

   CE, as the organizer states it: Schwab says attendees can expect 7 to 10 hours of CE credit (CFP, CIMA, CPWA, RMA, and CPE for CPAs).

   Dates from the organizer: impact.schwab.com, checked Oct 5, 2026.

4. Nov 9 to 11Mon, 2026

   FPA SUMMIT 2026

   National Harbor, MD · Financial Planning Association

   CE, as the organizer states it: A minimum of 10 hours of CFP CE credit with advance and regular registration; early bird registration lists an estimated 8 to 10 hours.

   Dates from the organizer: summit.financialplanningassociation.org, checked Oct 5, 2026.

5. Nov 16 to 17Mon, 2026

   Experience 2026, Scottsdale

   Scottsdale, AZ · Investments & Wealth Institute

   CE, as the organizer states it: Up to 20 CE, including up to 3 ethics CE and at least 1 tax and regulations CE. IWI says about 80% of sessions are approved for CFP CE.

   Dates from the organizer: experience.investmentsandwealth.org, checked Oct 5, 2026.

6. Dec 6 to 9Sun, 2026

   GTE Wealth Forum XXVIII

   New Orleans, LA · Global Trend Events

   Who can attend, as the organizer states it: Invitation only. Advisors qualify through a questionnaire; GTE says its most recent forum set a $250 million AUM minimum for RIAs, bank trusts and family offices, and requirements differ by forum. Advisors attend free.

   CE, as the organizer states it: GTE says its forum presentations offer CE credit for CFP and IWI holders. No hours stated for this forum.

   Dates from the organizer: globaltrendevents.com, checked Oct 5, 2026.

7. Jan 25 to 27Mon, 2027

   2027 AICPA Personal Financial Planning Symposium

   Nashville, TN · AICPA & CIMA

   CE, as the organizer states it: 17.5 CPE credits for onsite attendance.

   Dates from the organizer: aicpa-cima.com, checked Oct 5, 2026.

8. Feb 22 to 24Mon, 2027

   Orion Ascent 2027

   Orlando, FL · Orion

   CE, as the organizer states it: CE-eligible sessions for CFP, CIMA, CPWA and RMA. No hour total stated.

   Dates from the organizer: orion.com, checked Oct 5, 2026.

9. Mar 14 to 17Sun, 2027

   2027 SIFMA C&L Annual Seminar

   San Diego, CA · SIFMA

   CE, as the organizer states it: Breakout sessions are CLE-eligible in multiple states.

   Dates from the organizer: events.sifma.org, checked Oct 5, 2026.

10. Mar 14 to 17Sun, 2027

    Future Proof Citywide 2027

    Miami Beach, FL · Future Proof

    Dates from the organizer: futureproofhq.com, checked Oct 5, 2026.

11. Mar 22 to 25Mon, 2027

    T3 Technology Conference 2027

    Las Vegas, NV · T3 Technology Tools for Today

    Dates from the organizer: t3conferences.com, checked Oct 5, 2026.

12. Apr 4 to 7Sun, 2027

    GTE Wealth Forum XXIX

    Las Vegas, NV · Global Trend Events

    Who can attend, as the organizer states it: Invitation only. Advisors qualify through a questionnaire; GTE says its most recent forum set a $250 million AUM minimum for RIAs, bank trusts and family offices, and requirements differ by forum. Advisors attend free.

    CE, as the organizer states it: GTE says its forum presentations offer CE credit for CFP and IWI holders. No hours stated for this forum.

    Dates from the organizer: globaltrendevents.com, checked Oct 5, 2026.

13. May 5 to 8Wed, 2027

    NAPFA 2027 Spring National Conference

    San Diego, CA · NAPFA

    Dates from the organizer: napfa.org, checked Oct 5, 2026.

14. May 11 to 13Tue, 2027

    2027 FINRA Annual Conference

    Washington, DC · FINRA

    CE, as the organizer states it: FINRA says sessions may qualify for CFP and CRCP continuing education credits.

    Dates from the organizer: finra.org, checked Oct 5, 2026.

15. Jun 8 to 10Tue, 2027

    Wealth Management EDGE 2027

    Boca Raton, FL · Informa Connect (WealthManagement.com)

    Dates from the organizer: informaconnect.com, checked Oct 5, 2026.

16. Aug 24 to 26Tue, 2027

    FPA Gather 2027

    Portland, OR · Financial Planning Association

    CE, as the organizer states it: A minimum of 2 hours of CFP CE credit.

    Dates from the organizer: gather.financialplanningassociation.org, checked Oct 5, 2026.

17. Sep 21 to 23Tue, 2027

    XYPN LIVE 2027

    Seattle, WA · XY Planning Network

    CE, as the organizer states it: XYPN says attendees can earn CFP CE credits. No hour total stated.

    Dates from the organizer: live.xyplanningnetwork.com, checked Oct 5, 2026.

18. Dec 5 to 8Sun, 2027

    GTE Wealth Forum XXX

    Nashville, TN · Global Trend Events

    Who can attend, as the organizer states it: Invitation only. Advisors qualify through a questionnaire; GTE says its most recent forum set a $250 million AUM minimum for RIAs, bank trusts and family offices, and requirements differ by forum. Advisors attend free.

    CE, as the organizer states it: GTE says its forum presentations offer CE credit for CFP and IWI holders. No hours stated for this forum.

    Dates from the organizer: globaltrendevents.com, checked Oct 5, 2026.