{
 "name": "Industry events",
 "description": "Conferences, custodian events and association meetings for advisors, as each organizer lists them.",
 "url": "https://advisoriq.com/data/events.json",
 "page": "https://advisoriq.com/data/",
 "as_of": "2026-10-05",
 "license": "https://advisoriq.com/license/",
 "source": "AdvisorIQ, independent education for financial advisors. Each record names the official source it was checked against and the date.",
 "count": 19,
 "unverified": 0,
 "records": [
  {
   "slug": "altruist-build-to-grow-nyc-2026",
   "name": "Build to Grow NYC",
   "organizer": "Altruist",
   "kind": "custodian",
   "starts_on": "2026-10-06",
   "ends_on": "2026-10-07",
   "city": "Brooklyn, NY",
   "url": "https://altruist.com/events/build-to-grow-nyc/",
   "ce_note": null,
   "source_url": "https://altruist.com/events/build-to-grow-nyc/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "napfa-fall-2026",
   "name": "NAPFA Fall 2026 National Conference",
   "organizer": "NAPFA",
   "kind": "association",
   "starts_on": "2026-10-14",
   "ends_on": "2026-10-17",
   "city": "Atlanta, GA",
   "url": "https://www.napfa.org/conferences/napfa-fall-2026-national-conference",
   "ce_note": "NAPFA says attendees earn CE through its sessions; the preconference workshop lists 8 NAPFA CEs. No total stated.",
   "source_url": "https://www.napfa.org/conferences/napfa-fall-2026-national-conference",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "nscp-national-2026",
   "name": "2026 NSCP National Conference",
   "organizer": "National Society of Compliance Professionals",
   "kind": "association",
   "starts_on": "2026-10-25",
   "ends_on": "2026-10-28",
   "city": "Orlando, FL",
   "url": "https://www.nscp.org/events/2026-nscp-national-conference",
   "ce_note": "Up to 8.7 Florida CLE credits and up to 8.4 CPE credits. For other designations, attendees apply to their own designation body.",
   "source_url": "https://www.nscp.org/events/2026-nscp-national-conference",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "schwab-impact-2026",
   "name": "Schwab IMPACT 2026",
   "organizer": "Charles Schwab",
   "kind": "custodian",
   "starts_on": "2026-10-27",
   "ends_on": "2026-10-29",
   "city": "Boston, MA",
   "url": "https://impact.schwab.com/",
   "ce_note": "Schwab says attendees can expect 7 to 10 hours of CE credit (CFP, CIMA, CPWA, RMA, and CPE for CPAs).",
   "source_url": "https://impact.schwab.com/faq/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "fpa-summit-2026",
   "name": "FPA SUMMIT 2026",
   "organizer": "Financial Planning Association",
   "kind": "association",
   "starts_on": "2026-11-09",
   "ends_on": "2026-11-11",
   "city": "National Harbor, MD",
   "url": "https://summit.financialplanningassociation.org/",
   "ce_note": "A minimum of 10 hours of CFP CE credit with advance and regular registration; early bird registration lists an estimated 8 to 10 hours.",
   "source_url": "https://summit.financialplanningassociation.org/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "iwi-experience-scottsdale-2026",
   "name": "Experience 2026, Scottsdale",
   "organizer": "Investments & Wealth Institute",
   "kind": "association",
   "starts_on": "2026-11-16",
   "ends_on": "2026-11-17",
   "city": "Scottsdale, AZ",
   "url": "https://experience.investmentsandwealth.org/scottsdale",
   "ce_note": "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.",
   "source_url": "https://experience.investmentsandwealth.org/scottsdale-register",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "gte-wealth-forum-xxviii",
   "name": "GTE Wealth Forum XXVIII",
   "organizer": "Global Trend Events",
   "kind": "conference",
   "starts_on": "2026-12-06",
   "ends_on": "2026-12-09",
   "city": "New Orleans, LA",
   "url": "https://globaltrendevents.com/next-event/",
   "ce_note": "GTE says its forum presentations offer CE credit for CFP and IWI holders. No hours stated for this forum.",
   "source_url": "https://globaltrendevents.com/next-event/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "aicpa-pfp-symposium-2027",
   "name": "2027 AICPA Personal Financial Planning Symposium",
   "organizer": "AICPA & CIMA",
   "kind": "association",
   "starts_on": "2027-01-25",
   "ends_on": "2027-01-27",
   "city": "Nashville, TN",
   "url": "https://events.aicpa-cima.com/pfpsymposium",
   "ce_note": "17.5 CPE credits for onsite attendance.",
   "source_url": "https://www.aicpa-cima.com/cpe-learning/conference/personal-financial-planning-symposium",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "orion-ascent-2027",
   "name": "Orion Ascent 2027",
   "organizer": "Orion",
   "kind": "custodian",
   "starts_on": "2027-02-22",
   "ends_on": "2027-02-24",
   "city": "Orlando, FL",
   "url": "https://orion.com/ascent",
   "ce_note": "CE-eligible sessions for CFP, CIMA, CPWA and RMA. No hour total stated.",
   "source_url": "https://orion.com/ascent",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "sifma-cl-annual-2027",
   "name": "2027 SIFMA C&L Annual Seminar",
   "organizer": "SIFMA",
   "kind": "association",
   "starts_on": "2027-03-14",
   "ends_on": "2027-03-17",
   "city": "San Diego, CA",
   "url": "https://events.sifma.org/event/cl-annual/home",
   "ce_note": "Breakout sessions are CLE-eligible in multiple states.",
   "source_url": "https://events.sifma.org/event/cl-annual/home",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "future-proof-citywide-2027",
   "name": "Future Proof Citywide 2027",
   "organizer": "Future Proof",
   "kind": "conference",
   "starts_on": "2027-03-14",
   "ends_on": "2027-03-17",
   "city": "Miami Beach, FL",
   "url": "https://futureproofhq.com/citywide/",
   "ce_note": null,
   "source_url": "https://futureproofhq.com/citywide/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "t3-technology-conference-2027",
   "name": "T3 Technology Conference 2027",
   "organizer": "T3 Technology Tools for Today",
   "kind": "conference",
   "starts_on": "2027-03-22",
   "ends_on": "2027-03-25",
   "city": "Las Vegas, NV",
   "url": "https://t3conferences.com/",
   "ce_note": null,
   "source_url": "https://t3conferences.com/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "gte-wealth-forum-xxix",
   "name": "GTE Wealth Forum XXIX",
   "organizer": "Global Trend Events",
   "kind": "conference",
   "starts_on": "2027-04-04",
   "ends_on": "2027-04-07",
   "city": "Las Vegas, NV",
   "url": "https://globaltrendevents.com/next-event/",
   "ce_note": "GTE says its forum presentations offer CE credit for CFP and IWI holders. No hours stated for this forum.",
   "source_url": "https://globaltrendevents.com/next-event/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "napfa-spring-2027",
   "name": "NAPFA 2027 Spring National Conference",
   "organizer": "NAPFA",
   "kind": "association",
   "starts_on": "2027-05-05",
   "ends_on": "2027-05-08",
   "city": "San Diego, CA",
   "url": "https://www.napfa.org/community/future-conferences",
   "ce_note": null,
   "source_url": "https://www.napfa.org/community/future-conferences",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "finra-annual-conference-2027",
   "name": "2027 FINRA Annual Conference",
   "organizer": "FINRA",
   "kind": "conference",
   "starts_on": "2027-05-11",
   "ends_on": "2027-05-13",
   "city": "Washington, DC",
   "url": "https://www.finra.org/events-training/conferences-events/2027-annual-conference",
   "ce_note": "FINRA says sessions may qualify for CFP and CRCP continuing education credits.",
   "source_url": "https://www.finra.org/events-training/conferences-events/2027-annual-conference",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "wealth-management-edge-2027",
   "name": "Wealth Management EDGE 2027",
   "organizer": "Informa Connect (WealthManagement.com)",
   "kind": "conference",
   "starts_on": "2027-06-08",
   "ends_on": "2027-06-10",
   "city": "Boca Raton, FL",
   "url": "https://informaconnect.com/edge/",
   "ce_note": null,
   "source_url": "https://informaconnect.com/edge/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "fpa-gather-2027",
   "name": "FPA Gather 2027",
   "organizer": "Financial Planning Association",
   "kind": "association",
   "starts_on": "2027-08-24",
   "ends_on": "2027-08-26",
   "city": "Portland, OR",
   "url": "https://gather.financialplanningassociation.org/",
   "ce_note": "A minimum of 2 hours of CFP CE credit.",
   "source_url": "https://gather.financialplanningassociation.org/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "xypn-live-2027",
   "name": "XYPN LIVE 2027",
   "organizer": "XY Planning Network",
   "kind": "conference",
   "starts_on": "2027-09-21",
   "ends_on": "2027-09-23",
   "city": "Seattle, WA",
   "url": "https://live.xyplanningnetwork.com/",
   "ce_note": "XYPN says attendees can earn CFP CE credits. No hour total stated.",
   "source_url": "https://live.xyplanningnetwork.com/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  },
  {
   "slug": "gte-wealth-forum-xxx",
   "name": "GTE Wealth Forum XXX",
   "organizer": "Global Trend Events",
   "kind": "conference",
   "starts_on": "2027-12-05",
   "ends_on": "2027-12-08",
   "city": "Nashville, TN",
   "url": "https://globaltrendevents.com/next-event/",
   "ce_note": "GTE says its forum presentations offer CE credit for CFP and IWI holders. No hours stated for this forum.",
   "source_url": "https://globaltrendevents.com/next-event/",
   "verified_at": "2026-10-05",
   "status": "verified",
   "license": "https://advisoriq.com/license/"
  }
 ]
}