Date: Monday, 1 April 2019 – Wednesday 3 April 2019
Location: The Westin Fort Lauderdale Beach Resort4
The 2019 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.
Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as a select group of relevant vendors.
TIIP’s president William Burckart will lead a series of discussions with financial advisors on how to integrate sustainable investing in the advisory practice.