Events from The College
We believe events should connect communities, catalyze change, and accelerate careers through knowledge. Browse our full lineup of upcoming in-person and virtual events.
Join Us at an Upcoming Event
Alumnae of Impact Luncheon
Live Event | May 12, 2026
Connect with women in the financial services industry at a luncheon focused on growth, shared experiences, and planting seeds for the future with College leaders.
Planning With Donor-Advised Funds
Virtual Event | May 19, 2026
Join thought leaders H. Daniel Heist, PhD, Erinn Andrews, Benjamin F. Cummings, PhD, CFP®, as we explore the ins and outs of using donor-advised funds in financial planning.
Wilmington Alumni & Student Reception
Live Event | June 24, 2026
Connect with fellow alumni and hear key College updates from Senior Vice President, Carol Prushan.
Greater Charlotte Alumni & Student Reception
Live Event | June 25, 2026
Connect with fellow alumni and hear key College updates from Senior Vice President, Carol Prushan.
Conference of African American Financial Professionals
Live Event | August 3-5, 2026
Join us in Chicago at the nation’s premier professional development conference for Black and African American financial professionals, as well as all those dedicated to advancing representation in the industry.
View Our Full Event Calendar
Read Our Latest Insights
Press
Study: Advisor Tenure Isn’t Enough, Especially for HNW Clients
The study includes the debut of the Advisor Expertise Index, a new framework designed to quantify the level of expertise advisors bring to key areas of financial planning.
May 06, 2026
Insights
Three Ethics Challenges Advisers Will Confront in the Next Era of AI
This article was originally published in the Journal of Financial Planning: April 2026. It is republished here with the publisher’s permission.
May 01, 2026
Insights
Insights from the AI & Trust Index Study
Understanding how trust shapes clients’ intent to use financial tools that utilize AI is critical as these technologies continue to be introduced across financial services.
May 01, 2026
Insights
How Specialized Planning Knowledge Can Support Client Goals
For many financial professionals, purpose-driven work is one of the primary motivations behind becoming a financial advisor. The right education can help convert that purpose into real results.
April 29, 2026
Press
Consumer Awareness Campaign Phase Two Continues Focus on Specialists
After the success of phase one, The College is launching phase two of its campaign exploring themes of personal passions, hobbies, and side gigs, and how these can add complexity to a personal…
April 27, 2026
01/03
