SIFA's commitment to its members is evidenced by its great value proposition.  In addition to the notably a low-cost annual membership fee to belong to a high quality professional Society supporting its Members, SIFA develops two well-regarded conferences every year.  Each conference brings to SIFA's financial planning, personal risk insurance, mortgage, estate and investment planning advisers:  


  • Current Industry Information

  • ​An Average of 8 Hours Structured Professional Development Hours per Conference that may be used to meet specific AFA Professional Development Plan Requirements

  • Access to Researchers and Economists plus various Investment, Fund and Insurance Managers

  • Ideas to Improve Your Practice and Client Outcomes

  • Collegiality and Support -- Opportunities to freely discuss issues or problems in a supportive environment


Our Spring and Winter conferences offer delegates two full days of presentations from a wide range of qualified speakers on a variety of topics.  SIFA conferences also provide excellent opportunities to talk one-on-one with fund managers and other specialist speakers, and enjoy time with colleagues and peers from around the country.



Are you interested in attending a SIFA Conference before deciding on a SIFA Membership?  We offer a special conference registration fee for financial advisers interested in assessing whether to join us.  Check out date and location of our next Conference.

If you are interested in attending any of our conferences as a Try Before You Buy delegate, contact us today.