Start building a future-ready career and firm today

Save over $650 with a 

membership + event bundle

Take your career and business to the next level. Stay sharply focused on the latest wealth management developments all year long with unlimited access to tools and insights — and engage in focused discussions with the industry’s top minds and walk away with the tools to thrive in a new era of financial services with a premium membership to Financial Planning and an attendee ticket to INVEST, taking place June 12-13 in New York, NY. 

Bundle these two benefits for only $1,845 $1,194; 35% savings. 

BUNDLE AND SAVE

The membership + event bundle includes:

Unmatched news and analysis

Comprehensive news, sophisticated analysis and exclusive content to help you build smart, effective strategies. Learn more about your annual subscription →

Ticket to INVEST | June 12-13 | New York

INVEST will help decision-makers at wealth management firms understand how new technology can improve advisor efficiency and effectiveness. Learn more about the event →

Original research and benchmarking

Get key insights and datasets from both customers and leading businesses about industry trends, outlooks and predictions.

On-demand thought leadership 

Podcasts, webinars and livestream and on-demand videos from our Leaders forum deliver invaluable insights from experts and innovators.

Continue your growth 

Webinars, quizzes and other content keep you sharp and engaged while earning you continuing education credits.

SAVE 35%