Why Attend

If you can only attend one conference in 2016, make it INSITE!

Discover what’s trending as INSITE changes with the evolving landscape of the industry. At INSITE, you receive a personalized experience to make it the most INSITE-ful event that you’ll attend all year!

Watch Highlights from INSITE 2015


See photos from INSITE 2015


CE Credits

Fulfill your continuing education (CE) requirements by attending qualifying sessions at INSITE 2016. Earn credit for:

  • Certified Financial Planner Board of Standards (CFP Board)
  • Investment Management Consultants Association (IMCA®)
  • Cannon Financial’s Certified Wealth Strategist® (CWS)
  • Chartered Financial Analyst (CFA) Institute

Qualifying sessions will be noted in the conference agenda. In previous years, attendees earned an average of 20 continuing education credits toward each accreditation including CFP Board, CFA Institute and IMCA. Additionally, they earned an average of 45 credits toward CWS credits.

Email INSITE@Pershing.com with questions related to CE credit.