FinTech is transforming our industry at a staggering pace, leaving advisors with a critical decision — adapt to seize the opportunities FinTech brings or stand in its way and face obscurity. It’s an easy choice, but finding the resources to conquer this learning curve has been challenging, until now.
The Chalice FinTech Institute (CFI) empowers advisors with the knowledge needed to champion their clients’ best interests and become technology-enabled advisors. Members receive exclusive access to an industry-tailored educational curriculum, deep savings on best-in-class FinTech tools, insights from world-class thought leaders and unparalleled industry networking events.
We are the preeminent FinTech educational platform serving the financial services industry. Our mission is to empower advisors with the knowledge needed to transform their business, support their ongoing needs and help them be successful.
For over 90 years, FSP has provided financial services professionals the best place to build your professional network, enhance your knowledge base, and grow your practice. It provides local access to the world-class resources that are critical to your success.
We are a community of over 50,000 members comprised of independent Financial Advisors, CPAs, Insurance Agents and other professionals. Our members gain access to exceptional benefits via our digital marketplace—all designed to help them run, grow and protect their business.