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Events & Education

Policy & Leadership Forum

On September 15-17, join us in Washington, D.C., for the 2025 IAA Policy & Leadership Forum — a combination of our Adviser Advocacy Day and Leadership Forum. The Forum will bring together senior leaders from investment adviser firms for a high-value program featuring a range of thought leaders discussing policy and business issues of critical importance to the industry. Attendees will also have the opportunity to join peers from like-sized firms to share best practices during our perennially popular breakout sessions.

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Compliance Workshops

Compliance Conference

Adviser Advocacy Day

Executive Roundtable Events

Executive Roundtables

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Upcoming Webinars

There are currently no upcoming events.

Past Webinars

Members have complimentary access to all past webinars.

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Upcoming Committee Meetings

Upcoming Member Calls

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Investment Adviser Certified Compliance Professional

The Investment Adviser Certified Compliance Professional (IACCP®) program is designed to advance investment adviser compliance as a profession.

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Certificate in Blockchain and Digital Assets®

Modules also cover portfolio construction, regulation, compliance and risk, operations, and methods for explaining blockchain and digital assets to new and current clients.

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