2026 FSP INSTITUTE

FEBRUARY 17-20, 2026 | LAKE NONA WAVE HOTEL | ORLANDO, FLORIDA

The FSP Institute is an educational event for financial services professionals. It is described as a powerful learning experience that brings together world-class faculty and industry leaders. The primary goal is to help attendees “raise their game” by enhancing their expertise, improving their client service, and elevating their professional profile.

Here’s an overview of what you can typically expect from an FSP Institute meeting:

Focus on Advanced Planning: The meetings often concentrate on advanced topics within financial services, such as estate planning, retirement, risk/insurance planning, and tax planning.

Collaborative Learning: The event emphasizes a collaborative learning environment, with a focus on practical application of sophisticated strategies and cutting-edge insights. This is often achieved through a combination of expert presentations and opportunities for attendees and speakers to interact.

Continuing Education: The FSP Institute is a significant opportunity for professionals to earn continuing education (CE) credits, which are essential for maintaining certifications like the CFP.

Target Audience: The meeting is aimed at experienced planners, including CFPs, who are looking to deepen their knowledge and stay current with industry trends.

Networking: Like many professional conferences, the FSP Institute provides opportunities for networking with peers and industry leaders.

Organizers: The FSP Institute is often associated with or organized by the National Association of Insurance and Financial Advisors (NAIFA).