Professional Development & Industry Advancement Affinity Benefits

Conferences, credentials, and career resources that support advisor education, industry engagement, and the development of the next generation of financial professionals.

FSI members, log in here to learn how to redeem these offers.

BNY | Pershing
A provider of clearing, custody, and business solutions that help wealth management and institutional firms grow and manage their businesses with innovation and trusted service. FSI members receive complimentary registration for the 2026 INSITE event, a $599 value.

Broadridge Financial Solutions
A global fintech leader that helps financial services firms streamline operations, meet compliance needs and drive growth through innovative technology, data and communications solutions. FSI members receive a 25% discount off the list price of $1,595 for AIF designation.

FinancialCareers.org
A platform newly launched by FSI aimed at attracting and informing students, recent graduates and career changers about opportunities in the independent financial services industry. FSI members receive significant discounts on job posting on the site.