Where the Future of Personal Finance Comes to Life
Connect. Learn. Grow.
At Currence, we believe that community and conversation are the keys to transforming how people think about and manage cash flow. Our events are where financial professionals, innovators, and advocates come together to reimagine what’s possible—for their clients, their practices, and the future of personal finance.
Currence Fundamentals Training
Every Wednesday at 3pm ET | Virtually on Zoom
The Currence Fundamentals Training series is designed to equip advisors and team members with the foundational knowledge and tools they need to confidently deliver the Currence experience. These sessions cover a rotating lineup of core topics, including:
Office Hours: Open-format discussions where participants can ask questions.
Enrollment: Best practices for introducing clients to the Currence system.
Calibration: Creating one continuous conversation with your clients for a consistent and impactful experience.
Other Core Topics: From system navigation to Currence terminology.
Whether you’re new to Currence or looking to refresh and refine your approach, Fundamentals Training ensures you’re equipped with the knowledge, strategies, and support to succeed.
Certified Income Advisor™ Exclusive Training
Every Monday at 2pm ET | Virtually on Zoom | Must be CIA to Join
The specialized CIA training is a unique opportunity to learn from the Currence Masters, connect with other CIAs and invest in yourself and your IUM practice. Each month will bring new topics and sessions that will follow these themes (some exceptions may apply):
Week 1: IUM Masters – Client Segment Specific Training
Week 2: Office Hours
Week 3: CIA Spotlight
Week 4: Wild Card Topics, Guest Trainers and other
July 19-21, 2026 – Nashville, TN
Income Under Management® Conference
The Income Under Management Conference is an intensive training event designed for financial advisors like you. Over the course of two days dive into purpose-driven training designed to help you shift from transactional advising to transformational leadership.