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.
Strategist Activation Training
Every Monday-Wednesday at 3:15 pm ET | Virtually on Zoom
Advisors on Currence have access to the Strategist Activation Training series, which is designed to equip advisors and team members with the foundational knowledge and tools they need to confidently deliver the Currence experience. These sessions are a bootcamp format and will cover the following:
101: Currence Philosophy: The philosophy behind the Currence structure and why so many Americans struggle to save
102: Enrollment: How to efficiently onboard your clients and get them started with the Currence mobile application
103: Activation: Activation techniques that will allow you to have one continuous conversation with your clients
We will offer a 101, 102, and 103 training for everyone weekly. You will only need to attend each session once but are welcome to attend again as a refresher any week.
Certified Income Advisor™ Exclusive Training
Every Monday at 2 pm 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.