Skip to Main Content

Mutual Funds

Resources & Associations

For information on certification, membership, and job listings, contact
Association for Financial Counseling and Planning Education (AFCPE)
79 South State Street, Suite D3
Westerville, OH, 43081-2066
Tel: (614) 368-1055
http://www.afcpe.org

For information on careers, continuing education, and certification, contact
Association for Financial Professionals (AFP)
12345 Parklawn Drive, Suite 200
Rockville, MD, 20852-1725
Tel: (301) 907-2862
Fax: (301) 907-2864
Email: customerservice@AFPonline.org
http://www.afponline.org

For job listings and information on membership and podcasts, contact
Association of Asian American Investment Managers (AAAIM)
One Embarcadero Center, Suite 1160
San Francisco, CA, 94111-3669
http://www.aaaim.org

For information on certification and careers, contact
Certified Financial Planner Board of Standards
1425 K Street, NW, #800
Washington, DC, 20005-3673
Tel: (800) 487-1497
Tel 2: (202) 379-2200
Fax: (202) 379-2299
http://www.cfp.net

Visit the institute’s Web site for information on certification for financial analysts.
CFA Institute
915 East High Street
Charlottesville, VA, 22902-4819
Tel: (800) 247-8132
Tel 2: (434) 951-5499
http://www.cfainstitute.org

Visit this organization's Web site for information on membership, job listings, and other useful resources.
CFA Society New York
1540 Broadway, Suite 1010
New York, NY, 10036-2714
Tel: (212) 541-4530
Fax: (212) 541-4677
https://www.cfany.org

Contact FINRA for information about regulation in the financial securities industry.
FINRA
1700 K Street, NW
Washington, DC, 20006-3817
Tel: (301) 590-6500
http://www.finra.org

For information on membership and continuing education, contact
Fixed Income Analysts Society (FIASI)
244 Fifth Avenue, Suite L230
New York, NY, 10001-7604
Tel: (212) 943-1900
https://www.fiasi.org

For information on membership and networking, contact
Global Association of Risk Professionals (GARP)
111 Town Square Place, 14th Floor
Jersey City, NJ, 07310-1755
Tel: (201) 719-7210
Fax: (201) 222-5022
Email: memberservices@garp.com
http://www.garp.org

This trade organization promotes professional education of financial advisors and planners. Visit its Web site for more information.
International Association of Registered Financial Consultants (IARFC)
PO Box 506
Middletown, OH, 45042-0506
Tel: (800) 532-9060
Fax: (513) 345-9479
Email: info@iarfc.org
http://www.iarfc.org

For information on mutual funds, contact
International Investment Funds Association (IIFA)
333 Bay Street, Suite 2601
Toronto, ON, Canada, M5H 2R2
Email: info@iifa.ca
http://www.iifa.ca

For information on mutual funds and to read the Investment Company Fact Book, contact
Investment Company Institute (ICI)
1401 H Street, NW, Suite 1200
Washington, DC, 20005-2110
Tel: (202) 326-5800
http://www.ici.org

Learn more about the types of mutual funds and other types of investments.
Investment Management Education Alliance (IMEA)
200 Highland Avenue, Suite 403
Needham, MA, 02494-3035
Tel: (816) 510-9534
https://imealliance.com

For information on membership, continuing education, and certification, contact
Investments & Wealth Institute
5619 DTC Parkway, Suite 600
Greenwood Village, CO, 80111-3044
Tel: (303) 770-3377
Fax: (303) 770-1812
https://investmentsandwealth.org

This nonprofit organization serves independent directors of U.S. mutual funds. Visit its Web site for information on membership and continuing education.
Mutual Fund Directors Forum
1501 M Street, NW, Suite 1150
Washington, DC, 20005-1772
Tel: (202) 507-4488
Email: Forum@mfdf.org
http://www.mfdf.org

For information on membership and continuing education, contact
ProSight Financial Association
Tel: (800) 844-3637
Email: info@ProSightFA.org
https://www.prosightfa.org

The society serves more than 200,000 risk practitioners and business leaders from over 75 countries. It offers publications, certification, and other resources.
RIMS, the risk management society
228 Park Avenue South, PMB 23312
New York, NY, 10003-1502
Tel: (212) 286-9292
https://www.rims.org

For information on education and careers, contact
Securities Industry and Financial Markets Association (SIFMA)
140 Broadway, 35th Floor
New York, NY, 10005-1133
Tel: (212) 313-1200
Email: inquiry@sifma.org
http://www.sifma.org

For information on membership and continuing education, contact
Women in Insurance and Financial Services
1800 East Ray Road, Suite A106
Chandler, AZ, 85225-8720
Tel: (866) 264-9437
Email: office@wifsnational.org
http://www.wifsnational.org