Wealth Management

Visit the ABA Web site for job listings and information on the banking industry, continuing education, and its Wealth Management & Trust Conference.
American Bankers Association (ABA)
1333 New Hampshire Avenue, NW
Washington, DC, 20036-1511
Tel: (800) 226-5377
http://www.aba.com

For information on certification and membership, and job listings, visit the association's Web site.
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 information on membership and continuing education, contact
Association of African-American Financial Advisors (AAFA)
1050 Connecticut Avenue, NW, Suite 500
Washington, DC, 20036-5304
Tel: (202) 938-3980
Email: info@aaafainc.org
http://www.aaafainc.com

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

The center was created by the CFP Board to help improve diversity in the financial planning industry. Visit its Web site for more information.
Center for Financial Planning (CFP)
Tel: (800) 487-1497
Email: mail@cfpboard.org
https://www.cfp.net/cfp-board-center-for-financial-planning

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
Email: mail@cfpboard.org
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
Email: info@cfainstitute.org
http://www.cfainstitute.org

Visit the society's Web site for information on membership for college students and scholarships for graduate students.
CFA Society New York
1540 Broadway, Suite 1010
New York, NY, 10036-2714
Tel: (212) 541-4530
Fax: (212) 541-4677
Email: education@cfany.org
https://www.cfany.org

For information on certification, contact
CFP Board
1425 K Street, NW, #800
Washington, DC, 20005-3673
Tel: (800) 487-1497
Tel 2: (202) 379-2200
Fax: (202) 379-2299
Email: mail@cfpboard.org
https://www.cfp.net

For information on certification, contact
Chartered Alternate Investment Analyst Association
Tel: (413) 253-7373
Email: info@caia.org
https://www.caia.org

For information on certification, continuing education, and networking, contact
CMT Association
115 Broadway, Floor 10
New York, NY, 10006-1655
Tel: (646) 652-3300
Email: admin@cmtassociation.org
https://cmtassociation.org

The FIA is a major trade organization for the futures, options, and cleared swaps markets industry worldwide.
FIA
2001 K Street, NW, Suite 725
Washington, DC, 20006-1071
Tel: (202) 466-5460
https://www.fia.org

This organization represents the professional interests of senior-level financial executives.
Financial Executives International (FEI)
89 Headquarters Plaza, Suite 1462
Morristown, NJ, 07960-6834
Tel: (973) 765-1000
Fax: (973) 765-1018
http://www.financialexecutives.org

For information about regulation in the financial securities industry, contact
Financial Industry Regulatory Authority (FINRA)
1700 K Street, NW
Washington, DC, 20006-3817
Tel: (301) 590-6500
http://www.finra.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

For information on membership and networking, contact
Institute for Private Investors
527 Madison Avenue, 11th Floor
New York, NY, 10022-4370
Tel: (212) 693-1300
http://www.instituteforprivateinvestors.com

For information on certification, contact
Institute of Business and Finance (IBF)
PO Box 371243
San Diego, CA, 92137-1243
Tel: (800) 848-2029
Email: info@icfs.com
http://www.icfs.com

The ILPA has nearly 600 member organizations from all categories of small and large institutions—including public pensions, corporate pensions, endowments, foundations, family offices, and insurance companies—representing more than $2 trillion of private assets globally.
Institutional Limited Partners Association (ILPA)
1776 I Street, NW, Suite 525
Washington, DC, 20006-3784
Tel: (416) 941-9393
Fax: (416) 941-9307
Email: info@ilpa.org
http://ilpa.org

The IAQF provides platforms to discuss new developments in the quantitative finance profession. Its Web site provides an overview of financial engineering, advice on cover letters and resumes, and other resources.
International Association for Quantitative Finance (IAQF)
330 West 38th Street, Suite 1105
New York, NY, 10018-8403
Tel: (646) 736-0705
Email: Web@iaqf.org
http://www.iaqf.org

This trade organization promotes the professional education of financial advisors and planners.
International Association of Registered Financial Consultants (IARFC)
P.O. 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
1401 H Street, NW, Suite 1200
Washington, DC, 20005-2110
Tel: (202) 326-5800
http://www.ici.org

For information on membership, continuing education, and certification, contact
Investments & Wealth Institute
5619 DTC Parkway, Suite 600
Greenwood Village, CO, 80111-3013
Tel: (303) 770-3377
Fax: (303) 770-1812
http://investmentsandwealth.org

To learn more about real estate investment trusts, contact
Nareit
1875 I Street, NW, Suite 500
Washington, DC, 20006-5425
Tel: (800) 362-7348
Tel 2: (202) 739-9400
Fax: (202) 739-9401
https://www.reit.com

For information on membership, training, and registration, contact
National Futures Association (NFA)
320 South Canal, Suite 2400
Chicago, IL, 60606-5707
Tel: (312) 781-1300
Fax: (312) 781-1467
Email: information@nfa.futures.org
https://www.nfa.futures.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 membership and continuing education, contact
RMA—The Risk Management Association
Tel: (800) 677-7621
Email: customers@rmahq.org
http://www.rmahq.org

For information on education and careers, contact
Securities Industry and Financial Markets Association (SIFMA)
140 Broadway, 35th Floor
New York, NY, 10005-1133 (212) 313-1200
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 (WIFS)
1800 East Ray Road, Suite A106
Chandler, AZ, 85225-8720
Tel: (866) 264-9437
Email: office@wifsnational.org
http://www.wifsnational.org

For information on membership, job listings, and local chapters, visit
Women’s Association of Venture and Equity Inc. (WAVE)
1341 West Broad Street
Stratford, CT, 06615-5769
Tel: (203) 763-9255
https://women-wave.org