Skip to Main Content

Investment Underwriters

Resources & Associations

The AFP offers education, certification, networking opportunities, and other benefits for financial professionals.
Association for Financial Professionals (AFP)
4520 East-West Highway, Suite 800
Bethesda, MD, 20814-3354
Tel: (301) 907-2862
Fax: (301) 907-2864
https://www.afponline.org

The CFA Institute has educational programs, research and data, and other resources for investment management professionals.
CFA Institute
915 East High Street
Charlottesville, VA, 22902-4868
Tel: (800) 247-8132
Tel 2: (434) 951-5499
https://www.cfainstitute.org

The IWI offers education and certification programs, research, news, and other resources for the investment management industry.
Investments & Wealth Institute (IWI)
5619 DTC Parkway, Suite 500
Greenwood Village, CO, 80111-3044
Tel: (303) 770-3377
Fax: (303) 770-1812
https://investmentsandwealth.org

The NAIFA provides advocacy, education, professional development support, events, and other benefits for insurance and financial professionals.
National Association of Insurance and Financial Advisors (NAIFA)
2901 Telestar Court
Falls Church, VA, 22042-1205
Tel: (877) 866-2432
https://www.naifa.org

The NAPFA offers useful information for financial professionals as well as consumers.
National Association of Personal Financial Advisors (NAPFA)
8700 W. Bryn Mawr Ave., Suite 700N
Chicago, IL, 60631-3509
Tel: (888) 333-6659
Tel 2: (847) 483-5400
Email: info@napfa.org
https://www.napfa.org

The Society of FSP offers education, chapter and national events, and other benefits for qualified, credentialed financial service professionals.
Society of Financial Service Professionals (FSP)
3803 West Chester Pike
Newtown Square, PA, 19073-2334
Tel: (610) 526-2500
https://national.societyoffsp.org

Related Professions
Featured Companies