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Mutual Fund Portfolio Managers

Resources & Associations

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
https://www.afponline.org

The AAAIM offers education, conferences, and membership benefits.
Association of Asian American Investment Managers (AAAIM)
One Embarcadero Center, Suite 1160
San Francisco, CA, 94111-3669
https://www.aaaim.org

Visit the institute’s Web site for information on certification.
CFA Institute
915 East High Street, Suite 100
Charlottesville
VA, 22902-4819
Tel: (800) 247-8132
Tel 2: (434) 951-5499
https://www.cfainstitute.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
https://www.finra.org

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

For information on mutual funds and to read the Investment Company Fact Book, visit the ICI’s Web site.
Investment Company Institute (ICI)
1401 H Street, NW, Suite 1200
Washington, DC, 20005-2110
Tel: (202) 326-5800
http://www.ici.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 (MFDF)
1501 M Street, NW, Suite 1150
Washington, DC, 20005-1772
Tel: (202) 507-4488
Email: hello@mfdf.org
http://www.mfdf.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
https://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
https://wifsnational.org

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