Portfolio managers do not belong to unions, but many professional associations provide membership, networking events, continuing education (CE) classes and webinars, publications, and career resources. The Investment Company Institute is a “leading global association of regulated funds, including mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts in the United States and similar funds offered to investors in jurisdictions worldwide.” It offers CE opportunities and publishes the Investment Company Fact Book, an annual guide to the industry that features statistics and other information and a list of U.S.-registered investment companies. The CFA Institute provides the chartered financial analyst credential and professional development opportunities. Other noteworthy organizations include the Association for Financial Professionals, International Association for Quantitative Finance, Investments & Wealth Institute, CFA Society New York, and the Securities Industry and Financial Markets Association.
- Accountants
- Architects
- Assessors and Appraisers
- Auditors
- Chief Information Officers
- Commodities Brokers
- Compliance Managers
- Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Interior Designers and Decorators
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Mutual Fund Accountants and Auditors
- Mutual Fund Analysts
- Mutual Fund Compliance Professionals
- Mutual Fund Customer Service Representatives
- Mutual Fund Financial Managers
- Mutual Fund Lawyers
- Mutual Fund Marketing Specialists
- Mutual Fund Risk Managers
- Mutual Fund Wholesalers
- Property and Real Estate Managers
- Real Estate Agents and Brokers
- Real Estate Clerks
- Real Estate Developers
- Real Estate Lawyers
- Real Estate Writers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Retirement Planners
- Statisticians
