Private Bankers

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

For information on certification, contact
American College of Financial Services (ACFS)
630 Allendale Road, Suite 400
King of Prussia, PA, 19406-1695
Tel: (866) 310-8181
Tel 2: (610) 526-1000
https://www.theamericancollege.edu

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
https://www.afcpe.org

For information on careers and certification, contact
Association for Financial Professionals (AFP)
12345 Parklawn Drive, Suite 200, PMB 1001
Rockville, MD, 20852-1725
Tel: (301) 907-2862
Fax: (301) 907-2864
Email: customerservice@AFPonline.org
https://www.afponline.org

For information on membership and certification, contact
Association of International Wealth Management (AIWM)
Feldstrasse 80
Bulach, Switzerland, 8180
Tel: +41 (0)44 872 35 50
Email: info@aiwm.org
https://www.aiwm.org

For information on certification and careers, contact
Certified Financial Planner Board of Standards (CFP)
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

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

For information on certification, contact
Fi360
2 Chatham Centre
Pittsburgh, PA, 15219-3465
Tel: (844) 394-9960
https://www.fi360.com

To learn more about membership and networking opportunities, contact
Institute for Private Investors
527 Madison Avenue, 11th Floor
New York, NY, 10022-4370
Tel: (212) 693-1300
https://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
https://www.icfs.com

For information on certification, contact
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
https://www.iarfc.org

For information on certification and publications, contact
Investment Adviser Association (IAA)
818 Connecticut Avenue, NW, Suite 600
Washington, DC, 20006-2719
Tel: (202) 293-4222
Email: iaaservices@investmentadviser.org
https://www.investmentadviser.org

For information on membership 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