Retirement planners are not members of unions. Popular membership organizations for planners include the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors. The College for Financial Planning, FPA, Investments & Wealth Institute, Fi360, and the Certified Financial Planner Board of Standards provide certification.
- Accountants
- Assessors and Appraisers
- Auditors
- Budget Analysts
- Chief Information Officers
- Chief Restructuring 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
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Loan Officers and Counselors
- Mutual Fund Portfolio Managers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Statisticians
- Tax Managers