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 Ave., NW
Washington, DC, 20036-1511
Tel: (800) 226-5377
http://www.aba.com
For information on certification, membership, and job listings, contact the AFCPE.
Association for Financial Counseling and Planning Education
(AFCPE)
79 S. State Street, Suite D3
Westerville, OH, 43081-2066
Tel: (614) 368-1055
https://www.afcpe.org
For information on earnings, careers, and certification, visit the AFP's Web site.
Association for Financial Professionals
(AFP)
12345 Parklawn Dr., Suite 200
Rockville, MD, 20852-1725
Tel: (301) 907-2862
Email: customerservice@afponline.org
https://www.afponline.org
For information on membership and certification, contact the AIWM.
Association of International Wealth Management
(AIWM)
Feldstrasse 80
Bulach, Switzerland, 8180
Tel: +41 (0)44 872 35 50
Fax: +41 (0)44 872 35 32
Email: info@aiwm.org
https://www.aiwm.org
Visit the institute’s Web site for information on certification for financial analysts.
CFA Institute
915 East High Street, Suite 100
Charlottesville, VA, 22902-4868
Tel: (800) 247-8132
Email: info@cfainstitute.org
https://www.cfainstitute.org
The CFA Society provides education, events, networking groups, and professional development resources.
CFA Society New York
1540 Broadway, Suite 1010
New York, NY, 10036-2714
Tel: (212) 541-4530
https://cfany.org
For information on certification and professional development opportunities, contact the CAIA.
Chartered Alternate Investment Analyst Association
(CAIA)
Tel: (413) 253-7373
Email: info@caia.org
https://www.caia.org
For information on certification, visit the Institute of Business and Finance's Web site.
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 education and careers, visit SIFMA's Web site.
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
The Women in Insurance and Financial Services provides education, mentorship, networking opportunities, and membership benefits.
Women in Insurance and Financial Services
(WIFS)
1800 E. Ray Rd., Suite A106
Chandler, AZ, 85225-8720
Tel: (866) 264-9437
Email: office@wifsnational.org
https://www.wifsnational.org
- Chief Information Officers
- Financial Quantitative Analysts
- Tax Managers
- Wealth Management Accountants
- Wealth Management Associates
- Wealth Management Compliance Professionals
- Wealth Management Investor Relations Specialists
- Wealth Management Lawyers
- Wealth Management Managing Directors
- Wealth Management Risk Managers
- Wealth Management Vice Presidents