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Wealth Management Associates

Resources & Associations

Visit the ABAs 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
https://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

For information on certification and careers, visit the CFP Board's Web site.
Certified Financial Planner Board of Standards (CFP Board)
1425 K Street, NW, #800
Washington, DC, 20005-3673
Tel: (800) 487-1497
Tel 2: (202) 379-2200
Email: mail@cfpboard.org
https://www.cfp.net

Visit the CFA Society New York's Web site for information on membership for college students, a list of top employers of financial analysts, and scholarships for graduate students.
CFA Society New York
1540 Broadway, Suite 1010
New York, NY, 10036-4083
Tel: (212) 541-4530
https://cfany.org

For information on certification, visit the CAIA Association's Web site.
Chartered Alternate Investment Analyst Association (CAIA)
Tel: (413) 253-7373
Email: info@caia.org
https://www.caia.org

The Investments & Wealth Institute provides education, certification, publications, events, and other resources.
Investments & Wealth Institute
5619 DTC Parkway, Suite 600
Greenwood Village, CO, 80111-3044
Tel: (303) 770-3377
https://investmentsandwealth.org

For information on education and careers, contact SIFMA.
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

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