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Wealth Management Vice Presidents

Resources & Associations

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, 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 earnings, careers, and certification, contact
Association for Financial Professionals (AFP)
12345 Parklawn Drive, Suite 200
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
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
1425 K Street, NW, #800
Washington, DC, 20005-3673
Tel: (800) 487-1497
Fax: (202) 379-2299
https://www.cfp.net

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

Visit the society'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, 10036-2714
Tel: (212) 541-4530
Fax: (212) 541-4677
http://www.nyssa.org

This trade organization promotes the professional education of financial advisors and planners.
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 education and careers, contact
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

For information on membership and continuing education, contact
Women in Insurance and Financial Services
1800 East Ray Road, Suite A106
Chandler, AZ, 85225-8720
Tel: (866) 264-9437
Email: office@wifsnational.org
https://www.wifsnational.org

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