Mutual Funds
Resources
For information on certification, membership, and job listings, contact
79 South State Street, Suite D3
Westerville, OH 43081-2066
Tel: (614) 368-1055
http://www.afcpe.org
For information on careers, continuing education, and certification, contact
4520 East-West Highway, Suite 800
Bethesda, MD 20814-3354
Tel: (301) 907-2862
http://www.afponline.org
For information on membership, contact
50 California Street, Suite 2320
San Francisco, CA 94111-4705
Email: info@aaaim.org
http://www.aaaim.org
For information on certification and careers, contact
1425 K Street, NW, #800
Washington, D.C. 20005-3673
Tel: (800) 487-1497
Tel: (202) 379-2200
Fax: (202) 379-2299
Email: mail@cfpboard.org
http://www.cfp.net
Visit the institute’s Web site for information on certification for financial analysts.
915 East High Street
Charlottesville, VA 22902-4868
Tel: (800) 247-8132
Fax: (434) 951-5262
Email: info@cfainstitute.org
http://www.cfainstitute.org
Visit this organization's Web site for information on membership, job listings, and other useful resources.
1540 Broadway, Suite 1010
New York, NY 10036-2714
Tel: (212) 541-4530
https://www.cfany.org
For information about regulation in the financial securities industry, contact
1735 K Street
Washington, D.C. 20006-1506
Tel: (301) 590-6500
http://www.finra.org
For information on membership and continuing education, contact
244 Fifth Avenue, Suite L230
New York, NY 10001-7604
Tel: (212) 943-1900
https://www.fiasi.org
For information on membership and networking, contact
111 Town Square Place, 14th Floor
Jersey City, NJ 07310-1755
Tel: (201) 719-7210
Fax: (201) 222-5022
Email: memberservices@garp.com
http://www.garp.org
This trade organization promotes professional education of financial advisors and planners. Visit its Web site for more information.
The Financial Planning Building
PO Box 506
Middletown, OH 45042-0506
Tel: (800) 532-9060
Email: info@iarfc.org
http://www.iarfc.org
For information on mutual funds, contact
11 King Street West, Suite 400
Toronto, ON M5H 4C7
Tel: (416) 309-2314
Fax: (416) 861-9937
Email: info@iifa.ca
http://www.iifa.ca
For information on mutual funds and to read the Investment Company Fact Book, contact
1401 H Street, NW, Suite 1200
Washington, D.C. 20005-2110
Tel: (202) 326-5800
Email: memberservices@ici.org
http://www.ici.org
To learn more about the types of mutual funds and other types of investments, visit
For information on membership, continuing education, and certification, contact
5619 DTC Parkway, Suite 500
Greenwood Village, CO 80111-3044
Tel: (303) 770-3377
Fax: (303) 770-1812
Email: TheInstitute@investmentsandwealth.org
https://investmentsandwealth.org
This nonprofit organization serves independent directors of U.S. mutual funds. Visit its Web site for information on membership and continuing education.
1501 M Street, NW, Suite 1150
Washington, D.C. 20005-1772
Tel: (202) 507-4488
Fax: (202) 507-4489
Email: Forum@mfdf.org
http://www.mfdf.org
For information on membership, certification, and continuing education, contact
1407 Broadway, 29th Floor
New York, NY 10018-5100
Tel: (212) 286-9292
https://www.rims.org
For information on membership and continuing education, contact
1801 Market Street, Suite 300
Philadelphia, PA 19103-1628
Tel: (800) 677-7621
Fax: (215) 446-4100
Email: customers@rmahq.org
http://www.rmahq.org
For information on education and careers, contact
120 Broadway, 35th Floor
New York, NY 10271-3599
Tel: (212) 313-1200
Email: inquiry@sifma.org
http://www.sifma.org
For information on membership and continuing education, contact
136 Everett Road
Albany, NY 12205-1418
Tel: (866) 264-9437
Fax: (518) 935-9232
Email: office@wifsnational.org
http://www.wifsnational.org