Wealth Management
Resources
Visit the ABA Web site for job listings and information on the banking industry, continuing education, and its Wealth Management & Trust Conference.
1120 Connecticut Avenue, NW
Washington, D.C. 20036-3902
Tel: (800) 226-5377
http://www.aba.com
For information on certification and membership, and job listings, visit the association's Web site.
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
Fax: (301) 907-2864
Email: customerservice@AFPonline.org
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
The center was created by the CFP Board to help improve diversity in the financial planning industry. Visit its Web site for more information.
Tel: (800) 487-1497
Email: mail@cfpboard.org
https://www.cfp.net/the-center-for-financial-planning
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
Tel: (434) 951-5262
Email: info@cfainstitute.org
http://www.cfainstitute.org
Visit the society's Web site for information on membership for college students and scholarships for graduate students.
1540 Broadway, Suite 1010
New York, NY 10036-2714
Tel: (212) 541-4530
Fax: (212) 541-4677
https://www.cfany.org
For information on certification, 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
https://www.cfp.net
For information on certification, contact
Tel: (413) 253-7373
https://www.caia.org
For information on certification, continuing education, and networking, contact
25 Broadway, Suite 10-036
New York, NY 10004-1010
Tel: (646) 652-3300
Email: admin@cmtassociation.org
https://cmtassociation.org
The FIA is a major trade organization for the futures, options, and cleared swaps markets industry worldwide.
2001 K Street, NW, Suite 725
Washington, D.C. 20006-1037
Tel: (202) 466-5460
https://fia.org
This organization represents the professional interests of senior-level financial executives.
1250 Headquarters Plaza, West Tower, 7th Floor
Morristown, NJ 07960
Tel: (973) 765-1000
Fax: (973) 765-1018
http://www.financialexecutives.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 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
For information on membership and networking, contact
PO Box 7022
New York, NY 10008-7022
Tel: (212) 693-1300
http://www.instituteforprivateinvestors.com
For information on certification, contact
P.O. Box 371243
San Diego, CA 92137-1243
Tel: (800) 848-2029
Email: info@icfs.com
http://www.icfs.com
The ILPA has more than 500 member organizations from all categories of small and large institutions—including public pensions, corporate pensions, endowments, foundations, family offices, and insurance companies—representing more than $2 trillion of private assets globally.
1776 Eye Street, NW, Suite 525
Washington, D.C. 20006-3784
Tel: (416) 941-9393
Fax: (416) 941-9307
Email: info@ilpa.org
http://ilpa.org
For information on education and careers in financial engineering, contact
This trade organization promotes the professional education of financial advisors and planners.
P.O. Box 506
Middletown, OH 45042-0506
Tel: (800) 532-9060
Fax: (513) 345-9479
Email: info@iarfc.org
http://www.iarfc.org
For information on mutual funds, contact
11 King Street West, Suite 400
Toronto, ON M5H 4C7
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
http://www.ici.org
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
http://investmentsandwealth.org
To learn more about real estate investment trusts, contact
1875 I Street, NW, Suite 500
Washington, D.C. 20006-5425
Tel: (800) 362-7348
Tel: (202) 739-9400
Fax: (202) 739-9401
https://www.reit.com
For information on membership, training, and registration, contact
300 South Riverside Plaza, #1800
Chicago, IL 60606-6615
Tel: (312) 781-1300
Fax: (312) 781-1467
Email: information@nfa.futures.org
https://www.nfa.futures.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
For information on membership, visit