Wealth Management Managing Directors


Resources

Visit the ABA’s Web site for job listings and information on continuing education, its Wealth Management & Trust Conference, and the banking industry.

1120 Connecticut Avenue, NW
Washington, D.C. 20036-3902
Tel: (800) 226-5377
https://www.aba.com

For information on certification, membership, and job listings, contact

79 S. State Street, Suite D3
Westerville, OH 43081
Tel: (614) 368-1055
https://www.afcpe.org

For information on earnings, careers, and certification, contact

4520 East-West Highway, Suite 800
Bethesda, MD 20814-3574
Tel: (301) 907-2862
https://www.afponline.org

For information on membership and certification, contact

Feldstrasse 80
Bulach, 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, 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

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
Email: info@cfainstitute.org

https://www.cfainstitute.org

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


P.O. Box 506
Middletown, OH 45042-0506
Tel: (800) 532-9060
https://www.iarfc.org

Visit the NYSSA Web site for information on membership for college students, a list of top employers of financial analysts, and scholarships for graduate students.

1540 Broadway, Suite 1010
New York, NY 10036-4083
Tel: (212) 541-4530
https://www.nyssa.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

https://www.sifma.org

For information on membership and continuing education, contact

136 Everett Road
Albany, NY 12205-1418
Tel: (866) 264-9437
Email: office@wifsnational.org

https://www.wifsnational.org