Organizations

Investments & Wealth Institute

Professional Associations

Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and …

Securities Industry and Financial Markets Association

Professional Associations

SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital …

CERTIFIED FINANCIAL PLANNER

Professional Associations

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical …

The Society of Financial Service Professionals

Professional Associations

FSP is the place to build your professional network, enhance your knowledge base, and grow your practice. It provides local …

National Association of Personal Financial Advisors

Professional Associations

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals …

Association for Financial Professionals

Professional Associations

AFP’s mission is to drive the future of finance and treasury and develop the leaders of tomorrow through certification, training, …

The Financial Planning Association

Professional Associations

Since our founding in 2000 with the merger of the IAFP and ICFP, FPA has been the CERTIFIED FINANCIAL PLANNER™ …

Financial Women’s Association

Professional Associations

The Financial Women’s Association brings together high achieving professionals from every sector of the financial world. Within the financial services industry, …