Organizations

As the first line of oversight for the brokerage industry, FINRA is your best resource for information. FINRA serves as …

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

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

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

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

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

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

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