Private Bankers

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, DC 20036-3902
Tel: (800) 226-5377
https://www.aba.com

For information on certification, contact

630 Allendale Rd., Suite 400
King of Prussia, PA 19406
Tel: (888) 263-7265
https://www.theamericancollege.edu

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

79 South State Street, Suite D3
Westerville, OH 43081-2066
Tel: (614) 368-1055
https://www.afcpe.org

For information on careers and certification, contact

4520 East-West Highway, Suite 800
Bethesda, MD 20814
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, DC 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.

915 East High Street
Charlottesville, VA 22902-4868
Tel: (800) 247-8132
Email: info@cfainstitute.org

https://www.cfainstitute.org

For information on certification, contact

3 Penn Center West, Suite 400
Pittsburgh, PA 15276-0112
Tel: (844) 394-9960
Email: support@fi360.com

https://www.fi360.com

To learn more about membership and networking opportunities, contact

115 Broadway, 10th Floor
New York, NY 10006
Tel: (212) 693-1300
Email: ipi@memberlink.net

https://www.instituteforprivateinvestors.com

For information on certification, contact

P.O. Box 371243
San Diego, CA 92137
Tel: (800) 848-2029
Tel: (858) 866-1701
Fax: (866) 418-2495
Email: info@icfs.com

https://www.icfs.com

For information on certification, contact

P.O. Box 506
Middletown, OH 45042-0506
Tel: (800) 532-9060
Fax: (513) 345-9479
Email: info@iarfc.org

https://www.iarfc.org

For information on certification and publications, contact

818 Connecticut Avenue NW, Suite 600
Washington, DC 20006
Tel: (202) 293-4222
Fax: (202) 293-4223
Email: iaaservices@investmentadviser.org

https://www.investmentadviser.org

For information on membership and certification, contact

5619 DTC Parkway, Suite 500
Greenwood Village, CO 80111-3044
Tel: (303) 770-3377
Fax: (303) 770-1812
https://investmentsandwealth.org