If you work or own a company in the investment banking industry, you would do well to partner with investment banking and brokerage organizations to strengthen your business expertise and credibility. Industry organizations bring together professionals with similar goals and challenges. Members of industry organizations come from across company divisions, but all share the same objective of expanding their knowledge.

Becoming a member of the right organization opens the door to a wealth of expertise. You will be exposed to many networking opportunities, information and resources. Additionally, investment banking organizations may also provide invaluable services that include new products, education opportunities and industry support. When looking for membership with a investment banker association, remember the following:

1. Make sure the investment banker organization you're interested in is credible. Check the Better Business Bureau or other industry accreditations.

2. Many organizations don’t stipulate membership for certification .
3. Most organizations charge fees for memberships, so make sure you’re getting your money’s worth before you pay.

Action Steps
The best contacts and resources to help you get it done

Become a member of an accredited investment bankers association

Although many organizations offer information, tools and resources to non-members, you can benefit substantially from becoming a member. Membership opens the door to additional services, products and representation. Register as a business rather than as just an individual, if possible, so your employees can benefit from the membership.

I recommend: The National Investment Banking Association offers membership benefits that include educational programs and networking opportunities. The Securities Industry and Financial Markets Association provides a variety of membership options.

Take advantage of certification opportunities provided by an investment bank organization

Progress stops for no one, and you need to advance as a professional by keeping your industry skills sharp and current. Take advantage of educational programs and tools to assist you and your employees in knowledge development and career advancement. Many organizations offer information on upcoming seminars, conferences, business development courses and other industry-related programs, in addition to industry certifications.

I recommend: The Financial Industry Regulatory Authority, Inc. offers a continuing education program that includes international programs and online learning. Bank News Publications provides a substantial listing of banking trade associations, among other banking resources.

Join an association of investment bankers that offers a full schedule of events and conferences

Events and conferences are a boon to any business. They give you an opportunity to network and share issues with industry peers. More importantly, they give your company exposure within the industry, and provide you an opportunity to further your relationships with other businesses. Try and pick organizations with nationally-recognized events.

I recommend: The North American Securities Administrators Association, Inc. and The Investment Adviser Association both offer an online calendar for educational and networking opportunities.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  If you're considering an investment banking organization for its online resources, look for one with an active forum where you can discuss issues with industry experts in real time.