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financial service organizations
Target the Investment companies most likely to partner with you!
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A
Academy of Financial Services
Encourages basic research in personal financial planning and financial services; develops curriculum; and, promotes interaction between financial services professionals and academicians.
www.academyfinancial.org
Encourages basic research in personal financial planning and financial services; develops curriculum; and, promotes interaction between financial services professionals and academicians.
www.academyfinancial.org
American Finance Association
Academic organization devoted to the study and promotion of knowledge about financial economics and publisher of "The Journal of Finance."
www.afajof.org
Academic organization devoted to the study and promotion of knowledge about financial economics and publisher of "The Journal of Finance."
www.afajof.org
Accounting and Finance Benchmarking Consortium
Accounting and finance professionals dedicated to improving their organization through the exchange of benchmarking data and practices.
afbc.org
Accounting and finance professionals dedicated to improving their organization through the exchange of benchmarking data and practices.
afbc.org
Association for Financial Professionals
For treasury and financial professionals, AFP supports its membership through research, continuing education, professional certification, publications, representation to key legislators and regulators, and the development of industry standards.
www.afponline.org
For treasury and financial professionals, AFP supports its membership through research, continuing education, professional certification, publications, representation to key legislators and regulators, and the development of industry standards.
www.afponline.org
American Savings Education Council (ASEC)
Coalition of private and public sector institutions undertaking initiatives to raise public awareness about what is needed to ensure long-term personal financial independence.
www.asec.org
Coalition of private and public sector institutions undertaking initiatives to raise public awareness about what is needed to ensure long-term personal financial independence.
www.asec.org
Australian Technical Analysis Association
Meetings, conferences, journal, video library and diploma course for people who use technical analysis of stocks, shares, futures, options, warrants, and other financial instruments.
www.ataa.com.au
Meetings, conferences, journal, video library and diploma course for people who use technical analysis of stocks, shares, futures, options, warrants, and other financial instruments.
www.ataa.com.au
B
National Association of Investors Corp (NAIC)
Provides investment education for individuals and clubs.
www.better-investing.org
Provides investment education for individuals and clubs.
www.better-investing.org
C
Conference Board
Not-for-profit, non-advocacy organization that provides business knowledge through its Consumer Confidence Index, Leading Economic Indicators, research, conferences, centers and councils.
www.conference-board.org
Not-for-profit, non-advocacy organization that provides business knowledge through its Consumer Confidence Index, Leading Economic Indicators, research, conferences, centers and councils.
www.conference-board.org
Credit Research Foundation
Business-to-business credit and accounts receivable education, research, surveys, benchmarking and credit and financial management forums.
www.crfonline.org
Business-to-business credit and accounts receivable education, research, surveys, benchmarking and credit and financial management forums.
www.crfonline.org
Canadian Society of Technical Analysts
Encourages development of technical analysis, exchange of information, and educates the financial community about the uses of technical analysis.
www.csta.org
Encourages development of technical analysis, exchange of information, and educates the financial community about the uses of technical analysis.
www.csta.org
E
Electronic Transaction Association
International trade association representing businesses that provide transaction processing products and services to merchants ("the merchant-acquiring business").
www.electran.org
International trade association representing businesses that provide transaction processing products and services to merchants ("the merchant-acquiring business").
www.electran.org
F
Fixed Income Analysts Society
Dedicated to the education of its membership and the fixed income community. Sponsors a guest speaker series, full day conferences, a newsletter, and a competitive research paper award.
www.fiasi.org
Dedicated to the education of its membership and the fixed income community. Sponsors a guest speaker series, full day conferences, a newsletter, and a competitive research paper award.
www.fiasi.org
Financial Services Technology Consortium
Sponsors project-oriented collaborative research and development on interbank technical projects affecting the entire financial services industry.
www.fstc.org
Sponsors project-oriented collaborative research and development on interbank technical projects affecting the entire financial services industry.
www.fstc.org
I
International Association for Financial Engineers (IAFE)
Global organization devoted to defining and fostering the profession of financial engineering.
www.iafe.org
Global organization devoted to defining and fostering the profession of financial engineering.
www.iafe.org
International Securities Services Association
Association of securities administrators, including members from UBS AG, Deutsche Bank, Citibank, Chase Manhattan and Morgan Stanley Dean Witter.
www.issanet.org
Association of securities administrators, including members from UBS AG, Deutsche Bank, Citibank, Chase Manhattan and Morgan Stanley Dean Witter.
www.issanet.org
M
Market Technicians Association
National organization of market analysis professionals in the United States.
www.mta.org
National organization of market analysis professionals in the United States.
www.mta.org
N
National Association of Corporate Directors
Membership association for boards, directors, director-candidates and board advisors.
www.nacdonline.org
Membership association for boards, directors, director-candidates and board advisors.
www.nacdonline.org
North American Securities Administrators Association, Inc.
International organization devoted to investor protection, NASAA consists of state/provincial securities agencies in the United States, Canada, and Mexico.
www.nasaa.org
International organization devoted to investor protection, NASAA consists of state/provincial securities agencies in the United States, Canada, and Mexico.
www.nasaa.org
National Association of Securities Dealers (NASD)
US securities industry self-regulatory organization which, through its subsidiaries (NASD Regulation, Inc. and The Nasdaq Stock Market, Inc.), develops rules and regulations, conducts regulatory reviews of members' business activities, disciplin...
www.nasd.com
US securities industry self-regulatory organization which, through its subsidiaries (NASD Regulation, Inc. and The Nasdaq Stock Market, Inc.), develops rules and regulations, conducts regulatory reviews of members' business activities, disciplin...
www.nasd.com
New York Society of Security Analysts
National forum for the exchange of investment information between senior corporate officials and financial analysts, portfolio managers and others involved in the investment decision making process.
www.nyssa.org
National forum for the exchange of investment information between senior corporate officials and financial analysts, portfolio managers and others involved in the investment decision making process.
www.nyssa.org
S
Southern Financial Exchange
Promotes the growth of the automated clearing house (ACH) network by educating its members, and providing them with operational assistance, marketing support, useful products, and access to a network of ACH contacts.
www.sfe.org
Promotes the growth of the automated clearing house (ACH) network by educating its members, and providing them with operational assistance, marketing support, useful products, and access to a network of ACH contacts.
www.sfe.org
Securities Industry Association
SIA member-firms (including investment banks, broker-dealers, and mutual fund companies) are active in all U.S. and foreign markets and in all phases of corporate and public finance.
www.sia.com
SIA member-firms (including investment banks, broker-dealers, and mutual fund companies) are active in all U.S. and foreign markets and in all phases of corporate and public finance.
www.sia.com
Securities Investor Protection Corporation
Protects investors against losses resulting from broker-dealer financial failures and instills confidence in the US securities markets.
www.sipc.org
Protects investors against losses resulting from broker-dealer financial failures and instills confidence in the US securities markets.
www.sipc.org
Society of Technical Analysts in the UK
Nonprofit organization dedicated to the promotion of technical analysis.
www.sta-uk.org
Nonprofit organization dedicated to the promotion of technical analysis.
www.sta-uk.org
U
Urban Bankers Coalition, Inc
Nonprofit professional organization serving the needs and interests of minorities in financial services.
www.ubcny.org
Nonprofit professional organization serving the needs and interests of minorities in financial services.
www.ubcny.org
W
Women's Institute for Financial Education (WIFE)
Provides financial education and networking opportunities to women. Publishes a quarterly newsletter of money management strategies and sponsors seminars and workshops.
www.wife.org
Provides financial education and networking opportunities to women. Publishes a quarterly newsletter of money management strategies and sponsors seminars and workshops.
www.wife.org
Financial Service
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Guide to Financial Service Organizations
Stay abreast of industry issues, news and trends by joining financial service organizations
By Tai G., Writer
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, financial organizations may also provide invaluable services that include new products, education opportunities and industry support. When looking for membership with financial services organizations, remember the following:
1. Make sure the financial services associations you're interested in is credible. Check BBB or other industry accreditations.
2. Most organizations charge fees for memberships, so make sure you’re getting your money’s worth before you pay.
3. Exclusive, member-only offers and benefits include professional discounts for events and conferences.
Action Steps
The best contacts and resources to help you get it done
Become a member of accredited financial services professional groups
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 service, product 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 American Finance Association and The Western Finance Association both offer members full access to online tools and resources.
Take advantage of certification opportunities provided by finance associations
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 Planning Association offers a virtual learning center. The Association for Financial Professionals provides webinars, certification, seminars and study tools as part of their educational program.
Join finance organizations that offer 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: National Association of Independent Public Finance Advisers provides updated conference information for networking purposes. The National Association of Personal Financial Advisers offers a vast selection of finance conferences.
Tips & Tactics
Helpful advice for making the most of this Guide
- • If you're considering financial service associations for their online resources, look for one with an active forum where you can discuss issues with industry experts in real time.
