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Wealth Management Associates

Unions and Associations

Wealth management associates do not belong to unions, but there are many professional associations that provide continuing education (CE) classes and webinars, networking events, publications, and career resources. For example, the American Bankers Association offers extensive CE programs and a job bank, publishes the ABA Banking Journal, and hosts the Wealth Management & Trust Conference. According to its Web site, Women in Insurance and Financial Services is “dedicated to attracting capable women to the insurance and financial services sector, developing their talents, and advancing them toward their fullest potential.” It offers a mentoring program, a national conference, webinars, discussion groups on social media sites, and other resources. Members of the Association for Financial Counseling and Planning Education receive discounted pricing for continuing education opportunities, publications such as the Journal of Financial Counseling & Planning and the Standard quarterly newsletter, access to networking opportunities, and other resources. Other noteworthy organizations include the American Institute of Certified Public Accountants, Association for Financial Professionals, Certified Financial Planner Board of Standards, CFA Institute, Chartered Alternate Investment Analyst Association, Institute for Private Investors, International Association for Quantitative Finance, International Association of Registered Financial Consultants, New York Society of Security Analysts, New York Society of Security Analysts, and the Securities Industry and Financial Markets Association.

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