Associations

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Napfa--the National Association Of Personal Financial Advisors
NAPFA--the National Association of Personal Financial Advisors--is the largest professional association of Fee-Only comprehensive financial planners in the United States.

The International Association Of Advisors In Philanthropy
A forum of philanthropic professionals dedicated to the vision of transforming communities through inspired giving. Through education, networking and collaboration, we learn they teach and empower their clients to effectively direct philanthropic resources for the betterment of humankind consistent with their deepest values.

The Financial Planning Association
The Financial Planning Association is the membership organization for the financial planning community

The National Association Of Insurance And Financial Advisors (naifa)
The National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations.

National Association Of Financial And Estate Planning
NAFEP has developed an array of both standard and sophisticated estate planning programs which Associates provide to their clients. The organization provides significant education, support and materials to the Associates.

Financial Planners Standards Council
A not-for-profit organization established in 1995 to benefit the public by leading the evolution of the financial planning profession in Canada. They develop, enforce and promote the highest competency and ethical standards in financial planning.

The Association For Investment Management And Research (aimr)
The Association for Investment Management and Research (AIMR) is an international, nonprofit organization of more than 50,000 investment practitioners and educators in over 100 countries.

National Association Of Independent Life Brokerage Agencies
This is the Association with the vision and leadership to take wholesale independent insurance brokerage to a new level

Loma
LOMA is an international association through which more than 1,250 insurance and financial services companies from over 60 countries engage in research and educational activities to improve company operations.

Association For Financial Counseling And Planning Education (afcpe).
AFCPE is a non-profit, professional organization comprised of researchers, academics, and financial counselors, educators and planners.

The Financial Planners & Insurance Advisers Association
The Financial Planners & Insurance Advisers Association is New Zealand's largest professional body representing over 1300 financial advisers nationwide.

Canadian Independent Deposit Brokers
Founded in 1987, the Federation of Canadian Independent Deposit Brokers (FCIDB) is the national association of Deposit Brokers

Canadian Bankers Association
The Canadian Bankers Association (CBA) is a professional industry association that provides its members - the chartered banks of Canada - with information, research, advocacy and operational support services. Established in 1891, the CBA is the main repre

Canadian Assoc. of Insurance & Financial Advisors
CAIFA is a professional association representing insurance and financial advisors across Canada. With 51 chapters in most major cities and towns across Canada, its members benefit from access to professional development and advocacy programs, and networking

Canadian Association of Financial Planners
The Canadian Association of Financial Planners is the membership organization of Canada's most credible and qualified financial planning professionals.

Million Dollar Round Table
The Million Dollar Round Table (MDRT) is The Premier Association of Financial Professionals.® Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.