Investment Industry Associations

Members Summary Industry Certifications CFA Institute 98,000 Certified Financial Analyst certification CFP 61,000 Certified Financial Planner certification The American College n/a ChFC designation CIMA 6,000 Certified Invest. Mngmt Analyst Annuities Insured Retirement Institute 300 firms Annuities trade association MDRT 31,000 Million Dollar Round Table NAFA 100 firms Fixed Annuities Association NAIFA 700 firms Annuities and life insurance association Bank Investment Programs BISA 180 firms Bank investment programs association Compliance NSCP 1,700 Investment Industry compliance Financial Planning Financial Planning Association 25,000 Financial Planning advocacy association NAPFA 2,200 Fee-Only Financial Planners association Financial Services Industry LIMRA 850 firms All aspects of financial services industry SIFMA 450 firms Securities firms, banks, asset managers Independent Broker Dealers Financial Services Institute 120 firms Independent B-Ds NAIBD 125 firms Independent B-Ds Investment Adviser Investment Adviser Association 450 firms SEC-registered IA firms Mutual Funds ICI 9,500 firms Funds, ETFs, UITs association Retirement Income RIIA 160 firms Retirement income all products Wealth Management IMCA 6,400 Wealth Management and Investment Consulting