• Professional Societies & Associations

• 1.

Nicsa Inc

Nicsa is a not-for-profit trade association connecting all facets of the global asset and wealth management industry.

• Financial Counseling, Money Management

• 2.

Institute for Financial Awareness Inc

IFA is a 501(c)(3) nonprofit organization dedicated to spreading financial awareness by providing free educational resources available to everyone.

• Research Institutes and/or Public Policy Analysis

• 3.

CFA Institute Research Foundation

#CFAInstitute delivering the highest standards of excellence, ethics and education in the investment industry.

Commercial Finance Association Florida Chapter Inc

#CFAInstitute delivering the highest standards of excellence, ethics and education in the investment industry.

Investment Management Consultants Assn Inc

We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications.

INSTITUTE OF MANAGEMENT ACCOUNTANTS INC

IMA is one of the largest and most respected associations focused exclusively on advancing the management accounting profession.

• Benevolent Life Insurance Association, Mutual Irrigations and Telephone Companies and like Organizations

• 7.

International Foundation for

The leader in retirement education for professionals.

INSTITUTE OF CERTIFIED MANAGEMENT

IMA is one of the largest and most respected associations focused exclusively on advancing the management accounting profession.

CFA INSTITUTE

The global organisation delivering excellence, ethics and education in the investment industry.