• 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.

Financial Planning Society of MA

TO EDUCATE THE PUBLIC ABOUT FINANCIAL PLANNING 2025 FPA NE MentorMatch February 26 Guys Wicked Smahht People Webinar Series March 12 NexGen Presents Strategic Alliances Networking for CFPs March 20 Taxes Tombstones Estate Planning for a Wicked Smooth Exit March 26 Xtrackers Webinar The Case for international Investing the Currency Hedged Opportunity April 1 Meketa Webinar Investing in Private Markets About the Financial Planning Association of New England Since the year 2000 the FPA NE has sought to foster the value of financial planning and advance the financial planning profession in New England.

• Financial Counseling, Money Management

• 3.

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

• 4.

CFA Institute Research Foundation

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

• Scholarships, Student Financial Aid, Awards

• 5.

Investments & Wealth Foundation

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.