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The U.S. professional body for CPAs, including personal financial planning credentials.
链接已验证 August 25, 2026
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同类别
CCFA InstituteGlobal association of investment professionals; administers the CFA designation.CCampden WealthResearch and membership organization for global family offices and family businesses.FFamily Office Exchange (FOX)Membership network and research organization for family offices and wealth owners.SSTEP (Society of Trust and Estate Practitioners)Global professional body for trust and estate practitioners (TEP designation).TThe UHNW InstituteNonprofit think tank on ultra-high-net-worth families and the advisory industry.