About the Society of Financial Service Professionals

What is FSP?

  • A multidisciplinary organization
  • Focused on building networks, connections & relationships
  • Delivers high-quality, practical education
  • Offers world-class resources
  • Assets available nationally and locally
  • High level of ethical client service

FSP is a community of accomplished credentialed professionals whose common purpose is to deliver the highest level of ethical service to their clients. In an environment promoting professional, the Society of Financial Service Professionals has, since its inception, held a strong commitment to creating an environment that promotes professional development and ethical conduct. While the financial industry has changed, and we have evolved to maintain our relevance to today’s practitioners, we have remained steadfast in adhering to our core values of relationships, education, and ethics.

Our Purpose

FSP exists as a community of credentialed professionals whose common purpose is to serve their clients ethically. Local chapters and national society provide world-class resources and knowledge that help members build their professional networks, enhance their knowledge base, and grow their practices.

Our Mission

Our mission is to empower our members to deliver the highest level of ethical service to their clients, by promoting mutually beneficial multidisciplinary relationships and by providing high-level, top-quality educational opportunities in conjunction with industry experts and thought-leaders.

Our Membership

Our members are accomplished professionals, including advisors; attorneys; CPAs; insurance experts; actuaries; and specialists in estate planning, retirement, employee benefits, and other areas of financial services.

They share the common goal of providing unparalleled client service, often by way of collaborating with fellow members from disciplines outside their own.

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