CFP

Multidisciplinary Membership Builds Relationships That Build Your Practice
Networking with locally based financial advisors outside of your own area of specialty brings important benefits: You can build teams with a depth and breadth of expertise. This can be especially valuable for independent advisors or those in smaller firms with more limited resources, and for younger CFPs looking to create their own network of relationships beyond the CFP community. Plus, FSP’s multidisciplinary membership gives CFPs opportunities for referrals not otherwise possible in an organization focused on one specialty or credential.

In FSP, client referrals are easy and comfortable because of the shared commitment to the highest level of ethical conduct. So, the CPA in need of a CFP to help a client devise a plan for early retirement can turn to you, a fellow FSP member, with complete confidence and trust that his or her client will be well taken care of.

…and Enhances Your Expertise with High-Quality, Diverse Education
FSP’s educational programs cover the spectrum of financial services. This builds expertise and fosters a productive exchange of ideas. It gives CFPs a deeper understanding of their clients’ issues and leads to better client service. The advantage goes to the CFP who gains insight from the perspective of the seasoned tax attorney or savvy investment advisor or experienced insurance agent when dealing with a client seeking guidance about retirement plans or wealth management or risk protection. With FSP, learning is broad-based, unbiased and practical—designed for immediate application, delivering immediate benefit.

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