- FSP Members – Renew here
- New Members – Join FSP here
- Download a printable Membership Application (PDF)
Regular: ($120 Chapter + $380 National = $500)
Professionals with the following designations are eligible for Regular membership: AEP, CASL, CEBS, CFA, CFP, ChFC, CIMA, CLF, CLU, CPA, CPC, CPCU, CTFA, Enrolled Actuary, Graduate Degrees in Financial Services (MA, MBA, MS, MSFS, MSM, PhD), JD, REBC, RHU and RICP.
Associate: ($60 Chapter + $190 National = $250)
Financial service professionals recommended by a Regular Society of FSP Member AND having any one of the following: Five years of experience OR pursuing one of our eligible designations/graduate degrees OR holding a Series 6, 7, 63, 65 or 66 license. Individuals may serve as a director or committee chair but may not hold office or vote.
Young Professional: ($60 Chapter + $190 National = $250)
All members who are age 40 or younger meeting the requirements of Regular or Associate membership can apply for this category.
Retired/Disabled: ($60 Chapter + $190 National= $250)
Members who consider themselves retired and (a) have attained 65 years of age and a minimum of 15 years membership; or (b) their attained age and years of membership add up to 80 or greater. A person who is retired due to a total disability can apply for Disabled membership. The requirement for a minimum of 15 years of membership is waived for disabled applicants.
Student: ($0 Chapter + $48 National= $48)
Full-time undergraduate students in a degree program at an accredited college or university are eligible for Student membership. National membership provides for Web benefits only. Restrictions apply.