Membership Eligibility

Membership Requirements

  • To be eligible for Regular membership an individual must hold one of these designations or degrees: AEP®, CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, JD, RICP, Graduate degree in Financial Services (MBA, MS, MSFS, MSM, PhD), REBC®, and RHU®).
  • Young Professionals must meet eligibility criteria of Regular membership and be age 40 or younger.
  • To be eligible for Associate membership, the individual must be actively pursuing one of the designations or degrees listed above or hold the FLMI, FSS, or LUTCF credential.
  • To be eligible for Professor status, an individual must be a full-time professor at an accredited educational institution