DUES

Regular Member: $118 (Chapter) + $450 (National)

Individuals who hold the following credentials or degrees are eligible for membership:

Chartered Life Underwriter (CLU) designation;
Chartered Financial Consultant (ChFC) designation;
Chartered Advisor in Senior Living (CASL) designation;
Registered Health Underwriter (RHU) designation;
Registered Employee Benefits Consultant (REBC) designation;
Chartered Leadership Fellow (CLF) designation;
Master of Science in Financial Services (MSFS) degree;
Master of Science in Management (MSM) degree;
Graduate degrees in financial services;
Certified Financial Planner (CFP) license;
Juris Doctor (JD) degree with a license to practice law;
Certified Public Accountant (CPA) license;
Certified Employee Benefits Specialist (CEBS) designation;
Certified Trust and Financial Advisor (CTFA) designation;
Chartered Financial Analyst (CFA) designation;
Chartered Property & Casualty Underwriter (CPCU);
Certified Investment Management Analyst (CIMA);
Enrolled Actuary (EA) designation;
Certified Pension Consultant (CPC) designation;
Accredited Estate Planner (AEP) designation;
Retirement Income Certified Professional (RICP) designation;
CLU or ChFC designation granted by the Institute of Chartered Life Underwriters of Canada;
CLU designation granted by the College of Insurance, Tel Aviv, Israel;
Any other international CLU/ChFC recognized by the American College.

Professionals who met the following criteria are also eligible for membership:

Has a minimum of 3 years’ experience in a financial service-related field, such as life insurance, accounting, estate planning, financial planning, retirement planning, charitable planning, trust management, investment management, wealth accumulation planning, et al.
Is enrolled in an educational program leading to the attainment of one of the credentials/degrees approved for membership eligibility.
Holds a Series 6, 7, 63, 65, or 66 securities license.
Is recommended by a member in good standing of the Society of Financial Service Professionals.

Discounted dues rates are available for:

Young Professional: $61.50 (Chapter) + $225 (National)
All members who are age 40 or younger meeting the requirements of Regular membership can apply for this category.

Retired/Disabled: $61.50 (Chapter) + $225 (National)
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: $20 (Chapter) + $50 (National)
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.