About the Society of Financial Service Professionals

The Society of Financial Service Professionals is a community of accomplished credentialed professionals whose common purpose is to deliver the highest level of ethical service to their clients. It is one of the only places where you will find a community of multidisciplinary professionals, helping you build a team that allows you to deliver the highest level of client service. In an environment promoting professional development and ethical conduct, we welcome qualified professionals who hold or are pursuing on the following credentials:

AEP®, CASL®, CEBS®, CFA, CFP®, ChFC®, CIMA, CLF®, CLU®, CPA, CPCU®, CTFA®, Enrolled Actuary, JD, MBA, MSFS, MSM, Masters/PhD in Financial Services, REBC®, RHU®, RICP®.

Our local Chapter and national society provide exceptional opportunities across the spectrum of financial services.

  • Committed to relationship building and high-quality education
  • Providing personal access to world-class resources and knowledge to help you:
    • Build your professional network
    • Enhance your knowledge base
    • Grow your practice

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.