About the Society of Financial Service Professionals


The Society of Financial Service Professionals is a unique organization. It’s the only place where you can belong to a community of credentialed multidisciplinary professionals, helping you build a team that allows you to deliver the highest level of client service.

Our local Chapters 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


About Us

The Society of Financial Service Professionals has, since its inception, held a strong commitment to creating an environment that promotes professional development and ethical conduct. While the financial industry has changed, and we have evolved to maintain our relevance to today’s practitioners, we have remained steadfast in adhering to our core values of relationships, education, and ethics.

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.

In just a few words:

FSP is the premier association in financial services

  • Reflects the multidisciplinary nature of the profession today
  • Brings together the industry experts of today and the thought leaders of tomorrow
  • Provides the benefits that bring success—to advisors and their clients