Society Members are leaders in their practice specialty.
Use FSP Corporate programs to reach them with your message!
Corporate Partner Benefits
The Society of FSP works closely with the nation's
leading financial service companies to advance the
profession through continuing education programs,
professional development and a strict code of ethics.
The Corporate Partner Program, created in 1984, offers
companies the opportunity to take advantage of the
unique services and programs provided by the Society
of FSP. It also gives companies exclusive access to
market products and services to an elite group of
credentialed professionals and their clients.
Corporate Partners enjoy a variety of value-added
- 30% Discount Off of FSP Membership
Reward employees with 30% off a one-year
membership in the Society of FSP. These are
set aside for new members to the Society of FSP
(or former members 2 years out of
membership). Membership in the Society is a
valuable resource that will strengthen their
careers, provide leadership opportunities and
enhance their ethical standards.
- Corporate Partner Credit
Corporate Partners receive a $3,000 credit
certificate that can be used toward the discount
pricing for the following programs, benefits, and
Annual Meeting—The Society of FSP holds an annual
conference which is the premier educational event
for members of the Society of FSP and others in
the financial services profession. Your
certificate can be used to obtain up to four
registrations for the event. The credit can also
be used obtain an exhibit booth in the Event
Sponsorship Subsidy - Use a portion of the credit
to offset your investment in any of FSP's
Institute—Apply the certificate toward
registration at our five-day advanced educational
event held every January. The program includes an
in-depth look at topics such as retirement
planning, wealth transfer techniques, business
succession planning, charitable giving strategies,
estate planning issues, and long-term care. For
additional information: www.arizona-institute.com.
Society Audiotapes, CDs, and DVDsâ€”Purchase
recordings of educational programs on a variety of
educational topics pertinent to the financial
- Continuing Education Services
Sponsor an FSP Webinar (Sponsored Education Online).
By sponsoring a webinar, your company will be
predominantly identified as the webinar sponsor and
will prvide the speaker and topic. This webinar will also be privded to FSP members at no charge. The Society of FSP will assume all marketing efforts for this webinar. The Society of FSP conducts approximately two webinars per month for our members.
The Society of FSP is well-known in the financial
services industry as the premier provider of
continuing education programming. Corporate
Consulting—A $2,500 credit is available for
company program consultation and advisement.
Company Education Program Productionâ€”Retain the
Society of FSP to produce a customized company
education program, and receive an automatic 10%
discount on program development, CE filing fees,
and production costs.
- Additional Benefits
Keeping Current—Complimentary Subscriptions. This
audio subscription service is edited by Stephan R.
Leimberg, JD, CLU. Keeping Current features
Leimberg and various industry experts providing
insight and analysis on cases, rulings, and
legislation important to financial service
practitioners. The service also includes Web
access to supporting documents, case studies,
court rulings and commentaries.
Customized Webcasting—The Society of FSP provides
Corporate Partners with one free hour of
Webcasting on the topic of their choosing.
Recognition—Participants in the Corporate
Partnership Program will be recognized in every
issue of the Journal of Financial Service
Professionals (6 times a year), at the Clinic for
Advanced Professionals, and on the Web site of the
Society of FSP with a link back to their Web
Advertising—Corporate Partners receive a 15%
discount off the published rate for an
advertisement in our award-winning publication,
the Journal of Financial Service Professionals.
The discount can also be applied to web
advertising on the Society's website.
Participation Feeâ€”Corporate Partners participate
through an annual investment of $10,000.
For more information, contact:
Tony Smith, CLU, ChFC - Managing Director, Marketing
& Corporate Development
Our Corporate Partners
Lincoln Financial Group
LPL Financial, LLC
New York Life
Principal Financial Group
State Farm Insurance
The Lifeline Program