All members must also pay applicable National and Chapter dues.
for new members who join between January 1 thru June 30
Professionals with the following designations or degrees are eligible for regular membership: AEP® CASL®, CEBS®, CFA®, CIMA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CPCU® CTFA, Enrolled Actuary, JD (licensed), Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), REBC®, RHU®. Regular members are entitled to all the rights and responsibilities of membership, including the right to vote and hold office in the Society and its chapters.
New members who are age 30 or younger meeting the requirements of regular membership can apply for this category. The Young Professional dues rate is for new members only and is available for the first two consecutive years of membership only and a one time basis. After the two-year consecutive period membership will be reclassified as a Regular Member.
Full-time professors at accredited colleges and universities are eligible for this category. It is set at one-half Regular national dues.
Members who are retired and (a) attained 65 yrs. of age and a minimum of 15 yrs. Membership or (b) their attained age and yrs. of membership add up to 80 or greater. A person who is retired due to a total disability can apply for Disabled membership. Evidence must be submitted that he/she is receiving total disability benefits from a private carrier or Social Security. The requirement for a minimum of 15 years of membership is waived for disabled applicants.
Professionals pursuing credentials/degrees meeting the eligibility requirements of Regular membership. Those individuals holding the FLMI, FSS or LUTCF credentials are also eligible for Associate membership. Associate members may not vote or hold office, nor may they advertise their membership. Note: Individuals cannot maintain Associate membership status if they are eligible for Regular membership.
Full time students in a degree program at an accredited college or university. National dues provide for Web benefits only.
A special dues rate established in some chapters, Non-Resident members are those who reside a specified distance from the Chapter's primary event locations. If a Non-Resident status is offered, contact the Chapter regarding qualifications for this speciallocal membership category.
Premier Membership — NEW!
Open to all who meet membership eligibility requirements. Designed for members who take frequent advantage of their FSP benefits. Includes national and local dues and select FSP national event registration and product fees saving 50% off the cost of these benefits if purchased separately. (Note does not include chapter event fees.) For more information and a list of Premier Membership benefits visit www.financialpro.org/premier or contact Member Services at 800-392-6900 or at firstname.lastname@example.org.
Lower Prorated Dues Rates — In Effect January 1 thru June 30 for New Members
New Members (and former members out of membership for 2 years) joining Between January 1 thru June 30 are eligible to join at special lower prorated dues rates*
* Prorated amounts include local and national dues rates. New members joining at this time only pay for the remaining months in the membership year which runs October thru September. For example, if joining in January, the dues amount under the January column should be used which is calculated to cover the remaining eight months of the current membership year: February through September.