Become a Member

Become a Member - Today!

Society membership is open to all financial service professionals who are committed to furthering their professional development and conducting business in an ethical manner. As the only credentialed, multidisciplinary professional association, the Society offers its members an opportunity to benefit from the highest quality of professional education programs and to network with a diversity of financial service professionals that share our core values. A variety of avenues are available to members to network with other professionals and exchange ideas and experiences. 
To join, please visit

2011- 2012 Membership Dues

The Society of FSP has been the standard-bearer for excellence in professionalism, advanced continuing education, ethical guidance, and other valuable resources for the nation’s top financial advisors.  The Greater Philadelphia Chapter delivers tremendous value to its members. 

For information on annual dues, please click here.

Membership Qualifications:

•Commitment to Ethics and Shared Wisdom
•Regular Members – who have earned one of the following designations:

    CASL™™  - Chartered Advisor for Senior Living
    CEBS® – Certified Employee Benefit Specialist
    CFA® – Chartered Financial Analyst
    CFP® - Certified Financial Planner
    ChFC® – Chartered Financial Consultant
    CLF® – Chartered Leadership Fellow
    CLU® – Chartered Life Underwriter
    CPA – Certified Public Accountant
    CPC - Certified Pension Consultants
    CTFA – Certified Trust and Financial Advisor
    EA - Enrolled Actuary
    JD – Juris Doctorate (Licensed)
    MS, MBA, PhD - Graduate Degree in Financial Services
    MSFS – Master of Science in Financial Services
    MSM – Master of Science in Management
    REBC® – Registered Employee Benefits Consultant
    RHU® – Registered Health Underwriter

§     Associate Membership – An individual must be actively pursuing one of the designations or degrees listed above, or hold the FLMI, FSS, or LUTCF credential.

§     Student Members – Must be a full-time student