About the Society of Financial Service Professionals
For more than 75 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.
With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's nearly 20,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium.
Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance.
Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.
History of the Society of Financial Service Professionals
The Society of Financial Service Professionals is over 75 years old with almost 20,000 members in nearly 200 Chapters in all 50 states, Puerto Rico, Canada and Singapore. Founded in 1928 by the first graduates of The American College, its mission is to promote professionalism among its members through the highest quality continuing education and the maintenance of high ethical standards and conduct. While many of its members have earned a designation or degree from The American College, the Society is a separate and independent organization.
Society members are credentialed financial service professionals who provide financial planning, estate planning, retirement counseling, asset management and other services and products to their clients. Members reflect a great diversity of financial practitioners from fee-only financial planners, estate planning attorneys and accountants, to asset managers, employee benefits specialists and life insurance agents.
The Society is the only professional organization in the industry that requires its members to be credentialed or actively pursuing one of these widely-recognized financial service designations or degrees: CASL®,CEBS®, CFA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CTFA, Enrolled Actuary, JD (licensed), Graduate Degree in Financial Services (MBA,MS,MSFS,MSM,PhD), REBC® & RHU®.
Over the years the Society has developed an enviable niche in the financial services industry as the premier provider of quality education to both its members and client companies. Continuing education services offer credit for financial planners, attorneys, accountants and insurance agents. The Society is an approved provider of continuing education in all states for CFPs® and by the American Bar Association and the state accountancy boards.