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 Benefits of Membership in the Columbus Chapter of the
Society of Financial Service Professionals


Members of the Society of Financial Service Professionals (the “Society”) are committed, driven professionals who stand out to their peers and clients.   The Society brings together experienced, credentialed financial service professionals from a national multi-disciplinary network to develop alliances and provide broad learning opportunities from various disciplines while following the highest standards of ethical conduct.

Society members are kept abreast of the latest changes, trends and opportunities from various disciplines to provide dynamic and high level service to clients.  Members include professionals holding or actively pursuing one of these widely recognized professional designations:  CASL, ChFC, CPC, EA, CEBS, CIMA, CPCU, JD, CFA, CLF, CPA, REBC, CFP, CLU, CTFA, and RHU.

Members Receive Access to Cutting-edge Research, Resources and Publications
Members enjoy an array of on-line, national and local resources from many disciplines and can also customize involvement to individual interest areas. 

Journal of Financial Service Professionals: Bimonthly publication containing groundbreaking articles and advanced level research in all areas of financial services

Quarterly Newsletters: Stay up-to-date on current events with the Columbus Chapter’s quarterly newsletters with articles written by local members

Access to Professional Interest Sections: Regular newsletters and on-line materials to fit specific professional needs.  Sections include:

     o    Business & Compensation Planning
Leadership & Management
    o    Risk Management :  Life, Health, Disability, Casualty & Liability Insurance
     o    Estate Planning
     o    Qualified Plans
     o    Financial Planning
     o    Retirement Counseling
     o    Investment Management

Weekly FSP News Brief: Keeps members informed of top news and developments

Leadership Opportunities: Local or national positions and subcommittees

Online Library

Special Member Discounts: Vendor discounts for practice management tools, car rentals, etc.

Audio Conferences: These live one hour programs offer quality, relevance, value and convenience. They focus on cutting-edge information  or back-to-basic topics

Webcasts and Podcasts: Brief educational programs offered at no charge and offered 24/7 for convenience

Video Teleconference: These two hour live productions are hosted by local Society chapters and use a panel of experts to provide insight into pertinent financial topics

Research Tools: Access Sections newsletters and other Society publications  for topic-specific references or research

Annual Symposium: One day educational seminar held in September and hosted by the Columbus Chapter of the Society. Continuing education credit is available

Arizona Institute: Annual four day educational event held in January or February providing in-depth technical information presented by industry experts. Up to 20 hours of continuing education credit is available

Referral Service: Members of the Society can register their practice specialty, products offered, and markets served to receive leads from the media and consumers.

Connect with Dynamic Credentialed Professionals Locally and Nationally
§  Columbus Chapter Networking Events: Join other Columbus Chapter Society  members for mixers and other events
§  Professional Study Groups: Monthly group discussions on a variety of topics
§ E-Discussion Groups: On-line forums for direct access to experts across the country
§ National Member Directory: Easily locate professionals to assist with your needs and gain national recognition for yourself by being listed


By joining the Society, members can gain both local and national exposure and recognition. The Society promotes professional growth through advanced education and development of personal and professional relationships to encourage individual and business financial success.  Members of the Society STAND-OUT to non-members and clients due to the multi-disciplinary network and the far reaching depth of knowledge that comes with such a diverse, credentialed group of professionals!