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About Cincinnati FSP




Welcome to the 
Cincinnati Chapter - Society of Financial Service Professionals

The Society of Financial Service Professionals (FSP) is over 80 years old with approximately 15,000 members in 160 Chapters in the United States, Puerto Rico, Canada and Singapore.  It was founded in 1928 by the first graduates of The American College.  Today 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: AEP®, CASL®, CEBS®, CIMA® CFA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), JD, REBC®, and RHU®.


FSP’s mission is to promote professionalism among its members through the highest quality continuing education and the maintenance of high ethical standards and conduct.  The Society is the premier provider of quality education in the financial services industry to both its members and client companies. The Society is an approved provider of continuing education in all states for CFP®, state insurance departments, the American Bar Association and state accountancy boards.


If you are looking for a professional advisor with experience, knowledge, and ethical standards that you can trust, look to a member of the Society of Financial Service Professionals.

 Mission Statement: 
'The Board' of The Cincinnati Chapter is dedicated to setting and promoting standards of excellence for professionals in financial services. 
We shall: 
1. Provide quality educational experiences for our members.
2. Require the highest standard of ethics and integrity for the professionals providing financial services.
3. Increase the public's awareness of our members' qualifications and our ability to help them achieve their financial goals. 
4. Encourage and sponsor enrollment in and completion of the educational programs provided by The American College. 
5. Develop sections organized around practice specialties and encourage members to participate in them. 
6. Address governmental policy issues, which impact members' abilities to serve the public. 
7. Maintain cooperative relationships with other financial service organizations. 
8. Fulfill the changing needs of our members by maintaining an effective organizational structure for our chapter. 
9. Represent our membership by being responsible as financial stewards over all activites provided by the local chapter.

Thank You to Our Sponsors! Click here to learn more

Contact us:
4010 Executive Park Drive, Suite 100, Cincinnati, OH 45241
Telephone 513-554-3062
Fax 513-563-9743