Welcome to the Worcester Chapter of the Society of Financial Service Professionals
Who we are...
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.