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The Society of Financial Service Professionals is a national membership organization for credentialed insurance and financial advisors. The Society is dedicated to advancing the professionalism of its members by providing quality continuing education, ethical guidance, networking opportunities and other valuable professional resources.

Regular membership in the Society provides all the benefits outlined in this brochure. Regular members also have the right to vote and hold office in the Society and its chapters. You must have earned one of the following eligible designations and your credentials must be in good standing: 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®.

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When you join the Society, you receive membership in one free Professional Interest Section of your choice. Our nine Professional Interest Sections are: Business & Compensation Planning, Employee Benefits, Estate Planning, Financial Planning, Investment Management, Leadership and Management, Qualified Plans, Retirement Counseling & Risk Management.