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Personal Info

  
Member ID
Prefix
First Name: [Required]
Middle Init:
Last Name: [Required]
Nickname:
Company:
Address 1: [Required]
Address 2:
City, State, Zip: [Required]
Country:
Work Phone: [Required]
Email: [Required]
Graduate Degree in
Financial Services?		 MA  MBA  MS  PhD  
Other Credentials
You Hold:
Firm/Agency:
Primary Company
Affiliation:
Broker/Dealer:
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(optional)

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Address 2:
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Communications
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Where would you like Mail Sent to? Business Address Alternate Address

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As a new member signing up between 1/1 and 6/30 your membership has been pro rated. Your total amount due has been adjusted accordingly below. You will only be charged for the adjusted total.
 
Designations: [Please check the designations you currently hold and type any you are pursuing in the space provided below]
AEP®
CASL®
CEBS®
CFA® 		CFP®
ChFC®
CIMA®
CLF® 		CLU®
CPA
CPC
CPCU®		 CTFA
JD
MSFS		 MSM
REBC®
RHU®		  
Enrolled Actuary
Designation(s) Currently Working On:
 
Birth Year: [Required for Young Professional]
 
  Standard Pro-Rated
Chapter Dues: $ $
National Dues: $ * A credit may have been applied to your Nat'l Dues $
Total Dues: $ $
Est Monthly Payments*: $ $

*Autodraft. Total Dues divided by 12 months. Member Services will provide the actual amount.


Professional Interest Sections

Business & Compensation Planning (info)
Employee Benefits (info)
Estate Planning (info)
Financial Planning (info)
Investment Management (info)
Leadership & Management (info)
Risk Management (info)
Qualified Plans (info)
Retirement Counseling (info)
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Sections Help
 
  Amount: Pro-rated Discounted Amount:
Sections Total: $ $ Pro-Rated
 

Agreement
I hereby apply for membership in the Society of Financial Service Professionals and its local Chapter. I agree to be governed by the Bylaws of the Society and the Chapter and conform to the Code of Professional Responsibility and professional standards of the Society of Financial Service Professionals. Note: Submission of this application is verification that you agree to be bound by the policies and Code of Professional Responsibility of the Society of Financial Service Professionals.

Summary
  Standard Pro-Rated
National Dues: $ $
Chapter Dues: $ $
Sections: $ $
Foundation Contribution: $ (Enter an amount)
Cash Discount: $ $
Total: $ $
Deductibility

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Pay by AutoDraft or Check and save with our Cash Discount Program. Regular members save $10 off their national dues. All other membership categories (Retired, Associate, Full-time Professors, Young Professionals and Students) save $5 off their national dues if paying by Bank Draft or Check.