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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:
Last 4 digits of SSN:
(optional)

Secondary Address

Address 1:
Address 2:
City, State, Zip:
Country:

Communications

Home/Mobile Phone:
Fax:
Where would you like Billing Sent to? Business Address Alternate Address
Where would you like Mail Sent to? Business Address Alternate Address

Membership Type: View Desc
Chapter:
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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
Chapter Dues: $
National Dues: $ * A credit may have been applied to your Nat'l Dues
Total Dues: $
Est Monthly Payments*: $


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 Total: $
 

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

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.