Membership Terms and Conditions
Society membership is open to all financial service professionals who are committed to furthering their professional development and conducting business in an ethical manner. As the only credentialed, multidisciplinary professional association, the Society offers its members an opportunity to benefit from the highest quality of professional education programs and to network with a diversity of financial service professionals that share our core values. A variety of avenues are available to members to network with other professionals and exchange ideas and experiences.
Summary of Terms and Conditions
All applications are reviewed by the Society to determine eligibility for membership. Further documentation may be requested to approve your membership application.
The Society offers two classes of membership. Each category requires unique qualifying criteria. They are as follows:
All members of the Society are required to join a local Chapter. Applicants will be notified of the Chapter to which they are assigned, based on the zip code of their primary address. You may choose to designate your work or home address as primary.
Professional Interest Sections
The nine Professional Interest Sections offer the opportunity to focus on your specific specialties through specific Section benefits. Membership in one Section is included in your Society dues. You may elect to join additional Sections for a fee.
Your membership in the Society will be maintained and you will continue receiving the benefits of membership as long as you meet the following standards: