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The Society of FSP has extensive experience in the development and delivery of professional education programs and CE processing. We are an approved CE provider for insurance, legal (CLE), accounting (CPE), CFP®, banking (ICB) and Enrolled Agents. Over the years we have fine-tuned our capabilities to offer a variety of programming to our members and other financial service professionals, including audio-conferences, webinars, and on-site programs with highly respected panels of speakers. We address the full range of subject matter relevant to the financial services industry.

Below are some additional details on how FSP can provide custom education to your company:

Custom Webinars: FSP can develop custom educational Webinars for your company which would be presented only to those invited by you. These Webinars would be presented on a mutually agreed upon date and also be recorded and provided to your company for future use by those that could not attend the live event.  FSP will provide the speaker and handle all logistics. 

Custom Company On-site Programs: Having produced hundreds of educational programs, FSP is also uniquely qualified to assist companies with their company educational events by providing the initial program design, selection of relevant topics, recommending speakers, and developing the course outline and agenda. We work collaboratively with your staff to complement your company’s existing education program, or we can customize an entire program based upon your training needs.

Below is a list of suggested topics for a customized Webinar or a custom company on-site program, however, feel to suggest another topic of interest to us as we can usually handle any financial services related topics:

• Social Security

• Split Funded Life Insurance

• DOL Fiduciary Rule

• Planning for Pass through Business Entities

• Maximizing Charitable Gifting

• Use of Insurance Products in Required Minimum Distribution Planning

• Pros and Cons of Reverse Mortgages

• Special Needs Planning

• Liquidity Strategies for Business Owners

• Planning for Cost of Health Care in Retirement

• Code Section 101(j) in Business Planning

• The Role of Life Insurance in Business Planning

• Fact Finding and Opportunities from Your Client’s Tax Return

• Protecting Your Practice – Current Errors and Omission Trends and Loss Prevention Tips

• Disability Insurance in Business Planning

• Implications of Dealing with Diminished Capacity

• How Business Valuation Can Improve Financial Planning and Prospecting

• Case Studies in Life Insurance as an Asset Class

• Building a Practice with a Focus on Income Distribution

• Retirement Distribution Planning

• Living Benefit Riders in Variable Annuities


Click here for more information.



Michelle Connor, Director Affinity & Corporate Development

610-526-2561 | 800-392-6900 ext. 2561 |

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