This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.
Print Page | Contact Us | Report Abuse | Sign In | Join/Renew

Who Is Eligible to Participate?

  • All current FSP members are eligible to participate in the Membership Growth Initiative.

Who Counts and Doesn’t Count as a New Member Recruit?

  • Individuals who qualify for Regular, Young Professional, or Associate Membership who have never been a member of FSP; and ”former” members who have been out of FSP membership for over 2 years will count.
  • To be eligible for Regular membership an individual must hold one of these designations or degrees: AEP®, CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, JD, Graduate degree in Financial Services (MBA, MS, MSFS, MSM, PhD), REBC®, RHU®, RICP.
  • Young Professionals must meet eligibility criteria of Regular membership and be age 40 or younger.
  • A person may qualify for Associate membership if he/she is a financial service professional, is recommended by a regular member in good standing of the Society of Financial Service Professionals, AND meets ANY of the following criteria:

    • Has a minimum of five years’ experience in a financial service-related field, such as life insurance, accounting, estate planning, financial planning, retirement planning, charitable planning, trust management, investment management, wealth accumulation planning, etc.
    • Is enrolled in an educational program leading to the attainment of one of the credentials/degrees meeting the eligibility requirements of regular membership.
    • Holds a Series 6, 7, 63, 65, or 66 securities license.
  • Note: Student and FSP Community Guest memberships do not count for the Membership Growth Initiative, nor do full-time professors who become members under the University Partners Program.
  • Note: Persons recruited in previous years do not count for the Membership Growth Initiative.

How Are Referrals/Recruits Tracked?

  • Tracking occurs through the “REFERRED BY” field on all Membership Applications and the online Application at
  • The recruiter’s name must be entered in this field on applications or mentioned when joining by phone.

What Is the Timeframe?

  • Any new recruit will apply to your next renewal.

If you have any further questions, contact Member Services at 800-392-6900, or e-mail to



Partners of FSP