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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.

Membership Categories

The Society offers two classes of membership. Each category requires unique qualifying criteria. They are as follows:

  1. Regular Membership is open to financial service professionals holding any of the following credentials in good standing:
    1. AEP®
    2. CASL®
    3. CEBS®
    4. CFA®
    5. CFP®
    6. ChFC®
    7. CIMA®
    8. CLF®
    9. CLU®
    10. CPA
    11. CPC
    12. CPCU®
    13. CTFA
    14. Enrolled Actuary
    15. JD
    16. MSFS
    17. MSM
    18. REBC®
    19. RICP®
    20. RHU®
  2. Associate Membership - 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.
  3. Special Categories of Membership - Under Regular member class of membership there are several categories of membership such as Retired, Full-time Professor, and Young Professional. There is also a category of Student membership under the Associate class of membership. The Associate member class is eligible for Retired membership. 

Chapter Membership

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 five 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.

Maintaining Membership

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:

  • Meet all the CE requirements of your credential
  • Comply with the Society's Code of Professional Responsibility
  • Pay your membership dues in a timely manner.

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