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Membership Types and Costs

All members must pay applicable National and Chapter fees.


$400.00 National Fees
Professionals with the following designations or degrees are eligible for regular membership: AEP® CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), JD, REBC®, RICP® and RHU®. Regular members are entitled to all the rights and responsibilities of membership, including the right to vote and hold office in the Society and its chapters.


$2000.00 National Fees
Open to all who meet membership eligibility requirements. Includes national and local fees, the FSP Institute, access to national content and product fees. (Note: does not include Chapter event fees.) For more information visit here or contact Member Services at 800-392-6900 or at


$200.00 National Fees
Retired membership status may be conferred upon an individual who otherwise qualifies for membership, if (a) he/she considers him/herself retired and is aged 65 or older or (b) his/her age and years of membership add up to 80 or greater. Disabled membership status may be conferred upon a regular member if he/she is disabled and receiving a disability benefit from Social Security or a private insurance carrier, and he/she can provide proof that such benefit is being received.


$400.00 National Fees
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: Individuals cannot maintain Associate membership status if they are eligible for Regular membership.

Young Professional Membership

$200.00 National Fees
All members who are age 40 or younger meeting the requirements of Regular or Associate membership can apply for this category.  


$50.00 National Fees
Full time undergraduate students in a degree program at an accredited college or university. National fees provide for Web benefits only.

* Restrictions apply

NOTE: Chapter fees are established for all categories of Members by the local Chapter's Board of Directors and can be found in the Chapter area of the web site. Eligible individuals who wish to apply must complete an application for membership and forward it to Society headquarters with the appropriate Chapter and National fees.

Special Membership Categories

Member Emeritus

A Regular member automatically qualifies for this category when they have been a Society member for 50 years or longer. They are given a lifetime membership and fees are waived.

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