Society of Financial Service Professionals

Finance

About Society of Financial Service Professionals

The Society of Financial Service Professionals (FSP) is a multidisciplinary organization that gathers representatives from various financial sectors nationwide. FSP aims to deliver the highest ethical client services through its comprehensive educational offerings, robust referral network, and unique opportunities.

FSP is a fee-based membership organization with over 20,000 members dispersed throughout dozens of local chapters and communities. Headquartered in Newtown Square, PA, FSP upholds high standards of educational programming, ethical conduct, and fostering mutually beneficial relationships among financial services professionals. 

FSP members have access to resources and programs designed to enhance their knowledge and, in turn, their businesses. FSP believes its members can provide the utmost client service by fostering an open network of diverse collaborators. Members can access authoritative publications, a professional online library, national education events, and local chapter programs. FSP members also have 24/7 access to resources via the association’s mobile app, such as The Journal of Financial Service Professionals (JFSP). 

FSP members are part of an association with national reach and impact. 

FSP offers regular, premier, and student membership. To qualify, financial service professionals must meet one of the following requirements; hold at least one of the specified credentials, possess three years of relevant experience, have a specified series license, pursue an eligible degree/designation, or have a recommendation from a current member in good standing. 

Membership fees range from $50 to $2,000 per year.

PARTNER PROGRAMS

Society of Financial Service Professionals Facts

Year Founded

1928

Member Count

15,000 - 25,000

HQ Location

Newtown Square, PA

Requires Invitation

No

Accepts Applications

Yes

Has a Mobile App

No

Offers Publishing Privileges

No

Annual Membership Fees

$50 - $2,000