FSP Membership
WHO WE ARE
Your Trusted Knowledge Network
FSP Membership
Credentials currently accepted
for membership:
Regular Membership: AEP®, CASL®, CEBS®, CFA®,
CFP®, ChFC®, CIMA, CLF®, CLU®, CPA, CPC, CPCU,
CTFA, Enrolled Actuary, JD, REBC®, RHU®, and
Graduate Degrees in financial service areas
Associate Membership: LUTCF, FSS, FLMI
160 Chapters nationwide
provide the core FSP experience
FSP Core Values
EDUCATION
ETHICS
RELATIONSHIPS
Every Society program, service, initiative is
shaped by these core values
FSP Value: The Professional Edge
At Every Stage of Your Career, Society Membership
Keeps You at the Top of Your Profession!
Years
Experience
Life Stage
Student
“Hitting the Books”
1-5
“Learning the Ropes”
Mentors, Job Connections, Referral Resources,
Key Techniques, Knowledge Base Development
“Solid in the Key Areas”
Referral Resources, Peer Feedback,
Technical Refinement
6-15
FSP Provides
Career Options, Education on “real life” issues,
Mentoring and Internship Opportunities
16-25
“Experienced Leader”
Advanced Education, Life-Long Learning,
Coaching
26+
“Sought After Mentor”
Wisdom Sharing, Legacy Development, Giving
Back
Benefits of FSP Membership • Relationships
The Society of FSP is LIVE at the Local Chapter level.
- Local community of advanced professionals
facilitates high level, peer-to-peer learning
- Networking with professionals from diverse practice
specialties creates unique business opportunities
- Gain access to leadership experience in a vibrant
professional environment
- Chapters often host networking programs with other
professional groups
Benefits of FSP Membership • Relationships
University Partners Program
• Connects local Chapters with graduate and
undergraduate programs
• Brings FSP member subject matter expertise,
practical application to the learning environment
• Job shadowing, internships and co-op opportunities
• Student award program offers positive reinforcement
for excellence
• Introduces students to resource for life-long
professional development
The Portal to Professional Success!
Benefits of
FSP
Membership
Clicking on the Member Access
Button on our Home Page brings
you the full range of online benefits
Benefits of FSP Membership • Education
The Journal of Financial Service Professionals
Why the Journal is the Essential Read:
• Groundbreaking, peer-reviewed, articles aimed at
enhancing your ability to serve your clients.
• Insightful columns by recognized industry experts in
all areas of financial planning, investment
management, life insurance, employee benefits,
qualified plans, retirement planning, estate planning,
taxation, and ethical practice matters.
• Online access to current and past issues.
• Technical information…solutions to difficult
problems…and the latest industry developments.
• The Journal Quiz - submitted for CE credit to
certain state insurance departments and the CFP
Board of Standards. Four PACE credits are also
granted.
Benefits of FSP Membership • Education
Professional Interest Sections
Cover Nine Specialized Practice Areas:
• Business & Compensation Planning
• Employee Benefits
Customize Your
• Estate Planning
FSP Membership
• Financial Planning
Needs to Your
• Investment Management
Practice!
• Leadership & Management
• Qualified Plans
• Retirement Counseling
• Risk Management: Life, Health, Disability
and Casualty Insurance
Benefits of FSP Membership • Education
Professional Interest Sections
• National e-Discussion Groups - instant feedback
on practical questions from the best financial minds
in the country – Professional Social Networking!
• Newsletters - Section newsletters offer specialized
technical content
• Audio/Web Conferences – Sponsored by ea.
Section
• Study Groups - Chapter-based Section discussions
Benefits of FSP Membership • Education
Benefits of FSP Membership • Education
Video Training
Conferences
Critical Topics – Top Speakers
Chapter Delivery via Streaming Video
Planning
Strategies:
V
T
C
Quarterly programs including
CE for a variety of disciplines.
Our February 2011 Program –
Back to the Future: Estate – Tax
Avoidance Planning.
This program examined the
planning and tax strategies that
are effective under the new law –
featured Larry Brody, JD, Johni
Hays, JD, Terry Stanaland, JD,
CPA, ChFC and Terri Getman, JD,
CLU, ChFC.
Benefits of FSP Membership • Education
Benefits of FSP Membership • Education
SAVE THE DATE!
Clinic for Advanced Professionals
August 16–17, 2012
Chicago Marriott O'Hare Airport
Benefits of FSP Membership • Education
ARIZONA
January 22-26, 2012
Pointe Hilton Squaw Peak
Phoenix
• Advanced
Education
• Exceptional
Networking
• Outstanding
Professionals
Benefits of FSP Membership • Education
Online Professional
Library
Access all FSP publications,
including the Journal of
Financial Service Professionals
and nine targeted Professional
Interest Section newsletters
Powerful Keyword Search Capability puts relevant
information at your fingertips - in an instant - 24/7/365
Benefits of FSP Membership • Education
Keeping Current
(separate subscription)
Timely updates on
significant recent tax
cases and rulings
Edited by
Steve Leimberg, JD, CLU
Available quarterly via
CD or Podcast
Benefits of FSP Membership • Education
CE Accreditation
Most FSP programs give
CE Accreditation for:
•
•
•
•
•
Insurance
Accounting
CFP
Legal
Banking
FSP is the proud provider of CE Accreditation for the annual meetings of
industry associations including NAIFA, The International Forum, AALU, and
LISA as well as for many company programs.
Benefits of FSP Membership • Ethics
Code of Professional
Responsibility
Benefits of FSP Membership • Ethics
Code of Professional Responsibility
The Seven Canons:
Fairness - Observe the “Golden Rule”
Competence - Continually improve knowledge
Confidentiality - Protect information
Integrity - Always put clients’ interests first
Diligence - Be prompt and thorough
Professionalism - Raise the standard
Self-regulation - Uphold and facilitate enforcement of the Code
Benefits of FSP Membership • Ethics
Chapter Ethics Course
•
Course helps members comply
with ethics requirements
•
Turn-key presentation available only via
FSP Chapters
•
Eligible for state insurance and other types of credit
Benefits of FSP Membership • Relationships
Find Credentialed Professionals
via FSP Online Membership Directory
When you (or your clients)
need a professional connection…
• Across the country or across specialties
• National database puts qualified professionals
at your fingertips
• Shared membership experience opens doors
Benefits of FSP Membership • Relationships
Leadership Development
• Society members hone interpersonal and
leadership skills through involvement
in their Chapters
• FSP provides Leadership
Development Conferences as well
as national leadership opportunities
The Foundation focuses on programs that: allow Society
members to Give Back to Others, recognize Ethical
Commitment, support Financial Literacy and Scholarship,
and provide Consumer Information
Service to Others
Financial Education Partners
• National pro-bono initiative providing financial education and
counseling to people devastated by a recent diagnosis or
facing the challenges of first time homeownership
• Partners include National MS Society,
Habitat for Humanity,
American Cancer Society
• FSP members donate
financial expertise to positively
impact the lives of less fortunate
members of their own communities
To Continue to Serve Others…
The Foundation Needs a
Steady Stream of Support
You Can Make a
Difference!
Become part of the…
Centennial Club
- pledge $100 /year for five years.
Millennium Club
- pledge $200/year for five years.
Chairman’s Council - pledge $500/year for five years.
Foundation Council - pledge $1,500/year for five years.
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