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Event Date Fri Mar 20 EDT (almost 2 years ago)
Region All
Details

The Society of Financial Service Professionals is a multidisciplinary community of accomplished professionals whose common purpose is to deliver the highest level of ethical service to their clients. In an environment promoting professional development and ethical conduct we welcome as regular members qualified professionals who hold one of the following credentials:

AEP®, CASL®, CEBS®, CFA, CFP®, ChFC®, CIMA, CLF®, CLU®, CPA, CPCU®, CTFA®, Enrolled Actuary, JD, MBA, MSFS, MSM, Masters/PhD in Financial Services, REBC®, RHU®, RICP®.

• Mission Statement
• National Bylaws
• Code of Professional Responsibility
• FSP Member Commitment to Ethics: The Professional Pledge
• Board of Directors / Past Presidents
• Diversity Statement
• FSP Audit Reports: 2018 / 2017 / 2016 / 2015 / 2014

Sponsors & Partners

2020 Sponsor and Partners

SPONSOR:
• CrossCountry Mortgage, LLC

PARTNERS:
• Mass Mutual
• Principal
• StateFarm
• Thrivent Financial
• Lincoln Financial Group
• ASH Brokerage
• American Cancer Society
• Coventry
• Covisum
• Guardian