The Society of FSP works closely with the nation's leading financial service companies to advance the profession through continuing education programs, professional development and a strict code of ethics. The Corporate Partner Program, created in 1984, offers companies the opportunity to take advantage of the unique services and programs provided by the Society of FSP. It also gives companies exclusive access to market products and services to an elite group of credentialed professionals and their clients. Corporate Partners enjoy a variety of value-added benefits:
50 Complimentary Society Memberships
Reward employees with a free membership in the Society of FSP. Membership in the Society is a valuable resource that will strengthen their careers, provide leadership opportunities and enhance their ethical standards.
Download the Excel File Upload Template to populate with your company's personnel that you would like to recieve complementary FSP national membership as part of the Corporate Sponsor Program.
Corporate Partner Credit
Corporate Partners receive a $3,000 credit certificate that can be used toward the discount pricing for the following programs, benefits, and advertising opportunities:
Annual Meeting—The Society of FSP holds an annual conference which is the premier educational event for members of the Society of FSP and others in the financial services profession. Your certificate can be used to obtain up to four registrations for the event. The credit can also be used obtain an exhibit booth in the Event Resource Center.
Society of FSP Membership—Corporate Partners may use their credit certificates to pay for additional Society memberships for professionals.
Arizona Institute—Apply the certificate toward registration at our five-day advanced educational event held every January. The program includes an in-depth look at topics such as retirement planning, wealth transfer techniques, business succession planning, charitable giving strategies, estate planning issues, and long-term care. For additional information: www.arizona-institute.com.
Society Audiotapes, CDs, and DVDs—Purchase recordings of educational programs on a variety of educational topics pertinent to the financial services industry.
Continuing Education Services
The Society of FSP is well-known in the financial services industry as the premier provider of continuing education programming. Corporate Partners receive:
Consulting—A $2,500 credit is available for company program consultation and advisement.
Company Education Program Production—Retain the Society of FSP to produce a customized company education program, and receive an automatic 10% discount on program development, CE filing fees, and production costs.
Keeping Current—Complimentary Subscriptions. This audio subscription service is edited by Stephan R. Leimberg, JD, CLU. Keeping Current features Leimberg and various industry experts providing insight and analysis on cases, rulings, and legislation important to financial service practitioners. The service also includes Web access to supporting documents, case studies, court rulings and commentaries.
Customized Webcasting—The Society of FSP provides Corporate Partners with one free hour of Webcasting on the topic of their choosing.
Recognition—Participants in the Corporate Partnership Program will be recognized in every issue of the Journal of Financial Service Professionals (6 times a year), at the Clinic for Advanced Professionals, and on the Web site of the Society of FSP with a link back to their Web sites.
Advertising—Corporate Partners receive a 15% discount off the published rate for an advertisement in our award-winning publication, the Journal of Financial Service Professionals. The discount can also be applied to web advertising on the Society's website.
Participation Fee—Corporate Partners participate through an annual investment of $10,000.
For more information, contact:
Tony Smith, CLU, ChFC - Managing Director, Marketing & Corporate Development
Our Corporate Partners
Lincoln Financial Group
LPL Financial, LLC
New York Life
Principal Financial Group
State Farm Insurance
The Lifeline Program