Company Programs

The Society of Financial Service Professionals has extensive experience in the development and delivery of professional education programs and CE processing. We are an approved CE provider for insurance, legal (CLE), accounting (CPE), CFP ®, banking (ICB) and Enrolled Agents.

Over the years we have fine-tuned our capabilities to offer a variety of programming to our members and other financial service professionals, including audio-conferences, pre-recorded programs on DVD, Web casts, and on-site programs with highly respected panels of speakers. We address the full range of subject matter relevant to the financial services industry.

As an approved CE provider, the Society has been retained to manage the education and training component of corporate producer meetings and to deliver custom-designed education to agents.

Here's an example of what our clients have to say about the Society's company program capabilities:

"For the last two years LPL Insurance Associates has partnered with The Society of Financial Professionals to host our annual Insurance Symposium. The Society has become instrumental to the success of our program, from their assistance in selecting speakers and content, management of the continuing education portion of the program to their staff's on-site assistance. The Society's professional and organized experts, allow me to focus my time where it needs to be —on our financial advisors."

Barbara Foster
Vice President of Marketing
LPL Financial, LLC

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Our association engaged the Society of FSP to handle the nationwide, multi-disciplinary continuing education credit filing / reporting process for our annual meeting in 2009. The experience was exceptional! The pre-event filing was seamless, approvals arrived in a timely manner and were conveyed to our attendees through a password-protected website listing, the on-site procedure was smooth and efficient and post-event follow up was timely and accurate. Sherry Chester, our liaison and on-site expert, was superb and truly made the entire experience a joy.

Eleanor M. Spuhler
National Association of Estate Planners & Councils