Membership Terms and Conditions

Society membership is open to all financial service professionals who are committed to furthering their professional development and conducting business in an ethical manner. As the only credentialed, multidisciplinary professional association, the Society offers its members an opportunity to benefit from the highest quality of professional education programs and to network with a diversity of financial service professionals that share our core values. A variety of avenues are available to members to network with other professionals and exchange ideas and experiences.

Summary of Terms and Conditions

All applications are reviewed by the Society to determine eligibility for membership. Further documentation may be requested to approve your membership application.

Membership Categories

The Society offers two classes of membership. Each category requires unique qualifying criteria. They are as follows:

1. Regular Membership is open to financial service professionals holding any of the following credentials in good standing:
   1. AEP®
   2. CASL®
   3. CEBS®
   4. CFA®
   5. CFP®
   6. ChFC®
   7. CIMA®
   8. CLF®
   9. CLU®
   10. CPA
   11. CPC
   12. CPCU®
   13. CTFA
   14. Enrolled Actuary
   15. JD
   16. MSFS
   17. MSM
   18. REBC®
   19. RHU®
       
2. Associate Membership is open to those pursuing any of the credentials eligible for Regular membership. Associate membership is also offered to those holding the LUTCF, FLMI® or FSS designations. Individuals who already hold one of the above credentials and are pursuing another credential not considered associate members with respect to membership in the Society and must join as Regular members. Associate members qualify for regular membership as soon as they earn the credential.
3. Special Categories of Membership Under Regular member class of membership there are several categories of membership such as Retired, Full-time Professor, and Young Professional. There is also a category of Student membership under the Associate class of membership.

Chapter Membership

All members of the Society are required to join a local Chapter. Applicants will be notified of the Chapter to which they are assigned, based on the zip code of their primary address. You may choose to designate your work or home address as primary.

Professional Interest Sections

The nine Professional Interest Sections offer the opportunity to focus on your specific specialties through specific Section benefits. Membership in one Section is included in your Society dues. You may elect to join additional Sections for a fee.

Maintaining Membership

Your membership in the Society will be maintained and you will continue receiving the benefits of membership as long as you meet the following standards:

• Meet all the CE requirements of your credential
• Comply with the Society's Code of Professional Responsibility
• Pay your membership dues in a timely manner.