Who Are FSP Members?

The Society of FSPs' mission is to advance the professionalism of credentialed members in diverse disciplines so that they may better serve their clients' financial needs.

FSP members have earned recognized professional credentials in the financial services profession, or are working towards attaining one of the following professional credentials:

• Accredited Estate Planner (AEP®)
• Chartered Advisor for Senior Living (CASL®)
• Certified Employee Benefits Specialist (CEBS®)
• Chartered Financial Analyst (CFA®)
• Certified Financial Planner (CFP®)
• Chartered Financial Consultant (ChFC®)
• Certified Investment Management Analyst (CIMA®)
• Chartered Leadership Fellow (CLF®)
• Chartered Life Underwriter (CLU®)
• Certified Public Accountant (CPA)
• Certified Pension Consultants (CPC)
• Chartered Property and Casualty Underwriter (CPCU®)
• Certified Trust & Financial Advisor (CTFA)
• Enrolled Actuary (EA)
• Juris Doctorate (JD)
• Graduate Degree in Financial Services (MS, MBA, PhD)
• MS degree in Financial Services (MSFS)
• MS degree in Management (MSM)
• Registered Employee Benefits Consultant (REBC®)
• Registered Health Underwriter (RHU®)

FSP stands behind the value of continuing education. To that end, we offer Associate membership to those professionals pursuing any of the credentials listed above (and for those who hold the FLMI® (Fellow, Life Management Institute), FSS (Financial Services Specialist), or LUTCF (Life Underwriter Training Council) credentials.