Building Relationships and Expertise Across Financial Services
The Society of Financial Service Professionals has, since its inception, held a strong commitment to creating an environment that promotes professional development and ethical conduct. While the financial industry has changed, and we have evolved to maintain our relevance to today's practitioners, we have remained steadfast in adherin
g to our core values of relationships, education, and ethics. Our Purpose
FSP exists as a community of credentialed professionals whose common purpose is to serve their clients ethically. Local chapters and national society provide world-class resources and knowledge that help members build their professional networks, enhance their knowledge base, and grow their practices. Our Mission
Our mission is to empower our members to deliver the highest level of ethical service to their clients, by promoting mutually beneficial multidisciplinary relationships and by providing high-level, top-quality educational opportunities in conjunction with industry experts and thought-leaders. Our Membership
Our members are accomplished professionals, including advisors; attorneys; CPAs; insurance experts; actuaries; and specialists in estate planning, retirement, employee benefits, and other areas of financial services. Thy share the common goal of providing unparalleled client service, often by way of collaborating with fellow members from disciplines outside their own. FSP is the premier association in financial services
Reflects the multidisciplinary nature of the profession today
Brings together the industry experts of today and the thought leaders of tomorrow
Provides the benefits that bring success - to advisors and their clients
