copyright © 2013, society of fsp. the elements for your success the society of financial service...


The Elements for Your Success

The Society of Financial Service Professionals


FSP Membership Eligibility Criteria

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Regular Membership


FSP Membership

Experienced Connections — Access to a network of credentialed professionals in diverse disciplines

Knowledge — Learn from the experts through the recognized leader in advanced continuing education

Success — Enhance your productivity through long-lasting professional relationships and advanced education


FSP Core Values

EDUCATION

ETHICS

RELATIONSHIPS

All Society programs, services, and initiatives are shaped by these core values.


Benefits of FSP Membership Relationships

160 Chapters Nationwide

•Local community of advanced professionals facilitates high level learning •Local networking with professionals from diverse practice specialties promotes business growth

•Volunteer and leadership opportunities


Top Leaders 40 and Under Program:

Young leaders are recognized:

•On the FSP Web site•In FSP publications•At leadership conferences•Through electronic and print media



University Partners Program

•Connects local Chapters with graduate and undergraduate programs

•Brings FSP expertise and practical application to the learning environment

•Job shadowing, internships and co-op opportunities

•Introduces students to resources for life-long professional development



Benefits of FSP Membership Education

Journal of Financial Service Professionals

• Groundbreaking, peer-reviewed articles to enhance ability to serve clients

• Technical information and the latest industry developments

• Columns by industry experts in areas of financial planning, investment management, life insurance, employee benefits, qualified plans, retirement planning, estate planning, taxation, and ethics


Benefits of FSP MembershipEducation

Online Professional Library

Access all FSP publications, including the Journal of Financial Service Professionals and nine targeted Professional Interest Section newsletters

Powerful Keyword Search Capability puts relevant information at your fingertips – in an instant, anytime!


Benefits of FSP Membership Education

•Business & Compensation Planning•Employee Benefits•Estate Planning•Financial Planning •Investment Management•Leadership & Management•Qualified Plans•Retirement Counseling•Risk Management

Professional Interest Sections



Professional Interest Sections

National e-Discussion Groups – Each Section features an online forum, allowing members to tap into the best financial minds in the country to keep updated on issues affecting your practice

Newsletters – Specialized technical content for each Section

Audio/Web Conferences – Targeting topics pertinent to each Section



Audio/Web Education Online•Special Needs Planning

•The Changing Role of the Advisor Under the New Affordable Care Act

•Financial & Investment Planning After ATRA of 2012

•The Role of a Flexible Portfolio in Asset Allocation

•Helping Retirement Savings Last a Lifetime

•Leveraging LinkedIn – The Technology Goldmine

•Life Insurance Strategies for Current Times

Live and archived programs are available,

above topics are from recent programs.


Video Training Conferences


Local chapter events offering CE credit for CIE, CFP, CLE, CPE, CPC, ICB, EA and PACE.



Conference Calls allowing open discussion among members and an expert on current critical issues impacting practitioners and their clients.



FSP Podcasts - feature expert commentary on today’s financial issues, economy and Sections specific topics


• Learn complex advanced planning solutions• Discover new techniques to help clients • Expand your network of knowledgeable

colleagues• Gain insights from experts to grow your

business

May 14–May 15 2015 Philadelphia, PA


Advanced Education and Exceptional Networking

“All was phenomenal— program, location, time of year, timing of program, breaks—everything! I’m hooked and hope never to miss one as long as I’m in the industry.”

James C. Fisher, CLU

“What a fantastic audience! The level of knowledge and participation is unparalleled. It was a true honor to be invited to speak. All in all, a terrific event.”

Vicki R. Wilcox, JD, LL.M 2014 program speaker

“Even though it was my first time it was very good, informative and the networking is priceless. I will definitely see you next year at the Wigwam.”

Art Way, ChFC, CASL


Benefits of FSP MembershipMember Discount Program

Special reduced member rates on products and services from recognized companies:

• E&O Insurance• Client Newsletters• Technology Services• Office Supplies and Services• Car Rentals and More


Financial Education Partners• National pro-bono initiative providing financial education and

counseling to people devastated by a recent diagnosis or facing the challenges of first time homeownership

• Partners include National MS Society, Habitat for Humanity, American Cancer Society

• FSP members donatefinancial expertise to positivelyimpact the lives of less fortunate members of their own communities

Service to Others

Your Trusted Knowledge Network™

www.financialpro.org

FSP Member Services 800-392-6900


copyright © 2013, society of fsp. the elements for your success the society of financial service...

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