your trusted knowledge network fsp membership who we are
TRANSCRIPT
Your Trusted Knowledge Network
FSP Membership
WHO WE ARE
FSP Membership
Credentials currently accepted for membership:
Regular Membership: AEP®, CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA, CLF®, CLU®, CPA, CPC, CPCU, CTFA, Enrolled Actuary, JD, REBC®, RHU®, and Graduate Degrees in financial service areas
Associate Membership: LUTCF, FSS, FLMI
160 Chapters nationwide provide the core FSP experience
FSP Core Values
EDUCATION
ETHICS
RELATIONSHIPS
Every Society program, service, initiative is shaped by these core values
FSP Value: The Professional Edge
YearsExperience Life Stage FSP Provides
Student “Hitting the Books”Career Options, Education on “real life” issues,
Mentoring and Internship Opportunities
1-5 “Learning the Ropes”Mentors, Job Connections, Referral Resources, Key Techniques, Knowledge Base Development
6-15“Solid in the Key Areas” Referral Resources, Peer Feedback,
Technical Refinement
16-25 “Experienced Leader”Advanced Education, Life-Long Learning,Coaching
26+ “Sought After Mentor” Wisdom Sharing, Legacy Development, Giving Back
At Every Stage of Your Career, Society MembershipKeeps You at the Top of Your Profession!
Benefits of FSP Membership • Relationships
The Society of FSP is LIVE at the Local Chapter level.
- Local community of advanced professionals facilitates high level, peer-to-peer learning
- Networking with professionals from diverse practice specialties creates unique business opportunities
- Gain access to leadership experience in a vibrant professional environment
- Chapters often host networking programs with other professional groups
Benefits of FSP Membership • Relationships
University Partners Program
• Connects local Chapters with graduate and undergraduate programs
• Brings FSP member subject matter expertise, practical application to the learning environment
• Job shadowing, internships and co-op opportunities
• Introduces students to resource for life-long professional development
• Student award program offers positive reinforcement for excellence
The Portal to Professional Success!
Benefits of FSP
Membership
Clicking on the Member Access Button on our Home Page brings
you the full range of online benefits
Benefits of FSP Membership • Education
The Journal of Financial Service ProfessionalsWhy the Journal is the Essential Read:
• Groundbreaking, peer-reviewed, articles aimed at enhancing your ability to serve your clients.
• Insightful columns by recognized industry experts in all areas of financial planning, investment management, life insurance, employee benefits, qualified plans, retirement planning, estate planning, taxation, and ethical practice matters.
• Online access to current and past issues.
• Technical information…solutions to difficult problems…and the latest industry developments.
• The Journal Quiz - submitted for CE credit to certain state insurance departments and the CFP Board of Standards. Four PACE credits are also granted.
Professional Interest Sections
Cover Nine Specialized Practice Areas:• Business & Compensation Planning• Employee Benefits• Estate Planning• Financial Planning • Investment Management• Leadership & Management• Qualified Plans• Retirement Counseling• Risk Management: Life, Health, Disability and Casualty Insurance
Benefits of FSP Membership • Education
Customize YourFSP Membership
Needs to Your Practice!
Professional Interest Sections • National e-Discussion Groups - instant feedback on practical questions from the best financial minds in the country – Professional Social Networking!
• Newsletters - Section newsletters offer specialized technical content
• Audio/Web Conferences – Sponsored by ea. Section
• Study Groups - Chapter-based Section discussions
Benefits of FSP Membership • Education
Benefits of FSP Membership • Education
New
Online
CE
Video Training Conferences
Quarterly programs including CE for a variety of disciplines.
Critical Topics – Top Speakers
PlanningStrategies:
Benefits of FSP Membership • Education
Our February 2011 Program –
Back to the Future: Estate – Tax Avoidance Planning.
This program examined the planning and tax strategies that are effective under the new law – featured Larry Brody, JD, Johni Hays, JD, Terry Stanaland, JD, CPA, ChFC and Terri Getman, JD, CLU, ChFC.
V
T
C
Chapter Delivery via Streaming Video
Benefits of FSP Membership • Education
Benefits of FSP Membership • Education
SAVE THE DATE!
Clinic for Advanced Professionals
August 16–17, 2012
Chicago Marriott O'Hare Airport
Benefits of FSP Membership • Education
• Advanced Education
• Exceptional Networking
• Outstanding Professionals
January 22-26, 2012
Pointe Hilton Squaw Peak Phoenix
ARIZONA
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 - 24/7/365
Benefits of FSP Membership • Education
Benefits of FSP Membership • Education
Keeping Current(separate subscription)
Timely updates on significant recent tax cases and rulings
Edited bySteve Leimberg, JD, CLU
Available quarterly via CD or Podcast
Benefits of FSP Membership • Education
CE Accreditation
Most FSP programs giveCE Accreditation for:
• Insurance • Accounting• CFP• Legal• Banking
FSP is the proud provider of CE Accreditation for the annual meetings of industry associations including NAIFA, The International Forum, AALU, and LISA as well as for many company programs.
Benefits of FSP Membership • Ethics
Code of Professional Responsibility
Benefits of FSP Membership • Ethics
Code of Professional Responsibility
The Seven Canons:
Fairness - Observe the “Golden Rule”
Competence - Continually improve knowledge
Confidentiality - Protect information
Integrity - Always put clients’ interests first
Diligence - Be prompt and thorough
Professionalism - Raise the standard
Self-regulation - Uphold and facilitate enforcement of the Code
Benefits of FSP Membership • Ethics
Chapter Ethics Course
• Course helps members comply with ethics requirements
• Turn-key presentation available only via FSP Chapters
• Eligible for state insurance and other types of credit
Benefits of FSP Membership • Relationships
Find Credentialed Professionalsvia FSP Online Membership Directory
When you (or your clients) need a professional connection…
• Across the country or across specialties
• National database puts qualified professionals at your fingertips
• Shared membership experience opens doors
Leadership Development
• Society members hone interpersonal and leadership skills through involvement in their Chapters
• FSP provides Leadership Development Conferences as well as national leadership opportunities
Benefits of FSP Membership • Relationships
The Foundation focuses on programs that: allow Society members to Give Back to Others, recognize Ethical Commitment, support Financial Literacy and Scholarship, and provide Consumer Information
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
To Continue to Serve Others…
Become part of the…
Centennial Club - pledge $100 /year for five years.
Millennium Club - pledge $200/year for five years.
Chairman’s Council - pledge $500/year for five years.
Foundation Council - pledge $1,500/year for five years.15
The Foundation Needs a Steady Stream of Support
You Can Make a Difference!
www.financialpro.org