History

The Society of Financial Service Professionals is over 87 years old with 10,000 members in nearly 160 Chapters in all 50 states, Puerto Rico, Canada and Singapore. Founded in 1928 by the first graduates of The American College, its mission is to promote professionalism among its members through the highest quality continuing education and the maintenance of high ethical standards and conduct. While many of its members have earned a designation or degree from The American College, the Society is a separate and independent organization.

Society members are credentialed financial service professionals who provide financial planning, estate planning, retirement counseling, asset management and other services and products to their clients. Members reflect a great diversity of financial practitioners from fee-only financial planners, estate planning attorneys and accountants, to asset managers, employee benefits specialists and life insurance agents.

The Society is the only professional organization in the industry that requires its members to be credentialed or actively pursuing one of these widely-recognized financial service designations or degrees: CASL®,CEBS®, CFA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CTFA, CPCU, CIMA Enrolled Actuary, JD (licensed), Graduate Degree in Financial Services (MBA,MS,MSFS,MSM,PhD), REBC® & RHU®.

Over the years the Society has developed an enviable niche in the financial services industry as the premier provider of quality education to both its members and client companies. Continuing education services offer credit for financial planners, attorneys, accountants and insurance agents. The Society is an approved provider of continuing education in all states for CFPs® and by the American Bar Association and the state accountancy boards. At the local level, our speakers are regional experts offering the opportunity for “hands on” assistance with planning situations. As part of their presentation, our presenters are asked to incorporate a  strategizing “round table” discussion to capture the unique professional insight/knowledge of our diverse attendees.

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