Print the Membership Application - FSP Dues Rates

Select Your Membership:


$400.00 National Dues
Professionals with the following designations or degrees are eligible for regular membership: AEP® CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), JD, REBC®, RICP® and RHU®. Regular members are entitled to all the rights and responsibilities of membership, including the right to vote and hold office in the Society and its chapters.

Payment Options:



$400.00 National Dues
A person may qualify for Associate membership if he/she:

  1. Does not qualify for regular FSP membership.
  2. Is a financial service professional.
  3. Is recommended by a regular member in good standing of the Society of Financial Service Professionals.
  4. And meets any of the following criteria:
  • Has a minimum of five years’ experience in a financial service-related field, such as life insurance, accounting, estate planning, financial planning, retirement planning, charitable planning, trust management, investment management, wealth accumulation planning, etc.
  • Is enrolled in an educational program leading to the attainment of one of the credentials/degrees meeting the eligibility requirements of regular membership.
  • Holds a Series 6, 7, 63, 65, or 66 securities license.


Payment Options:



$1920 National Dues
Open to all who meet membership eligibility requirements. Includes national and local dues and select FSP national event registration and product fees. (Note: does not include Chapter event fees.) For more information visit here or contact Member Services at 800-392-6900 or at [email protected].

Payment Options:


Student - Please call to join - 800.392.6900

$50.00 National Dues
Full time undergraduate students in a degree program at an accredited college or university. National dues provide for Web benefits only.

Guest - Click here to join

For 30 days and at no cost, discover first-hand the benefits of membership in FSP. Enjoy the FSP member experience, including connections to other advisors, access to the online Journal, and a robust agenda of educational offerings both live and archived.