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Regular Membership in the Society of Financial Service Professionals is available to individuals who have completed a rigorous curriculum of study and successfully completed a series of examinations to obtain one or more of the following professional designations.

CASLTM  – Chartered Advisor for Senior Living
CEBS®  –  Certified Employee Benefit Specialist
CFA® – Chartered Financial Analyst

CFP®  –  Certified Financial Planner

CIMA – Certified Investment Management Analyst (NEW!)
CPC – Certified Pension Consultant

CPCU – Chartered Property & Casualty Underwriter (NEW!)
CPA  –  Certified Public Accountant
CTFA – Certified Trust & Financial Advisor

ChFC  –  Chartered Financial Consultant

CLU  –  Chartered Life Underwriter

CLF  –  Chartered Leadership Fellow
EA – Enrolled Actuary

JD  –  Jurist Doctorate w/license to practice

MS, MBA, Phd – Graduate Degree in Financial Services

MSFS  –  Master of Science in Financial Services

MSM  –  Master of Science in Management

REBC  –  Registered Employee Benefits Consultant
RHU  –  Registered Health Underwriter

Associate Membership is available for professionals who are pursuing, and have passed at least one examination for any of the credentials listed above and, for those who hold the following professional credentials:

FLMI – Fellow, Life Management Institute
FSS – Financial Services Specialist
LUTCF – Life Underwriter Training Council

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