Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

Who Are FSP Members?

The Society of FSPs' mission is to advance the professionalism of credentialed members in diverse disciplines so that they may better serve their clients' financial needs.

FSP members have earned recognized professional credentials in the financial services profession, or are working towards attaining one of the following professional credentials:

  • Accredited Estate Planner (AEP®)
  • Chartered Advisor for Senior Living (CASL®)
  • Certified Employee Benefits Specialist (CEBS®)
  • Chartered Financial Analyst (CFA®)
  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Leadership Fellow (CLF®)
  • Chartered Life Underwriter (CLU®)
  • Certified Public Accountant (CPA)
  • Certified Pension Consultants (CPC)
  • Chartered Property and Casualty Underwriter (CPCU®)
  • Certified Trust & Financial Advisor (CTFA)
  • Enrolled Actuary (EA)
  • Juris Doctorate (JD)
  • Graduate Degree in Financial Services (MS, MBA, PhD)
  • MS degree in Financial Services (MSFS)
  • MS degree in Management (MSM)
  • Registered Employee Benefits Consultant (REBC®)
  • Registered Health Underwriter (RHU®)

FSP stands behind the value of continuing education. To that end, we offer Associate membership to those professionals pursuing any of the credentials listed above (and for those who hold the FLMI® (Fellow, Life Management Institute), FSS (Financial Services Specialist), or LUTCF (Life Underwriter Training Council) credentials.

What is the Society of Financial Service Professionals?

  • The Society of Financial Service Professionals (FSP) is a national network of credentialed professionals working in diverse financial disciplines.
  • The Society's core values are "Relationships, Ethics and Education." Its mission is to promote professionalism among its members by delivering top-quality continuing education programming, by establishing and rewarding the highest standards of ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals.
  • To be eligible for Society membership, a financial service professional must have earned at least one of the following credentials: AEP®,CASL®,CEBS®,CFA®, CIMA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), JD, REBC®, and RHU®. Credentials explained.)
  • Two-thirds of all Society members have earned two or more professional designations.
  • Nearly three-fourths (71 percent) of all Society members have been practicing their profession for more than 20 years.

The Code of Professional Responsibility of the Society of Financial Service Professionals is divided into five components, as follows:

  • Preamble — a brief introduction to the Code of Professional Responsibility, including its history and purpose.
  • Canons — aspirational model standards of exemplary professional conduct.
  • Rules — specific standards of a mandatory and enforceable nature.
  • Applications — practical examples of how the canons and rules apply in given situations.
Disciplinary Procedures — the mechanisms for enforcement of the Code of Professional Responsibility.


Boston Chapter of the Society of Financial Service Professionals

Phone: 617.285.2845  Email:

Boston FSP is a 501(c)6 non-profit organization.

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