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Greensboro Chapter

HomeMembership Dues


Greensboro Chapter

All members must also pay applicable National and Chapter dues.

Type Local Dues Nat'l Dues Total

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®, 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.




A person qualifies for Associate membership he/she is a financial service professional, is recommended by a regular member in good standing of the Society of Financial Service Professionals, is also recommended by a member of the Greensboro Chapter Board, attends at least one meeting prior to application for membership, 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.

Those individuals holding the FLMI, FSS or LUTCF credentials are also eligible for Associate membership. Associate members may not vote or hold office, nor may they advertise their membership. Note: Individuals cannot maintain Associate membership status if they are eligible for Regular membership.



Young Professional

Credentialed Members meeting the requirements of regular membership who are age 40 or younger can apply for this category. After attaining age 41 they will be reclassified as a Regular Member.




Members who are retired and (a) attained 65 yrs. of age and a minimum of 15 yrs. Membership or (b) their attained age and yrs. of membership add up to 80 or greater. A person who is retired due to a total disability can apply for Disabled membership. Evidence must be submitted that he/she is receiving total disability benefits from a private carrier or Social Security. The requirement for a minimum of 15 years of membership is waived for disabled applicants.




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



Premier Membership

Open to all who meet membership eligibility requirements. Designed for members who take frequent advantage of their FSP benefits. Includes national and local dues and select FSP national event registration and product fees saving 50% off the cost of these benefits if purchased separately. (Note does not include chapter event fees.) For more information and a list of Premier Membership benefits visit or contact Member Services at 800-392-6900 or at