Regular
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.
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$115 |
$400 |
$515 |
Associate
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.
|
$115 |
$400 |
$515 |