Mission Statement of
Society of Financial Service Professionals

To advance the professionalism of credentialed members with state of the art resources to serve their clients’ financial needs.

To that end, we are committed to:

• Continuing education that is current, comprehensive and practical.
• Members who abide by our Code of Professional Responsibility.
• A system of strong local chapters.
• networks for sharing information.
• Members who support the value of the team concept in serving clients.
• Public recognition of the value of working with Society members.

The Twin Cities Chapter began in 1939 however, the National Society of Financial Service Professionals was founded in 1928 and now has 27,000+ members in over 200 Chapters in all 50 states, Puerto Rico and Canada. Its mission is to promote professionalism among its members through the highest quality continuing education and the maintenance of high ethical standards and conduct. While many of its members have earned a designation or degree from The American College, the Society is a separate and independent organization.

Society members are credentialed financial service professionals who provide financial planning, estate planning, retirement counseling, asset management and other services and products to their clients. Members reflect a great diversity of financial practitioners from fee-only financial planners, estate planning attorneys and accountants, to asset managers, employee benefits specialists and life insurance agents.

The Society is the only professional organization in the industry that requires its members to be credentialed or actively pursuing one of these widely-recognized financial service designations or degrees: CLU, ChFC, CFP™, CPA, JD (licensed attorney), RHU, REBC, CLF, MSM, MSFS or CEBS®.

Over the years the Society has developed an enviable niche in the financial services industry as the premier provider of quality education to both its members and client companies. Continuing education services offer credit for financial planners, attorneys, accountants and insurance agents. The Society is an approved provider of continuing education in all states for CFPs and by the American Bar Association and the state accountancy boards.