Society of Financial Service Professionals

The Society of Financial Service Professionals (FSP) is a multidisciplinary community of advisors spanning the spectrum of financial services. For 90+ years FSP has delivered on its mission of empowering advisors and elevating the profession. The hallmarks of FSP include cutting-edge education, opportunities for collaboration, and a strong commitment to ethical behavior. In FSP, accomplished CPAs make meaningful connections with attorneys, estate planners, insurance professionals, and advisors across all disciplines, building teams that elevate client service. Expertise is enhanced and referrals are made, so both client and advisor succeed. In short, FSP is the best place to increase your knowledge, build your network, and grow your practice.


Events: Powerful and Practical Education, Productive Networking at the 2023 FSP Institute

Join us for the 2023 FSP Institute, live in Arizona or via livestream from the convenience of your home or office. Don’t miss the hallmarks of the FSP Institute—powerful and practical learning and an all-star faculty, plus up to 18 hours of CE credit.

Webinars: Financial Advising around the Social Security Tax Torpedo’s Very High Marginal Tax Rates

From the webinar archives: Learn what the Social Security (benefits received) tax torpedo is, how to identify clients who are inside of it, and how you can offer valuable guidance to those clients affected.

Report: Newest Tax Guidance for Clients Working from Home

The increase in remote working has both unexpected and surprising implications. You need to be prepared to offer guidance to clients who will have to deal with the impact of working remotely. This free Journal column will get you ready to address these issues.

Webinars: Social Security: What Financial Service Professionals and Their Clients Should Know

Free webinar June 29, 2021 12 pm ET. This webinar will focus on some of the Social Security rules and claiming decision considerations that are most often overlooked and least understood. Earn 1 CPE for $5

News: Three Ways the Tax Code Helps Low- and Moderate-Income Clients

Considering the recent pandemic and economic turmoil, it's a good time for advisors to identify tax code provisions that enable less affluent individuals to plan for retirement, pay for college, and cope with student debt. Get a FREE download of this important information now.

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