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.


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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