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Your Trusted Knowledge Network

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Title: PowerPoint Presentation Author: Joel Allen Last modified by: lujuana Created Date: 8/14/2008 6:33:22 PM Document presentation format: On-screen Show (4:3) – PowerPoint PPT presentation

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Title: Your Trusted Knowledge Network


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FSP Membership
WHO WE ARE
Your Trusted Knowledge Network
3
FSP Membership
Credentials currently accepted for
membership Regular Membership AEP, CASL,
CEBS, CFA, CFP, ChFC, CIMA, CLF, CLU, CPA,
CPC, CPCU, CTFA, Enrolled Actuary, JD, REBC,
RHU, and Graduate Degrees in financial service
areas Associate Membership LUTCF, FSS,
FLMI 160 Chapters nationwide provide the core
FSP experience
4
FSP Core Values
EDUCATION ETHICS RELATIONSHIPS
Every Society program, service, initiative is
shaped by these core values
5
FSP Value The Professional Edge
At Every Stage of Your Career, Society
Membership Keeps You at the Top of Your
Profession!
Years Experience Life Stage FSP Provides
Student Hitting the Books Career Options, Education on real life issues, Mentoring and Internship Opportunities
1-5 Learning the Ropes Mentors, Job Connections, Referral Resources, Key Techniques, Knowledge Base Development
6-15 Solid in the Key Areas Referral Resources, Peer Feedback, Technical Refinement
16-25 Experienced Leader Advanced Education, Life-Long Learning, Coaching
26 Sought After Mentor Wisdom Sharing, Legacy Development, Giving Back
6
Benefits of FSP Membership Relationships
  • The Society of FSP is LIVE at the Local Chapter
    level.
  • - Local community of advanced professionals
    facilitates high level, peer-to-peer learning
  • Networking with professionals from diverse
    practice specialties creates unique business
    opportunities
  • Gain access to leadership experience in a
    vibrant professional environment
  • - Chapters often host networking programs with
    other professional groups

7
Benefits of FSP Membership Relationships
University Partners Program Connects local
Chapters with graduate and undergraduate
programs Brings FSP member subject matter
expertise, practical application to the
learning environment Job shadowing, internships
and co-op opportunities
Student award program offers positive
reinforcement for excellence
Introduces students to resource for life-long
professional development
8
The Portal to Professional Success!
9
Benefits of FSP Membership
Clicking on the Member Access Button on our Home
Page brings you the full range of online benefits
10
Benefits of FSP Membership Education
The Journal of Financial Service Professionals
  • Why the Journal is the Essential Read
  • Groundbreaking, peer-reviewed, articles aimed
    at enhancing your ability to serve your clients.
  • Insightful columns by recognized industry
    experts in all areas of financial planning,
    investment management, life insurance, employee
    benefits, qualified plans, retirement planning,
    estate planning, taxation, and ethical practice
    matters.
  • Online access to current and past issues.
  • Technical informationsolutions to difficult
    problemsand the latest industry developments.
  • The Journal Quiz - submitted for CE credit to
    certain state insurance departments and the CFP
    Board of Standards. Four PACE credits are also
    granted.

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Benefits of FSP Membership Education
Professional Interest Sections Cover Nine
Specialized Practice Areas Business
Compensation Planning Employee
Benefits Estate Planning Financial Planning
Investment Management Leadership
Management Qualified Plans Retirement
Counseling Risk Management Life, Health,
Disability and Casualty Insurance
Customize Your FSP Membership Needs to Your
Practice!
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Benefits of FSP Membership Education
Professional Interest Sections National
e-Discussion Groups - instant feedback on
practical questions from the best financial minds
in the country Professional Social
Networking! Newsletters - Section newsletters
offer specialized technical content Audio/Web
Conferences Sponsored by ea. Section Study
Groups - Chapter-based Section discussions
13
Benefits of FSP Membership Education
New Online CE
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Benefits of FSP Membership Education
Video Training Conferences
Critical Topics Top Speakers
Chapter Delivery via Streaming Video
Quarterly programs including CE for a variety of
disciplines.
PlanningStrategies
Our February 2011 Program Back to the Future
Estate Tax Avoidance Planning. This program
examined the planning and tax strategies that are
effective under the new law featured Larry
Brody, JD, Johni Hays, JD, Terry Stanaland, JD,
CPA, ChFC and Terri Getman, JD, CLU, ChFC.
V T C
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Benefits of FSP Membership Education
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Benefits of FSP Membership Education
SAVE THE DATE! Clinic for Advanced
Professionals August 1617, 2012 Chicago
Marriott O'Hare Airport
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Benefits of FSP Membership Education
ARIZONA
January 22-26, 2012 Pointe Hilton Squaw Peak
Phoenix
  • Advanced Education
  • Exceptional Networking
  • Outstanding Professionals

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Benefits of FSP Membership Education
Online Professional Library Access all FSP
publications, including the Journal of
Financial Service Professionals and nine
targeted Professional Interest Section
newsletters Powerful Keyword Search Capability
puts relevant information at your fingertips - in
an instant - 24/7/365
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Benefits of FSP Membership Education
Keeping Current (separate subscription) Timely
updates on significant recent tax cases and
rulings Edited by Steve Leimberg, JD,
CLU Available quarterly via CD or Podcast
21
Benefits of FSP Membership Education
  • CE Accreditation
  • Most FSP programs give
  • CE Accreditation for
  • Insurance Accounting
  • CFP
  • Legal
  • Banking
  • FSP is the proud provider of CE Accreditation for
    the annual meetings of industry associations
    including NAIFA, The International Forum, AALU,
    and LISA as well as for many company programs.

22
Benefits of FSP Membership Ethics
Code of Professional Responsibility
23
Benefits of FSP Membership Ethics
  • Code of Professional Responsibility
  • The Seven Canons
  • Fairness - Observe the Golden Rule
  • Competence - Continually improve knowledge
  • Confidentiality - Protect information
  • Integrity - Always put clients interests first
  • Diligence - Be prompt and thorough
  • Professionalism - Raise the standard
  • Self-regulation - Uphold and facilitate
    enforcement of the Code

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Benefits of FSP Membership Ethics
  • Chapter Ethics Course
  • Course helps members comply with ethics
    requirements
  • Turn-key presentation available only via FSP
    Chapters
  • Eligible for state insurance and other types of
    credit

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Benefits of FSP Membership Relationships
Find Credentialed Professionals via FSP Online
Membership Directory When you (or your clients)
need a professional connection Across the
country or across specialties National
database puts qualified professionals at your
fingertips Shared membership experience opens
doors
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Leadership Development Society members hone
interpersonal and leadership skills through
involvement in their Chapters FSP provides
Leadership Development Conferences as well as
national leadership opportunities
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The Foundation focuses on programs that allow
Society members to Give Back to Others, recognize
Ethical Commitment, support Financial Literacy
and Scholarship, and provide Consumer Information
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Service to Others
Financial Education Partners National pro-bono
initiative providing financial education and
counseling to people devastated by a recent
diagnosis or facing the challenges of first
time homeownership Partners include National
MS Society, Habitat for Humanity, American
Cancer Society FSP members donate financial
expertise to positively impact the lives of less
fortunate members of their own communities
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To Continue to Serve Others
The Foundation Needs a Steady Stream of
SupportYou Can Make a Difference!
Become part of the Centennial Club -
pledge 100 /year for five years. Millennium
Club - pledge 200/year for five
years. Chairmans Council - pledge 500/year
for five years. Foundation Council - pledge
1,500/year for five years.
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www.financialpro.org
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