Members of the Society of Financial Service Professionals (the “Society”) are committed, driven professionals who stand out to their peers and clients. The Society brings together experienced, credentialed financial service professionals from a national multi-disciplinary network to develop alliances and provide broad learning opportunities from various disciplines while following the highest standards of ethical conduct.
Society members are kept abreast of the latest changes, trends and opportunities from various disciplines to provide dynamic and high level service to clients. Members include professionals holding or actively pursuing one of these widely recognized professional designations: CASL, ChFC, CPC, EA, CEBS, CIMA, CPCU, JD, CFA, CLF, CPA, REBC, CFP, CLU, CTFA, and RHU.
The Columbus Chapter holds educational meetings throughout the year and offers continuing education credits.