Who Are Our Members?

Society members have earned, or are working towards, a recognized professional credential in the financial services industry and agree to be bound to a code of conduct that places the interests of their clients above personal interests.

The NY Chapter Society is the professional home for credentialed professionals.  The Society requires that its members be credentialed or actively pursuing one of these widely-recognized designations or degrees:

                            CLU                     REBC

                            ChFC                   CLF

                            CFP ^TM                     CEBS

                                     CPA                     MSFS

                            JD                        MSM

                            RHU

Individuals who are working toward attaining their designation or degree may join the Society as an Associate Member if they have successfully completed at least one course.

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