Member Benefits

Continuing Education Courses are available at a 40% Discount to members. The NY Chapter’s educational arm, The Center for Financial Studies, is the premier provider of top notch CE in the financial services community.  The Center is a provider of CE for CPAs, JDs, Life & Health Agents and P&C Agents at substantial discounts to members.  We also provide a review course for the CFP^TM Certification Examination.

Meetings and Events

Our educational and sales meetings feature prominent individuals in our profession and will help you stay on the cutting edge.  Some of our seminars are approved for PACE or CE credits! Take advantage of the great networking opportunities and more!

Professional Publications

The Journal of Financial Service Professionals, a highly acclaimed professional journal, will be sent to you bimonthly.  You will also receive biweekly E-Bulletins providing the latest news affecting the financial services industry and the Forerunner, the New York Chapter’s local newsletter.

Be a part of The New York Chapter Society of Financial Service Professionals and take advantage of our special membership services including:

·         CLU/ChFC/CFP Course Classes

·         Specialized Study Groups

·         Membership Directory

·         Public Relations Activities

·         Annual Conferment Luncheon 

·         Facility for National Video Teleconferences

·         Community Support Sponsorships

·         PACE (Professional Achievements in Continuing Education) Credit Programs

·         Public Relations

·         Networking with Fellow Professionals

·         Student Programs

·         Todorovich Memorial Lecture

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