Society of Financial Service Professionals


19 Campus Blvd. Suite 100Newtown SquarePennsylvania19073United States View Map




(610) 526-2500


(610) 527-1499


The Society of Financial Service Professionals, founded in 1928, is the standard-bearer of excellence in professionalism, advanced continuing education, and ethical guidance for the top financial advisers in the nation. The Society is the only professional organization in the industry that requires its approximately 20,000 members to be credentialed or actively pursuing one of these widely-recognized financial service designations or degrees: CEBS®, CFA®, CFP®, ChFC®, CLF®, CLU®, CPA, CTFA, JD (licensed), MSFS, MSM, REBC® & RHU®. The Society has nearly 200 active chapters nationwide and its members are dedicated to helping individuals, families and businesses achieve their financial goals.

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