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Membership Benefits
Welcome and thank you for your interest in the Financial Service Advisors Council. Here, we hope you will find all the answers you seek about how to participate in our vibrant group.
Local professional development and networking opportunities-networking with individuals in practice specialties or in related disciplines
Twelve monthly membership breakfast meetings with Life CIE, CPE, CLE and CFP®-approved courses.
Average of 16 CE credits possible in a year with over 75 on average in attendance.
Discounted attendance at our annual Professional Day – our five-hour continuing education and networking premier event
Popular Sections Study (“Lunch & Learn”) meet four times a year
Young Professionals Group – For professionals under 40 years of age, a chance to network and connect with peers informally at lunch
GROW (Gathering Resources for Outstanding Women) – Presentations for women (and men) to celebrate, encourage and network with other professionals with terrific speakers and interesting topics up to six times a year.
Succession Planning Roundtable - an ongoing series of presentations, discussions, and case study workshops BY exceptional financial service professionals FOR financial service professionals, to broaden our collective ability to effectively support our clients as they navigate succession and exit.
Tax Planning Roundtable - an ongoing series of workshops dedicated to business and personal tax topics of interest to CPAs, EAs, and other tax professionals.
Select membership and apply below. Approval can take two weeks; your card will not be charged unless you are approved.
Subject to board approval; requirements listed below.
Membership Rights and ResponsibilitiesMembership in the organization is open to individuals who meet the requirements established by the Board of Directors. The sole right granted to members is the ability to vote for directors. All other governance decisions, including the establishment of membership requirements, are determined by the Board of Directors. Membership RequirementsMembership requirements are subject to change at the discretion of the Board of Directors and are published on the organization's website. To become a member, individuals must apply for membership, pay annual dues, and have their application approved by the Board of Directors to ensure compliance with current membership criteria. Membership CategoriesThe organization offers three categories of membership: Regular, Associate, and Student. Eligibility for each category is outlined below: Regular MembershipProfessionals holding one or more of the following designations or degrees are eligible for Regular membership:
Associate MembershipIndividuals qualify for Associate membership if they meet all of the following criteria:
Additionally, Associate members must meet at least one of the following qualifications:
Student MembershipFull-time students enrolled in a degree program at an accredited college or university are eligible for Student membership. Application and Approval ProcessAll prospective members must submit an application for membership and pay annual dues as part of the application process. The Board of Directors reviews and approves all applications to ensure applicants meet the current membership requirements. |