CASL   (Chartered Advisor for Senior Living)
CEBS   (Certified Employee Benefit Specialist)
CFA     (Certified Financial Analyst)
CFP      (Certified Financial Planner)
ChFC    (Chartered Financial Consultant)
CLF      (Certified Leadership Fellow)
CLU      (Chartered Life Underwriter)
CPA      (Certified Public Accountant)
CPC      (Certified Pension Specialist)
CTFA    (Certified Trust and Financial Analyst)
Enrolled Actuary (EA) designation
Graduate Degree in Financial Services (MA, MBA, MS, PhD)
MSFS   (Masters of Science in Financial Services)
MSM    (Masters of Science in Management)
REBC    (Registered Employee Benefit Consultant)
RHU      (Registered Health Underwriter)
 

Associate membership is available to those individuals who have passed at least one course that leads to any of the above mentioned professional credentials.  The associate member has a period of 10 years to complete their educational program and earn a designation or degree we recognize for regular membership eligibility. 

NOTE: FLMI (Fellow, Life Management Institute), FSS (Financial Services Specialist), and/or LUTCF holders are also eligible for Associate Membership.

Retired Membership is available for members who consider themselves retired and (a) attained 65 yrs. of age and a minimum of 15 yrs. Membership; or (b) their attained age and yrs. of membership add up to 80 or greater.

Full-time Professor Membership
Full-time professors at accredited colleges and universities are eligible for this category.  It is set at one-half Regular national dues.

Young Professional Membership
New members who are age 30 or younger meeting the requirements of regular membership can apply for this category.  The Young Professional dues rate is for new members only and is available for the first two consecutive years of membership only and a one time basis.  After the two-year consecutive period membership will be reclassified as a Regular Member.

Student Membership
Full time students in a degree program at an accredited college or university. National dues provide for Web benefits only.

Disabled Membership is available for a person who is retired due to a total disability. Evidence must be submitted that he/she is receiving total disability benefits from a private carrier or Social Security. The requirement for a minimum of 15 years of membership is waived for disabled applicants.

Life and Honorary
In order to be recognized as a Life and Honorary member, the individual must satisfy one of the requirements for retired membership. It is usually reserved for those who have made significant contributions to the Society. A Chapter grants it to an outstanding member on a special occasion. All Life and Honorary membership applications must originate with the sponsoring Chapter board. Once granted Life and Honorary status, dues are waived for the remainder of the member's life.

Chapter procedure for Life and Honorary membership:

1. Complete a Life and Honorary Application Form.
2. Five (5) Chapter Officers and/or Directors must sign the application.
3. The completed application should be submitted to headquarters by the Chapter with the current, one-time only fee of $560. (5X's Retired member dues)
4. Life and Honorary Membership is recognized by a special certificate signed by the Chief Executive Officer of the Society and by the Chapter President. Certificates will be forwarded to the Chapter upon processing of the application for presentation to the Member so honored.

Member Emeritus
A Regular member automatically qualifies for this category when they have been a Society member for 50 years or longer. They are given a lifetime membership and dues are waived.

What is a CLU?
The Chartered Life Underwriter (CLU) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life. Since the first examinations were held in 1928, more than 85,000 men and women have met the educational, experience, and ethics mandates needed to earn the CLU designation. The CLU program provides insights into the life insurance business, its importance to the economy, its operation and distribution systems, and its resurging importance for safe and secure investments. For agents, field managers, home office personnel, and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.

 

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The number of electives in the program provides an opportunity for individuals in the employee benefits field to specialize within the broader employee benefits field. The designation is especially suitable for professionals who are selling or servicing the group insurance, health insurance, retirement planning, and incentive compensation markets.

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Certified Financial Planner (CFP)

The Certified Financial Planner (CFP)™   Certification is one of the most highly regarded and recognized financial planning certifications.  The five-course curriculum includes risk management, tax planning, employee benefits, investments, and estate planning.  The American College's Board-registered program prepares students to qualify to sit for the CFP™ Certification Examination, which is granted by the CFP Board, Denver, CO.

For more information on the CFP™ certification process, see the latest edition of the CFP Board Guide to CFP Certification, available from:
Certified Financial Planner Board of Standards, Inc.
1700 Broadway, Suite 2100
Denver, CO 80290-2101
Telephone: (888) CFP-MARK [(888) 237-6275]
Fax: (303) 860-7388
Website: http://www.CFP-Board.org
E-mail: mail@CFP-Board.org

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Certified Leadership Fellow (CLF)

The Chartered Leadership Fellow (CLF) is the first managerial leadership designation created specifically for financial services professionals. Based on the premise that managers need educational emphasis in leadership, interpersonal relationships, and organization, the CLF curriculum – developed by The American College management faculty and LIMRA International, with the assistance of a practitioner advisory committee – provides contemporary thinking on the principles of leadership and management. The CLF program blends classroom skills training and development with a proven distance education self-study approach.

Anyone who has 3 years' experience in a leadership position in the financial services industry is eligible to earn the CLF designation. In particular, the CLF is appropriate for those in leadership roles in the operation of a "field" organization.