All regular members of the Society must hold one or more of the following highly respected financial service credentials:

• CLU: Chartered Life Underwriter
• ChFC: Chartered Financial Consultant
• CFP™: Certified Financial Planner
• CFA : Chartered Financial Analyst
• CPA: Certified Public Accountant
• LLB: (Any qualified person under the Legal Profession Act)

Regular members shall be entitled to the rights and responsibility of membership, including the right to vote and to hold office in the Society.

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