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membership qualifications

Qualify for Membership

We’re delighted you’re interested in Kiplinger Advisor Collective. Please review the membership criteria and click Apply Now to get started. 

Have questions? Call us at: 202-350-4202

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Who We Are

Kiplinger Advisor Collective is the premier criteria-based professional organization for advisors, managers, and executives in personal finance.


We build our businesses and practices by: 

  • Sharing knowledge and expertise
  • Collaborating to solve problems and create opportunities
  • Staying current on industry trends and technologies 
  • Fostering strong professional relationships

Industries

Expertise Areas

Members come from the highest levels of leadership in:

  • Accounting
  • Banking
  • Capital Markets
  • FinTech
  • Financial Services
  • Insurance
  • Investment Banking
  • Investment Management
  • Law Firms
  • Legal Services
  • Private Equity
  • Venture Capital

Membership

Membership Criteria

To be considered for membership, you must work with a company that generates at least $500K in annual revenue or has obtained at least $500K in total institutional funding.

You must also be in at least one of the following leadership roles:

  • Senior finance executive including chief financial, accounting, or treasury officer
  • VP, senior VP, executive VP or head of finance or accounting
  • Controller, financial advisor, fund or wealth manager, or wealth management consultant
  • CEO, COO, president, managing or executive director, market president, or broker in the finance industry
  • Business founder/co-founder, founding or managing partner, or owner/co-owner in the finance industry

Or you may qualify if you have 5 years of experience in the following roles and your company meets the financial criteria:

  • Lawyer specializing in business, corporate, or financial law
  • Head of your office, managing partner, or firm owner for an accounting, CPA, law, and bookkeeping firm
  • Head of your office as a tax advisor, insurance broker, or financial technology provider. (The company can be independently owned or franchised.)

Alternatively, you may qualify for membership as a thought leader, if you have proof that you’re an expert in one of our expertise areas. Examples of acceptable proof include:

An author published through a reputable publisher (not self-published on Amazon). Must have documentation of units sold or audience reach

A professional speaker who has conducted 25+ paid speaking gigs or generates at least $50K annually through keynote presentations

A bylined columnist who is a monthly contributor to a reputable industry publication, website, or international outlet

A TV, radio, or podcast show host who publishes at least once a month. Must have documentation of downloads and/or audience reach of 3K followers

Apply Now

As a Member

Benefits Snapshot

Members get exclusive opportunities to:

Join a vetted network of like-minded leaders

Attend meetups and virtual live events

Grow professionally and personally

Publish on Kiplinger.com

FEATURES

Membership Packages

1-Year
Membership

Full access to networking, publishing and events.

  • Exclusive online community
  • Live virtual events with fellow members
  • Publish bylined articles on Kiplinger.com
  • Monthly participation in Expert Panels
  • Kiplinger Advisor Collective member Executive Profile
  • Interactive direct chat and member directory
  • Professional digital membership badges
  • High-touch editorial and support teams
  • Private member portal and mobile app
  • Press release templates and resources
  • Complimentary membership in EXEC—for luxury hotel, travel, lifestyle, and business benefits

2-Year
Membership

Full access to networking, publishing and events at a discount.

  • Exclusive online community
  • Live virtual events with fellow members
  • Publish bylined articles on Kiplinger.com
  • Monthly participation in Expert Panels
  • Kiplinger Advisor Collective member Executive Profile
  • Interactive direct chat and member directory
  • Professional digital membership badges
  • High-touch editorial and support teams
  • Private member portal and mobile app
  • Press release templates and resources
  • Complimentary membership in EXEC—for luxury hotel, travel, lifestyle, and business benefits

Premium 1-Year
Membership

Full access plus professional interview stories and bios.

Everything in 1- and 2-year memberships plus:

  • 3 interview-style Spotlight Stories
  • 1 professionally written personal bio
  • 1 professionally written company bio
  • Content strategy consultation
  • Access to a dedicated, professional writer
  • Comprehensive 1:1 interview process
Apply Now