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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.
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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