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membership qualifications

Qualify for Membership

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

Who We Are

Kiplinger Advisor Collective is the exclusive professional organization for successful leaders with a strong personal finance background.


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

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