SOFE 2015 CDS a Great Success

The 2015 SOFE CDS which took place in San Diego was a great success. Attendees thoroughly enjoyed the educational sessions, the social event on the USS Midway,  and the many opportunities to network and visit with colleagues and friends.

Special thanks for the success of this event go to the CDS sponsors, to the CDS Committee, the CDS Program Committee, and respective committee chairs, Mark Murphy and Eli Snowbarger.

CRE Credits -SOFE CRE credits for those who scanned into CDS sessions have been downloaded to the individual CRE record of each SOFE  AFE, CFE, and AES member. Do not add CRE  credits manually for CDS sessions.

For proof of CPE credit for non-SOFE designations, the CPE certificates are avaialble from the Career Developement Seminar page here.

Presentation Slides- SOFE members may check the member-only landing page of this website  under the "Files" links for PDF files of the CDS 2015 presentation slides.

Board of Governors Election Results

SOFE congratulates the following certified members elected in this year's Board of Governors election: Jean Adams-Harris; Barry Armstrong; Don Catmull; Kyo Chu; Bryant Cummings; Richard Foster ;Jenny Jeffers; Glenn Legault; Matthew Milford; Jan Moenck; Robin Roberts; Ignatius Wheeler; and Bob Wong. The outgoing governors  were recognized at the Annual Meeting luncheon on July 14 and in the Fall issue of the SOFE InSight newsletter

SOFE Testing Update

NOTE — There are no study guides for the SOFE tests through any sources other than those provided on SOFE's website.

New CFE2 Test on Enterprise Risk Management Effective July 1, 2015: SOFE announces the development of a new CFE 2 test on Enterprise Risk Management to align the designation with the NAIC Risk Focused Examination Process. The new test will be offered through SOFE’s online testing program beginning July 1. Important details and deadlines for the transition to the new CFE2 test can be found at the Testing tab.

New AES Proficiency Test: The SOFE AES Committee has developed an AES Proficiency Test to replace the test previously hosted by NAIC. The test closely covers the processes outlined in the Financial Examiners’ Handbook relating to risk focused IT review and is offered through SOFE’s online testing system. For more information, please review the AES requirements here.

All SOFE testing is offered through the SOFE testing website at where the AFE, CFE and AES tests are offered as well as the CRE Reading Program tests. For information on SOFE testing and fees, go to the Testing tab above.

Important Update on 2015 CRE Credits

Beginning  2015, two (2) hours of  the required annual CRE hours for the AFE CFE and AES designations must be earned  in ethics. Please see the details at the "Certification" tab  above  under  item "i.", in the  "Continuing Education Typically Accepted by SOFE" section.