SOFE offers three designations through certification programs in the disciplines of insurance, banking/financial services and financial institutions/credit unions. Learn more about these programs below:

Designations

Designations may be earned in three disciplines. Learn more about each of the disciplines, the designations available within each, and what is involved in the process.

1. Insurance Discipline
2. Banking/Financial Services Discipline
3. Financial Institutions/Credit Unions Discipline

Learn more about SOFE designations

Tests

Part of the qualification process for the above designations is the successful completion of passing certain SOFE tests.

Learn more about the test process

Register to take an examination

Continuing Regulatory Education

Once you have obtained any of the SOFE designations, you must earn continuing regulatory credits each year.

Learn more about the CRE program

After reading all of the information about the certification process, if you still have any questions, please contact headquarters per the information provided below.

You may contact us at:
Society of Financial Examiners
174 Grace Blvd.
Altamonte Springs, Florida 32714
Phone: (407) 682-4930 or (800) 787-SOFE/7633
Fax: (407) 682-3175
Email: