What is the Society of Financial Examiners?

The Society of Financial Examiners is a professional society for examiners of insurance companies, banks, savings and loans, and credit unions.

SOFE is the one organization where financial examiners of insurance companies, banks, savings and loans, and credit unions come together for training and to share and exchange information on a formal and informal level.

The Society was established in 1973 to establish a strict code of professional standards for members engaged in the examination of financial institutions, to promote uniform ethical standards that will engender employer and public confidence to the degree that those interested can identify professionally qualified practitioners, and to promote and enforce minimum requirements of conduct, training, and expertise for members engaged in financial examination.

The Society is governed by a 50-member Board of Governors which includes a 12-member Executive Committee. SOFE headquarters is in Altamonte Springs, Florida..

 

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