Executive
Applicants must be employed by a company that meets the minimum size criteria and hold one of the following titles: CFO, Controller/Comptroller, Treasurer, VP of Finance, CAO, Chair or Member of an Audit Committee, Assistant Financial Executive.
Senior Specialists qualifying for Executive membership must be the senior policy making official responsible for Internal Audit, Tax Administration, Strategic Planning & Business Development, Risk Management, Management of Retirement Funds and Investments, Management of Information Systems, Investor Relations, or Employee Benefits Administration and must also report to a senior financial officer who currently holds an FEI membership.
Academic
Applicants must be educators in the field of financial management with the academic rank of Dean, Assistant Dean, Professor or Associate Professor.
In-Transition
Applicants must have held a qualifying position during the last 5 years.
FEI members must hold an eligible position and be employed by a company which meets one of these criteria:
- $5 million in net worth, or
- $15 million in capital (combined net worth & long-term debt), or
- $20 million in operating expense.
- Banking institutions must have $500 million in total assets.
- Government corporations/authorities must have $100 million total assets.
SEC-Registered Companies: The Chief Financial Officer of any SEC-registered company is eligible for membership regardless of company size.
Assistant Financial Executive: Requirement is 4x criterion for financial executive. So an assistant controller or assistant treasurer of a company with $80 million of operating expenses or $20 million of net worth is eligible.
Subsidiary, Division or Subdivision: Requirement is the same criterion as parent company. For example, the CFO/Controller/Treasurer etc. of a subsidiary with $20 million in operating expenses is qualified.
Senior Specialist: Applicant must be employed by a company with $1 billion in revenues or $250 million of employee benefit investments under management, or a banking institution with $20 billion in assets.
Audit Committee Member: Applicant must serve on Audit Committee of a company that meets FEI size criteria.
Academic: Only educators with the academic rank of dean, assistant dean, professor or associate professor are eligible. Assistant professors are not eligible for membership.
Typical titles*: CFO, Controller, Assistant Controller, Treasurer, Assistant Treasurer, VP-Finance, General Auditor, VP-Investor Relations, VP-Planning and Analysis, VP-Pension Fund Investments, VP-Taxes, Director of Taxes or Treasury or Accounting or Finance, Chief Accounting Officer, Member - Audit Committee.
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