Simple. Convenient. Effective.

That's why we are the best in the industry.

Starting with our Certified Fund Specialist® program, IBF was founded by a small group of registered representatives and financial planners. So, why start our own school? Because we knew there was a better way than the status quo.

Today, over 12,000 members of the financial services industry-including several dozen Fortune 500 companies-have taken one or more IBF programs. Our staff is dedicated to make financial training content easier and better, serve the needs of our students and graduates, and ensure you are satisfied. The experts at IBF are ready to help you earn your financial designation today.

The success and testimonials of our students prove that our financial course materials work.

When you're ready to take a step forward with your career, request more information or give us a call at (800) 848-2029.

Institute of Business & Finance Mission Statement

The mission of IBF is to enhance the professionalism of financial advisors through education and certification programs in a manner that fosters integrity, commitment to improvement, and excellent service.

IBF assesses fulfillment of its mission through ongoing studies of student learning outcomes and measurement of student satisfaction.

Objectives in Pursuit of Our Mission

IBF strives to:

  • Provide education that has a foundation in theory enhanced by knowledge that is practical.
  • Deliver education that is current and relevant to financial services professionals.
  • Increase knowledge above and beyond what is required for licensure.
  • Offer education that is convenient and accessible for working professionals through distance education.
  • Provide high-quality programs, instructional materials and student services.
  • Promote ethical behavior and responsibility.
  • Support continuing professional development.
  • Award designations that distinguish an individual’s qualifications and commitment to professional standards.

Honesty. Integrity. Knowledge.

Having the right skills and depth of knowledge is vitally important in the marketplace. The Institute of Business & Finance (IBF) provides cutting-edge information that will prepare you for your career today and tomorrow. Our staff is continually monitoring advances in the financial services industry and updating our programs to reflect the most modern methods used in today's workplace.

You will learn much more than the latest statistics and studies. You will also receive a solid grounding in your chosen discipline through our estate planning, mutual funds, retirement income, taxes, and annuity programs.

The success and testimonials of our students prove that the IBF course materials work. All of our certification programs-from mutual funds courses to estate planning courses-are designed for busy people who know what they want but do not have the time to attend classes. Here are just a few of the benefits of becoming an IBF student:

Low Tuition
You can advance your education with IBF at a reasonable price.

Study when you choose and still have time for your business and family.

We treat you like a human being, not a number.

We have over 24 years of teaching experience.

The online Student Portal provides a forum for conversation and counseling.

All of us at IBF look forward to help you receive the career training and advancement you need to get ahead in life. Enroll today and take the next step toward a brighter tomorrow. Answers to questions you may have about IBF can be found on this website. However, if you need further information, call us at (800) 848-2029.


Gordon K. Williamson signature
Gordon K. Williamson
Chief Academic Officer


Gordon K. Williamson - President, Chief Academic Officer, and Chairman of the Board

Cory D. Bowman - Executive Director



Institute of Business & Finance instructors bring real-world expertise from their practice to the Institute. They engage professionals, like you, who are striving to advance their knowledge in a practical and user-friendly learning environment.

Sharon Finch - adjunct professor
Mo Vaziri - adjunct professor
Belinda Freemela - adjunct professor
Lester Helm - adjunct professor
Rick Bettencourt - adjunct professor
Cheryl Hart - adjunct professor
Harry Johns - adjunct professor
Bob Davies - adjunct professor
Vince Orlando - adjunct professor
Harry Barth - adjunct professor

IBF Board of Directors

Gordon K. Williamson

A member of the board of directors, instructor, and former registered principal of a national brokerage firm. Mr. Williamson has been a stockbroker for over a quarter of a century and was a tax and estate planning attorney for close to 30 years.

Mr. Williamson is also the author of 32 books, including the most popular book ever written on mutual funds, The 100 Best Mutual Funds You Can Buy (over 500,000 copies sold). He is the author of the first two books ever written about annuities and has appeared on over 150 radio and television shows. He has also been the financial editor of several newspapers and magazines.

He earned his undergraduate degree at the University of California at Santa Barbara, where he coauthored his first book, an undergraduate textbook Legal Argumentation . He completed his law degree at California Western School of Law where he was the editor of two legal newspapers; his MBA degree is from California State University at San Diego and his MSFS is from the American College.

Inger P. Davis

Board of Directors and Course Development Editor

Dr. Davis has served on several editorial boards of professional journals, on public commissions, and on boards of directors of human service and research organizations.

Dr. Davis received her MA and PhD from the University of Chicago as a United Nations and Fulbright fellow. Inger has developed graduate and postgraduate programs for the University of Chicago and San Diego State University.

She has also received several professional awards such as the Association of California University Professors Price and the June Burnett Institute Outstanding Leadership Award.

They advise us
so we can advise you.