Membership FAQs

What you need to know when you need to know it.

Membership FAQ

What does it cost to be a member of IBF?

After you complete your designation, you can keep your IBF membership current with an annual fee of $100 for your first designation and $25 for each additional designation.

How will IBF membership help me stay current with industry trends?

Your membership comes with free, annually updated IBF Reference Sheets that distill essential working knowledge into an actionable combination of graphs, charts, and infographics. You also receive free IBF Quarterly Updates that will save you hundreds of hours of research on emerging knowledge and practice.

Will IBF membership help me grow my business?

As an IBF member, you can list your practice with our “Find an Advisor” service so that new clients can connect with you based on your geographic location and areas of expertise.

Are IBF’s designations recognized in the industry?

Our programs are recognized by the California Board of Accounting, the Certified Financial Planner® (CFP®) Board, the National Association of Personal Financial Advisors, and American College’s Professional Achievement in Continuing Education (PACE).

Does IBF membership include any industry perks?

Membership entitles you to discounts on subscriptions to The Wall Street Journal and The Financial Times, as well as many others. Contact us for more information.

How large is the IBF member network?

The IBF network includes 3,500+ like-minded financial services professionals. Members use our social media platforms to ask questions, share best practices, and stay in touch with classmates, alumni, and IBF faculty and staff members.

For Advisors by Advisors. Browse all Programs.