Education
Bachelor's degree
Licenses
Series 6
Series 63
Series 65
Series 7
Series 24
Life
Investment Advisor Representative
Variable Contracts
Accident & Health
Property & Casualty
Other Credentials
CFP®
CFA®
ChFC®
CASL
IBF Designations
CTS®
Learn More →
Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
CES™
Learn More →
Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
2
Member Since
2025
Other Credentials
4
Are you a financial advisor?
Join 30,000+ professionals
Build your expertise with IBF designations.
Explore Programs
Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.