IBF Advisor Directory
Find an IBF-Designated Advisor
Search our directory of financial professionals who have earned IBF designations through rigorous coursework, examinations, and ongoing education.
Every listing confirmed active and CE-compliant by IBF
Search by advisor name, firm, city & state, or zip code.
Filter by
Designation
Focus Area
CFS
CAS
CES
CIS
CTS
CSS
CDFS
CDAS
Client Education
What an IBF designation means for you
When your financial advisor holds an IBF designation, they’ve completed rigorous training in a specific planning domain. Here’s what each credential means for your relationship with them.
Investment
CFS®
Certified Fund Specialist
Mutual funds, ETFs, and diversified portfolio construction.
Learn more →
Investment
CAS®
Certified Annuity Specialist
Annuities as income-protection tools: fixed, variable, and indexed.
Learn more →
Planning
CES™
Certified Estate & Trust Specialist
Estate planning, trusts, and tax-efficient wealth transfer.
Learn more →
Investment
CIS™
Certified Income Specialist
Retirement income planning, withdrawal strategies, and Social Security coordination.
Learn more →
Planning
CTS®
Certified Tax Specialist
Tax-efficient investment structuring and CPA coordination.
Learn more →
Planning
CSS™
Certified Social Security & Medicare Specialist
Social Security timing, Medicare enrollment, and federal program coordination.
Learn more →
Planning
CDFS™
Certified Divorce Financial Specialist
Divorce financial planning, asset valuation, and support analysis.
Learn more →
Investment
CDAS™
Certified Digital Asset Specialist
Digital asset strategy: cryptocurrency, blockchain, and Web3.
Learn more →
Since 1988
The standard in financial professional education
The Institute of Business & Finance is a 501(c)(3) nonprofit that has provided rigorous, practitioner-focused designation programs to financial professionals for nearly four decades. Every advisor in this directory has completed coursework, passed examinations, and maintains ongoing continuing education.