IBF Financial Advisor Training

Become a Financial Advisor

IBF has educated the finance industry for 24 years. In that time, IBF has gained a reputation for offering the best financial training within the industry.

Whether you specialize in annuities, estate planning, income taxes, mutual funds, or current income training. IBF can help you earn designations that will enhance your credibility and professionalism. Our designation programs are geared toward educating you one specific topic at a time .

Training Features & Benefits

Increase knowledge, confidence, and sales
Distinguish yourself from your peers
Enhance career growth and professionalism
Reduce compliance and regulatory concerns
Fulfills CE requirements (up to 60 hours)
Course materials, updated quarterly
Free lifetime updates for all IBF designees

"The Certified Annuity Specialist® course material is excellent. It gives me the foundation to really separate myself from the other advisors "selling" annuities.

Anyone that is seriously involved in the annuity business needs to review this material."

Lynn B. Thurgood, CAS®
The Oxford Group LLC

"After completing my CAS® designation in 2005… two weeks later I rolled a 1,000.00 case.

IBF gave me the tools and knowledge to close the sale. Thanks IBF for taking my sales to the next level!"

Hundley Batts, Jr., CAS®
Hundley Batts and Associates Insurance Agency LLC

“My experience in working with the IBF staff was very positive. They all were very supportive and encouraging - the course material was very thorough, informative and challenging. Testing format was practical and flexible.

All in all - a very positive experience.”

Patrick Lyman, CAS®
Compass Investment Partners

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