Practice Benchmark Series
How Deep Does Your
Process Go?
18 real-world practices across three tiers. Find out whether your analytical process is standard, informed, or specialist-level.
Trusted by 30,000+ financial professionals since 1988
18 Practices
Real-world practices drawn from the IBF designation curriculum.
Three Tiers
Standard, Informed, and Specialist. See exactly where you land.
Immediate Results
Tier-by-tier breakdown with specific areas to strengthen.
Most Popular
How you evaluate, compare, and recommend pooled investments.
Fund selection
Risk profiling
Expense evaluation
Rebalancing
Client suitability
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How you structure, explain, and position annuity solutions.
Product analysis
Rider evaluation
Tax positioning
Income modeling
Suitability review
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How you build, stress-test, and manage retirement income plans.
Withdrawal sequencing
SS optimization
Tax coordination
Longevity risk
Pension integration
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How you identify, quantify, and act on tax planning opportunities.
Income shifting
Roth analysis
Entity strategy
Gain harvesting
Charitable planning
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How you analyze claiming strategies and coordinate Medicare decisions.
Claiming analysis
Spousal coordination
Medicare timing
IRMAA planning
Survivor benefits
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How you value, divide, and project financial outcomes in divorce.
Asset tracing
QDROs
Tax modeling
Support analysis
Settlement design
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How you structure transfers, coordinate trusts, and protect assets.
Trust analysis
Transfer strategy
Exemption planning
Beneficiary design
Special needs
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New
How you evaluate, custody, and integrate digital assets for clients.
Due diligence
Custody evaluation
Tax reporting
Regulatory compliance
Portfolio sizing
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Practice Benchmark Series
5 minutes · 18 items · Immediate results
Practice Benchmark Series
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Your Results
Here’s how your current practice stacks up across all three tiers.
Tier 3
0
of 6 · Specialist
Go beyond the benchmark. Build the expertise your clients expect and your practice deserves.