Why IBF?

Leaders relying on leaders.

Membership Benefits

Whether you are a sole proprietor or part of a larger financial services firm, you know what you need to grow your business—network, resources, and reputation. Membership in IBF gives you all three.


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 and IBF alumni. As an IBF member, you can also 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.


IBF membership comes with free, annually updated IBF Reference Sheets that distill essential working knowledge into an actionable combination of graphs, charts, and infographics. In addition, you receive exclusive access to IBF Quarterly Updates that will save you hundreds of hours of research on emerging knowledge and practice and help you stay current with industry trends. Membership also entitles you to discounts on subscriptions to The Wall Street Journal and The Financial Times.

The trust new clients place in you rests on reputation. Aside from personal referrals, nothing will attest to the quality of your services more than the national organizations that endorse your IBF training. 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).


Keep current for pennies a day.
After you complete your designation, you can keep your IBF membership current with an annual fee of $125 for your first designation and $25 for each additional designation.

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