Mission & Objectives

We reinvented financial services education
to give you an edge in the industry

Mission & Objectives


Since reinventing financial services education in 1988, our mission at IBF has been to enhance the professionalism of financial advisors through designation, certification, and degree programs that foster integrity, a commitment to continuous improvement, and excellent client service.

We monitor and ensure fulfillment of our mission through an ongoing analysis of student learning outcomes and an in-depth review of student satisfaction.


In pursuit of our mission, we at IBF strive to deliver knowledge and tools that are

  • above and beyond what is required for licensure
  • convenient and accessible for working professionals via our state-of-the-art online education model
  • current and actionable across a full spectrum of the financial services industry
  • founded in advanced theory and applicable to real-world practice
  • supportive of ethical behavior, fiduciary responsibility, and ongoing professional development
  • recognized in the industry as degrees and designations of distinction, quality, and commitment to the highest professional standards

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