Mission Statement

The mission of the Institute of Business & Finance (IBF) is to provide online financial and educational materials, certification programs and support to the financial community and general public. Through high standards, quality education and professional development, we can help a professional become an annuity specialist, estate planner, mutual fund specialist, retirement income specialist or tax specialist. IBF fosters learning and academic excellence by working with financial advisors, brokers, bankers, insurance agents, tax attorneys, educators and students to create a safe, fulfilling and academically enriching environment for every certified investment specialist under our tutelage.

In pursuit of our mission, IBF strives to:

• Provide education that has a foundation in theory enhanced by knowledge that is practical.
• Increase knowledge above and beyond that required for licensure.
• Offer mutual fund, annuity, tax, estate planning, retirement income and tax education that is convenient and accessible for working professionals.
• Provide high-quality programs, instructional materials and student services.
• Enable students to meet continuing professional education requirements.
• Promote ethical behavior and responsibility.
• Support continuing professional development.
• Award designations that distinguish an individual’s qualifications and commitment to professional standards.

Since 1988, the Institute of Business & Finance has enhanced the ongoing education experiences of working professionals. We look forward to continuing to provide quality education and facilitating the completion of financial service designations for generations to come.