Selecting the right advisor for your financial, investment, estate and/or retirement planning is critical. You have spent years accumulating wealth. A qualified advisor can provide recommendations, suggestions, and implementation based on your particular circumstances. An ethical advisor should show you the advantages and disadvantages of a particular course of action, specific investment, or policy.

The Institute of Business & Finance (IBF) has been training members of the financial services community for over 19 years. IBF is the fourth oldest provider of financial certification in the United States. Our students must complete an extensive program, pass three examinations and a written case study, plus adhere to the IBF Code of Ethics and the IBF Standards of Practice. IBF graduates must also complete continuing education requirements annually.

Our training is highly specialized; this is what makes us different from other schools and certification programs. Our graduates in good standing have one or more of the following designations: Board Certified in Estate Planning (BCE), Certified Annuity Specialist (CAS), Certified Fund Specialist (CFS), Certified Tax Specialist (CTS), and Retirement Income Specialist (RIS).

Whether you need help in annuities, mutual funds, retirement income, or estate, financial, or tax planning, our free referral service can help.

Typing in your zip code in the field below will provide you with a list of IBF designees in your area. You may also call us at (800) 848-2029.