Professional Designations

You can take your practice to the next level of education, sales and compliance. Whether you specialize in annuities, estate planning, income taxes, mutual funds or current income, IBF can help you earn designations that will enhance your credibility and professionalism. We have been the leader in educating the financial services industry for over 20 years.

All of our certification programs were developed by seasoned practitioners with strong academic backgrounds. Each of our five designations emphasizes the practical but also includes the theoretical. Materials are updated on a quarterly basis to reflect new knowledge affecting the industry.

IBF designation programs are broken down into six modules that include three non-cumulative exams and one written case study. Modules are designed to be completed in approximately 23 hours and may be completed as your schedule allows. Exam preparation materials are included.

Each exam covers two modules. More than one exam can be taken at a time; each exam is 50 multiple-choice questions. In addition to the three exams, students must complete a case study. The case study is based on a one-page fact pattern. The student’s response must be two pages to five pages in length.