IBF Advisor Directory

Find an IBF-Designated Advisor

Search our directory of financial professionals who have earned IBF designations through rigorous coursework, examinations, and ongoing education.

 Every listing confirmed active and CE-compliant by IBF
Search by advisor name, firm, city & state, or zip code. Or browse the full directory by state.
Filter by Designation Focus Area
CFS®
CAS®
CES™
CIS™
CTS®
CSS™
CDFS®
CDAS™
Client Education

What an IBF designation means for you

When your financial advisor holds an IBF designation, they’ve completed rigorous training in a specific planning domain. Here’s what each credential means for your relationship with them.

Investment
CFS®
Certified Fund Specialist®
Mutual funds, ETFs, and diversified portfolio construction.
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Investment
CAS®
Certified Annuity Specialist®
Annuities as income-protection tools: fixed, variable, and indexed.
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Planning
CES™
Certified Estate & Trust Specialist™
Estate planning, trusts, and tax-efficient wealth transfer.
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Investment
CIS™
Certified Income Specialist™
Retirement income planning, withdrawal strategies, and Social Security coordination.
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Planning
CTS®
Certified Tax Specialist®
Tax-efficient investment structuring and CPA coordination.
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Planning
CSS™
Certified Social Security & Medicare Specialist®
Social Security timing, Medicare enrollment, and federal program coordination.
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Planning
CDFS®
Certified Divorce Financial Specialist™
Divorce financial planning, asset valuation, and support analysis.
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Investment
CDAS™
Certified Digital Asset Specialist™
Digital asset strategy: cryptocurrency, blockchain, and Web3.
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Since 1988

The standard in financial professional education

The Institute of Business & Finance is a 501(c)(3) nonprofit that has provided rigorous, practitioner-focused designation programs to financial professionals for nearly four decades. Every advisor in this directory has completed coursework, passed examinations, and maintains ongoing continuing education.