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Established Certification Programs Institute of Business & Finance offers well-established certification programs like CFS® and CAS™, which have been taken by over 13,000 industry members, including Fortune 500 companies. This signifies a strong market demand for professional financial education and potential sales opportunities to offer these programs to new clients.

Continuous Program Enhancements IBF is dedicated to enhancing the content of their mutual fund training continuously. This commitment to improvement showcases a proactive approach to staying relevant in the industry, providing a talking point for sales conversations highlighting the company's dedication to delivering high-quality education.

Flexible Study Options Prospective clients can study for IBF certifications at their convenience, offering flexibility that can be emphasized as a key selling point. This feature appeals to professionals looking to advance their career while managing their existing commitments, presenting an opportunity for tailored sales pitches focused on individual needs.

Recent Designee Launches The recent launches of new designees like CIS(TM) and CTS™ indicate a company that is actively expanding its offerings and attracting new participants. Sales professionals can leverage these new designations as conversation starters to introduce potential clients to IBF's comprehensive range of certification programs.

Market Position and Credibility IBF's position as a long-standing player in the financial education sector, with a strong reputation and recognition in the industry, presents a valuable opportunity for sales. Highlighting the company's heritage, credibility, and the benefits of earning IBF designations can help sales representatives build trust and attract new clientele.

Similar companies to Institute of Business & Finance

Institute of Business & Finance Tech Stack

Institute of Business & Finance uses 8 technology products and services including Crazy Egg, Drupal, Google Font API, and more. Explore Institute of Business & Finance's tech stack below.

  • Crazy Egg
    Analytics
  • Drupal
    Content Management System
  • Google Font API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Raphael
    Javascript Graphics
  • Slick
    Javascript Libraries
  • DataTables
    Javascript Libraries
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation

Institute of Business & Finance's Email Address Formats

Institute of Business & Finance uses at least 1 format(s):
Institute of Business & Finance Email FormatsExamplePercentage
FLast@icfs.comJDoe@icfs.com
62%
First@icfs.comJohn@icfs.com
15%
Last@icfs.comDoe@icfs.com
15%
FirstLast@icfs.comJohnDoe@icfs.com
8%

Frequently Asked Questions

Where is Institute of Business & Finance's headquarters located?

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Institute of Business & Finance's main headquarters is located at 4141 Jutland Dr. Suite 330 San Diego, CA 92117 US. The company has employees across 3 continents, including North AmericaAsiaSouth America.

What is Institute of Business & Finance's phone number?

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You can contact Institute of Business & Finance's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Institute of Business & Finance's official website and social media links?

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Institute of Business & Finance's official website is icfs.com and has social profiles on LinkedIn.

How much revenue does Institute of Business & Finance generate?

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As of April 2024, Institute of Business & Finance's annual revenue reached $750K.

What is Institute of Business & Finance's SIC code NAICS code?

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Institute of Business & Finance's SIC code is 6163 - Loan Brokers NAICS code is 6113 - Colleges, Universities, and Professional Schools.

How many employees does Institute of Business & Finance have currently?

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As of April 2024, Institute of Business & Finance has approximately 11 employees across 3 continents, including North AmericaAsiaSouth America. Key team members include Chairman Of The Board: C. B.Student Services: A. J.Student Services Representative: C. R.. Explore Institute of Business & Finance's employee directory with LeadIQ.

What industry does Institute of Business & Finance belong to?

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Institute of Business & Finance operates in the Higher Education industry.

What technology does Institute of Business & Finance use?

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Institute of Business & Finance's tech stack includes Crazy EggDrupalGoogle Font APIFont AwesomeRaphaelSlickDataTablesSalesforce Marketing Cloud Account Engagement.

What is Institute of Business & Finance's email format?

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Institute of Business & Finance's email format typically follows the pattern of . Find more Institute of Business & Finance email formats with LeadIQ.

When was Institute of Business & Finance founded?

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Institute of Business & Finance was founded in 1988.
Institute of Business & Finance

Institute of Business & Finance

Higher EducationCalifornia, United States11-50 Employees

In 1988, the Institute of Business & Finance (IBF) launched its first certification program, Certified Fund Specialist® (CFS®). IBF was founded by a small group of registered representatives and financial planners. These practitioners were disenchanted with the materials, politics and direction of the other schools offering designations to the financial services community, so they decided to provide better mutual fund education.

Today, more than 13,000 members of the financial services industry, including several dozen Fortune 500 companies, have taken one or more IBF programs. The flagship designation, CFS®, is the fourth oldest designation in the financial services industry and the oldest mutual fund designation in the country. IBF also offers the Certified Annuity Specialist (CAS™) designation.  The Certified Annuity Specialist™ designation is the only fixed-rate and variable annuity designation.

Today, IBF personnel are dedicated to continually making the content of our mutual fund training better, serving the needs of several thousand students and graduates, as well as increasing the awareness of IBF designations to brokers, insurance agents, accountants, financial planners, investment advisors, bankers and the general public. 

When you earn one or more IBF designations, you will gain both theoretical and practical knowledge that can be conveyed to your clients, boosting your credibility and professionalism. As a student, you will have the flexibility to study whenever you like. The expert faculty and staff at IBF are ready to help you earn your certification today.

Section iconCompany Overview

Headquarters
4141 Jutland Dr. Suite 330 San Diego, CA 92117 US
Phone number
Website
icfs.com
SIC Code
6163 - Loan Brokers
NAICS Code
6113 - Colleges, Universities, and Professional Schools
Founded
1988
Employees
11-50

Section iconFunding & Financials

  • $10M

    Institute of Business & Finance's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Institute of Business & Finance's revenue is in the range of $10M

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