Insights

Established Industry Presence The Institute of Business & Finance has a longstanding history since 1988, offering reputable financial certifications such as the Certified Fund Specialist and Certified Annuity Specialist. This longevity suggests a strong reputation and a loyal customer base among financial professionals, creating opportunities for partnerships and advanced training collaborations.

Growing Certification Portfolio Recent launches of additional designations like CIS and CTS demonstrate IBF's commitment to expanding its certification offerings, appealing to a broader range of financial advisors and insurance professionals. This expansion indicates potential cross-selling opportunities to existing students and new markets seeking specialized credentials.

Targeted Professional Audience With over 13,000 industry members including brokers, insurance agents, and financial planners, IBF has a concentrated market of financial professionals who seek credibility and ongoing education. Sales efforts can focus on providing solutions that enhance their certification programs, training tools, or digital engagement platforms.

Digital Engagement Tools IBF utilizes a range of web technologies such as Crazy Egg, DataTables, and PHP, indicating a digital-first approach to education and outreach. There are opportunities to collaborate on enhancing online learning platforms, marketing analytics, and user experience solutions to support their growth and engagement efforts.

Potential for Revenue Growth Although currently reporting a revenue under 10 million USD, IBF's continuous program updates and active industry engagement position it well for increased revenue through expanded certification modules, corporate partnerships, and possibly digital course licensing, offering multiple avenues for substantial sales growth.

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 Workspace, and more. Explore Institute of Business & Finance's tech stack below.

  • Crazy Egg
    Analytics
  • Drupal
    Content Management System
  • Google Workspace
    Email
  • Font Awesome
    Font Scripts
  • Raphael
    Javascript Graphics
  • jQuery
    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%
Last@icfs.comDoe@icfs.com
15%
First@icfs.comJohn@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 2 continents, including North AmericaAsia.

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 October 2025, Institute of Business & Finance's annual revenue is estimated to be $724K.

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 October 2025, Institute of Business & Finance has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Director Of Student Services & Membership: F. D.Director Of Membership And Student Services: F. I.Director Of Sales: M. M.. 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 WorkspaceFont AwesomeRaphaeljQueryDataTablesSalesforce 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 FLast@icfs.com. 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 EducationUnited 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

  • $1M$10M

    Institute of Business & Finance's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Institute of Business & Finance's revenue is estimated to be in the range of $1M$10M

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