Institute of Business & Finance Employee Directory

Higher EducationCalifornia, United States11-50 Employees

The Institute of Business & Finance, based in San Diego, California, operates in the higher education sector with a focus on financial services training. Founded in 1988 by registered representatives and financial planners, IBF sought to offer a practical alternative to existing designation programs for mutual fund education. Its flagship designation, the Certified Fund Specialist (CFS), is among the oldest in the financial services industry and the oldest mutual fund designation in the United States; the organization also offers the Certified Annuity Specialist (CAS) designation. 

The programs have attracted more than 13,000 industry professionals, with participation from dozens of Fortune 500 companies. IBF emphasizes flexible study options for students and aims to continually refine its mutual fund training while expanding awareness among brokers, insurance agents, accountants, financial planners, investment advisors, bankers, and the general public. In February 2024, IBF announced the launch of a CIS designee.

Find Institute of Business & Finance employees' phone numbers or email addresses

Institute of Business & Finance Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Asia
4

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  • Pakistan
    3
  • United Arab Emirates
    1

Institute of Business & Finance's Leadership

  • Stylized image of a person
    F. D.
    Director Of Student Services & Membership
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  • Stylized image of a person
    O. S.
    Assistant To The Director
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  • Stylized image of a person
    F. I.
    Director Of Membership And Student Services
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  • Stylized image of a person
    M. M.
    Director Of Sales
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  • Stylized image of a person
    A. Z.
    English Language Instructor
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  • Stylized image of a person
    C. R.
    Student Services Representative
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  • Stylized image of a person
    M. P.
    Enrollment Advisor
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  • Stylized image of a person
    P. O.
    Registrar
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Institute of Business & Finance Employee Metrics

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50%
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2026
2025
  • Education
  • Finance
  • Marketing
  • Accounting
  • Business Development
  • Other
  • Customer Success
  • Sales
  • Human Resources
  • Business
  • Entrepreneurship

Contact profiles from Institute of Business & Finance

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    F. D.
    Director Of Student Services & Membership
    Phone icon
    United States
    May 28, 2026
  • Stylized image of a person
    O. S.
    Assistant To The Director
    Phone icon
    Apr 21, 2026
  • Stylized image of a person
    F. I.
    Director Of Membership And Student Services
    Phone icon
    Jul 05, 2025
  • Stylized image of a person
    M. M.
    Director Of Sales
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    A. Z.
    English Language Instructor
    Phone icon
    PakistanPunjab
    Apr 21, 2026
  • Stylized image of a person
    C. R.
    Student Services Representative
    Phone icon
    United StatesVirginia
    Apr 21, 2026
  • Stylized image of a person
    M. P.
    Enrollment Advisor
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. O.
    Registrar
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    D. S.
    Phone icon
    United StatesPennsylvania
    Sep 24, 2025

Frequently Asked Questions

What is Institute of Business & Finance known for?

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Institute of Business & Finance was founded in 1988 operates in the Higher Education industry. The company's main headquarters is located in 4141 Jutland Drive Suite 330 San Diego, California 92117 United States; you can contact the main corporate office by phone at . Explore Institute of Business & Finance's company overview page for more information.

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

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Institute of Business & Finance employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Institute of Business & Finance email formats with LeadIQ.

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

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Institute of Business & Finance has approximately 12 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Institute of Business & Finance's key employees and leadership?

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As of May 2026, Institute of Business & Finance's key employees include:

  • Director Of Student Services & Membership: F. D.
  • Assistant To The Director: O. S.
  • Director Of Membership And Student Services: F. I.
  • Director Of Sales: M. M.
  • English Language Instructor: A. Z.

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