Institute of Business & Finance logo

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
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Asia
4

Minus sign iconPlus sign icon
  • Pakistan
    3
  • United Arab Emirates
    1

Africa
1

Minus sign iconPlus sign icon
  • South Africa
    1

Institute of Business & Finance's Leadership

  • Stylized image of a person
    O. S.
    Assistant To The Director
    Phone icon
  • Stylized image of a person
    F. I.
    Director Of Membership And Student Services
    Phone icon
  • Stylized image of a person
    M. M.
    Director Of Sales
    Phone icon
  • Stylized image of a person
    A. Z.
    English Language Instructor
    Phone icon
  • Stylized image of a person
    M. P.
    Enrollment Advisor
    Phone icon
  • Stylized image of a person
    P. O.
    Registrar
    Phone icon

Institute of Business & Finance Employee Metrics

100%
50%
0%
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
    O. S.
    Assistant To The Director
    Phone icon
    Jun 29, 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
    M. P.
    Enrollment Advisor
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. O.
    Registrar
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is Institute of Business & Finance known for?

Minus sign iconPlus sign icon
Institute of Business & Finance was founded in 1988 operates in the Higher Education industry; 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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Institute of Business & Finance has approximately 12 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaAfrica.

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

Minus sign iconPlus sign icon

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

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.