Eight specializations built for advisors who want to be the expert in the room. Pick yours, go deep, and let the letters speak for themselves.
All programs: printed textbooks, digital materials, practice questions, two proctored exams, a case study, CE credits, and 12 months of access. Add IBF Concierge for one-on-one advisor support.
How you structure transfers, coordinate trusts, and protect assets.
How you evaluate, compare, and recommend pooled investments.
How you identify, quantify, and act on tax planning opportunities.
How you evaluate, custody, and integrate digital assets for clients.
How you structure, explain, and position annuity solutions.
How you build, stress-test, and manage retirement income plans.
How you analyze claiming strategies and coordinate Medicare decisions.
How you value, divide, and project financial outcomes in divorce.
Enroll
Register online. Digital materials available right away. Printed chapters ship to your door within days.
Study
Study around your schedule. Most finish in 4 to 6 months. You have 12 months from enrollment, with extensions available if you need more time.
Assessments
Two online proctored exams plus a case study. Practice questions for every chapter. Retakes available if needed.
Certify
Use your designation on your business cards, LinkedIn, and client materials. Maintain with annual CE.