What We Do

At the Investment Banking Institute, we combine our unique expertise in both finance industry best practices and best-in-class educational training to produce customized solutions for organizations and individuals ready to shape the future of finance. Our programs, resources and consulting packages can be tailored for organizations and teams of any size and level — from startups and beginners to return-to-work employees or seasoned professionals preparing for elevated opportunities. 

Are you an individual who wants to start learning today? Our signature course is now available on Udemy for the first time.

The heart of our company is our signature approach to education. The experts who design and produce our training programs and packages are entrepreneurs, former CFOs and CEOs, and finance professionals with decades of experience leading complex financial strategies for top organizations. They’re also experienced financial educators and adjunct professors for collegiate business schools, who know how to develop quality, effective lessons tailored to learners’ needs and goals. Whether they are teaching basic financial concepts or guiding a cohort through highly technical financial skills, IBI’s instructors deliver courses that are engaging, accessible and impactful.

All programs are catered to the needs of your learners and can include anything from refresher courses to comprehensive white-labeled certification programs.

Our Process & Principles

To meet the needs of our partners, we assess the needs of your organization, discover your priorities and goals, strategize tailored solutions and activate our programs to engage your learners.

In addition to educational programs, our team of experts also provide financial consulting services for financial institutions and corporations on various topics.

For companies looking to provide financial education to employees in other departments or areas of expertise, we also offer a range of financial fitness programming and services. From sophisticated coursework for those looking to transition to finance roles, to more basic financial literacy programs, we can help you invest in your employees, constituents or members  through customizations to our signature courses.

Our newest initiative, Series W offers finance education, programming, consulting services and support for companies ready to invest in diversity and equity. Created by women for women, Series W bridges the needs of the finance industry, women who want to return to work and employers committed to addressing the gender gap in financial leadership. Our programs are designed to support women transitioning back to careers in finance after maternity leave, time off for caregiving, career changes and those who want to uplevel to prepare for a new opportunity. With Series W, an investment in women is an investment in the future. 

For nearly two decades, we’ve been leading the conversation around finance workforce development. Ready to join us? Visit our Insights page and subscribe one of our content channels to stay up to date with what’s happening in the industry, and how your organization can enact change and innovate.