Recruit Better. Train Faster. Retain Longer.

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Developing the IBP Body of Knowledge and the IBP Exam

The IBP credential is the only globally recognized designation developed for the investment banking profession. The IBP Institute works closely with financial institutions, psychometricians and financial training providers to ensure that the IBP credential represents a body of knowledge that addresses topics and concepts most applicable to the investment banking profession.

"Every firm's Learning and Development team should be integrating the IBP curriculum into their continuing professional development offering."

David Connal, Former Director of Global Learning at BMO Capital Markets

For Recruiters

Request the IBP Yearbook

Candidates who successfully attain the IBP credential are dedicated to developing the skills required of investment banking professionals early in their careers. The IBP Yearbook is distributed to recruiters and hiring managers at all major investment banks. Updated in August each year, the yearbook is comprised of names and resumes of those meeting one of the following three criteria:

  • Candidates that have passed the IBP Exam
  • IBP credential holders

Request access to the IBP Yearbook

The IBP Yearbook is distributed to investment banks and financial institutions including:

Reimburse IBP Candidate Fees for Summer Interns

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IBP Overview: Exam topics and levels

Add a valuable benefit for summer interns independently participating in the IBP Program by reimbursing candidate fees. The IBP candidate pool represents the most ambitious and qualified candidates in the investment banking recruiting process. To learn more and to be included as a reimbursing firm, please email

For Learning & Development Professionals

Training Capstone

The IBP Examination is a 4-hour examination that in 2017 was used by 8 investment banks to assess individual trainees as well as to gauge the quality of training programs.

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The case for standards in the investment banking industry

Continuing Professional Development

Many investment banking professionals independently register for the IBP Program, balancing studying and job responsibilities. The IBP Institute works with investment banks to provide resources for employees who are IBP Candidates. Please contact us to learn more.

"This credential is widely applicable to any candidate targeting a role at investment banks globally. I'm confident it will positively impact the recruitment process at these institutions — not just in M&A, restructuring and client facing divisions, but also across research and investing."

Louise Pitt, Managing Director at Goldman Sachs