IBP Credential Requirements

What are the requirements to obtain the IBP Credential?

  • Pass Level I of the IBP Exam
  • Pass Level II of the IBP Exam no longer than 3 years after passing Level I
  • Demonstrate at least 1 year of professional full-time work experience in investment banking, corporate finance or other finance related field within 3 years of passing Level II
  • Adhere to the IBP Institute Code of Ethics
  • A bachelor's degree or equivalent education

Candidates cannot use the IBP designation after their name in any manner until they have met all of the requirements above and been approved by the IBP Institute.  However, candidates enrolled in the IBP Program may indicate this on their resume.  Please see FAQ: "When can I use the IBP designation on my resume?"

We will also include candidates that pass Level I in the IBP Candidate Yearbook and they will have full access to the benefits of the IBP Career Center.

 

How do I demonstrate work experience?

Candidates must demonstrate at least 1 year of professional full-time work experience in investment banking, corporate finance or other finance related field to receive the IBP designation.

A candidate demonstrates work experience by submitting a minimum of 4-5 sentences describing his/her professional role in a finance related field. The application to submit your work experience must be completed once you are logged into your IBP Institute member account.

How long do I have before I submit my work experience to complete the IBP Credential?

The work experience submitted cannot be more than 3 years prior to having passed Level II of the IBP. The designation is geared toward practitioners in investment banking and corporate finance.  Positions that use corporate finance skills taught in the IBP Program will also be considered valid work experience.

Experience completed during undergraduate or graduate studies will not be considered, including internships, part-time jobs, or student teaching.  After 3 years, if the candidate has not submitted valid work experience, the candidate will have to re-enroll in the program and pay the required fees to retake Level I and Level II of the IBP.