Investment Banking Institute

  • History

  • Quality Courses & Programs

  • Integrated Training

  • Scholarships

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Investment Banking Institute (IBI) is a leader in advisor education and training in Australia. IBI national accredited qualifications cover

  1. Financial Planner & Para Planner
  2. ASIC (RG 146) Tier 1 Financial Services Compliance Training
  3. Superannuation (SMSF)
  4. Life Insurance & General Insurance
  5. Investments (Securities, MIS, Derivatives)
  6. Bookkeeping
  7. MYOB & Excel
  8. Financial Literacy
  9. Financial Counselling
  10. Estate Planning
  11. Taxation Planning
  12. Advance Strategic Advice

IBI provides you with a pathway to its specialist professional programs and Higher Education Degrees

  1. Corporate finance,
  2. Venture capital
  3. Private Equity
  4. ASX Public listings and
  5. Investment Banking

The IBI is a Registered Training Organisation (RTO # 22047) with Australian Skills Quality Authority (ASQA) (formerly the Victorian Registration and Qualifications Authority (VRQA)).   Our adherence to The Standards for NVR Registered Training Organisations 2011 supports ASQA's vision that student's, employers and governments have full confidence in the quality of vocational education and training outcomes provided by registered training organisations Our Financial Planning courses are nationally recognised, industry valued and listed on the Australian Securities and Investment Commission (ASIC) Training Register and satisfy the stringent standards as set out in ASIC Regulatory Guide 146 (RG 146) and Financial Services Training Package.

Our integrated and advanced advisor training is available throughout Australia. Our international relationships cover all major financial centres including Singapore, Hong Kong, London and New York. Combined with our employer preferred skills that are delivered by a dynamic trainers enhances our authenticity and legacy in the education and training industry.

Our professional programs are affordable and flexible based on real world employer preferred practical skills-based outcomes. Students have direct access to expert advice through our leading, financial services industry experts and Career Advisers (not academics).

Our ASIC registered courses and professional programs exceed traditional vocational learning outcomes and deliver employer-preferred skills and knowledge. If you are looking for a career change or to take your career to the next level and desire a competitive edge, then the Investment Banking Institute should be your Preferred Education Provider.

The demise of MFS, Opes Prime, Lift Capital, Westpoint, Fincorp and others clearly reflects the need for change in the delivery of financial services education and training in Australia. Our training achieves the outcomes defined in the Financial Services Training Package (FNS04), the Australian Qualifications Framework (AQF), ASIC Policy Statement 146 (PS 146/ Regultory Guide 146) and related ASIC requirements.

All of our courses, programs and seminars are developed, delivered and facilitated by finance industry specialists not academics. Our dynamic Trainers adopt the Socratic method of teaching – highly interactive classes drawing on the individual’s experience and that of other participants in the classroom, as well as providing highly individualized feedback and discussions with those students undertaking Distance Education.

Student feedback is encouraged and highly valued. We want to make sure we deliver what you need! Our Trainers are not only experienced within the financial planning industry but also have strong exposure to other key sectors of the financial services industry, including:


  • Management Consulting
  • Private Banking
  • Accounting
  • Venture Capital
  • Corporate Finance
  • Investment Banking
  • Funds Management

Our nationally recognised courses are delivered in training facilities across all major capital cities (Melbourne, Sydney, Brisbane). Investment Banking Institute provides tailor-made solutions to satisfy your specific training needs. As a student, if you choose self-paced study you will be assigned an experienced Adviser who will mentor and support you through your chosen program.

High Quality Courses

The Investment Banking Institute (IBI) of Australia delivers to you uniquely designed courses and programs that aim to provide you with the tools and skills necessary to succeed in the Financial Services industry. Our courses are constantly reviewed and updated to ensure they are the relevant and we remain market-leaders in the fast-changing world of financial services education. Our courses are structured so that knowledge and skills are integrated to produce superior learning outcomes and to ensure you have the skills and knowledge sought after by Employers.

Flexible Learning and Assessment

Our assessment tools focus on the practical application of skills and knowledge to ensure both can be applied simultaneously to enhance the learning outcome. Our Student Support Services are available online, or by email and telephone with the purpose of linking students with our training specialists. Courses are structured to encourage students to express their own values, beliefs and attitudes regarding learning outcomes. Our learning philosophy reinforces practical skills and technical knowledge to facilitate ease of application in the workplace.

Our courses and programs deliver the learning and vocational outcomes as prescribed in the:

  • Financial Services Training Package (FNS2010),
  • Australian Qualifications Framework (AQF)
  • Industry association recommendations and industry best practice
  • ASIC Regulatory Guide RG 146, and
  • ASIC Regulatory Guide RG 104 and 105

The Nature of the Guarantee

IBI under SNR 22.2 c) guarantee to deliver the training and/or assessment once the student has commenced study (and submitted assessments) in their chosen qualification or course, however, in the event of any unforeseen circumstances arising that this cannot occur, IBI shall assist the student to any entitled refunds and search for another suitable VET institution that delivers these services.