ICBCertifications: Certification Programs

Certification Programs

The Institute of Certified Bankers offers 12 professional certification programs in the areas of wealth management and trust, regulatory compliance, lending, retail, and security, and an Associate Member Program for those beginning to chart their professional course in financial services.

Financial Institution Security Certification

Certified Financial Services Security Professional (CFSSP): applicable to financial services professionals whose primary function and expertise focuses on management and/or execution of physical safety and security for a financial services organization's facilities, staff, systems, and/or customers.

Financial Services Marketing Certification

Certified Financial Marketing Professional (CFMP): applicable to financial services professionals whose primary function and expertise focus on financial services marketing.

Lending Certification

Certified Lender Business Banker (CLBB): applicable to financial services professionals whose primary function and expertise focuses on the provision of credit and financial transaction services to businesses and/or corporations.

Regulatory Compliance Certification

Certified Regulatory Compliance Manager (CRCM): applicable to financial services professionals whose primary function and expertise focus on the application, implementation and maintenance of relevant federal and state regulatory requirements as they relate to a financial services organization's business.

Retail Certifications

Certified Bank Teller (CBT): New! applicable to financial services professionals who have completed the AIB Bank Teller Certificate and who function as bank tellers.

Certified Customer Service Representative (CCSR): New! applicable to financial services professionals who have completed the AIB Customer Service Representative Certificate and who function as customer service representatives.

Certified Personal Banker (CPB): New! applicable to financial services professionals who have completed the AIB Personal Banking Diploma and who function as personal bankers.

Wealth Management and Trust Certifications

Certified Corporate Trust Specialist (CCTS): applicable to financial services professionals whose primary function and expertise focus on the provision of corporate trust services.

Certified IRA Services Professional (CISP): applicable to financial services professionals who have dedicated IRA operational and technical experience.
Certified Retirement Services Professional (CRSP): applicable to financial services professionals whose primary function and expertise focus on the provision of employee benefit and/or retirement plan services.

Certified Securities Operations Professional (CSOP): applicable to financial services professionals whose primary function and expertise focus on the execution of processing operations related to all manner of securities.

Certified Trust and Financial Advisor (CTFA): applicable to financial services professionals whose primary function and expertise focus on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts.

Other Programs

Associate Membership

ICB Associate Member Program

The Institute of Certified Bankers offers an associate membership program that is open to all financial services professionals with six months or more experience in the financial services industry. This program is specifically designed for the professional who wishes to manage his/her career toward earning one of ICB's professional certification designations, but who does not yet possess the pre-requisites required to be eligible for a desired designation.

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