Welcome to the Finance Business Academy

Improving Mindset, Behaviours, Actions & Habits, to consistently exceed customer expectations, have a better day at work and attract all the new business you can handle.

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What is the Finance Business Academy​?

The Finance Business Academy (FINBA) offers a proven step-by-step system that Bankers and leaders can follow, to consistently exceed KPIs while working less hours, and having a better day at work - all in as little as 120 days! This is NOT your average training program.

We are a professional membership & education organisation for Banking staff worldwide, offering online and face to face inter-active, self-paced, practical skills and performance uplift programs for Banking Leaders, Relationship Bankers, and their support teams. Access to experienced Banker Coaches to ask questions and seek guidance when needed, and tools, best-practices, templates and resources help our members implement actions and get results fast. Built in accountability ensures that regular progress is made.

Exceed KPIs, while working less hours, and having a better day at work!

Benefits of FINBA membership to Bankers

  • Have a better day at work and work more reasonable hours.
  • Get off the Desk and do more of the work you really love each day.
  • Build a portfolio of happy, reasonable customers that will stay with you year after year, while referring their family & friends.
  • Attract all the new business you can handle, and win more in your market.
  • Consistently deliver fantastic customer obsessed service, with support teams all doing their part for the benefit of your customers.
  • Build a great personal Brand and become the most sought after Banker in your local market.
  • Get faster and easier Credit decisions for your customers.
  • Comfortably exceed all required KPI’s and performance Metrics.
  • You will be able to Go on annual/ holiday leave and fully relax, knowing that your customers are well taken care of.

Benefits To Leaders Having Their Staff
As FINBA Members

  • Improved customer outcomes & NPS – staff training that focusses on really understanding customer needs, wants and desires, to ensure better service and products are provided.
  • Improved customer retention – trained staff who are able to really get to understand customers and their businesses on a deeper level, so that customers feel valued.
  • Improved new customer attraction – highly skilled and positive Bankers with a strong local presence, great feedback from existing customers, and the knowledge, tools and behaviour's necessary to dominate the market.
  • Improved Individual and team performance – access for staff to easy to implement practical tools, templates and resources that can be implemented to get results fast.
  • Improved staff engagement, energy and retention – By giving staff personal development opportunities, transforming mindsets and genuinely helping them have a ‘better day at work'.
  • Better performance coaching – Support, accountability and tracking to improve individual performance.
  • Cost savings and revenue uplift from reduced staff churn, reduced sick leave days, increased customer retention, improved performance efficiencies, increased customer perceived value added by Bankers, better negotiation skills and higher quality business being won in the market.
  • Longer term staff performance and customer benefits, through transformative rather than traditional learning – changing mindsets, behaviour's, habits and actions sets individuals up for ongoing success.

  • Increased quality staff attraction from external market – Happiness, support and energy is infectious.
  • Members have access to fellow members, sharing of ideas, group discussions & ‘’Ask the Expert’’
  • Full professional membership for around the cost of half a cup of coffee per day!
  • Focused leadership training is also being launched in coming months, to train new leaders, as well as for experienced leaders to use the lessons, tools and ideas to refresh momentum across their teams.

Membership Plans

Silver Membership

USD $365  / Year ($1/day) 

Cancel or upgrade any time!

  • Entry level membership aimed at new to role Small Business Bankers & Support staff
  • Access to a selection of our Academy training Videos, Tools and Templates, to help you get started on having a Better Day at Work, building a portfolio of reasonable happy customers, and attracting  all the new customers that you can handle. 
  • Some core lessons and tools from our Gold Membership shared at no cost
  • Easy to consume Video Lessons
  • Roadmaps to guide you on your journey
  • Tools & Templates to that you can download and immediately implement to save you time and get fast results
  • On completion of initial training and certification, accreditation certificate will be awarded. Use FINBA Silver Banker Accredited status and badge on your profiles.

Gold Membership

USD $730 / Year
Pay monthly available $89 USD / Month 
Cancel or downgrade at any time
  • Everything in the Silver  membership plus:
    • Full FINBA Academy & learning platform access.

    • Everything you need to exceed KPIs and Have a Better Day at Work!
    • Easy to consume Video lessons, implementable actions, downloadable workbooks, worksheets, tools, templates and individual and team activities to improve engagement, increase results and have a better day at work.
    • Clarity on exactly which 20% of activities you need to focus on to get you the most results.
    • How to get off of your desk and spend more time with your customers and family/ friends.
    •  How to get your support teams to free up your day and deliver great outcomes to your customers.
    • How to become the most sought after Banker in your local market.
    • How to attract all the new clients you can handle and fend off competitors.
    • How to improve NPS, and get your customers to shower you with compliments and referrals.
    • How to love what you do and find happiness in your work again.
    • Learning road-maps for step-by-step guidance
    • Accountability follow up to ensure that you have the support you need.
    •  Access to "Ask the expert", for additional or more specific guidance.
    • Access to other Group members to share ideas and learn from each other.

Platinum Membership

USD $2,990 / Year 
Cancel or downgrade at any time.
  • Everything in the Gold membership plus:
    • Unique Individual Performance Improvement Guarantee 
    • Included Bonus - Initial 120 Day Perfect Future Clients program to boost client attraction!
    • Focused Accountability - Regular agreed formal member follow up (weekly, fortnightly & monthly).
    • 6 Coaching sessions to ensure your success.
    • Training monitoring and Action tracking of members to encourage completion (member & leader access).
    • Leader access to reporting to assist in tracking progress and keeping staff accountable.
    • Included tailored leadership guidance on helping staff get tangible business results from the training.
    • Customizable organization specific reporting and tracking (Min of 30 members required/ organisation).
    • Customizable Group chat and learning events.
    • Leader of Leaders tracking and reporting access.
    • Access to other Group leader members to share ideas & best practices
    • Access for leaders to a dedicated leader "Ask the expert" chat line and support.
    • Use FINBA Platinum Banker status and badge on your profiles.
    • Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
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