Welcome to the Finance Business Academy
Welcome to the
Finance Business Academy
The Business Banker Who OutperformsStays Ahead.
FINBA is the world's leading membership organisation for Business Bankers. Build your portfolio. Close more deals. Advance your career faster than your peers.
Welcome to the
Finance Business Academy
Get Off The Desk. | Win Bigger. | Work Less.
Practical systems, templates and coaching for
Business Bankers who want faster credit decisions,
happier customers and consistent KPI wins — in
the time you already have.
Get Off The Desk. | Win Bigger. | Work Less.
Practical systems, templates and coaching for Business Bankers who want faster credit decisions, happier customers and consistent KPI wins — in the time you already have.
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.
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.
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.
Benefits To Leaders Having Their Staff as FINBA Members
Benefits To Leaders Having Their Staff as FINBA Members
Benefits To Leaders Having Their Staff as FINBA Members
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Benefits of FINBA membership to Bankers
Write your awesome label here.
FINBA - Success Systems & Training for Bankers!
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 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
FINBA - Success Systems & Training for Bankers!
Membership Plans
Membership Plans
Silver Banker
Membership
🔓 Your Investment:$365 USD / Year ($1/day)
Fully Sold Out - Next enrollment
May 26 - Join waitlist!
Cancel or upgrade any time!
Gold Banker
Membership
🔓 Your Investment:
$547 USD / Year ($1.50/day)
Includes a step-by-step
system to simply follow!
Limited memberships available.
system to simply follow!
Limited memberships available.
Platinum Banker
Membership
🔓 Your Investment:$2,920 USD / Year Fully Booked - Next enrollment May 26 -Join waitlist!
Silver Banker Membership
🔓 Your Investment:$365 USD / Year ($1/day)
Fully Sold Out - Next enrollment
May 26 - Join waitlist!
Cancel or upgrade any time!
Gold Banker
Membership
🔓 Your Investment:
$547 USD / Year ($1.50/day)
Includes a step-by-step
system to simply follow!
Limited memberships available.
system to simply follow!
Limited memberships available.
Platinum Banker
Membership
🔓 Your Investment:$2,920 USD / Year Fully Booked - Next enrollment May 26 -Join waitlist!
Silver Banker
Membership
🔓 Your Investment:$365 USD / Year ($1/day)
Fully Sold Out - Next intake May 26
Cancel or upgrade any time!
Gold Banker
Membership
🔓 Your Investment:
$547 USD / Year ($1.50/day)
Includes a step-by-step system to simply follow!
Limited memberships available.
Limited memberships available.
Platinum Banker
Membership
🔓 Your Investment:$2,920 USD / Year Fully Booked -
Next intake May 26 -Join waitlist!
Next intake May 26 -Join waitlist!
Platinum Banker
Membership
Over $23,000 in Value!
Platinum Banker Membership
Over $23,000 in Value!
Platinum Banker
Membership
Over $23,000 in Value!
Gold Banker Membership
Over $10,000 in Value!
Everything in the Silver membership plus:
✅ Membership for Business, Commercial, Agri & Private Bankers in Small, Medium or Large business segments, from new to role, to 20+ year's experience.
✅ Access to the step-by-step 8 systems of success (value over $5,000)
✅ Use FINBA Gold Banker status and badge on your profiles.
✅ Fillable Tools, templates, roadmaps, workbooks and help-guides to save you hours each week, and move the dial fast (value over $2,500)
✅ Access to Banker Coaches to help you implement what you learn. Email and chat access (value over $3,000)
✅ Accountability system to keep you on track (value $600)
✅ Access to the secrets and best-practices of the world's top performing bankers. (value $Priceless)
✅ Access to the private Gold Member community to share ideas and best-practices, and to learn from each other. (value $Priceless)
✅ Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
✅ Membership for Business, Commercial, Agri & Private Bankers in Small, Medium or Large business segments, from new to role, to 20+ year's experience.
✅ Access to the step-by-step 8 systems of success (value over $5,000)
✅ Use FINBA Gold Banker status and badge on your profiles.
✅ Fillable Tools, templates, roadmaps, workbooks and help-guides to save you hours each week, and move the dial fast (value over $2,500)
✅ Access to Banker Coaches to help you implement what you learn. Email and chat access (value over $3,000)
✅ Accountability system to keep you on track (value $600)
✅ Access to the secrets and best-practices of the world's top performing bankers. (value $Priceless)
✅ Access to the private Gold Member community to share ideas and best-practices, and to learn from each other. (value $Priceless)
✅ Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
Gold Banker Membership
Over $10,000 in Value!
Everything in the Silver membership plus:
✅ Membership for Business, Commercial, Agri & Private Bankers in Small, Medium or Large business segments, from new to role, to 20+ years experience.
✅ Access to the step-by-step 8 systems of success (value over $5,000)
✅ Use FINBA Gold Banker status and badge on your profiles.
✅ Fillable Tools, templates, roadmaps, workbooks and help-guides to save you hours each week, and move the dial fast (value over $2,500)
✅ Access to Banker Coaches to help you implement what you learn. Email and chat access (value over $3,000)
✅ Accountability system to keep you on track (value $600)
✅ Access to the secrets and best-practices of the world's top performing bankers. (value $Priceless)
✅ Access to the private Gold Member community to share ideas and best-practices, and to learn from each other.(value $Priceless)
✅ Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
✅ Membership for Business, Commercial, Agri & Private Bankers in Small, Medium or Large business segments, from new to role, to 20+ years experience.
✅ Access to the step-by-step 8 systems of success (value over $5,000)
✅ Use FINBA Gold Banker status and badge on your profiles.
✅ Fillable Tools, templates, roadmaps, workbooks and help-guides to save you hours each week, and move the dial fast (value over $2,500)
✅ Access to Banker Coaches to help you implement what you learn. Email and chat access (value over $3,000)
✅ Accountability system to keep you on track (value $600)
✅ Access to the secrets and best-practices of the world's top performing bankers. (value $Priceless)
✅ Access to the private Gold Member community to share ideas and best-practices, and to learn from each other.(value $Priceless)
✅ Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
Gold Banker
Membership
Over $10,000 in Value!
Everything in the Silver membership plus:
✅ Membership for Business, Commercial, Agri & Private Bankers in Small, Medium or Large business segments, from new to role, to 20+ years experience.
✅ Access to the step-by-step 8 systems of success (value over $5,000)
✅ Use FINBA Gold Banker status and badge on your profiles.
✅ Fillable Tools, templates, roadmaps, workbooks and help-guides to save you hours each week, and move the dial fast (value over $2,500)
✅ Access to Banker Coaches to help you implement what you learn. Email and chat access (value over $3,000)
✅ Accountability system to keep you on track (value $600)
✅ Access to the secrets and best-practices of the world's top performing bankers. (value $Priceless)
✅ Access to the private Gold Member community to share ideas and best-practices, and to learn from each other. (value $Priceless)
✅ Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
✅ Membership for Business, Commercial, Agri & Private Bankers in Small, Medium or Large business segments, from new to role, to 20+ years experience.
✅ Access to the step-by-step 8 systems of success (value over $5,000)
✅ Use FINBA Gold Banker status and badge on your profiles.
✅ Fillable Tools, templates, roadmaps, workbooks and help-guides to save you hours each week, and move the dial fast (value over $2,500)
✅ Access to Banker Coaches to help you implement what you learn. Email and chat access (value over $3,000)
✅ Accountability system to keep you on track (value $600)
✅ Access to the secrets and best-practices of the world's top performing bankers. (value $Priceless)
✅ Access to the private Gold Member community to share ideas and best-practices, and to learn from each other. (value $Priceless)
✅ Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
Silver Banker Membership
Over $2,000 in Value!
✅ Membership aimed at support staff, finance students, and those looking to start a career in banking.
✅Access to a selection of Training videos, Tools, Templates, and best-practices to set a strong foundation in Banking. (value over $2,000)
✅Access to our new training program at no additional cost - How to become a Relationship Banker (Value $197) - launching in Nov 25
✅Bite-sized Video Lessons that take under 10 minutes to complete
✅Fillable step-by-step Tools & Templates that you can download, and immediately implement, to save you time and get fast results.
✅Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
✅Access to a selection of Training videos, Tools, Templates, and best-practices to set a strong foundation in Banking. (value over $2,000)
✅Access to our new training program at no additional cost - How to become a Relationship Banker (Value $197) - launching in Nov 25
✅Bite-sized Video Lessons that take under 10 minutes to complete
✅Fillable step-by-step Tools & Templates that you can download, and immediately implement, to save you time and get fast results.
✅Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
Silver Banker Membership
Over $2,000 in Value!
✅ Membership aimed at support staff, finance students, and those looking to start a career in banking.
✅Access to a selection of Training videos, Tools, Templates, and best-practices to set a strong foundation in Banking. (value over $2,000)
✅Access to our new training program at no additional cost - How to become a Relationship Banker (Value $197) - launching in Nov 25
✅Bite-sized Video Lessons that take under 10 minutes to complete
✅Fillable step-by-step Tools & Templates that you can download, and immediately implement, to save you time and get fast results.
✅Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
✅Access to a selection of Training videos, Tools, Templates, and best-practices to set a strong foundation in Banking. (value over $2,000)
✅Access to our new training program at no additional cost - How to become a Relationship Banker (Value $197) - launching in Nov 25
✅Bite-sized Video Lessons that take under 10 minutes to complete
✅Fillable step-by-step Tools & Templates that you can download, and immediately implement, to save you time and get fast results.
✅Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
Real bankers. Real results.Real portfolio growth.
"Within 90 days of joining FINBA, my pipeline grew by 38%. Jason's prospecting frameworks are unlike anything I'd encountered in 8 years of banking. I actually look forward to business development calls now."
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Michael K.
"I'd been stuck at the same level for three years. Three months into my FINBA Gold membership, I had my strongest quarter ever. Six months later, I was promoted to Senior Relationship Manager. FINBA changed my trajectory."
⭐⭐⭐⭐⭐
⭐⭐⭐⭐⭐
Sarah R.
"The credit writing module alone was worth the annual fee. My submissions now come back 35% faster on average. Clients notice. My manager notices. My portfolio is growing because I'm not losing deals in the credit process."
⭐⭐⭐⭐⭐
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Lauren P.
Silver Banker
Membership
Over $2,000 in Value!
✅ Membership aimed at support staff, finance students, and those looking to start a career in banking.
✅Access to a selection of Training videos, Tools, Templates, and best-practices to set a strong foundation in Banking. (value over $2,000)
✅Access to our new training program at no additional cost - How to become a Relationship Banker (value $197) - launching in Nov 25
✅Bite-sized Video Lessons that take under 10 minutes to complete
✅Fillable step-by-step Tools & Templates that you can download, and immediately implement, to save you time and get fast results.
✅Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
✅Access to a selection of Training videos, Tools, Templates, and best-practices to set a strong foundation in Banking. (value over $2,000)
✅Access to our new training program at no additional cost - How to become a Relationship Banker (value $197) - launching in Nov 25
✅Bite-sized Video Lessons that take under 10 minutes to complete
✅Fillable step-by-step Tools & Templates that you can download, and immediately implement, to save you time and get fast results.
✅Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.
100%
Banker Satisfaction
Rated 4.7/5 , 94% of bankers say they improved their portfolio performance
14-Day 100%Money-Back Guarantee
Risk-free trial to ensure confidence in the training. No-Risk, No-Commitment Trial
6-Month Results-Based Guarantee
Assurance of real outcomes
from the systems & training
Banker Community
& Peer Support
Access to like-minded professionals for sharing and support
Jason Guy
With over 30 years of frontline and leadership experience across four countries, Jason has risen from his first banking job in the mailroom, to the C-Suite, leading relationship banking teams to exceptional success.
His passion for performance improvement, coaching, and customer captivation, drives him to share the best practices he’s learned during his journey, as well as from top-performing leaders and bankers he's met along the way.
Jason is the co-creator of the world’s only step-by-step, proven, results-guaranteed, performance uplift program for Relationship Bankers. He holds Bachelor’s and Master’s degrees in Commerce and Economics, is an internationally accredited Executive & Leadership Coach, and can be contacted for Consulting, Coaching or Team Training worldwide, directly via his LinkedIn profile, or personal website www.jasonguy.au
Every month you wait is a month
your peers pull ahead.
Your competitors are not standing still. While you're running on gut instinct
and experience alone, the top-performing bankers in your market are operating
with systems, frameworks, and coaching that compound every single quarter.
and experience alone, the top-performing bankers in your market are operating
with systems, frameworks, and coaching that compound every single quarter.
How many deals have you lost this year that you didn't have to?
Rated 4.7/5 , 94% of bankers say they
improved their portfolio performance
improved their portfolio performance
Risk-free trial to ensure confidence in the
training. No-Risk, No-Commitment Trial
training. No-Risk, No-Commitment Trial
Assurance of real outcomes
from the systems & training
Access to like-minded professionals
for sharing and support
for sharing and support
Our students love our approach to learning
Just landed my 3rd new client this month using only the neighbor strategy, thank you!
CC, USA
Got my first same day credit approval with no questions, and even got a compliment! Thank-you
MT, New Zealand
Thank you very much. I have served as a BB for over 7 years and find this relatable. It is very insightful.
GO, Ghana
Thank you! Wow what a valuable blueprint to be a successful banker.
NS, South Africa
The Secrets of Top-performing Relationship Bankers
-
Maximize your performance without burnout
-
Work with intention, not just intensity
-
Strengthen client relationships efficiently
-
Build momentum toward long-term career growth
Book a Performance Boosting Team Workshop Now!
Book a Performance Boosting Team Workshop Now!
Let's Get Your Success
Roadmap Started!
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next-level strategies designed for ambitious bankers like you.
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