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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.

Staff training that focusses on really understanding customer needs, wants and desires, to ensure better service and products are provided.

Trained staff who are able to really get to understand customers and their businesses on a deeper level, so that customers feel valued.

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.

Access for staff to easy to implement practical tools, templates and resources that can be implemented to get results fast.

By giving staff personal development opportunities, transforming mindsets and genuinely helping them have a ‘better day at work'.

Support, accountability and tracking to improve individual performance.

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.

Through transformative rather than traditional learning – changing mindsets, behaviour's, habits and actions sets individuals up for ongoing success.

Happiness, support and energy is infectious.

Sharing of ideas, group discussions & ‘’Ask the Expert’’

For around the cost of half a cup of coffee per day!

It's 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.

The Finance Business Academy (FINBA), is a leading global professional membership and education organisation, providing step-by-step, easy to follow online success systems, workshops, fillable tools, and coaching, to help Banking Leaders and their teams, exceed KPIs, earn higher income and rewards, save hours each week, attract and retain all the new customers you can handle, and upskill in credit & risk. Our results-driven systems have been designed by top-performing bankers who have successfully navigated the challenges you face. We've been in your shoes, walked your walk, felt your pain and joy, and talked your talk. We genuinely care about your success. In fact, we guarantee it!

In as little as 120 days, professional bankers can achieve significant career transformation, and consistently exceed KPIs, while working less hours, and having a better day at work.

With over 30 years proven experience across 4 countries, lessons that take less than 15 minutes to complete, fill-in-the-blank templates, easy to follow roadmaps, and built-in accountability, members are equipped with everything that they need to optimize their performance, in the shortest possible time. FINBA offers more than training, it's a proven and reliable fast-track path to success.

Join our community, and begin your transformation today!

Membership Plans

Silver Banker Membership

🔓 Your Investment:

~~$365 USD / Year ($1/day)~~

Fully Sold Out - Next intake Aug 25

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 Banker
Membership

🔓 Your Investment:

$547 USD / Year ($1.50/day)

Sign up before 31 August 2025

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 Banker
Membership

🔓 Your Investment:

~~$2,920 USD / Year~~ Fully Booked - Next intake Sep 25 -Join waitlist!

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.

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

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 Banker

By downloading this free guide you will learn to:

Maximize your performance without burnout
Work with intention, not just intensity
Strengthen client relationships efficiently
Build momentum toward long-term career growth

Advance your career

Let’s Get You Back on Track to Banking Greatness

Sign in to unlock your elite training, exclusive tools, and next-level strategies designed for ambitious bankers like you.

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.

Benefits of FINBA membership to Bankers

Benefits To Leaders Having Their Staff
As FINBA Members

FINBA - Success Systems & Training for Bankers!

Membership Plans

#Silver Banker Membership | #Gold Banker Membership | #Bronze Banker Membership

Silver Banker Membership

Gold Banker
Membership