Professional Membership for Bankers, with easy to implement Tools, Templates & Training
that Gets Results Fast!

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 training is specifically designed as short, sharp easy to implement lessons, that can be learned over a coffee break, with tangible actions and tools that in many cases can be implemented the very same day, to move the dial.The Finance Business Academy (FINBA) offers an online inter-active self-paced (or team-paced), practical training program for Banking staff, with access to experts to ask questions and seek guidance when needed, plus built in accountability tools to ensure regular progress is made​. 

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.

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 $1,990 / 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).
    • 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.
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