1
Step 1 of 5
Open the Renewals & CE Center
From your Dashboard in MyIBF Connect, click Renewals & CE in the left sidebar to open your renewal hub.
Member
▦ Dashboard
▤ Programs
★ Designations
☰ Specialist's Library
☷ Courses
1↻ Renewals & CE
Account
✚ Help Center
☉ Profile
? Support
Member Portal
Dashboard
Monday, June 8
Good morning, Member Test.
Your Specialist's Library is current. No new updates this month.
Your Designations
CAS · CTS
Enrolled
MembershipActive
Renews Jun 30, 2026
Annual dues paid · Auto-renew off
1
Renewals & CE In the left sidebar, under MEMBER, click Renewals & CE to open your renewal hub.
2
Step 2 of 5
Click Renew Now
Your Certification Status card shows your status, dues, and renewal date. Click the green Renew Now button to open the Renewal Center.
Member
▦ Dashboard
▤ Programs
★ Designations
☰ Specialist's Library
☷ Courses
↻ Renewals & CE
Account
✚ Help Center
☉ Profile
? Support
Member Portal
Renewals & CE Center
Certification Status
Expiring
Active
Through July 1, 2026 · Expires in 23 days
Renew now to stay active.
Save 5% with a 2-year renewal, just $142.50/year instead of $150.00.
Certified Since
Feb 20, 2025
Annual Fee
$150.00
1
Renew Now $150.00 · Or save 5% with 2-year
1
Renew Now Opens the Renewal Center. You can also choose the 2-year option to save 5%.
3
Step 3 of 5
Choose your term, then Request Physical Invoice
The Renewal Center opens. Pick your renewal term. Then, instead of Proceed to Payment, click Request Physical Invoice at the bottom of the page.
Renewal Center
Manage your IBF designation membership
Welcome back,
Member Test
Choose Your Renewal Term
1 Year
$150.00/year
$150.00 total
Save 5%
2 Years
$142.50/year
$285.00 total
Membership (2 designations)$150.00
Total Due Today$150.00
🔒 Proceed to Payment
↻
Set Up Auto-Renewal
Never miss a renewal.
1
📄
Request Physical Invoice
For firm reimbursement. $5 fee, 2 to 4 weeks processing.
1
Request Physical Invoice Adds a $5 fee and takes 2 to 4 weeks. Opens the formal request form.
4
Step 4 of 5
Confirm your details and submit
On the Formal Documentation Request screen, confirm your mailing address, review the cost summary, tick the acknowledgment box, then click Submit Documentation Request.
IBF
Formal Documentation Request
Confirm Mailing Address
Member Test
123 Main Street
San Diego, CA 92101
United States
123 Main Street
San Diego, CA 92101
United States
Edit Address →
Cost Summary
Membership Renewal$150.00
Administrative Processing & Handling$5.00
Total Due$155.00
Processing Timeline: Formal documentation requires 2 to 4 weeks for generation and delivery.
1
I acknowledge that administrative processing requires additional fees and an extended timeline.
2
Submit Documentation Request
1
Acknowledgment box Tick this to confirm the $5 fee and the 2 to 4 week timeline. The Submit button stays greyed out until you do.
2
Submit Documentation Request Sends your request. You go straight to a confirmation with your invoice and payment details.
5
Step 5 of 5
Done. Your request is confirmed
You will see a confirmation with your request number and what happens next. Mail your check using the payment details shown.
✓
Invoice Request Confirmed
Your formal documentation has been successfully requested
IBF-2026-INV-7Q4XK
Print Confirmation
Email Confirmation
✉ Delivery Details
Mailing Address
Member Test123 Main Street
San Diego, CA 92101
Expected Delivery
Jun 21 to Jul 5, 2026Standard USPS (2 to 4 weeks)
What Happens Next
1Invoice Prepared & Printed
Printed and mailed within 2 business days.
Printed and mailed within 2 business days.
2Email Notification Sent
You get a confirmation when your invoice is mailed.
You get a confirmation when your invoice is mailed.
3Make Payment
Mail your check using the provided return envelope.
Mail your check using the provided return envelope.
4Renewal Confirmation
Sent 5 to 7 business days after payment is received.
Sent 5 to 7 business days after payment is received.
🔒 Payment Instructions
Make Check Payable ToInstitute of Business & Finance
Amount Due$155.00
Reference NumberIBF-2026-INV-7Q4XK
⚠ Please write the reference number on your check's memo line.
✓
Make your check payable to Institute of Business & Finance and write your reference number on the memo line. Your renewal confirms 5 to 7 business days after payment is received. Prefer not to wait? You can still cancel the request and pay online to skip the $5 fee.