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.

What FINBA Solves

You’re constantly patching problems that should’ve been prevented — renewals missed, customers slipping away, deals lost in the cracks. FINBA helps you spot early warning signs before they become full-blown issues.

You’ll learn to manage your portfolio like a living system — tracking engagement, risk, and growth in one view. No more firefighting, just clear control over where value is leaking and how to stop it.

Too much time gets wasted on customers who drain energy but deliver little return. FINBA shows you how to attract the clients that actually fit your strategy — the ones who value your time, your insight, and your expertise.

You’ll learn to position yourself as the go-to banker for businesses that grow. It’s not about chasing leads — it’s about magnetizing the right ones.

Waiting on credit approvals feels like death by a thousand follow-ups. This pillar teaches you how to anticipate what credit wants, speak their language, and deliver packs that fly through reviews.

You’ll know exactly how to prep deals that move, not stall. The result? Faster turnarounds, happier customers, and fewer sleepless nights wondering if your deal is stuck in limbo.

Some days you’re unstoppable — others, you’re just pushing through the motions. FINBA helps you rebuild that fire by focusing on momentum, not motivation.

Through quick wins, clarity resets, and energy checkpoints, you’ll find consistency even when the scoreboard isn’t cheering you on. You’ll stop chasing motivation and start creating it.

If you’re buried under admin, you’re not building relationships. This pillar gives you back your time with clear task systems, smarter workflows, and habit tweaks that free up your week.

You’ll finally spend more time with customers and less time chasing your tail. Productivity stops being about doing more — it’s about doing what matters most.

Most bankers deliver great service — few make customers feel connected. FINBA shows you how to turn satisfied clients into loyal advocates through small, intentional touches that build trust.

You’ll master follow-up rhythms, retention tactics, and surprise-and-delight plays that keep customers coming back. It’s how you build a book that grows without constant prospecting.

When you start treating your portfolio like your own business, everything changes. This pillar teaches you to think like an owner — accountable, proactive, and commercially sharp.

You’ll learn to drive growth, manage risk, and make decisions that strengthen both your book and your brand. No more waiting for direction — you’ll run the show.

A futuristic performance dashboard showing three glowing pillars or gears labeled Clarity, Capability, Commitment — all interlocking to power a central “Performance Engine.” Clean, tech-inspired lighting, blue and gold hues. Mood: precision and mastery.

If selling feels forced, you’ll never truly enjoy it. The AuthenticEdge Method helps you sell naturally — by aligning your message with genuine customer needs and your own style.

You’ll learn to have confident, value-driven conversations that build trust instead of pressure. It’s how you win business with integrity — and still hit every target.

Write your awesome label here.

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.

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.

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.

Write your awesome label here.

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 enrollment

January 26 - Join waitlist!

Cancel or upgrade any time!

Gold Banker
Membership

🔓 Your Investment:

$547 USD / Year ($1.50/day)

Price increase for new members joining after 31 Aug 25. Limited memberships available.

Platinum Banker
Membership

🔓 Your Investment:

~~$2,920 USD / Year~~ Fully Booked - Next enrollment January 26 -Join waitlist!

🔓 Your Investment:

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

Fully Sold Out - Next intake Oct 25

Cancel or upgrade any time!

🔓 Your Investment:

$547 USD / Year ($1.50/day)

Price increase for new members joining after 31 Aug 25. Limited memberships available.

🔓 Your Investment:

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

Over $23,000 in Value!

✅ Everything in the Gold membership (value over $10,000),plus..6 x One- to-one Coaching sessions, to ensure your success. (value $3,000)

✅ Enhanced exclusive membership for those wanting to fast-track their success.

✅ Use FINBA Platinum Banker status and badge on your profiles.

✅ Unique personalised Performance Enhancing Roadmap (value $1,000)

✅ Dedicated Accountability Coach, to keep you on track. (value $3,000)

✅ Training monitoring and Action tracking of members to encourage completion (member & leader access) (value $1,200)

✅ Included access available for leaders 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. (value over $3,000)

✅ Customisable organisation specific reporting and tracking (Min of 25 members required/ organisation).

✅ Customisable private Group chat and learning events. (value over $2,400)

✅ Access to exclusive Platinum member community to leverage best-practices.

✅ Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.

Over $23,000 in Value!

✅ Everything in the Gold membership (value over $10,000),plus..
6 x One- to-one Coaching sessions, to ensure your success. (value $3,000)

✅ Enhanced exclusive membership for those wanting to fast-track their success.

✅ Use FINBA Platinum Banker status and badge on your profiles.

✅ Unique personalised Performance Enhancing Roadmap (value $1,000)

✅ Dedicated Accountability Coach, to keep you on track.(value $3,000)

✅ Training monitoring and Action tracking of members to encourage completion (member & leader access)(value $1,200)

✅ Included access available for leaders 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.(value over $3,000)

✅ Customisable organisation specific reporting and tracking (Min of 25 members required/ organisation).

✅ Customisable private Group chat and learning events. (value over $2,400)

✅ Access to exclusive Platinum member community to leverage best-practices.

✅ Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.

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.

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.

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.

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.

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

Rated 4.7/5 , 94% of bankers say they
improved their portfolio performance

Risk-free trial to ensure confidence in the
training. No-Risk, No-Commitment Trial

Assurance of real outcomes

from the systems & training

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

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

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

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

Get Off The Desk. | Win Bigger. | Work Less.

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.

What FINBA Solves

What FINBA Solves

What FINBA Solves

What FINBA Solves

What FINBA Solves

What FINBA Solves

What FINBA Solves

Plug the Leaks

Win the Right Customers

Speed Up Credit Approvals

Stay Driven, Not Drained

Get Off Your Desk

Keep Customers Loyal

Take Real Ownership of Your Portfolio

The Ultimate Performance System — Clarity × Capability × Commitment

Sell Without Sleaze

Benefits To Leaders Having Their Staff as FINBA Members

Improved customer outcomes & NPS

Improved customer retention

Improved new customer attraction

Improved Individual and team performance

Improved staff engagement, energy and retention

Better performance coaching

Cost savings and revenue uplift

Longer term staff performance and customer benefits

Increased quality staff attraction from external market

Members have access to fellow members

Full professional membership

Focused leadership training

Benefits of FINBA membership to Bankers

Benefits To Leaders Having Their Staff as FINBA Members