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Added:07/07/2026 2:39 PM

Considering earning the Certified Business Intermediary (CBI®) designation? This informational video provides a complete overview of the CBI program, guiding you through every step of the certification process—from eligibility and required coursework to the exam, transaction requirements, application process, and recertification.
Whether you're just beginning your CBI journey or exploring the Fast Track pathway, this video explains what to expect, how to meet each requirement, and where to find the resources and forms you'll need along the way.
In this video, you'll learn:
What the CBI designation is and why it matters
The benefits of becoming a Certified Business Intermediary
The requirements for earning the CBI designation
The standard and Fast Track certification pathways
Estimated timeline and costs
Recertification requirements and maintaining your designation
Where to access forms, applications, and additional resources
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Considering earning the Certified Business Intermediary (CBI®) designation? This informational video provides a complete overview of the CBI program, guiding you through every step of the certification process—from eligibility and required coursework to the exam, transaction requirements, application process, and recertification.

Whether you're just beginning your CBI journey or exploring the Fast Track pathway, this video explains what to expect, how to meet each requirement, and where to find the resources and forms you'll need along the way.

In this video, you'll learn:

  • What the CBI designation is and why it matters
  • The benefits of becoming a Certified Business Intermediary
  • The requirements for earning the CBI designation
  • The standard and Fast Track certification pathways
  • Estimated timeline and costs
  • Recertification requirements and maintaining your designation
  • Where to access forms, applications, and additional resources

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