Israel Financial Institute

What Israel Financial Institute does

The Israel Financial Institute (iFi / The Israeli Finance Institute) is a private, Israel-based professional training organization founded in 2013 that delivers financial education to financial institutions, corporations, and the Israeli public sector. Its service portfolio spans four product lines: structured courses covering banking, capital markets, corporate finance, and management development; customized training programs built around an organization's regulatory environment and role requirements; dedicated financial-institution programs covering corporate, retail, and small-business banking; and a separate public-sector track serving ministries, regulators, and local authorities. Delivery is instructor-led by a network of 170+ active market practitioners and is built around the specific business, regulatory, and management challenges of the Israeli market.

The institute's business model is a B2B professional-services motion. Pricing is quote-based and not publicly disclosed; programs are delivered under multi-year contracts. The company sells through enterprise field sales, direct consultation, and a strong referral network, with named anchor relationships spanning Bank Hapoalim, Discount Bank, Migdal Insurance, Amitim pension fund, Isracard, and Israel Railways, alongside 450+ additional partner organizations. Technology use is limited to a corporate website (ifi-il.com) that carries WCAG 2.2 Level AA accessibility conformance; there is no platform product, no API or SDK, and no disclosed AI/ML capability.

Ownership and governance sit with the founding executives: Co-Founder & CEO Amit Levinstein (Amit Levinstein / עמית לוינשטיין), Co-Founder & President Dorit Ben Simon (Dorit Ben Simon / דורית בן סימון), Board Chairman Moli Rabina (Moli Rabina / מולי רבינא), and Director Yaron Rokman (Yaron Rokman / ירון רוקמן), supported by 11–50 employees. The institute is independently held with no disclosed parent company or external investment. Geographic scope is single-country domestic Israel, with no global footprint claim.

Name

Israel Financial Institute

Legal name

The Israeli Finance Institute

Website

https://ifi-il.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Israel Financial Institute (iFi) is a private, Israel-based B2B professional training organization founded in 2013 that delivers customized and structured financial education — banking, capital markets, risk, and executive development — to 450+ partner financial institutions, corporations, and public-sector bodies via 170+ active market practitioners.

Ownership category

akta.pro rank

Product category

Professional Financial Training Services

NAICS

Business and Secretarial Schools (61141), Educational Support Services (611710)

SIC

Services-Educational Services (8200)

akta.pro industry

PRIMARYEDAAAPAG

Finance, Banking & Capital Markets

Education/Adult & Continuing Education/Industry-Specific Training (Healthcare, Tech, etc.)

SECONDARYEDAAALAJ

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE)

Education/Adult & Continuing Education/Professional Licensure & Continuing Professional Education (CE/CPE)

Keywords

• Financial professional training
• Banking education programs
• Capital markets training
• Executive development finance
• Corporate finance courses

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Training Services: Revenue generated from providing financial training courses, workshops, and professional development programs to financial institutions, corporations, and public sector organizations. Programs include structured courses and customized training solutions built around business, regulatory, and management challenges of the Israeli market.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Israel Financial Institute (iFi) delivers professional training and continuing education programs in banking, capital markets, corporate finance, and management development. It sells structured courses as well as customized training programs tailored to the strategy, structure, and regulatory environment of financial institutions, corporations, and public sector bodies across Israel. Courses are taught by 170+ active market-expert lecturers to over 450 partner organizations.

Product overview

The Israeli Finance Institute (iFi — המכון הישראלי לפיננסים) operates as a professional training and education institution offering a unified platform of financial knowledge services. The core offering consists of structured courses spanning corporate finance and banking, trade/investments and capital markets, financial management for businesses, and management development programs. These are delivered alongside customized training programs tailored for financial institutions, companies and organizations, and the public sector. The institute leverages over 170 market-expert lecturers and serves 450 partner organizations, functioning as Israel's leading independent knowledge center for financial market professionalism since 2013.

Differentiator

Problem solved

Functional benefit

Products and services

• Structured Courses (קורסים מובנים)

Quantifiable outcome

• Customer satisfaction rated as very good to excellent

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered partner and core.

• IsracardpartnerOthersIsracard is listed as a partner/collaborator of the Israeli Finance Institute. Isracard is a major Israeli credit card company. The partnership involves financial training and professional development services.
• Migdal InsurancepartnerOthersMigdal Insurance is listed as a partner organization. Migdal is a leading Israeli insurance company. The partnership provides professional training services to Migdal's employees.
• Israel RailwayspartnerOthersIsrael Railways is listed as a partner organization receiving financial professional training services.
• Amitim (Pension Fund)partnerOthersAmitim is listed as a partner organization. Amitim is an Israeli pension fund providing retirement savings solutions. The partnership involves financial training for their team.
• Discount BankpartnerOthersDiscount Bank is referenced as a financial institution partner. The bank has collaborated with the institute for various training initiatives.
• Bank HapoalimpartnerOthersBank Hapoalim, through Gemolong Group, is referenced as a partner organization. The partnership provides banking and financial training services.
• Israeli Financial Institutions (450+ Organizations)coreOthersOver 450 partner organizations including major Israeli banks, insurance companies, investment houses, and public sector entities have partnered with the institute for financial training and professional development.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• New York Institute of Finance: Specialist financial training provider focused on capital markets, investment, and banking for professionals worldwide. Direct peer in the practitioner-taught, finance-specific executive training category.
• Euromoney Learning: Offers professional training courses across banking, capital markets, and finance. Closely comparable to iFi in its B2B training model for financial professionals and its custom enterprise programs for financial institutions.
• Fitch Learning: Global provider of financial training and certifications for banks, insurers, and corporates. Directly comparable to iFi in delivering industry-specific finance and capital markets training to financial institutions, with a similar practitioner-led curriculum approach.
• BPP Professional Education: UK-headquartered provider of professional and financial services training with custom enterprise programs. Direct peer in delivering regulated finance and banking training to institutions at scale, with similar multi-year enterprise contract model.
• Global Financial Training: UK-based specialist provider of capital markets, treasury, and banking training. Direct peer in delivering custom in-house financial training programs for banks and financial institutions with a practitioner-instructor model.

Regional players

• Tel Aviv University Executive Education: Israeli academic institution offering executive education in finance and business. Competes with iFi for the Israeli executive training market, particularly in corporate and public-sector financial leadership development.
• Reichman University (IDC Herzliya) Executive Education: Israel-based executive education programs including finance and business leadership training. Competes with iFi for the same Israeli enterprise training budgets and senior professional audience, though operating in a broader academic framework.

Broad incumbents

• PwC's Academy: Big Four corporate training arm delivering finance, accounting, and leadership courses to enterprise clients. Overlaps with iFi in tailored corporate financial training and executive development, with significantly broader geographic and resource footprint.
• Kaplan Financial (Kaplan Professional): Provides financial services licensing and continuing professional education for banks, insurers, and financial professionals globally. Comparable in financial-services CPE/CE category though broader in scope and geography than iFi.
• Moody's Analytics (Training): Provides financial markets, credit, and risk training as part of a much broader analytics and data business. Comparable to iFi for training content in capital markets and banking, though operating at vastly larger scale and with proprietary data advantages.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/IFI.Israel.Financial.Institute
• LinkedInlinkedin.com/company/ifi---israel-financial-institute

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Israel Financial Institute