Company profile: Boston Institute of Finance
1.1 - Company Overview
Company description
- Provider of online, multimedia, interactive financial services education focused on CFP certification preparation, offering self-paced and instructor-led programs, comprehensive exam reviews with study materials, online lectures, mini-sessions, mock exams, and assessment tools, plus accessible CFP education via Bryant University and financial planning content through BIF Bites.
Products and services
- The BIF Review (Premium): Offers a comprehensive CFP® exam preparation product with study materials, online lectures, mini-sessions, and mock exams to build readiness
- BIF/Bryant CFP® Education: Delivers a self-paced CFP® certification preparation program offering flexibility and structure, featuring instructor-led interactions that fit professionals’ demanding schedules
- Bryant University Online CFP Program: Supplies an online CFP® education curriculum designed to be affordable and accessible, emphasizing exam preparation with digital coursework for aspiring and working advisors.
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Boston Institute of Finance
iTrainee
HQ: The Netherlands
Website
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- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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LAL Sprachreisen
HQ: United Kingdom
Website
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- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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ISOS Group
HQ: United States
Website
- Description: Provider of integrated sustainability consulting services, including sustainability assessments and reporting aligned with global standards, ESG investor disclosure strategies, third-party assurance and verification of sustainability reports and ESG disclosures, and certified training on GRI, CDP, and SASB, plus supply chain and customized ESG/sustainability trainings.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Driving Dynamics
HQ: United States
Website
- Description: Provider of advanced performance driver safety training and fleet risk management services for fleet-based organizations throughout North America, delivering instructor-led, online, and behind-the-wheel training; courses on vehicle control, hazard perception, and crash avoidance; telematics using smartphone technology to track and analyze driving behaviors with feedback and performance metrics; coaching based on personal assessments; and self-paced eLearning.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Fagro
HQ: The Netherlands
Website
- Description: Provider of consultancy services offering training and workshops in finance, business control, and fintech.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Boston Institute of Finance
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Boston Institute of Finance
2.2 - Growth funds investing in similar companies to Boston Institute of Finance
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4 - Top valuation comps for Boston Institute of Finance
4.2 - Public trading comparable groups for Boston Institute of Finance
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