Resource Center

Welcome to The Institute of Financial Operations Resource Center. A multitude of resources are  compiled here for your use –  tools, templates, news, surveys, policies and procedures and more! All at your fingertips – but available for members of The Institute only – and now with better searching capabilities!

Get started now:

TERMS & CONDITIONS – PROFESSIONAL STANDARDS – CODE OF CONDUCT – CODE OF ETHICS


The information contained in the Resource Center web pages is for general information purposes only. The statements, comments, or opinions expressed within these documents and links are those of their respective authors, who are solely responsible for them. Inclusion of these documents and links in the Resource Center does not necessarily constitute or imply endorsement, recommendation, or favoring by the Institute. While The Institute endeavors to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the information, products, or services contained within the Resource Center.