FINBA | Frequently Asked Questions (FAQs)

FINBA Membership Levels, Pricing, Inclusions, & Benefits 

What levels of membership are available?

FINBA offers Silver, Gold, and Platinum Banker Memberships, each unlocking different levels of access and benefits.

What are the main differences between Silver, Gold & Platinum memberships?

• Silver: Intro-level access to bite-sized training, tools, templates (~$2K+ value), CPD points, plus a beginner-friendly ‘How to Become a Professional Banker’ course launching Jan 2026. Ideal for support staff or brand new to banking.
• Gold: Full success systems, coaching access, community, accountability, badges, and the 6-month results guarantee. Our core membership for all Banking levels.
• Platinum: All the perks of Gold + elite-level support and priority access (high-touch experience). For those Bankers who want more personalised coaching and accountability, to achieve results in the fastest timeframes. 

How much does each membership cost? 

Please see the Individual memberships for the latest pricing. 

Will my annual membership renewal fee increase after I join? 

Nope. Your annual renewal rate locks in at your signup fee. Any price increase only affects new members. We do things differently and value existing members. No sneaky surprises.

Can I get my membership renewed for FREE? 

Yes! You can get your Gold or Silver membership renewal for FREE – Once you are a member, you have access to our loyalty program. For each new member that you refer who joins a paid membership (any level), we will immediately extend your membership expiry date by 3 months. Simply complete the ‘Refer a Friend’ button on the ‘Contact’ page on our website before they join, or within 14 days of them joining.

Can I cancel or upgrade my membership? 

Yes - You can cancel or upgrade anytime. Just contact us on admin@finba.com.au 

What’s included in the Gold Banker Membership? 

Please see the Gold Membership page under the 'Memberships' tab on our website for the latest inclusions - these are updated regularly

Can my employer pay for or reimburse my membership? 

Many do. Employers recognize the value of Professional upskilling and membership, and often cover the cost. Just speak to your line manager to see whether your employer will invest in YOU – the best employers certainly do. Many allow their bankers to simply use their corporate cards for professional fees, but payment can also be re-imbursed to you by your employer, or we can invoice them directly - Please email admin@finba.com.au. 

What online resources and tools will I get as a member? 

Your FINBA membership unlocks a full library of banking-specific training resources, including video lessons, downloadable workbooks, templates, case studies, and step-by-step guides. You’ll also get access to interactive workshops, member-only webinars, and our exclusive online community where you can connect with peers and industry experts. Higher membership levels, like Gold and Platinum, include extra tools such as advanced portfolio management strategies, leadership training modules, and priority Q&A availability to FINBA coaches. 

Can I claim CPD points (continuing professional development)? 

Yes! Many modules award CPD points and a certificate when you complete assessments. Your employer would need to agree your CPD points claim of course, as each organization differs.  

What about membership badges or titles? 

Yes—Gold members can use "FINBA Gold Banker" on social profiles and email signatures during membership. Platinum members can use “FINBA Platinum Banker”

Guarantees & Refunds 

Are there any guarantees?

Yes. Gold & Platinum members get a 14-day money-back guarantee, plus a 6-month results-based guarantee. 

How does the 14-day money-back guarantee work? 

Sign up, explore everything risk-free for 14 days. If it’s not aligning with your goals, you get a full refund—no drama.

What’s the deal with the 6-month results-based guarantee? 

Gold & Platinum members can test-drive the tools for six months. If you follow all lessons and the roadmaps, plus complete all fillable templates and test the guidance as part of your day job, and you're still not hitting real results, the FINBA coaching team will provide a personally tailored specific action plan and ongoing coaching advice, to ensure your success. You must remain a paid-up member to access guarantee support. We’re confident that with our guidance and your effort, you can achieve great results. 

What’s FINBA’s refund process? 

If you’re eligible for a refund under our 14-day money-back or 6-month results guarantee, simply email our admin team at admin@finba.com.au with your request. We’ll review your membership activity to confirm eligibility, then process your refund back to your original payment method. Most refunds are completed within 5–10 business days, depending on your bank or payment provider. Note to be eligible for a refund, you must NOT download any video lessons or pdf templates from our learning system – you can still view all resources online though. So far we have never been asked for a refund, so that may give some comfort as to the quality of content and tools provided. 

Workshops 

Are there live workshops or just digital content? 

• The Gold and Silver memberships include self-paced digital content with access via email and chat to Banker coaches for guidance. We are considering adding live group coaching sessions as well in 2026 (no additional cost for members). 
• The Platinum membership includes live coaching sessions.  

In addition, we have available separate interactive, high-impact workshops—seminars like 'pillars of success' and personal branding sessions, complete with workbooks and tools. These workshops are optional, and charged separately. Please see our workshops page on our website.  

What do workshop participants get? 

Workshop visuals, discussion materials, optional replay, peer challenges, workbooks, and more. 

What are some specific workshop programs? 

Please see our workshops page for full details on our available workshops 

How long are the workshops? 

Length of workshops vary from 60 minutes to 2.5 hours-please see specific workshop pages for the length of each. 

How do I book a workshop? 

Head to the FINBA Workshops page, find the one you’d love to be part of, and use the booking button, or contact page.  

Community & Engagement 

What’s the community like? 

It’s a banking pro party. Peer support, expert Q&A, gamified challenges—you’re in a smart, supportive crowd. 

Is there community engagement? 

Yup! You get access to peer communities, group challenges, and 'Ask the Expert' sessions. 

How can I ask experts for help? 

You can tap into “Ask the Expert” email and chat via in-platform support tied to your membership. 

Enrollment & Process 

How does signing up work? 

Simply visit finba.com.au, pick your tier, and complete registration to get instant access. (Optionally you can join a waitlist if memberships are sold out - we limit the number of memberships to ensure quality service delivery) 

How soon will I get access after joining? 

Once your membership payment is processed, you’ll receive instant access to your FINBA dashboard—usually within a few minutes. Your welcome email will include login details, instructions for navigating the platform, and links to your first lessons or workshops. No waiting weeks for a start date—you can literally begin learning the same day you join. 

Do I need special software to use FINBA resources? 

Nope—just a device with internet access. All FINBA courses, workshops, and resources are delivered online and can be accessed through a standard web browser. You don’t need to download any special programs. If you’re joining live workshops, we’ll use common video conferencing tools like Teams or Zoom, and you’ll receive the link in advance. 

What if I need help or have feedback? 

Use the contact form or book a call via the Contact page