Invested in Your Future:
Financial Education for Every Stage
of Your Career

About CeriFi

Formed in 2017, CeriFi is a diversified education, training and certification provider serving professionals across the financial services market. To-date, CeriFi has made four acquisitions, including Dalton Education, Money Education, Keir Financial Education, and Pass Perfect.

Our Companies


Joe Gillice, President
Dalton Education
James Dalton, CEO
Money Education
Ed Fleur, Founder
Pass Perfect

Latest News

The University of Missouri and Dalton Education launch CFP® certification education program

5.6.20 - CeriFi has named experienced professional The University of Missouri has selected Dalton Education to deliver a new CFP® certification education program Read More

CeriFi names Matthew Given as Chief Executive Officer

2.20.20 - CeriFi has named experienced professional education senior leader Matthew Given as chief executive officer, based in Atlanta. Read More

CeriFi and Clemson University Offer Innovative SIE Exam Preparation

2.6.20 - CeriFi is partnering with Clemson University’s College of Business to offer a comprehensive Securities Industry Essentials (SIE) exam preparation course, helping launch a new generation of career-ready financial and investment professionals. Read More