We’re on a mission to build the next generation of financial professionals through world-class education.
About CeriFi
Formed in 2017, CeriFi is your ally for financial and legal learning, here to guide you as you invest in tools and technologies to help your team grow. Through our curated portfolio of leading brands, we provide licensing, certification, and continuing education services amplified by insightful, best-in-class content.
An extension of your team.
From onboarding to ongoing success, our client success team works side-by-side with you to design learning programs that align with your goals.
Clarity that drives results
We bring every stage of education together in one clear, measurable learning experience so teams can learn faster, perform better, and grow with confidence.
Trusted by Leaders. Chosen by the Best.
Our content powers the most respected financial institutions and professional firms, ensuring they stay ahead of evolving standards and compliance needs.
One Platform. Every Stage.
Licensing, continuing education, and professional development all come together in a single connected ecosystem that evolves with your organization.
One unified platform for every phase of growth
CeriFi connects licensing, continuing education, and professional development in a single destination. Administrators gain visibility across programs and teams, while professionals enjoy a consistent, seamless experience.
Our Industries
Partnering with the most respected financial services, accounting, and legal organizations.
Financial Services
Leader in CFP® Education for financial planners and wealth managers.
Legal
Educational content, new policy briefings and CE for legal professionals and teams.
Tax & Accounting
Robust suite of certifications and CE for accounting and tax professionals.
Higher Ed
Help your students pass exams, gain credentials, and develop their skills with our proven programs.
Our Leadership Team
Meet the team that’s powering the next generation of enterprise advisory excellence.
Chris Monaco
Chief Technology Officer
Christian Gartner
Chief Financial Officer
Elizabeth Etzbach
SVP of Operations
Fiona Ramion
EVP of Enterprise Technology
James Dalton
Chief Academic Officer
Joe Gillice
Chief Operating Officer
Mary Kay Svedberg
EVP of Product & Learning
Portia James
Chief Human Resources Officer
Sean Burke
Chief Revenue Officer
Careers at CeriFi
Join Our Growing Team
Discover more about our company culture, what it’s like to work with us, and explore open positions by visiting our careers page. Learn how you can become part of our dynamic and innovative team!
Ready to grow your team? Speak to a learning expert today.
Our industry experts will help you design a learning program that fits your organization’s goals and culture.
Ready to get started?
Whether you want to start planning certification programs for your organization or you’d like to explore our learning solutions, we’re here to help.
