FPA Summit Attendees
Unlock exclusive savings + raffle prizes
As you join us at the FPA Summit 2026, we’re excited to offer you exclusive savings, raffles, and proven learning solutions designed for financial planners, firm owners, and professionals like you.
Featured Products & Brands
CeriFi brings together specialized education brands offering professional development, certification programs, exam preparation, and continuing education. Explore our brands and discover the solutions designed to help professionals advance their careers and achieve their goals.
Comprehensive education and exam preparation for financial planning professionals.
- CFP® Certification Education Program: Build the knowledge and foundation needed to pursue CFP® certification.
- The Dalton Review®: Comprehensive CFP® exam preparation designed to help candidates master the material and prepare for exam day.
- Applied Learning Library: Practical, on-demand courses and resources that help financial professionals strengthen their advisory skills and earn continuing education credits.
Our authoritative financial planning textbooks are the go-to reference for professors, professionals, and PhD programs worldwide.
- CFP® Certification Education: Coursework designed to meet the educational requirements for CFP® certification.
- CFP® Exam Review: Exam preparation resources to help candidates reinforce their knowledge and prepare for the CFP® exam.
Comprehensive exam preparation for financial services licensing and insurance professionals.
- SIE Exam Prep: Prepare for the Securities Industry Essentials® exam with structured study resources.
- FINRA Licensing Exam Prep: Exam preparation for Series 6, 7, 63, 65, and 66 licensing exams.
- Insurance Prelicensing: Education and preparation to help aspiring insurance professionals meet licensing requirements.
Continuing education solutions for accounting and finance professionals.
- CFP® Continuing Education: Professional development and continuing education opportunities for financial planning professionals. requirements.
What’s New at CeriFi
The future of professional education is always moving forward. See what’s new at CeriFi and discover the people, ideas, and opportunities we’re bringing to this event.
Connect
While you’re at the conference, stop by Booth 14 to meet George, CeriFi’s friendly booth dog! He’ll be happy to say hello and meet you.
The all-new Dalton Review®
Rebuilt from the ground up. Know what to study. Know when you’re ready. Your Readiness Score, targeted remediation, and 3,400+ exam-authentic practice questions keep you focused on what matters most—backed by the industry’s only 100% money-back guarantee.
Applied Learning Library
Helping financial professionals strengthen client relationships, navigate complex planning scenarios, and sharpen their advisory skills. The Applied Learning Library offers practical, on-demand courses, actionable tools, and CFP® and NASBA CE credits designed to support the demands of everyday advisor work.
Proud Curriculum Partner!
CeriFi and Dalton Education are exclusive curriculum partners for the Financial Planning Challenge, providing high-quality educational content and resources to support the next generation of financial planning professionals.
Take advantage of exclusive event savings!
Discover professional development opportunities from across CeriFi brands, including special event pricing. Find the programs, resources, and education designed to help you take the next step in your career. Discounts good through Saturday, December 26, 2026
CFP® certification, CE and review
The Dalton Advantage
From CFP® exam preparation to advanced designations and continuing education, Dalton Education provides the expert instruction and practical resources to support every stage of your financial planning career.
Save 20% on all DE products with code: FPA2026
Offer excludes rollovers and extensions.
Securities and insurance licensing
Get Licensed
Take the next step in your financial services career with Pass Perfect’s comprehensive SIE exam prep. Build your knowledge with flexible study tools, expert-developed content, and resources designed to help you prepare for exam day.
Save 20% on SIE and Series 65/66/7 with code: FPA2026
EA exam prep
Advance your career
Whether you’re preparing for the EA exam, earning CE credits, or meeting AFSP requirements, Fast Forward Academy provides expert instruction, adaptive learning, and personalized study experiences to help you reach your goals with confidence.
Save 20% on EA exam prep with code: FPA2026
CPE
Flexible learning
CeriFi CPEdge continuing education subscription packages make it easy to meet your CFP® CE requirements. Get access to a broad selection of CE courses in flexible online formats, including self-study and webinars, plus discounts on select seminars and conferences.
Save 20% on all CeriFi CPEdge packages with code: FPA2026
Win Scholarships to Support Your Success!
Sign up for our raffle for the opportunity to receive a Dalton Review® Guarantee to Pass™ scholarship (half tuition) or an Applied Learning Library scholarship (eight courses). Both are designed to give you the tools and support to succeed.