The University of Missouri and Dalton Education launch CFP® certification education program
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.
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.
Dalton Education Selected as a Preferred Provider for Ameriprise Financial
11.26.19 - Dalton Education announced it has been selected by Ameriprise Financial as a preferred provider of CFP® education and exam review for its firm starting in 2020.
CeriFi Welcomes Veteran Leader as Senior Vice President of Sales
11.21.19 - CeriFi has announced the addition of Adam Ellingson as senior vice president of sales.
Dalton Education Partners with AAAA
10.9.19 - Dalton Education has furthered its commitment to foster diversity in the financial planning profession through a new partnership with the Association of African American Financial Advisors (AAAA).
CeriFi Completes Acquisition of PassPerfect
8.15.18 - CeriFi has announced the acquisition of PassPerfect, the leading provider of Financial Industry Regulatory Authority ("FINRA") license exam training to the financial services industry.
CeriFi Completes Acquisition of Keir Education
4.9.18 - CeriFi has announced the acquisition of Keir Education, the leading provider of training solutions for financial solutions for financial services professionals seeking to prepare for various exams.
Leeds Equity Partners Completes Investments in Education
7.10.17 - Leeds Equity Partners announced today that it has invested in leading providers of CFP education: Dalton Education, and Cobalt Financial Solutions, which does business as Money Education.