Our Companies

Our Companies

CeriFi is a diversified education, training and certification provider serving professionals across the financial services market. As the best in class provider of lifelong learning for the financial services professional, we intend to continue to expand CeriFi's product offering to more holistically address the needs of financial institutions through organic and acquisition initiatives.

Dalton Education is a leading provider of innovative Certified Financial Planner ("CFP") education and exam preparation solutions. Dalton Education has a long history of providing high quality curriculum and instruction, which has consistently led to the highest CFP® exam pass rates in the country. Dalton Education provides its high-quality CFP education in partnership with leading university partners.

For additional information on Dalton Education, see https://dalton-education.com

PassPerfect is a leading provider of FINRA licensing exam training to the financial services industry. Founded in 1988, PassPerfect has successfully trained over 1 million securities professionals with its proprietary FINRA exam preparation solutions. PassPerfect offers a comprehensive solution offering that is differentiated based upon its superior quality of content and unique interactive learning technology.

For additional information on PassPerfect, see https://www.passperfect.com

Money Education develops, designs and publishes academic digital textbooks and several reference workbooks for the financial industry. Money Education was founded, is managed, and its textbook content created by active, financial industry experts and academics, many of whom have worked with the CFP Board in various capacities.

For additional information on Money Education, see https://www.money-education.com

Keir is a leading provider of training solutions for professionals looking to pass financial and insurance certification exams. Founded in 1968, Keir’s comprehensive materials prepare financial services professionals for the FINRA and several property and casualty examinations.

For additional information on Keir Financial Education, see https://www.keirsuccess.com