Blue leaf

Our strength comes from the relationships we have forged. Hundreds of world-class firms and universities count on CeriFi to deliver.

Let Us Level Up Your Team

Beyond attracting new talent, it’s important to invest and develop your teams to retain them for years to come. CeriFi tailors licensing and higher education programs for some of the largest financial firms and banks in the world. Your firm can count on training that delivers results, in a flexible highly efficient partnership, ultimately delivering the highest ROI in the industry.

Attract Talent

Offer new talent the opportunity to attain skills, certifications, and licensing so they can level up their careers and increase your firm’s success.

Increase Earnings

Add client value and boost satisfaction by improving the skillset of your teams and providing your clients additional financial expertise.

Improve Retention

Provide future-proof educational programs that prepare your associates for the needs of tomorrow.

A Trusted Partner

For well over a decade, top firms and elite universities across the country have trusted CeriFi’s collection of financial education resources to ensure professionals are prepared for the next step in their career. We guarantee your learners will be exam ready so that they can pass their tests the first time and accelerate your speed to production and the return on your training investment.

Our programs are customized to each learner’s needs and designed to meet your company’s goals efficiently and cost effectively.

  • State-of-the art technology and user interface
  • Multi-device content delivery
  • Dynamic dashboard and calendar
  • Real-time reporting on learner progress
  • Diligent support team to ensure program success
  • Custom programs individually designed for your unique needs
  • Overall optimized experience for your firm
  • Tailored programs, measurable and proven

CFP® Certification From Top Universities

We partner with elite universities across the country to ensure professionals are proud of their education. So take your pick. Whichever you choose, you’ll get the confidence of certification from one of the best schools in the nation — not to mention the opportunity that comes with it.

Northwestern Financial Planning
UC Berkeley Extension
NYU School of Professional Studies
The University of Texas at Austin Center for Professional Education
Pepperdine Graziadio Business School

Get Your Students Career-Ready

There’s a reason hundreds of the nation’s most prestigious universities choose CeriFi as their education program partner. Our forward-thinking, easy to implement, all encompassing programs will prepare your student to pass the first time.

Learn & Retain

Leverage our resources or turnkey programs to access the most comprehensive materials available so that your students are fully prepared for exam success.

Be Test Ready

Our industry-leading exam preparation ensures deep understanding of all the business and finance materials.

Get Hired

Learners can network and connect with industry professionals in their industry for mentorship and career opportunities.

Turnkey Program Solutions

Our white label, one-and-done solution helps your instructors implement an intuitive program that brings their curriculums up to date and ready for the future.

With our easy to follow materials, faculty training, and dedicated support, your students will gain their necessary certifications and licensing while achieving your university’s accreditation.

Dedicated Faculty Training & Support

Comprehensive training and materials to guide you step by step.

Trusted Content & Materials

Effective textbooks, support and courseware materials designed by industry experts.

Measurable Results for Proven Success

Pre- and post-course assessments to monitor progress and bolster outcomes.

Have questions for the CeriFi team?

Contact Us Today