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Continuing Education Programs

Keep your workforce compliant, current, and continuously learning. CeriFi delivers integrated CE solutions across financial services, insurance, tax and accounting, and legal, helping organizations simplify compliance and maintain year-round readiness.

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2M+

CE courses completed annually

300+

Enterprise firms rely on CeriFi for CE delivery and tracking

50+

Regulators and jurisdictions supported across multiple industries

Compliance requirements keep growing. Managing CE shouldn’t slow your organization down.

Across industries, CE obligations are complex, recurring, and time-sensitive. Many teams are struggling with scattered providers, inconsistent completion tracking, and administrative overhead that increases compliance risk and drains productivity.

CeriFi centralizes CE delivery and oversight, giving organizations a predictable, efficient way to meet regulatory requirements and keep their people developing throughout the year.

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The CeriFi Advantage

Centralized CE Delivery

CeriFi consolidates regulatory and professional CE into one platform, enabling teams to access approved courses through structured pathways while administrators manage requirements from a unified dashboard. CE becomes easier to assign, complete, and verify across all of your regulated roles.

  • CE coverage across financial services, insurance, tax & accounting, and legal

  • Legal CE delivered through the trusted LegalEdge catalog

  • Approved content aligned with regulator and jurisdiction requirements

  • Streamlined access to firm-assigned CE and elective courses

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Compliance Tracking & Reporting

CeriFi eliminates manual tracking with real-time visibility into completions, outstanding requirements, jurisdictional deadlines, and audit-ready documentation. Leaders gain confidence that their entire organization maintains compliance without administrative strain.

  • Real-time CE completion tracking across teams and roles

  • Automated reminders and deadline management

  • Audit-ready reporting exportable by department, location, or credential

  • Unified tracking for financial, insurance, tax, and legal CE

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CE Solutions for Every Industry

Financial Services
Insurance
Tax & Accounting
Legal

Deliver regulatory and professional CE that keeps your teams compliant and prepared.

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Meet producer CE requirements with state-approved content delivered consistently.

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Support professionals with NASBA-compliant CE and specialty credits.

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Provide attorneys with accredited legal CE through LegalEdge’s comprehensive catalog.

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Meet the Experts

Mary Cole

Tax & Accounting Expert

Mary Cole, CPA

Renee Rodda

Legal Expert

Renee Rodda, JD

Sherry Kerslake

Tax & Accounting Expert

Sherry Kerslake, CPA

Kathryn Zdan

Tax & Accounting Expert

Kathryn Zdan, EA

Let us help with your CE needs

Manage CE across financial services, insurance, tax & accounting, and legal with a unified system designed for compliance, efficiency, and scale.

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