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Choose from our extensive library of on- demand courses or join live expert- led sessions to fit your schedule and learning style.
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Join thousands of professionals who’ve achieved certification through our industry- leading pass rates.
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From exam preparation to continuing education, get everything you need to take your next career step.
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At CeriFi, we’re committed to empowering financial professionals at every stage of their career journey. Whether you’re pursuing new credentials or looking to boost your expertise, our brands provide the education and guidance you need to achieve your professional goals and make your mark in financial services.
Test Prep Courses
Ready to earn your professional certification? Whether you’re pursuing your CFP®, CFA®, or other credentials, our industry- leading exam prep combines expert instruction with proven study methods. Join thousands of successful professionals who started their journey here.
Continuing Education
Stay ahead of your industry and maintain your credentials. Choose from our extensive library of on- demand courses and live learning opportunities across finance, accounting, and legal fields. Stay certified, stay ahead, and never stop growing.
Unlimited opportunities for professional growth
Advanced Designations
CFA® Exam Prep
FRM® Exam Prep
Insurance & Securities
Series 65 Exam Prep
Series 7 Exam Prep
Insurance CE
Insurance Licensing Exam Prep
Legal
CLE Subscriptions
Financial Planning
CFP® Certification Education
CFP® Exam Prep
Specialist in Personal Financial Planning (SPFP) Program
Certified Military Financial Advisor® (CMFA®) Program
Small Business Wealth Advisor™ (SBWA™) Program
Financial Crime
Crypto Compliance Specialization
AML 360 Certificate
Financial Crime Specialist Certification
Tax & Accounting
Tax & Accounting Live Webinar CPE
Tax & Accounting Research
Enrolled Agent Exam Prep
Fantastic prep with even better support. I knocked out the Series 9 and knew I was good to go by the mid-point of the exam. No surprises on the test etc. Every once in a while, I would have a question regarding something in the material and would submit a question. The responses were thorough and almost instant! Full recommend.
Brian M.
Dalton provided me the materials, resources, and structure that I needed to complete my certification. From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work. It helped me plan study time accordingly and gave me a practical benchmark for preparation time. That said, each professor teaching the material stood out to me whether it was because of their experience with the CFP exam, pedigree, and/or knowledge and presentation of the material.
Forrest P.
It came down to the enrollment advisor’s responsiveness in addressing my questions/concerns as primary and then the ability to be flexible with online courses and working through the coursework. Absolutely would recommend Dalton! After having taken the exam (and passed!) last week, I appreciate Dalton’s questions even more as they were more realistic to what I saw on the exam. Thank you! Keep up the good work!
Morgan B.