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Formed in 2017, CeriFi is a diversified education, training, and certification provider serving professionals across the financial services market. We have strategically acquired established financial education brands that are leaders in their space, those which carry the same caliber of learning standards, service excellence, and share in a culture of putting the learner first.

Each of our brands embodies the drive, dedication, and ambition to stay ahead of the curve in technology and innovation, to put diversity and inclusion at the forefront, and to implement best practices from a holistic point of view. Every touchpoint of the experience is intuitive and guides the learner on a path towards their achievement goals.

We know that not every career journey is a straight road. That’s why we bridge multiple career education paths so that each brand and product is accessible to everyone and designed to positively impact people’s careers at every turn.

Over 290 years of combined expertise
in financial education

When you partner with the CeriFi family of leading brands, you have at your disposal a curated portfolio of premiere financial services education products that turn employee career dreams into a reality.

Checkpoint Learning Logo

Checkpoint Learning

Providing the highest quality Continuing Professional Education for CPAs and Enrolled Agents, since its launch in 2010.

West LegalEd Center Logo

West LegalEdCenter

The leading online source for Continuing Legal Education programs, events and skills courses since its founding in 2002.

Keir Logo

Keir

Helping students pass insurance exams for more than 50 years.

Lonestar Logo

Lonestar

Providing in depth financial planning review materials for over 5 years.

Our Mission

To build an inclusive community of financial professionals, connected by their desire to empower their careers through world-class financial services education and preparation.

What The Future Holds

CeriFi grants access to the largest professional education platform uniquely serving the financial services and legal industries.

CeriFi's broad suite of products delivers mission-critical results to individuals and professionals across the accounting, financial analysis, financial crime, financial planning, financial risk management, insurance, legal, securities licensing and tax industries.

CeriFi's world-class products are built with the highest quality and most current content assets, delivering a purpose-built, proprietary education technology with the learner at the center of design.

CeriFi delivers superior customer service with a relentless focus on learner and partner success. Our solutions are grounded in a customer first mentality that achieves outcomes.

Milestones

Founded in 2017, CeriFi began with the belief that a stand-alone educational product or designation was simply too limiting to learners seeking career advancement. Our goal from the very beginning was to create an unmatched level of verticals and financial career paths so that students could continue to enhance their knowledge and offer more to future employers.

To accomplish this, we’ve made deliberate decisions in higher-quality brand acquisitions. To date, CeriFi has acquired nine highly complementary companies, including Dalton Education, Money Education, Keir Financial Education, Pass Perfect, the CFP® exam prep assets of LoneStar Financial Education, the Association of Certified Financial Crime Specialists, Bionic Turtle, CPMI, and Fast Forward Academy. Every choice we have made—and will continue to make—keeps us true to our mission. CeriFi is here to support all students through the lifetime of their careers.

Milestones Circle

Tax & Accounting CPE

Continuing Legal Education

Financial Planning

Financial Academics

Securities Licensing

Financial Crime

Insurance Licensing and CE

Financial Risk Mgmt. 

Financial Accounting

Tax Education

Financial Analysis

2017

Dalton Education

A leading provider of education solutions for financial services professionals, Dalton Education has the highest CERTIFIED FINANCIAL PLANNER™ exam pass rates and has trained over half of all CFP® professionals in the country. Through partnerships with elite universities, Dalton delivers customizable programs for individual learning styles, with options including the industry’s only 100% money-back Guarantee to Pass™ and course completion in as little as 9 months. Read More 

2017

Money Education™

Founded in 2004, Money Education publishes academic textbooks and reference books for the financial industry, including Fundamentals of Financial Planning, Insurance Planning, and Income Tax Planning. The current portfolio focuses on upper-level university students and business professionals pursuing a comprehensive curriculum in financial planning or needing a comprehensive financial reference. Read More

2018

Keir Educational Resources

Since its founding in 1968, Keir provided training solutions for financial services professionals seeking to prepare for financial and insurance certification exams. Keir’s products prepare financial services professionals for the CERTIFIED FINANCIAL PLANNER™, Financial Industry Regulatory Authority (FINRA), and several property and casualty examinations. Read More

2018

Pass Perfect

Founded in 1967 as Wall Street Training and incorporated as Pass Perfect in 1989, no other securities exam preparation is backed by the experience and resources of Pass Perfect. With nearly 50 years of experience, Pass Perfect provides the most current FINRA licensing exam training including easily digestible content with proven study methods and ever-evolving prep tools for the modern securities exam student. We have successfully prepared over 1 million securities professionals and are the only company of its kind to offer a 100% money-back Pass Promise. Read More

2019

Lone Star Financial Education

Lone Star Financial Education was founded in 2015, a leading Texas-based provider of exam preparation products for the CFP® exam prep market. Lone Star built an impressive library of CFP® exam preparation content, including a rich database of CFP® exam practice questions, study guides, and case studies. Read More

2020

ACFCS

Founded in 2013, ACFCS provides online and live training guided by top worldwide experts on the latest industry developments in preparation for the CFCS certification exams. The CFCS certification affirms the competence of public- and private-sector financial crime specialists who work in such areas as fraud, money laundering, corruption, and global asset recovery.

Join ACFCS - a relentless crime-fighting community that supports your career and boosts your financial crime competence with the only certification that validates skills across all financial crime risks.

2020

CPMI

CPMI makes preparing for and passing exams for the Life and Health Insurance and Property and Casualty Insurance Licenses easy and convenient. Founded in 1998, CPMI helps insurance agents and agent candidates pass property, casualty, life, and health insurance licensure exams and meet state continuing education requirements across the U.S. We partner with several national insurance companies, colleges, and universities to offer a full suite of e-learning textbooks, videos, and test simulations. Read More

2021

Bionic Turtle

Bionic Turtle, founded in 2004, provides the best Financial Risk Management (FRM) certification exam prep courses and study materials. As a GARP-approved FRM prep provider, we help global candidates pass the exam with our superior, affordable content. Bionic Turtle's instructional materials include structured study planners, question sets, notes, videos, interactive quizzes, learning spreadsheets, and an active online community forum. Read More

2021

Fast Forward Academy

Founded in 2010, Fast Forward Academy helps candidates pass the Enrolled Agent ("EA") and Certified Public Accountant ("CPA") exams as well as assists tax and accounting professionals meet federal and state continuing education (CE) requirements. Quality review materials and CE courses, expert instruction, personalized learning experiences, and unparalleled support. Fast Forward Academy provides all this and guarantees too. Read More

2021

Spidell

Since 1974, Spidell Publishing, Inc., has been a critical source of federal and state tax information for tax professionals. We help tax professionals meet continuing education requirements and stay informed on the latest developments in both federal and state tax law. Whether our seminars, webinars, self-study, publications or research, Spidell has built its reputation on a thorough and practical approach to solving tax problems. Read More

2022

Mark Meldrum

Since it's founding in 2017, MarkMeldrum.com has helped candidates around the world prepare to take and pass levels I, II, and III of the Chartered Financial Analyst® exam. We provide premier CFA® exam prep materials, including eLearning courses with lecture videos, question banks, study planners and mock exams. A true leader in the industry MarkMeldrum.com provides the resources students and professionals need to ensure success in the financial services industry. Read More

2022

Solomon Exam Prep

Solomon Exam Prep believes that with the right information, everyone can pass their securities exams. With a team of seasoned educators, practitioners and communicators experienced in both investment education and the process of adult learning, Solomon Exam Prep has helped thousands pass their FINRA, NASAA, MSRB and NFA licensing exams. Read More

2022

Checkpoint Learning

Since it’s launch in 2010, Checkpoint Learning provides CPE compliance tracking, learning management, curriculum development - helping CPE takers and CPE decision makers successfully achieve their training and career advancement goals. Designed to enhance the learning experience, users can select from hundreds of online and downloadable courses on accounting, auditing, tax, management, yellow book, and staff training topics. Read More

2022

West LegalEdCenter

Founded in 2002, West LegalEdcenter provides online access to the largest, most current library of live and on demand continuing legal education (CLE) programs from leading local, state and national CLE providers. Our vast content covers the topics most important to you in your career, from substantive law, to practice skills, to business management, and more. Read More

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