The CeriFi Family
The power of the CeriFi platform lies in our portfolio of brands with deep financial and legal expertise. These brands give you access to innovative programs and courses with insightful, career-shaping content.
About CeriFi
About CeriFi
Formed in 2017, CeriFi is your ally for financial and legal learning, here to guide you as you invest in tools and technologies to help your team grow. Through our curated portfolio of leading brands, we provide licensing, certification, and continuing education services amplified by insightful, best-in-class content. Our goal is to empower organizational success with a robust learning ecosystem backed by personalized customer support and an easy-to-use toolset.
Powered by unparalleled content, extensive support, and innovative tools, our programs consistently boost pass rates for top financial institutions, colleges, and universities. And students appreciate our learning platforms for their inclusivity, accessibility, and ease of use.
Our Mission: build an inclusive community of empowered financial professionals through world-class financial services education.
Grow from Our Experience
The brands in our portfolio have been leaders in financial and legal education for decades. Staffed by experienced professionals, our brands offer content curated by the brightest academic minds.
All of this expertise translates into a exceptional experience for organizations and learners. When you work with CeriFi, you can expect superior service, leading-edge content, and results that include high-pass rates and career growth.
Financial Planning
We’re the recognized leader in CFP® education, offering robust depth of content vetted by experts, diverse learning options, and the highest pass rates in the industry.
Dalton Education has helped over half of today’s CFP® professionals elevate their financial planning careers with our leading certification, exam prep, and continuing education. We deliver programs in partnership with elite universities, and our CFP® exam review consistently results in pass rates well above the national average.
Money Education publishes tax, financial planning, and money management textbooks for academic and professional use. Our textbooks are used in hundreds of college-level courses nationwide and are ideal for working professionals who need a comprehensive financial reference—as well as for those preparing to take the CFP® exam.
Tax & Accounting
Through expert-reviewed webinars, self-study courses, publications, and more, we help accounting pros stay at the forefront of ever-changing tax and accounting legalities and certifications.
Fast Forward Academy has helped thousands build a firm foundation for their tax careers. We provide Enrolled Agent (EA) exam preparation and tax continuing education through an intuitive learning environment. This includes real-time analytics to help you understand concepts more efficiently and an integrated community for support.
Checkpoint Learning is continuing professional education (CPE) simplified. Over 30,000 firms rely on our streamlined learning platform to meet their CPE requirements while cultivating expertise in a diverse array of tax and accounting subjects. All the tools for success are in one place, simplifying administration across an organization.
Spidell is the tax professional’s pulse on emerging tax issues. For almost 50 years, we’ve helped CPAs, Enrolled Agents, and tax preparers with a practical approach to solving tax problems. Through seminars, webinars, self-study, publications or research tools, tax professionals can continue their education and comply with tax laws.
Advanced Designations
We help professionals achieve advanced designations leveraging the largest test bank in the industry, an active community of FRM® pros, and a pass rate 10 percent higher than our competitors.
Bionic Turtle provides a Financial Risk Management (FRM®) certification exam preparation program. With the largest question bank in the industry—over 4,400 practice questions and counting—we help candidates pass the exam through mastery of FRM® learning objectives. Our students don’t just pass the test, they become experts.
Mark Meldrum is a recognized authority on teaching Chartered Financial Analyst® (CFA®) exam concepts. Through engaging video lectures demonstrating Mark’s command of the subject matter, a challenging question bank, study planners and mock exams, we’ve helped candidates conquer CFA® learning objectives and pass all levels of the exam.
Insurance & Securities
Through an unrivaled portfolio of licensing exam prep and continuing education products, we've secured our place as the definitive leader in securities and insurance education.
For nearly 50 years, Pass Perfect has delivered the best in licensing exam preparation and continuing education for the securities industry. We’ve helped over one million professionals earn their licenses thanks to our proven learning methods and innovative content.
Since 1998, CPMI has helped insurance agents and agent candidates pass property, casualty, life, and health insurance licensure exams and meet state continuing education requirements across the U.S. Our full suite of online textbooks, videos, and test simulations makes learning efficient and simplifies the process of preparing for exams.
Legal
Keep the CLE accreditation process simple and successful with our time- and money- saving legal professional development programming.
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.
Financial Crimes
Build your knowledge about financial crime prevention, protect your company and clients against fraud, and keep your organization compliant through cutting-edge certification programs, specializations, and learning opportunities.
ACFCS helps financial crime professionals set themselves apart with cutting-edge certification and training. Our members benefit from a global network of professionals, plus access to online and live training by experts. We help you stay up to date with valuable insights from financial crime specialists from over 80 countries.
Ready to get started?
Ready to get started?
Whether you want to start planning certification programs for your organization or you’d like to explore our learning solutions, we’re here to help.
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