Welcome to CeriFi.
Your career, accelerated.
You've joined the largest professional education platform in financial services and legal. This is your guided tour — our story, our values, our leaders, and everything you need to get going.
You belong here.
CeriFi was built on a simple idea — that financial professionals deserve the very best education, delivered by experts who understand the work.
Since 2017, we've grown by joining forces with the most respected names in financial education — Dalton Education, Money Education, Pass Perfect, and more. Together we bring over 290 years of combined experience to every learner we serve.
Whatever your role, you're part of that story now. This site walks you through our history, how we work, and the practical things you need in your first weeks.
Continue to our storyFrom a bold idea to the industry standard.
CeriFi has grown by bringing together the most respected names in financial education — each one chosen for the same standard of quality and care our learners depend on.
Mission
To build an inclusive community of financial professionals and other professionals, connected by a desire to empower their careers through world-class education and preparation.
Vision
To secure our place as the clear leader in financial and legal education.
Promise
To be your ally for financial and legal learning success, here to guide you with a learning system designed to support a variety of learners, backed by personalized customer support.
CeriFi is founded
CeriFi launches with a mission to bring world-class education and certification to financial professionals across the United States.
Building the foundation
First strategic partnerships expand our reach into financial planning education and credentialing for wealth advisors.
A growing family
CeriFi welcomes leading brands including Dalton Education and Money Education — bringing decades of CFP® expertise into the family.
Expanding into securities & legal
Pass Perfect and other respected brands join, broadening our reach across securities licensing, legal, and tax & accounting.
One platform for the industry
Our brands unify into the largest professional education platform in financial services and legal — one destination, every credential.
10 brands. 290+ years of expertise.
From licensing to continuing education to professional development, CeriFi supports learners at every step of their career.
Ten brands. One mission.
Each brand in the CeriFi family is a leader in its field. Together, they form the most comprehensive professional education platform in the industry.
Securities & Insurance
- · Pass Perfect
Financial Planning
- · Dalton Education
- · Money Education
Tax & Accounting
- · Spidell
- · CPEdge
- · Fast Forward Academy
Advanced Designations
- · Bionic Turtle
- · Meldrum
- · Association of Certified Financial Crime Specialists
Legal
- · LegalEdge
A.C.C.E.T. — five values, one culture.
These are the behaviors we hire for, promote on, and recognize each other for — showing up in product reviews, customer calls, and how we work together.
Accountability
Take ownership, follow through, and hold ourselves and each other responsible.
- Deliver on deadlines and communicate
- Own mistakes and focus on solutions
- Set clear expectations and follow through
Collaboration
Work together across teams, locations, and perspectives, intentionally and inclusively.
- Share knowledge & communicate openly
- Assume good intent & seek clarity
- Celebrate wins & support each other
Customer Centricity
Keep learners, partners, and institutions at the heart of decisions.
- Act on feedback
- Advocate for outcomes
- Solve with customer in mind
Excellence
Hold ourselves to high standards and continuously improve.
- Deliver with care and detail
- Embrace feedback and learning
- Stay curious and raise the bar
Transparency
Communicate openly and provide context to succeed.
- Share reasoning behind decisions
- Raise concerns early and constructively
- Keep info visible and accessible
Where we're headed this year.
Four priorities focus the whole company in 2026 — and every team's work ladders up to one of them.
People & Values
Be a values led organization, driving high confidence in CeriFi's direction and leadership's commitment to our employees and the company.
Products
Accelerate new product development via strategy leaders and academic excellence.
Customer Success
Deliver an AI powered learning experience with advanced personalized learning.
Growth
- Become the trusted multi-vertical, single-platform enterprise partner.
- Drive double digit YoY sales growth.
- Strengthen commercial execution and go-to-market strategy.
The team guiding CeriFi.
Meet the team that's powering the next generation of enterprise advisory excellence — decades of experience across financial services, education, and technology, with a shared commitment to learner success.
Leadership details sourced from cerifi.com/about.
Where the work happens.
CeriFi is a remote-first company. Wherever you are, that's where the work happens — you don't need to be near an office to be at the center of the team.
Remote-first, by design
Our default is remote. Employees work from wherever they do their best thinking, and our meetings, documents, and decisions are built to work for people who aren't in a room together.
Confirm your team's working rhythms and core hours with your manager during week one.
Our Alpharetta office
We do have an office in Alpharetta, Georgia for those who want it — a place to gather, host visitors, or get out of the house. It's an option, never a requirement.
Inclusive by default
- · Remote-first means talent isn't limited by geography
- · Async-friendly practices so every time zone can contribute
- · Accommodations and flexible setups available on request
IT & equipment
Your laptop, accounts, and access will be ready on day one. Need help? Our IT team works from a ticket system rather than an inbox.
Submit an IT RequestRemote-first, across three countries.
CeriFi is remote-first: work happens wherever our people are. We have colleagues in the United States, Canada, and India, and one office — in Alpharetta, Georgia — for anyone who wants to use it.
United States
The largest share of our team, working remotely from coast to coast — plus our one office in Alpharetta, Georgia for anyone who wants a desk.
Canada
Canadian colleagues work fully remotely, contributing across product, content, and customer teams.
India
Our India-based colleagues extend our coverage across time zones, keeping technology and support moving around the clock.
Built to support your whole life.
Highlights of the 2026 benefits program. Full-time colleagues (30+ hours) are eligible the 1st of the month following your date of hire.
Health coverage
Medical and prescription drug, dental, and vision coverage through Cigna — for you, your spouse or domestic partner, and children up to age 26.
Support, 24/7
The Employee Assistance Program gives you free, confidential help with mental health, stress, grief, legal, and financial concerns — available to you, your spouse or domestic partner, your dependents, and your parents or parents-in-law, whether or not they're on a CeriFi plan.
Cigna EAP · 1-877-231-1492
Health Advocate EAP (non-Cigna colleagues) · 866-695-8622
Income protection
CeriFi pays the full cost of your core protection through Mutual of Omaha, with voluntary options you can add.
Save for what's next
A 401(k) with a 100% match on the first 4% you contribute, plus tax-free accounts for health and dependent care.
Wellness rewards
Enrolled in a CeriFi medical plan? Cigna's MotivateMe program pays you gift-card incentives for preventive visits, health coaching, and maternity support through mycigna.com.
When you can enroll
New hires enroll on the 1st of the month following their start date; everyone else during Open Enrollment, usually in November for a January 1 start. The plan year runs January through December.
Had a life event — marriage, birth, adoption, coverage change? Tell HR within 30 days to update your elections mid-year.
Questions about enrollment?
Highlights only. Benefits, eligibility, and amounts are governed by the official 2026 Benefit Enrollment Guide and plan documents, which always take precedence.
Keep learning. We literally do this for a living.
From your first week through every stage of your career, you’ll benefit from our structured performance development process and access to Percipio—our online learning platform offering self-paced courses, videos, audiobooks, certification resources, personalized learning paths, and AI-powered tools to help you build new skills and grow professionally.
What you'll cover
Your onboarding is provided right here on this platform — no separate learning portal to log into. You'll move at your pace, with checkpoints with your manager.
- CeriFi 101 — our brands, products, and learners
- Industry & regulation primer
- Security, privacy & compliance essentials
- Tools & systems setup
- Diversity, equity & inclusion at CeriFi
Continuous growth with Percipio
Percipio is our online learning platform, available to you from day one. Explore self-paced courses, videos, audiobooks, and certification prep across leadership, communication, technology, and compliance — plus personalized learning paths, skill benchmarking, and AI-powered recommendations that adapt as you grow.
cerifi.percipio.comYou'll also find a few short trainings in Paylocity to get you acquainted with the system — where to view your pay, request time off, and update your personal details.
Doing the right thing, by design.
CeriFi serves regulated industries — that means our standards, both ethical and operational, have to be exceptional.
Code of Conduct
How we do business — ethically, with integrity, and in compliance with the regulations that govern our industries.
Diversity, Equity & Inclusion
We're committed to building a workplace and learner community where everyone belongs and has the chance to thrive.
Responsible Business
Sustainable operations, responsible content, and partnerships that align with our values and our learners' best interests.
Learners. Partners. Colleagues. Industry.
Our four commitments shape how we measure success — together they make sure every decision serves someone real.
- Learners — empower careers at every turn
- Partners — quality and content they can trust
- Colleagues — a community where you can grow
- Industry — raise the bar for professional education
Compliance & security
Because we operate in financial services and legal, security and privacy aren't optional. You'll complete required compliance, security, and data privacy training in your first weeks — and refresh annually.
Specific training modules are assigned by People Ops and your manager.
Everything you need, in one place.
Quick access to the policies, tools, and contacts that come up most often in your first weeks.
New Hire Onboarding
Performance Management Information
Tools and Systems Overview
Policies and Procedures Information
Growth and Development Opportunities
Benefits
Connection & Culture
Open roles
Grow with us
Live openings across the CeriFi family, straight from our careers site. Know someone great? Referrals are always welcome.
Welcome to the team.
Questions in your first weeks? Your HR partner is your first call — they'll connect you with the right team for anything else.
Replace contact addresses with your real internal aliases before sharing internally.