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.
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.
9 brands. 290+ years of expertise.
From licensing to continuing education to professional development, CeriFi supports learners at every step of their career.
Nine 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.
Dalton Education
CFP® education for wealth advisors
Money Education
Financial planning credentials & textbooks
Pass Perfect
Securities licensing exam prep
CeriFi Tax & Accounting
CPE for tax & accounting pros
CeriFi Legal
CLE & policy briefings for legal teams
CeriFi Higher Ed
Programs for university partners
Continuing Education
Ongoing CE across credentials
Professional Development
Career-long learning paths
CeriFi Community
Learner community & events
Brand list is representative for onboarding; please refer to internal materials for the official roster.
Six principles. One culture.
These are the behaviors we hire for, promote on, and recognize each other for. They show up in product reviews, customer calls, and how we work together every day.
Learner-centered
Every decision begins with the people we serve — financial professionals working to advance their careers.
Quality without compromise
Our content sets the standard. We pair the best instructors with rigorous curriculum and proven outcomes.
Inclusive community
We build a community of learners where everyone — regardless of background — can find their path forward.
Innovation by design
Proprietary education technology and a learner-first product mindset keep us ahead of how professionals learn.
Service, always
Superior customer service for both learners and partners — because trust earns the right to teach.
Careers aren't linear
We bridge multiple education paths so learners can pivot, level up, or specialize at every turn.
"Our brands and products should be accessible to everyone — and have a positive impact on careers at every turn."
— The CeriFi mission
The team guiding CeriFi.
Our leaders bring decades of experience in financial services, education, and technology — and a shared commitment to learner success.
Chief Executive Officer
Office of the CEO
Chief Operating Officer
Operations & strategy
Senior Leadership
Chief Product Officer
Learning experience
Chief Technology Officer
Platform & data
Chief People Officer
People & culture
Chief Revenue Officer
Partnerships & growth
Placeholder roles — replace with current leader names, photos, and bios from People Ops.
Where the work happens.
Our Alpharetta HQ is built for focused work and easy collaboration — and our hybrid model gives you flexibility to do your best work from wherever that is.
Hybrid by design
Many CeriFi teams operate on a hybrid schedule — collaborating in person at HQ for connection days and working remotely for focused execution. Specific arrangements vary by team and role.
Confirm your team's expectations with your manager during week one.
CeriFi HQ — Alpharetta
Our headquarters in Alpharetta, Georgia is the home of CeriFi's cross-functional teams. Modern workspaces, room to think, and easy access to colleagues across every brand.
Spaces designed for the work
The Commons
Open collaboration zone for cross-brand teams.
Focus Pods
Quiet rooms for deep work and 1:1s.
Studio
Recording & content production for course materials.
Inclusive by default
- · All-gender restrooms and quiet/wellbeing rooms
- · Accessible workspaces and accommodations on request
- · Mothers' rooms at HQ
IT & equipment
Your laptop, accounts, and access will be ready on day one. Need help?
itsupport@cerifi.comReplace with your real internal IT contact.
One platform, a national footprint.
Headquartered in Alpharetta, Georgia, with colleagues across the United States supporting learners in every state.
Alpharetta, Georgia
Our home base — where strategy, technology, and learner experience teams collaborate across all CeriFi brands.
Remote, U.S.
Many CeriFi colleagues work remotely across the country, bringing local expertise into a national platform.
Brand campuses
Each CeriFi brand brings its own roots — instructors, curriculum experts, and learners across the U.S.
Built to support your whole life.
CeriFi invests in our people the same way we invest in our learners — with care, quality, and the long view.
Health & wellbeing
Comprehensive medical, dental, and vision coverage for you and your family — with mental health support and an Employee Assistance Program.
Family-friendly
Paid parental leave, flexible working, and support for the moments that matter outside of work.
Pay & retirement
Competitive salary, performance bonus, and a 401(k) plan with company match to invest in your future.
Learn on us
As a CeriFi colleague, you have access to our own world-class courses — perfect for earning a credential or just leveling up.
Benefits enrollment
Your People Ops partner walks you through enrollment in your first week.
Specific benefits, eligibility, and amounts are governed by official plan documents and may vary by role and location.
Keep learning. We literally do this for a living.
From your first week to your tenth year, you'll have structured paths, mentorship, and full access to the CeriFi platform itself.
What you'll cover
Your onboarding plan is delivered through the same learner-centered approach we ship to our customers. 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
You'll have full, free access to courses across the CeriFi family — including CFP®, CFA®, securities licensing, CPE, and CLE programs.
Most CeriFi roles have a published career path — talk with your manager about which tracks fit you.
The fastest way to understand our learners? Be one. Pick a course in your first 90 days.
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.
Health insurance overview
Medical, dental, vision plan options.
Parental leave policy
Eligibility, durations, and how to enroll.
401(k) & retirement
Match, vesting, and provider details.
Pay & bonus guide
Compensation philosophy and review cycles.
PTO & holidays
Time off, holidays, and request workflow.
Manager toolkit
Resources for first-time and experienced managers.
Recognition program
How we celebrate great work.
Volunteering
Paid time to give back to your community.
DEI at CeriFi
Our DEI commitments and resource groups.
Wellbeing resources
EAP, mental health, and wellness benefits.
CeriFi Learning portal
Free access to courses across the platform.
Onboarding plan
Your first 30/60/90-day roadmap.
IT setup guide
Day-one tools, accounts, and access.
IT support
How to reach the help desk.
Software access requests
Request access to platforms and tools.
Code of conduct
How we do business with integrity.
Information security
Required security & privacy training.
Hybrid work guidelines
Remote, hybrid, and in-office expectations.
People Operations
Your go-to team for HR questions.
Employee handbook
Comprehensive policy reference.
Welcome to the team.
Questions in your first weeks? Your People Ops 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.