From 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.