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.
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.