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Resource vault

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.

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Parental leave policy

Eligibility, durations, and how to enroll.

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401(k) & retirement

Match, vesting, and provider details.

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Pay & bonus guide

Compensation philosophy and review cycles.

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PTO & holidays

Time off, holidays, and request workflow.

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Manager toolkit

Resources for first-time and experienced managers.

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Recognition program

How we celebrate great work.

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Volunteering

Paid time to give back to your community.

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DEI at CeriFi

Our DEI commitments and resource groups.

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Wellbeing resources

EAP, mental health, and wellness benefits.

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CeriFi Learning portal

Free access to courses across the platform.

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Onboarding plan

Your first 30/60/90-day roadmap.

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IT setup guide

Day-one tools, accounts, and access.

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IT support

How to reach the help desk.

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Software access requests

Request access to platforms and tools.

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Code of conduct

How we do business with integrity.

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Information security

Required security & privacy training.

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Hybrid work guidelines

Remote, hybrid, and in-office expectations.

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People Operations

Your go-to team for HR questions.

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Employee handbook

Comprehensive policy reference.

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CeriFi

The largest professional education platform in financial services and legal — empowering careers since 2017.

Headquartered in Alpharetta, Georgia

Onboarding

  • Our story
  • Values
  • Leadership
  • CeriFi family

Get started

  • Benefits
  • Training
  • Resource vault
  • Contact People Ops
© 2026 CeriFi. Internal onboarding microsite.Welcome to the team.
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