Elevate Your Value
With Cerifi, you will take your career to new heights.
About CeriFi
About CeriFi
Formed in 2017, CeriFi is your ally for financial and legal learning, here to guide you as you invest in tools and technologies to help your team grow. Through our curated portfolio of leading brands, we provide licensing, certification, and continuing education services amplified by insightful, best-in-class content. Our goal is to empower organizational success with a robust learning ecosystem backed by personalized customer support and an easy-to-use toolset.
Powered by unparalleled content, extensive support, and innovative tools, our programs consistently boost pass rates for top financial institutions, colleges, and universities. And students appreciate our learning platforms for their inclusivity, accessibility, and ease of use.

Our Mission: build an inclusive community of empowered financial professionals through world-class financial services education.
Limitless learning opportunities
Empower professional growth with access to our expansive library of content. We’ve meticulously curated a portfolio of leading education brands to provide diverse courses and agile tools for every stage of your team’s learning journey.
Financial Planning
We’re the recognized leader in CFP® education, offering robust depth of content vetted by experts, diverse learning options, and the highest pass rates in the industry.
OUR OFFERINGS
- CFP® Certification Education
- CFP® Exam Prep
- CFP Board Ethics CE
- CFP Board Accelerated Path Capstone
- Financial Planning Textbooks
Tax & Accounting
Through expert-reviewed webinars, self-study courses, publications, and more, we help accounting pros stay at the forefront of ever-changing tax and accounting legalities and certifications.
OUR OFFERINGS
- Live Webinar CPE
- In-Person CPE
- Premier CPE Subscription
- Premier Plus CPE Subscription
- Self-Study CPE
- Tax & Accounting Newsletters
- Tax & Accounting Publications
- Tax & Accounting Research
- Spidell’s Federal Taxletter®
- Federal Tax Update Webinar
- Spidell's Quarterly Federal Tax Update™
- Enrolled Agent Exam Prep
- IRS Annual Filing Season Program
Insurance & Securities
Through an unrivaled portfolio of licensing exam prep and continuing education products, we've secured our place as the definitive leader in securities and insurance education.
OUR OFFERINGS
- SIE
- SIE + Series 6
- SIE + Series 7
- Series 3
- Series 4
- Series 6
- Series 7
- Series 9
- Series 10
- Series 9 + 10
- Series 14
- Series 22
- Series 24
- Series 26
- Series 27
- Series 28
- Series 50
- Series 51
- Series 52
- Series 53
- Series 54
- Series 57
- Series 63
- Series 65
- Series 66
- Series 79
- Series 82
- Series 99
- Investment Advisor Representative CE
- Introduction to Securities Course
- Insurance Licensing Exam Prep
- Insurance CE
Advanced Designations
We help professionals achieve advanced designations leveraging the largest test bank in the industry, an active community of FRM® pros, and a pass rate 10 percent higher than our competitors.
OUR OFFERINGS
- CFA Exam Prep Level 1
- CFA Exam Prep Level 2
- CFA Exam Prep Level 3
- FRM® Exam Prep Part 1
- FRM® Exam Prep Part 2
Financial Crimes
Build your knowledge about financial crime prevention, protect your company and clients against fraud, and keep your organization compliant through cutting-edge certification programs, specializations, and learning opportunities.
OUR OFFERINGS
- ACFCS Membership
- CFCS Certification
- Crypto Compliance Specialization
- AML 360 Certificate
Talk to an advisor today.
Talk to an advisor today.
Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We've got you covered.
Office hours: M-F, 8am-5pm EST