Financial Education

CeriFi is committed to empowering every student at every stage of their professional journey. From initial learning and exam preparation to ongoing development throughout their careers, we provide the resources, guidance, and support needed to help learners grow, succeed, and thrive for a lifetime.

Contact Us

Leading the industry in financial services education

CeriFi is the recognized market leader in financial services education and training. With a combined 240 years of experience, our superior training supports individuals, firms, and universities so that they benefit from the best instructional tools available. No one is more effective in training financial services professionals.

 

We offer financial education programs and preparation
toward the following designations.

Dalton Education Logo

Dalton Education

The industry leader in CFP® Certification Education for over 15 years.

Money Education Logo

Money Education

As the leader in financial planning and tax planning academic textbooks, hundreds of universities have trusted ME for over 16 years.

Spidell Logo

Pass Perfect

For more than 40 years, the largest broker dealers have trusted us with their securities training.

ACFCS

Providing cutting edge comprehensive financial crime training for over 14 years.

 

Bionic Turtle Logo

Bionic Turtle

The recognized expert in FRM preparation for over 17 years.

 

Fast Forward Academy Logo

Fast Foward Academy

Delivering the best Enrolled Agent test preparation and accounting training for over 10 years.

Spidell Logo

Spidell

The leader in tax analysis education.

 

Mark Meldrum

Helping candidates prepare to pass levels I, II and III of the Chartered Financial Analyst® exam since its founding in 2017.

Ready to begin your CFCS certification journey
or another financial designation?

Talk to an Education Advisor Today

What everyone is saying...

The CFCS tests the skills necessary to fight financial crime. It's comprehensive. Passing it should be considered a mark of high achievement, distinguishing qualified experts in this growing specialty area.

KENNETH E. BARDEN 

CFCS, Washington, DC

The exam tests one's ability to apply concepts in practical scenarios. Passing it can be a great asset for professionals in the converging disciplines of financial crime.

DANIEL DWAIN

CFCS, Chief Compliance Officer, Cidel Bank & Trust Inc. New York, NY

The Exam is far-reaching. I love that the questions are scenario based. I recommend it to anyone in the financial crime detection and prevention profession.

BECKI LAPORTE
CFCS, Principal - AML Strategy and Innovation, FinScan, Atlanta, GA

This certification comes at a very ripe time. Professionals can no longer get away with having siloed knowledge. Compliance is all-encompassing and enterprise-driven.

KATYA GOZIAS
CFCS, Los Angeles, CA

Read More Success Stories