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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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One CeriFi

Your all-in-one partner for professional development

Higher completion rates, faster certification, better retention — and a major competitive advantage in how you develop and retain top talent. Empower your entire organization with CeriFi — a fully integrated learning and development solution that supports financial and legal professionals at every stage of their career, from hire to retire.

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An integrated suite for lifelong success

Unlock your potential with CeriFi’s powerful suite of solutions—designed to elevate careers, transform teams, and drive success at every stage of the journey.

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Turn complexity into simplicity

By bringing together industry-leading resources under one platform, CeriFi removes the complexity of managing multiple education providers. Fragmented training becomes a cohesive path that evolves with your team’s needs.

Content that builds expertise

Proven learning content created by industry experts means higher pass rates and faster career advancement for your team.

Technology that removes barriers

Our intuitive interfaces, multi-device delivery, and robust admin tools simplify education for both learners and managers.

Support that drives success

We’re an extension of your team, partnering with you on implementation, reporting, and continuous optimization to drive lasting impact.

Edge out the competition

From higher pass rates to reduced training costs, CeriFi’s programs lead to success for your teams and accelerated organizational growth.

1M+

students trained and empowered for lasting professional success.

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of the largest financial institutions in the U.S. choose CeriFi

50%+

of today’s CFP® professionals have earned their marks with us

40%

increase for SIE exam pass rate for a top 10 broker-dealer

Empowering success at every step

Whether you’re an organization developing talent or an individual advancing your career, CeriFi’s integrated suite of solutions ensures success — every step of the way. Join over a million professionals who trust CeriFi for their learning needs. 

5,000+

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Innovative technology for admins and learners

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The CeriFi advantage

At CeriFi, innovation drives our pursuit of excellence. We bring together the industry’s best content, expert instructors, and cutting-edge technology to deliver an unmatched learning experience. Our foundation is built on robust brands and carefully curated areas of focus, making us the trusted partner for financial and legal education.

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