CeriFi

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CeriFi Formed in 2017, CeriFi is a diversified education, training and certification provider serving professionals across the financial services market.

Fore!Meldrum and CeriFi were proud to hit the links and support the CFA Society Baltimore golf outing this week.
10/09/2026

Fore!

Meldrum and CeriFi were proud to hit the links and support the CFA Society Baltimore golf outing this week.

CFP® certification on your roadmap?If so, you have the chance to win a full scholarship toward your education and exam p...
10/02/2026

CFP® certification on your roadmap?

If so, you have the chance to win a full scholarship toward your education and exam prep.

Attend our upcoming live info session, and you'll be automatically entered for a chance to win Dalton’s Instructor-Led CFP® Education + The Dalton Review® Guarantee to Pass™ program (an $8,835 value).

We'll draw one winner at the end of the session, and you must be there to win.

Save your seat: https://bit.ly/4dKUXPG

09/29/2026

It's not a lack of commitment or even intelligence that derails most people's CFA® exam prep; it's the lack of a system for studying correctly and efficiently.

At Meldrum, we've solved that problem.

Our expert instructors have helped over 250,000 learners worldwide, and our straightforward, step-by-step study plans give you the structure to lock in the knowledge you need and crush the CFA® exam on your first try.

Learn more ➡ https://bit.ly/3ZJaV5y


09/28/2026

How does a professor use Pass Perfect's materials?

At San José State University, Professor Matthew Faulkner, Ph.D., CFA uses our SIE course to help his students jumpstart their financial careers by prepping for and passing the SIE so that when they graduate and hit the job market, they've set themselves apart from the competition.

Learn more about our university partnerships: https://bit.ly/4ry3qvl

Tomorrow, Tuesday, September 29, join Dalton Education for a live conversation on how our Small Business Wealth Advisor ...
09/28/2026

Tomorrow, Tuesday, September 29, join Dalton Education for a live conversation on how our Small Business Wealth Advisor designation sets you apart from other advisors and makes you invaluable to business owners.

Save your seat at our LinkedIn Live: https://bit.ly/4cQw44Q
Or watch on Facebook: https://bit.ly/4h6WaD2

Are you ready to join a winning team at a growing EdTech company where you can innovate, collaborate with incredibly tal...
09/26/2026

Are you ready to join a winning team at a growing EdTech company where you can innovate, collaborate with incredibly talented team members, and make an impact on people's lives by helping them achieve more and earn more, all while enjoying the benefits of a fully remote position with great benefits and cool tech? (And don't even get us started on the book club.)

If so, take a look at CeriFi's current job openings. We're looking to fill multiple positions!

See the full job descriptions and apply at: https://bit.ly/45UaIz4

09/25/2026

Studying for the SIE can feel overwhelming. The volume of new concepts and specialized vocabulary is a LOT to wrap your head around.

Pass Perfect instructors like Barry take that feeling of overwhelm and help you turn it into a straightforward, actionable plan that gets you across the finish line the first time.

We've helped millions earn their licenses and we can help you earn yours. Get started today: https://bit.ly/46xahfJ

09/24/2026

🤖 Intelligent
🤖 Responsive
🤖 Built around the way you learn

Dalton's AI-powered tools make studying for the CFP® exam a breeze.

Learn more: https://bit.ly/4qwfMDq

✅ Gain a competitive edge✅ Build confidence✅ Increase your career satisfactionIt all starts with earning the CFP® mark a...
09/23/2026

✅ Gain a competitive edge
✅ Build confidence
✅ Increase your career satisfaction

It all starts with earning the CFP® mark and earning that starts with Dalton.

We've helped over half of all CFP® professionals today earn their mark, and we can help you, too.

Get started today: https://bit.ly/3UfCLEz

34.8 million — that's the number of small business owners in the U.S. today, and nearly have of them plan to exit their ...
09/21/2026

34.8 million — that's the number of small business owners in the U.S. today, and nearly have of them plan to exit their business in the next 5 years.

For financial advisors positioned correctly, that transition represents an enormous opportunity, yet fewer than 5% of advisors can serve these high-net-worth clients properly.

Next Tuesday, September 29, join Dalton Education live on LinkedIn to learn how Dalton's new Small Business Wealth Advisor designation gives advisors the expertise to become invaluable to small business owners long before it's time to talk about transitions or exits.

Save your seat: https://bit.ly/4yM2Exb

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3625 Brookside Pkwy
Alpharetta, GA
30022

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