CeriFi
Welcome to the team

The all-in-one onboarding journey for every new CeriFi colleague.

For the next few minutes, slow down. This guide will introduce you to who we are, what we believe, and how to make your first weeks count.

Begin the journey First-day checklist
CeriFi colleagues collaborating
9

Industry-leading brands

290+

Years of combined experience

2017

Year CeriFi was founded

#1

In CFP® Certification

The journey ahead

Four chapters. One company.

Take them in order — or jump to whatever you're curious about right now. Everything you need is gathered here for your first 90 days and beyond.

01

Our Story

How nine respected brands became one mission-driven company.

Continue
02

Core Values

The principles that shape every decision we make.

Continue
03

Leadership

Meet the people guiding CeriFi forward.

Continue
04

Getting Started

Practical first steps for your first 30 days.

Continue
Your first day

Welcome to CeriFi.

"We empower financial professionals with world-class education and preparation — fostering an inclusive community of learners and positively impacting careers at every turn."

Our learners are our role models. They are ambitious, curious, and committed to lifting the standard of their profession. We look to them as a constant source of inspiration to build a culture where every colleague can bring out the best in each other.

Continue your journey

Learners served

Hundreds of thousands

Industries

Finance · Legal · Accounting

Founded

2017

Headquarters

Alpharetta, GA

Chapter 01 · Our Story

Nine respected brands. One unified mission.

Since 2017, CeriFi has been quietly building the largest professional education platform in financial services and legal — by partnering with the very best.

Our Journey

A short history of getting here

  1. Alpharetta, GA

    2017

    The Founding

    CeriFi is founded with a clear thesis: financial professionals deserve world-class education across every stage of their career.

  2. First Acquisitions

    2018–2020

    The Family Forms

    Dalton Education, Money Education, and other respected brands join the family — each chosen for its commitment to learner outcomes.

  3. Platform Era

    2021–2023

    A Platform Takes Shape

    Proprietary learning technology connects brands, students, and partners. CeriFi becomes the largest professional education platform in financial services and legal.

  4. Nine Brands

    Today

    One Unified Mission

    From accounting to securities licensing, financial planning to legal — CeriFi supports learners across every path their career may take.

CeriFi colleagues collaborating

The CeriFi family

Each brand under the CeriFi umbrella keeps its own identity, expertise, and voice — and shares one set of standards for content quality, learner experience, and customer service.

  • Dalton Education
  • Money Education
  • Pass Perfect
  • and 6 more
Where we work

A footprint built for financial services

From our Alpharetta headquarters to our family of brands across the country, CeriFi colleagues collaborate from wherever they do their best work.

9
Brands
290+
Years combined experience
U.S.
Nationwide footprint
HEADQUARTERS

Alpharetta, Georgia

Global Headquarters

Our HQ just north of Atlanta — home to corporate, technology, and shared-services teams.

Dalton Education

CFP® & Wealth Programs

The #1 CFP® Certification education provider, supporting wealth advisors nationwide.

Money Education

Continuing Education

Industry-leading CE for financial planners and tax professionals.

Pass Perfect

Securities Licensing

Best-in-class prep for FINRA exams including SIE, Series 6, 7, 24, 63, 65, 66 and 79.

Remote-first teams

Across the U.S.

Many CeriFi colleagues work remotely, with regular in-person kickoffs and learning weeks.

Partner network

Universities & Firms

We power professional education programs at leading universities and financial firms.

Our teams

Many teams. One mission.

Every team at CeriFi plays a role in delivering world-class education to financial professionals. Find where you fit in.

9
Operating brands
12+
Functional disciplines
Product & Curriculum
Engineering
Design & UX
Marketing & Brand
Sales & Partnerships
Customer Success
People & Culture
IT & Security
Data & Analytics
Legal & Compliance
Finance & Strategy
Learning Operations
Chapter 02 · The CeriFi Values

Our Brand Values

Six core values guide everything we do at CeriFi. They are the foundation of our culture and the compass for how we learn, build, and serve together.

Value 01

Learner-centered, always

Every product decision starts with a single question: does this make the learner more successful? When the answer is no, we stop and rethink.

Value 02

Quality is non-negotiable

Highest quality, most current content — built on proprietary education technology. We hold ourselves to the standard of the professionals we serve.

Value 03

Inclusive by design

We make our brands and products accessible to everyone. An inclusive community of learners is a stronger community of learners.

Value 04

Innovation that serves

Intuitive, learner-centered, technology-led. Innovation matters when it removes friction between a person and their next career milestone.

Value 05

Careers, not courses

Career journeys are not linear. We bridge multiple paths so we can support a learner across decades, not transactions.

Value 06

Service is the product

Superior customer service is how we ensure success — for learners and for the partners who trust us with their people.

Your workspace

Where we work

Our workplaces are designed to support focused work, real collaboration, and the practical needs of modern financial-services teams.

Hybrid by default

CeriFi is a hybrid-first company. Many roles are fully remote, while teams in the Alpharetta area come into the office two to three days per week for collaboration, planning, and learning weeks.

We invest in meeting in person when it counts — quarterly offsites, annual all-hands, and team kickoffs — and trust you to do focused work from wherever you do it best.

Large

The Studio

A large collaboration space for workshops, kickoffs, and team-building.

Small

The Library

Quiet focus rooms for deep work and individual concentration.

Medium

The Commons

Open lounge for coffee chats, casual meetings, and small group sessions.

Inclusive facilities

  • All-gender restrooms available
  • Mother's room and wellbeing space
  • Wheelchair-accessible amenities
  • Quiet rooms for prayer and reflection

IT & equipment

Your workspace comes equipped with everything you need from day one: laptop, monitor, accessories, and access to all CeriFi systems.

Need IT support?

itsupport@cerifi.com
Our responsibilities

How we operate

Doing the right thing isn't optional in financial services — it's the foundation of the trust our learners and partners place in us.

Code of Conduct

How we conduct business ethically and responsibly across every CeriFi brand and partnership.

Diversity & Inclusion

We make our brands and products accessible to everyone — and build a workplace where every colleague belongs.

Data & Security

Our learners trust us with mission-critical data. We protect that trust through industry-leading security practices.

The CeriFi promise

Four commitments. Every day.

The CeriFi Promise guides how we deliver on our mission — across every brand, every product, and every interaction with a learner.

Learners — first in every decision
Quality — non-negotiable, always current
Partners — long-term, mutual success
People — a place to grow your career
Chapter 03 · Meet our leaders

Leadership Team

CeriFi is led by a small, experienced team committed to one promise: world-class education for every financial professional.

CEO

Office of the CEO

Chief Executive Officer

Sets the long-term vision and oversees CeriFi's portfolio of nine financial education brands.

POC

Office of the President

President & COO

Leads day-to-day operations across all CeriFi brands, ensuring quality and consistency at scale.

Senior Leadership

CLO

Education Leadership

Chief Learning Officer

Owns content quality, instructional design, and the learner experience across every program.

CTO

Technology Leadership

Chief Technology Officer

Drives the proprietary education platform that powers every CeriFi brand and partner.

CPO

People Leadership

Chief People Officer

Champions the culture, growth, and well-being of the people who make CeriFi possible — including you.

CCO

Customer Leadership

Chief Customer Officer

Ensures our learners and institutional partners receive the service excellence we promise.

Chapter 04 · Getting Started

Your first 30 days, made simple.

A practical roadmap so you can spend less time wondering what's next, and more time settling in.

Phase 01

Before Day 1

  • Complete the new-hire paperwork emailed by People Operations
  • Set up direct deposit and benefits enrollment
  • Confirm your start date and arrival logistics with your manager

Phase 02

Day 1

  • Pick up your laptop and badge from the IT desk in Alpharetta (or via shipment if remote)
  • Sign in to Okta, your CeriFi email, and Slack
  • Meet your manager for a 1:1 and team intro
  • Lunch with your onboarding buddy — on us

Phase 03

First Week

  • Attend New Hire Orientation (Tuesday, 9–11 AM ET)
  • Complete required compliance and security trainings
  • Tour the platform that powers your brand
  • Schedule intro chats with cross-functional partners

Phase 04

First 30 Days

  • Set your first goals with your manager
  • Shadow a customer support session to hear learners directly
  • Pick a CeriFi brand to deep-dive on outside of your own
  • Share your fresh-eyes feedback in your 30-day check-in

The tools you'll use

Your everyday stack

IT will provision these on Day 1. If anything's missing, drop a note in #help-it.

Okta

Single sign-on for every CeriFi tool

Slack

Where the team talks day-to-day

Google Workspace

Email, Drive, Calendar, Meet

Zoom

Customer calls and large team meetings

Workday

HR, time off, and benefits

1Password

Secrets and shared credentials

CeriFi headquarters in Alpharetta, Georgia

Headquarters

Alpharetta, Georgia

Our HQ is in Alpharetta, just north of Atlanta. Many of our team members are remote across the U.S., and we come together in person for kickoffs, offsites, and learning weeks.

Office hours
Mon–Fri, 8:30 AM – 5:30 PM ET
Parking
Free, on-site
Pet-friendly
Yes — meet the office dogs
Your benefits

Built for you and your family

Comprehensive benefits designed to support your health, family, and long-term financial security.

Family-friendly leave

We support our colleagues through every life moment — from welcoming a new child to caring for an aging parent.

16 wks

Paid parental leave (primary)

6 wks

Paid parental leave (secondary)

Plus flexible caregiver leave to be there for the people who matter most.

Health & wellbeing

Comprehensive coverage for you and your dependents.

Medical, dental, vision
Mental health support (EAP)
HSA / FSA options

Pay & retirement

Competitive compensation reviewed against the financial-services market — plus a 401(k) with company match to help you build long-term wealth.

  • Competitive base salary
  • Annual performance bonus
  • 401(k) with company match
  • Life and disability insurance
  • Free access to CeriFi education

Time & culture perks

What makes working here extra meaningful:

Flexible PTO

Take what you need to recharge

Volunteer day

1 paid day per year for community service

Learning stipend

Annual budget for books, courses, and conferences

Hybrid working

Remote-first with in-person moments that matter

Benefits enrollment

Your People Operations partner will guide you through enrollment during your first week.

people@cerifi.com
Learning & development

Learning never stops

We're an education company — and that starts with the people who work here. Your growth is part of the work.

ONBOARDINGYour first weeks

Your first 30 days of learning

Your onboarding journey is a structured introduction to CeriFi's mission, brands, and the practical tools you'll use every day.

What you'll explore:

The CeriFi mission, values, and brand portfolio
How financial-services education works (and why it matters)
Security & compliance essentials for our industry
Diversity, equity, and inclusion at CeriFi
Customer-first principles for every role
Launch learning portal

The CeriFi Learning Stipend

What you get

Annual budget for books, courses, conferences, and certifications — including free access to every CeriFi product.

Who it's for

Every full-time CeriFi colleague, from day one. Your manager will help you build a growth plan in your first 90 days.

Pro tip: Spend a few hours of your first month inside one of our learner experiences. Nothing builds product intuition faster.

The new-hire toolkit

Everything you need, in one place

Quick access to the documents, tools, and contacts that will help you hit the ground running.

Health benefits guide

Medical, dental, vision, HSA, and FSA enrollment details.

Open

Parental leave policy

16 weeks primary, 6 weeks secondary caregiver leave on full pay.

Open

401(k) plan

Retirement plan with company match and vesting schedule.

Open

Compensation overview

How CeriFi structures pay bands and annual reviews.

Open

Time-off policy

Flexible PTO, holidays, and volunteer days.

Open

CeriFi values & mission

The principles that guide every decision we make.

Open

Annual all-hands

When and where we come together as one CeriFi.

Open

ERG groups

Employee Resource Groups for connection and belonging.

Open

Diversity & inclusion

Our commitment to a workplace where everyone belongs.

Open

Wellbeing resources

Mental health support and EAP services.

Open

Learning portal

Access onboarding modules and ongoing learning.

Open

CeriFi product library

Free access to every product in our portfolio.

Open

Learning stipend

Annual budget for books, courses, and conferences.

Open

IT setup guide

Get your laptop, accounts, and tools configured on day one.

Open

IT support

Email itsupport@cerifi.com for technical issues.

Open

Software access

Request access to internal systems and applications.

Open

Security policies

How we protect learner data and company information.

Open

Code of conduct

Our standards for ethical business conduct.

Open

Hybrid working policy

How and when we work from the office.

Open

People Operations

Your go-to team for any people questions.

Open
CeriFi

Welcome aboard.

Got questions? Your People Operations team is here to help you succeed — from your first day forward.

people@cerifi.com Visit People Ops on Slack

People Operations

people@cerifi.com

IT Support

itsupport@cerifi.com

Visit CeriFi

cerifi.com

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