CeriFi

CeriFi is an education and training provider that specializes in the financial services sector, offering a range of certification programs for professionals and firms. The company has expanded its capabilities through the acquisition of six complementary organizations, including the Association of Certified Financial Crime Specialists, Dalton Education, Keir Financial Education, Money Education, and Pass Perfect. CeriFi's offerings are designed to empower individuals in their careers and support their exam preparation needs, effectively addressing the educational demands within the financial services industry.

Christian Gartner

CFO

10 past transactions

Checkpoint Learning

Acquisition in 2022
Checkpoint Learning is a provider of continuing professional education solutions for tax and accounting professionals, offering a diverse catalog of courses as well as tools and an online learning platform to help individuals and firms manage professional development.

West LegalEdcenter

Acquisition in 2022
West LegalEdcenter offers continuing legal education solutions and services to thousands of legal professionals, maintaining an extensive library of on-demand educational content and knowledge that spans the legal world and managing legal education compliance.

Solomon Exam Prep

Acquisition in 2022
Solomon Exam Prep specializes in providing comprehensive study materials aimed at helping financial professionals succeed in their securities licensing exams. Their offerings include exam study guides, online exam simulators, audiobooks, video lectures, and workbooks. Additionally, the company features an interactive training application that combines these resources with online tutoring from experienced educators and practitioners. This diverse set of tools is designed to support candidates in effectively preparing for their exams, enhancing their chances of passing on the first attempt.

MarkMeldrum.com

Acquisition in 2022
MarkMeldrum.com, founded in 2017 and based in Saint Catharines, Canada, specializes in providing e-learning services for candidates preparing for the Chartered Financial Analyst® exam. The company offers a comprehensive suite of resources designed to support students and professionals globally in their exam preparation. These resources include lecture videos, question banks, study planners, and mock exams, all aimed at enhancing students' understanding and performance. Additionally, MarkMeldrum.com provides performance statistics to help candidates set goals and track their progress, ensuring they are well-equipped to succeed in all levels of the CFA curriculum and thrive in the financial services industry.

Spidell Publishing

Acquisition in 2022
Spidell Publishing specializes in providing education and research solutions tailored for tax professionals. The company offers a range of services, including online and print tax research newsletters, books, and continuing education courses available in seminar, webinar, and self-study formats. By delivering relevant and timely information on federal and state tax law, Spidell Publishing assists professionals in meeting licensing requirements and enhancing their service quality. The emphasis on comprehensive educational resources allows clients to work efficiently and maintain profitability in a constantly evolving regulatory landscape.

Fast Forward Academy

Acquisition in 2021
Fast Forward Academy is an educational institution focused on supporting tax and accounting professionals. The organization specializes in preparing candidates for Enrolled Agent and Certified Public Accountant exams through a range of educational offerings, including preparation courses, exam reviews, and an annual filing season program. Additionally, Fast Forward Academy provides continuing professional education and support services that connect students with instructors for assistance on challenging topics. This comprehensive approach aims to help candidates successfully pass their exams and fulfill federal and state continuing education requirements.

CPMI Professional Development

Acquisition in 2021
CPMI Professional Development has been assisting candidates in preparing for state Property and Casualty License and Life and Health Insurance License exams since 1998. The organization collaborates with various national insurance companies, colleges, and universities to provide insurance pre-licensing and continuing education courses. CPMI offers a range of flexible study options, allowing candidates to access comprehensive online courses that include e-learning textbooks, videos, and test simulation programs. This approach equips individuals with the necessary knowledge and skills to successfully pass their licensing exams.

Bionic Turtle

Acquisition in 2021
Bionic Turtle is a provider of Financial Risk Management ("FRM") certification exam prep courses and study materials. Bionic Turtle has helped candidates prepare to take and pass the Financial Risk Management certification exam. The Company is a GARP-approved FRM prep provider offering affordable resources to students across the globe. Bionic Turtle's instructional materials include structured study planners, question sets, notes, videos, interactive quizzes, learning spreadsheets, and an active online community forum.

Pass Perfect

Acquisition in 2018
Pass Perfect, LLC is a provider of training solutions for Financial Industry Regulatory Authority (FINRA) licensing exams, serving the financial services industry since its founding in 1988. Based in Greenwich, Connecticut, the company has trained over 1 million securities professionals with its proprietary exam preparation resources. Pass Perfect offers a comprehensive range of services, including live virtual classes, printed materials, practice exams, and interactive learning tools, all designed to facilitate successful exam outcomes for its clients. As of August 2018, Pass Perfect operates as a subsidiary of CeriFi, LLC.

Keir Financial Education

Acquisition in 2018
Keir Financial Education is a longstanding provider of training solutions established in 1968, dedicated to assisting financial services professionals in passing certification exams. The company specializes in producing textbooks and review courses that prepare individuals for various national examinations, including the Certified Financial Planner and Financial Industry Regulatory Authority assessments, as well as several property and casualty exams. By offering a combination of expert support and a diverse array of educational materials, both online and in print, Keir Financial Education effectively equips students with the necessary tools to enhance their knowledge and increase their chances of success in the financial services industry.
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