CeriFi

2023 was a great year at CeriFi: we won accolades for our products, launched powerful new initiatives, and helped nearly 200,000 financial and legal professionals grow in their careers. In 2024, things are only going to be bigger, better, and more impactful. Don't miss what's coming next. https://bit.ly/3wb97Xr

Institutions must safeguard their resources, reputations, and customers while reducing risk and enhancing compliance. CLEAR from our partners at Thomson Reuters Risk & Fraud Solutions gives you the tools to reduce risk, monitor threats, and easily conduct due diligence to keep your organization safe. Learn more: https://tmsnrt.rs/3N8TbKu

The pace of companies adopting and using promotional tools and vehicles has vastly sped up, including sweepstakes, skill contests, and social and digital marketing. Social media laws applying to posting and tweeting, the growing labyrinth of federal and state privacy restrictions, and Dark Patterns cases raised by the FTC are all challenging and changing the advertising, privacy, and intellectual property ecosystems while raising quite complex questions for lawyers practicing in several different areas. In this 2.5-CLE-credit course, experts in these fields address and clarify the key issues today for marketing, advertising, and privacy practitioners. Get more details and register at: https://bit.ly/3UiLMN8

There's no better time to upgrade your career. Until October 14, you can save 15% on ALL Fast Forward Academy products from our industry-leading EA exam prep packages and 2024 AFTR Course to our AFSP bundles and tax CE courses. Shop now: https://bit.ly/46INJXF

Are you headed to the SILA.org Education Conference in San Diego later this month? If so, Pass Perfect wants to connect with you! Visit us at booth #32 to meet the team and learn how our insurance licensing, securities exam prep, and continuing education products can take your team to the next level. (Pro tip: we'll have plenty of goodies, discounts, and a chance at prizes for those who stop by! Come see why we’re the No. 1 choice of training managers nationwide.)

Mark Meldrum already set the bar for excellence in helping students unlock CFA® success. Now, our new Instructor-Led Online CFA® Level 1 study package offers even more interaction and personalized guidance with access to six one-hour sessions with our mentors and a team of CFA® Charterholders who have successfully used our materials to pass the exam. This direct access to experienced mentors provides personalized support tailored to your unique needs and learning style. Learn more: https://bit.ly/3ZhPM3c

Set yourself apart as a financial advisor and give back to our men and women in uniform by becoming a Certified Military Financial Advisor (CMFA®). With this first-of-its-kind certificate in military-focused financial planning, you'll empower yourself to provide expert financial guidance to the military community. Learn more: https://bit.ly/4gM0qG3

Are you ready for Gear Up's Royal Flush conference in beautiful Las Vegas? We've lined up a host of incredible speakers to bring you the very best in continuing professional education for CPAs, EAs, and tax professionals and it's all happening at the fabulous Planet Hollywood Resort & Casino. Take a look at the sessions we have planned and then make sure you've registered because seating IS limited. All sessions will be led by these incredible tax and accounting experts: Rick Oelerich Timothy Sundstrom Michael Giangrande Renee Rodda Brian Eisenmenger Richard Parchman Save your spot by registering today: https://bit.ly/3Z5bozQ

You read that right: 6,000 one-on-one conversations with clients as a private practitioner and financial wellness advisor. Cherie Stueve, PhD CFP® AFC® FFC® FBS®, brings an incredible wealth of wealth knowledge to the table as Dalton's new Senior Content Lead. Our students' success starts with our people. We're proud to have you on the team, Cherie!

From your very first job in the financial industry until the day you retire, CeriFi's interlocking suite of professional education solutions gives you the tools you need to grow and excel at every step of your career. Congratulations to Pass Perfect student Carson Hosier on passing the SIE! When you're ready to tackle your next licensing exam, we'll have your back.