Invest In Your Future

Financial Education For Every Stage Of Your Career

Simplicity Investments has partnered with CeriFi, a diversified education, training, and certification provider serving professionals across the financial services market.

We are a recognized industry leader in financial services education and designations, and look forward to providing you with access to the most comprehensive study materials available so that you are fully prepared for exam success.

CeriFi is the leading financial education provider for top licenses and designations including SIE, CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA®) and many more.

boy using a laptop in a classroom

Securities Courses

Use SISAVE15 for 15% discount

Securities IAR CE

Use SISAVE15 for 15% discount

Insurance Prelicensing Courses

Use SISAVE15 for 15% discount

Insurance CE

Use SISAVE15 for 15% discount

CFP

Use SISAVE15 for 15% discount

Securities

Pass Plus Pro

If you thrive as an independent learner, this self-study package has the essentials you need.

Comprehensive Study Guide

Comprehensive study guide for you to help organize your learning goals.

Online

Interactive Dashboard

A user-friendly dashboard provides high level performance data that puts you in control so you know exactly where you are, what’s coming next, and where you need to focus.

Dynamic Study Calendar

The study plan makes for a smooth learning experience from start to finish. Providing a structured daily schedule of study recommendations, it organizes your tasks - reading, quizzes and tests across the calendar based on your beginning and end dates.

Chapter Intro Videos

An overview of every chapter in the program to supplement your learning and prepare you for main concepts and topics.

Check Your Understanding

Practice questions after each section to show whether you grasp the material or not, and recommend next steps..

Chapter, Mastery, and Comprehensive Final Exams

Knowledge tests at the end of each milestone, and (unlike many competitors) you can take them an unlimited number of times.
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Pass Plus

If you thrive as an independent learner, this self-study package has the essentials you need.

Pass Plus Pro

Want to supplement your studies? Get a few helpful extras, like on-demand instructional videos.
Pass Promise

Our best value: A guaranteed pass, plus an instructor-led live virtual class for your review.

Comprehensive Study Guide

Comprehensive study guide for you to help organize your learning goals.

Online

Online + Ebook

Online + Ebook

Interactive Dashboard

A user-friendly dashboard provides high level performance data that puts you in control so you know exactly where you are, what’s coming next, and
where you need to focus.

Dynamic Study Calendar

The study plan makes for a smooth learning experience from start to finish. Providing a structured daily schedule of study recommendations, it organizes your tasks - reading, quizzes and tests across the calendar based on your beginning and end dates.

Audio Tutorials

An easy and quick way to review or supplement your learning on critical topics.

Glossary

A fast way to find any words or concepts in your reading and audio clips that you'd like to define or review.

Chapter Intro Videos

An overview of every chapter in the program to supplement your learning and prepare you for main concepts and topics.

Check Your Understanding

Practice questions after each section to show whether you grasp the material or not, and recommend next steps.

Chapter, Mastery, and Final
Comprehensive Exams

Knowledge tests at the end of each milestone, and (unlike many competitors) you can take them an unlimited number of times.

Instructor Support

An easy way to get your questions answered or get explanations beyond your reading and online training.

On-Demand Virtual Review

Instructor-led video review, recapping the program's topics and concepts — all available whenever you are.

Live Virtual Review

Live online classes led by industry experts, in an interactive setting that covers everything you'll need to pass.

$199.00

$289.00

$359.00

Prep Package

Series 4 Study Guide
+ Test Bank

$319.00

Single Options

Series 4 Study Guide

$225.00

Test Bank

$160.00

Prep Packages

Series 9 Study Guide + Test Bank


Best for new, independent learners to reinforce knowledge with a question bank.

$225.00

Series 9 Study Guide + Live Virtual Review


Best value for most learners — with all of the materials, practice, and expert support you'd need.

$325.00

Series 9 Study Guide
+ Test Bank
+ Live Virtual Review

Best value for most learners — with all of the materials, practice, and expert support you'd need.

$375.00

Single Options

Series 9 Study Guide

Best if you thrive as an independent, visual learner and only require a Series 9 study guide for final review.

$175.00

Test Bank and Finals

Practice quizzes with feedback and exam questions for deeper comprehension.

$170.00

Flexible study options that fit your schedule and learning style.

Self-study packages let you choose how you want to prepare with online courses including comprehensive study materials and videos.

Feel confident in your test readiness with true understanding.

Our expertise helps us not only teach “the what” behind complex concepts, but also reinforce learning with stories of “the why.”

Pass the first time with preparation that challenges you.

The depth and quality of our question pools means no filler or repeat questions that give you a false sense of preparedness. You will know you’re test-ready.

Have questions for the CeriFi team?

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