Search Results for: continuing education

Cerifi, A Portfolio Company Of Leeds Equity Partners, Further Expands Into Tax Continuing Education With Acquisition Of Spidell Publishing
Finance News

Cerifi, A Portfolio Company Of Leeds Equity Partners, Further Expands Into Tax Continuing Education With Acquisition Of Spidell Publishing

Fintech News Desk
by Fintech News Desk0
CeriFi, a Leeds Equity Partners portfolio company, announced the acquisition of Spidell Publishing, Inc. (“Spidell” or the “Company”), a leading provider of tax continuing education seminars, webinars and subscription-based tax publications.  Founded in 1974, Spidell helps tax professionals meet continuing education requirements and stay informed on developments in federal and......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Fintech InsurTech News

Summer of Accelerate to Deliver Continuing Education, InsurTech Insights to Independent Agency Community

Fintech News Desk
by Fintech News Desk0
Vertafore and NetVU announce a summer of free virtual programming Vertafore and the Network of Vertafore Users (NetVU) announced the Summer of Accelerate, powered by NetVU. In place of NetVU’s annual in-person Accelerate conference, this collaborative effort will offer a full season of virtual professional development and connection free to......
Fearless Investing Summit Returns, Focuses on AUM Growth Education
Fintech Investment Services News

Fearless Investing Summit Returns, Focuses on AUM Growth Education

Business Wire
by Business Wire0
Top wealth management conference to share best-practices for marketing, client acquisition and client satisfaction Riskalyze, the industry-leading growth platform for wealth management firms, announced the return of its annual Fearless Investing Summit. Taking place at the JW Marriott Turnberry in Miami, FL from October 2-4, this year’s event will provide......
Semrush Acquires Leading Marketing Education Company Traffic Think Tank to Bolster Semrush Academy Offering
Fintech News

Semrush Acquires Leading Marketing Education Company Traffic Think Tank to Bolster Semrush Academy Offering

Business Wire
by Business Wire0
Semrush, a leading online visibility management SaaS platform, announces the acquisition of Traffic Think Tank (TTT), a leading marketing education company and community featuring premium content by and for world-class marketing and growth leaders. Latest Fintech Insights : Finastra And Integro Technologies To Offer Comprehensive Digitalization And Exposure Risk Offering......
CeriFi Completes Transformational Acquisitions of Checkpoint Learning and West LegalEdcenter Creating the Largest Professional Education Platform Uniquely Serving Learners
Finance News

CeriFi Completes Transformational Acquisitions of Checkpoint Learning and West LegalEdcenter Creating the Largest Professional Education Platform

Fintech News Desk
by Fintech News Desk0
Transaction represents the 13th and 14th acquisitions for the Leeds Equity Partners backed portfolio company CeriFi announced the acquisitions of Checkpoint Learning and West LegalEdcenter from Thomson Reuters Corporation, significantly expanding its professional licensing and continuing education offerings across the accounting, tax and legal sectors. With these two acquisitions, CeriFi now partners......
B2B Investments News

PX Acquires Education Marketing Firm Edufficient

Fintech News Desk
by Fintech News Desk0
PX’s platform helps some of the country’s biggest providers of consumer products in the financial services, insurance, and home services industries. The acquisition of Edufficient allows PX to expand into the education market—specifically focusing on colleges, universities, boot camps, and short-term programs—and scale up its customer success team with Edufficient’s talented digital......
As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings
Digital Asset Management News

As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings

Fintech News Desk
by Fintech News Desk0
Strategic Alliance with DACFP Provides Fidelity Institutional Clients with Preferred Rate on Certificate in Blockchain and Digital Assets Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, announced the company’s latest efforts to educate advisors on digital assets, including......
Crypto Education Platforms Interaxis And CPE World Announce Merger
Cryptocurrency News

Crypto Education Platforms Interaxis And CPE World Announce Merger

Fintech News Desk
by Fintech News Desk0
Merging under the Interaxis brand, the deal forms the premiere digital asset education and certification platform for financial planning and accounting professionals PlannerDAO co-founders Adam Blumberg, CFP and Steve Larsen, CPA, CFP announce the merger of their respective cryptocurrency and digital asset education companies, Interaxis and CPE World, forming the nation’s most comprehensive crypto education......
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
Investment Services Investments News

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

Fintech News Desk
by Fintech News Desk0
UBS , Envestnet , and iCapital announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available from managers across geographies and strategies. Users of Envestnet’s Alternatives Exchange will now also have access to the AltsEdge™ Certificate Program, the award-winning2 educational......
Cambridge Savings Bank Empowers Development of Local Small Businesses Through Financial Education Courses
Business Finance News

Cambridge Savings Bank Empowers Development of Local Small Businesses Through Financial Education Courses

Fintech News Desk
by Fintech News Desk0
Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and more than $5 billion in assets, announced the launch of its Small Business Financial Education Program. Led by CSB’s Financial Education Manager, Philip Mustone, the program will provide small businesses with information on best practices related to marketing, cash......
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