Corporate Partnerships

Offer your employees the highest quality financial education.

We’ve pushed the boundaries with an innovative learning experience designed to support corporate leaders for their employee’s continued learning. With key insights gained from the research-driven field of learning science, we’ve created an optimized program that supports a spectrum of adult learners.

Woman leading meeting

What We Offer

Managed Program

Let us run your cohorts. We manage the entire program, from identifying learners off-pace or at risk to providing support sessions and 1-1’s with instructors.

Corporate Discounts

Every penny counts, and by partnering with CeriFi across our brands, we can provide the best pricing for your company and your employees.

Fastrack Success

Beyond attracting new talent, it’s important to invest and develop your teams to retain them for years to come. Pass Perfect tailors licensing and higher education programs for some of the largest financial firms and banks in the world. Your firm can count on training that delivers results, in a flexible highly efficient partnership, ultimately delivering the highest ROI in the industry.

Improve Speed to License

Our streamlined path to licensure aligns our process with your organizational needs. This collaborative approach ensures we deliver high-quality solutions, reducing time to licensure.

Increase First-Time Pass Rates

Our assessments and resources emulate the real exam, ensuring you are fully prepared to pass the first time.

Show Licensing Program ROI

We deliver solutions that not only meet but exceed your expectations, ensuring a substantial return on investment and driving long-term success for your organization.

Two men talking in an office

45+

Years

Successfully preparing the largest firms in America.

We’ve helped prepare teams of numerous firms across America to earn securities licenses. We are experts in FINRA licensing. We have the industry’s best pass rates. We provide exceptional customer support, and a series of training and implementation options.

Custom Pilot Program

Customized Courses & Programs

We develop around your organizational needs, ensuring our solutions are precisely tailored to address your specific challenges and goals. We respect your timelines, delivering quality results on schedule. By partnering closely with your team and integrating your invaluable expertise, we create innovative and practical solutions. Our aim is to deliver something truly transformative, driving significant positive results and supporting your long-term success.

Two women in an office setting talking with coffee

Corporate Partnerships

Admin Reporting

Best in class reporting for your training leads and beyond. Stay informed about your new hires and their learning habits and proficiency.

First-Class Support

Our support is impeccable across our teams. We’re here for your team to create the best experience for your learners.

Billing Flexibility

Our client engagement team will work with you to find your best option, whether it’s Ariba, purchase orders, credit card, or direct bill.

Case Study

Client: A Top 5 Bank

By partnering with Pass Perfect and using the learning-science-based program with our top-tier instructor support, this customer saw dramatic improvements in the first-time pass rates for their SIE new hire program. 

22% increase

In first-time pass rates after partnering with Pass Perfect.

The Problem

New hires with no financial industry experience struggled with complex content.

The Solution

Instructor-led training combined with digestible content = success!

Three men at a standing desk working on a laptop.

Financial Literacy

Money Mastery Course

The Money Mastery Course from Pass Perfect offers a valuable addition to any HR benefits program by promoting financial literacy and well-being among employees. Through engaging and practical lessons the course helps individuals make smarter money decisions, and reduce financial stress. For L&D leaders, it’s an impactful way to support employee development, improve retention, and demonstrate a commitment to holistic well-being.

dashboard right

Providing the highest ROI in the industry

4/5

Top banks utilize and trust the support from Pass Perfect’s licensing program.

22%+

Increase in pass rates. Save time and money by getting your hires through the program the first time.

Everything You Need to Succeed

Unlike any other typical LMS, our system innovatively supports learners, instructors, and admins with an intuitive user interface, providing quick access to vital information for informed decisions and ensuring professionals pass securities exams the first time. We create a transformative experience with flexibility in learning styles enhanced with abundant study materials and resources.

Designed for Learners

The Pass Perfect LMS is carefully designed to guide the success of each learner and deliver an optimal experience for every learning style. We empower the learner to control the overall learning experience with more meaningful and targeted practice. The result — they will be well prepared for the exam.

Performance Data for Admins

We’ll provide an easily navigable dashboard and reporting system for performance and progress tracking, and a platform that delivers greater customization, security, and accessibility. Seeing progress and trends provides the necessary information to make smarter data-driven decisions.

Study Program in Progress

Read & Watch for Comprehension

Our content is available in text and video formats. Learners can choose one or both in their learning journey.

Assess

Frequent, small assessments accumulate to mastery and final exams, which solidify concepts.

Highlights & Reinforcement

Spaced repetition, text supported by reinforcement videos, and proficiency reporting keep your learners focused on mastering the content.

Assessments

  • Check for Understanding with Topic Practice Questions
  • End of Chapter CheckPoint Test
  • Mastery Exam
  • Multiple Final Exams

Limitless Innovation

Advanced learning with AI

We’re dedicated to providing the most effective and efficient learning experience for today’s professionals. By integrating cutting-edge AI-powered features, we’re redefining how learners interact with our content — making study more intuitive, personalized, and results-driven.

Chat dashboard

Retention Over Memorization

Our Testing Methods Increase Retention

Our courses reinforce retention over memorization with in-depth content and practice questions that mimic the actual test — so there are no surprises come exam day.

More Questions

300% more exam questions than our competitors.

Better Content

100% more assessment opportunities in reimagined content.

Less Study Time

20% less study time on average for learners.

Woman working on a laptop

Interested in Partnering with Pass Perfect?