Checkpoint Learning

What Checkpoint Learning does

Checkpoint Learning, commercially branded as CeriFi CPEdge, provides continuing professional education (CPE) to licensed Certified Public Accountants required to complete annual credit hours for license maintenance. The platform is one business unit within CeriFi, a multi-brand professional education company headquartered at 3625 Brookside Pkwy., Suite 450, Alpharetta, GA, alongside affiliated brands covering advanced designations (Bionic Turtle, Mark Meldrum), financial planning (Dalton Education, Money Education), licensing exams (Pass Perfect), financial crimes (ACFCS), tax and accounting (Spidell, Fast Forward Academy, CeriFi CPEdge), and legal (CeriFi LegalEdge).

The core product is an online learning management system that distributes content across multiple formats: on-demand webinars, self-study courses, live and virtual seminars, conferences, and short-format nano courses. A Firm LMS and Custom Course Development offering target accounting firm enterprise accounts. The content catalog is organized by topic (Accounting & Auditing, Taxation, Ethics, Management, Professional Development, Specialized Knowledge, Technology, Yellowbook) and includes designated certificate programs such as Cryptocurrency. A sales operation is reachable at 877-938-1992 for individual professional package quotes and group/firm subscriptions.

The business model is subscription-based recurring revenue, with Professional Packages sold to individuals, Group CPE Subscriptions sold to firms, and the CPE Network access tier. Pricing is quote-based and not publicly disclosed. Marketing is executed through the website (trending/new/upcoming course sections), email newsletter, and event-driven webinar and conference promotion. Distribution is primarily U.S.-focused and delivered direct-to-consumer online, with a direct sales channel layered for enterprise firm accounts.

Name

Checkpoint Learning

Legal name

CeriFi

Website

https://checkpointlearning.thomsonreuters.com

Company type

Private

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Checkpoint Learning (CeriFi CPEdge) is an online continuing professional education platform serving licensed U.S. CPAs with accredited multi-format courses — on-demand webinars, self-study, seminars, conferences, and nano courses — sold via individual and firm-level annual subscriptions.

Ownership category

akta.pro rank

Product category

Continuing Professional Education

NAICS

Professional and Management Development Training (611430), Educational Support Services (61171)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)

akta.pro secondary industries

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Legal & Compliance (CLE, Paralegal CE) (EDAAALAB)

Keywords

• Continuing professional education
• CPA CPE courses
• Professional education subscriptions
• Online learning platform
• Firm learning management

Headquarters

HQ city

Ann Arbor

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. CPE Subscriptions: The company generates revenue through subscription packages for CPE credits. Options include Professional Packages for individuals and Group CPE Subscriptions for firms. Customers purchase access to continuing professional education courses for CPAs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Checkpoint Learning (operating as CeriFi CPEdge) provides accredited continuing professional education (CPE) to CPAs through an online learning platform. The offering bundles multiple course delivery formats—on-demand webinars, self-study courses, live seminars, conferences, nano courses, and certificate programs—into subscription packages sold to individual CPAs and to accounting firms for their staff.

Product overview

CeriFi CPEdge is a unified online learning platform offering continuing professional education (CPE) for CPAs. The platform operates as a multi-format learning hub combining a web-based course delivery system with various subscription tiers. Core products include On-Demand Webinars, Self-Study CPE Courses, Live Seminars, and Conferences, while Certificate Programs (such as CryptoCurrency) provide specialized designations. Nano Courses offer micro-learning options. Subscription services include Professional CPE Packages, Group CPE Subscriptions, and CPE Network access. The Firm Learning Management System (LMS) enables firms to manage team learning, and Custom Course Development provides tailored content creation services. The platform organizes content across topic areas including Accounting & Auditing, Taxation, Ethics, Management, Professional Development, Specialized Knowledge, Technology, and Yellowbook.

Differentiator

Problem solved

Functional benefit

Brands

• CeriFi CPEdge: Online resource for CPA CPE including webinars, on-demand courses, self-study, seminars, and conferences.

Products and services

• CeriFi CPEdge Platform Online learning platform that delivers accredited continuing professional education (CPE) to CPAs across formats including live webinars, on-demand webinars, self-study courses, live seminars, and conferences.
• Professional CPE Packages Subscription packages for individual CPAs that provide access to the firm's CPE course catalog and associated credit tracking.
• Group CPE Subscription Team-based CPE subscription allowing accounting firms to deliver continuing professional education to multiple employees through a single firm-level purchase.
• CPE Network Subscription-based access to the firm's CPE course catalog for network-affiliated members seeking continuing professional education.
• Certificate Programs Specialized certification-focused CPE programs offering credentials in targeted professional areas such as cryptocurrency for accounting professionals.
• Custom Course Development Bespoke course creation service for accounting firms requiring firm-specific continuing professional education content tailored to their internal training needs.

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered minor.

• Bionic TurtleminorOthersAffiliated brand under CeriFi network offering advanced designations education. Bionic Turtle provides financial exam preparation courses.
• Mark MeldrumminorOthersAffiliated brand under CeriFi network providing financial planning education and exam preparation materials.
• Dalton EducationminorOthersAffiliated brand under CeriFi network offering financial planning education programs.
• Money EducationminorOthersAffiliated brand under CeriFi network providing financial education and exam prep courses.
• Pass PerfectminorOthersAffiliated brand under CeriFi network offering licensing exam preparation for financial professionals.
• ACFCSminorOthersAffiliated brand (Association of Certified Financial Crime Specialists) under CeriFi network providing financial crimes education.
• SpidellminorOthersAffiliated brand under CeriFi network specializing in tax and accounting education.
• Fast Forward AcademyminorOthersAffiliated brand under CeriFi network providing tax and accounting continuing education.
• CeriFi LegalEdgeminorOthersAffiliated brand under CeriFi network offering legal professional education.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• CCH CPE / Wolters Kluwer: Wolters Kluwer's tax & accounting arm offers CPE, tax research, and compliance content to accounting firms, overlapping with CPEdge's professional and group subscription offerings as part of a broader tax & accounting portfolio.
• Kaplan Financial Education: Kaplan's professional education arm offers CPE and licensing exam prep across accounting and finance, sitting in the same professional CE category as CPEdge with broader consumer reach.
• AICPA / CPA.com: The American Institute of CPAs offers its own CPE catalog (and runs CPA.com) to licensed members, representing both a partner channel and a formidable incumbent competitor for CPA CPE subscriptions.

Direct peers

• Surgent CPE: One of the largest dedicated CPA CPE providers, offering self-study, on-demand, and live CPE subscriptions — directly comparable to CeriFi CPEdge's Professional Packages and Group Subscriptions.
• Lorman Education Services: Long-standing CPE provider for accountants and other professionals, offering on-demand, webinar, and self-study formats — directly comparable to CPEdge's multi-format course catalog.
• McKissock Learning: Provides continuing education across accounting, appraisal, and related professions via online and self-study courses, with an enterprise / firm sales motion that mirrors CPEdge's group subscriptions.
• CPE Link (Surgent): Provides group CPE subscriptions and live webinar programming for accounting firms, directly competing with CPEdge's Group CPE Subscription and Firm LMS offerings.
• Wiley CPA Review / Wiley Efficient Learning: Wiley's CPA review and CPE division offers subscription-based and self-study CPE for accounting professionals, competing head-to-head with CPEdge for individual and firm CPE dollars.
• Becker Professional Education (Adtalem): Provides CPA review and continuing education content to individuals and firms, with a comparable subscription and enterprise learning model aimed at the same CPA audience as CPEdge.

Emerging players

• 150hours.com: Smaller, focused online CPE provider for CPAs and tax professionals offering self-study and on-demand credits — a niche competitor overlapping with CPEdge's self-study and nano-course formats.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/TRTaxAcctFirms
• Facebookfacebook.com/TRTAFirmsUSA

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Checkpoint Learning