Transaction Underscores Shared Mission to Advance Financial Education with Leading Licensing Programs to Empower Financial Planning and Wealth Management Professionals Nationwide
Colibri Group ("Colibri") is a professional education company offering flexible online and in-person learning solutions to millions of individuals and business customers through over 40 leading brands. Recently, they announced the acquisition of Boston Institute of Finance ("BIF"), a renowned provider of comprehensive financial planning and wealth management education.
This strategic move further strengthens Colibri Group's ability to empower financial professionals through brands like Becker Professional Education and Securities Training Corporation with proven licensing programs, practical education solutions, and tailored exam preparation. By combining expertise, the companies are positioned to deliver even greater value to professionals and existing partners navigating the dynamic financial industry.
"Boston Institute of Finance's legacy of excellence in financial education is a perfect complement to Colibri's mission of leading people to achieve more, adapt, and thrive in their careers," said Ed Clark, President of Financial Services at Colibri Group. "Their proven expertise and exceptional programs further strengthen our ability to deliver outstanding support to financial professionals at every stage of their journey."
Founded in 2000 and based in Newton, Massachusetts, Boston Institute of Finance is recognized for its CERTIFIED FINANCIAL PLANNER® Education and CFP® Exam Review programs, which assist candidates seeking certification through flexible online learning tailored for busy professionals. Boston Institute of Finance also provides a proprietary Certified Mutual Fund Specialist (CMFS®) designation to train a broad array of professionals striving to increase their knowledge of the U.S. and international mutual fund industry. BIF's proven approach emphasizes the real-world application of financial knowledge, ensuring its courses are directly relevant to the challenges faced by financial advisors and planners.
"Joining forces with Colibri Group is a tremendous opportunity to both amplify our mission of advancing comprehensive financial planning education and deliver even greater value to our students and partners," said Tim Dineen, CEO of Boston Institute of Finance."This collaboration allows us to expand our reach and impact, leveraging the combined expertise of both organizations to elevate the learning experience for professionals."
"The addition of Boston Institute of Finance's exceptional expertise and renowned programs further strengthens Colibri's financial education portfolio," said Shravan Goli, CEO of Colibri Group. "Together, we are driving innovation to deliver market-leading solutions and empower financial professionals as they advance their careers."
The transaction closed on January 2, 2025.
About Colibri Group
Headquartered in St. Louis, MO, Colibri Group is building the future of professional education across a variety of careers, including real estate, healthcare, financial services, accounting, and other professions. By providing learning solutions for licensing, continuing education, test preparation, and professional development, Colibri offers a holistic learning experience that allows professionals to achieve more, adapt, and thrive through their careers. Having Becker, STC, and now BIF within Colibri Group, these organizations can work together closely to provide career-spanning opportunities for accounting and financial services professionals to help them achieve their goals.
Visit >www.colibrigroup.com for more information.
About Boston Institute of Finance
Boston Institute of Finance is a professional education organization specializing in comprehensive financial planning education. Renowned for its CERTIFIED FINANCIAL PLANNER® Education and Exam Review programs, Boston Institute of Finance assists candidates seeking CFP® certification through flexible online learning tailored for busy professionals. BIF emphasizes practical, real-world applications of financial knowledge, ensuring its courses are directly relevant to the challenges faced by financial advisors and planners. Visit www.bostonifi.comfor more information.
