CERTIFIER FOR FINANCIAL SERVICES
Generate audit-ready credentials without manual exports
Issue branded certificates for internal training, professional development programs and company certifications on completion.
200+ financial services companies have issued with Certifier
How Certifier improves training operations for financial services teams
Issue certificate completions in bulk
Pull a roster from a spreadsheet or connected system, map the fields once, and generate every employee's or advisor's credential.
Generate a durable, checkable record
Route every completion into a branded, individually verifiable page that a manager, auditor, or the employee can check without an account.
Set up recertification reminders
Set an expiration date on a credential once and let automatic reminders go out ahead of the renewal window before compliance training expires.
Data sources
Pull your training roster automatically
Pull your training roster from an internal LMS like Moodle or Canvas, a spreadsheet in Google Sheets or Excel, or a CRM record in Salesforce or HubSpot.
Start for free
Issuance control
Issue credentials with or without review
Route completions through a review step before issuance if your compliance program calls for a sign-off or issue immediately for training that doesn't require one.
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Delivery and verification
Keep a branded issuance record
Deliver the finished credential under your company's own branding. Recipients can share a credential to LinkedIn and you get a checkable, exportable record.
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Customize financial services certificate and badge templates
Book a free 45-min
demo with our expert
Manage mandatory training credentials across departments and renewal cycles
Template builder
Design branded templates with dynamic fields for course name, completion date, and business unit.
Mass sending
Social sharing options
One-click verification
Analytics dashboard
Design branded templates with dynamic fields for course name, completion date, and business unit.
Send hundreds of compliance training or professional development credentials in seconds across departments and entities.
Let employees and advisors add their credentials to LinkedIn in one click to showcase professional development.
Give auditors and regulators a tamper-proof, audit-ready record they can check with a QR code or public link, no login required.
See which credentials get opened, downloaded, or shared, and prove recipient engagement across every training program.
Connect digital credentials with the tools you use
Salesforce
Pull data from your CRM record
HubSpot
Sync course and training-module completions
Google Sheets
Bulk-issue credentials from a spreadsheet
Microsoft Excel
Pull trainee data from spreadsheets
Google Forms
Turn compliance attestation into certificates
Microsoft Forms
Get an attestation-to-issuance workflow
Zoom
Turn a webinar attendance list into a credential batch
Moodle
Attach a verifiable, branded credential to completions
Canvas
Get same LMS-linked issuance workflow
Pricing plans
From a single department's annual training run to bulk issuance across business units, choose the plan that matches how you issue.
See pricing plans
Most popularFeatures tailored to financial-services training and compliance teams
Prove training when regulators ask for credential verification
Credential repository
Filter training records by employee, program, or upcoming deadline from one place.
Draft credentials
Generate an entire roster's credentials as a reviewable batch first then spot-check data before delivery.
Credential verification
Let an internal auditor or a regulator pull up any employee's record and confirm it without an account.
Pathways
Link a new employee's onboarding steps together, so the final credential issues once all steps are done.
Customizable design
Issue branded credentials across multiple subsidiaries and departments without building from scratch.
Digital wallet
Give every advisor or employee one place to see every credential your company has issued them.
Join 2,000+ companies and organizations that trusted our digital certificate platform
Reliable and efficient credentialing
Program did what we wanted and more at the standard level.
Bruce Brumberg
myStockOptions.com
Create badges in minutes
Certifier has been reliable, ensuring that we can manage our certification processes efficiently.
Fatima A. P. Marchena
Wizeline
Saves tons of manual work
Certifier is the only thing you need when issuing professional-looking certificates.
Jong Hyun Park
Dynatrace
Reliable and efficient credentialing
Program did what we wanted and more at the standard level.
Bruce Brumberg
myStockOptions.com
Create badges in minutes
Certifier has been reliable, ensuring that we can manage our certification processes efficiently.
Fatima A. P. Marchena
Wizeline
Saves tons of manual work
Certifier is the only thing you need when issuing professional-looking certificates.
Jong Hyun Park
Dynatrace
TALK TO SALES
Book a 45-minute call with Certifier's experts
TALK TO SALES
Book a 45-minute call with Certifier's experts
Walk through your current issuing process and data sources
See your branded verification page, delivery email, and sample credential live
Confirm the best plan and pricing for your issuance volume
Get clear answers on features, integrations, limits, and next steps
Get in touch with our Sales Team:
Email us: sales@certifier.io
“Certifier automated 35,000 certificates, saved us hours, and made LinkedIn sharing easy for recipients.”
Brieanna Guerra
Education Coordinator at Carousel Child Advocacy Center’s
