Pass Perfect

Investment ManagementGeorgia, United States2-10 Employees

Pass Perfect develops targeted training programs to help individuals prepare for securities licensing exams, including the Series 7, which are overseen by FINRA and NASAA. The products are designed to improve exam readiness for financial services professionals, supporting a pathway into regulated roles. Over the last four decades, the company has trained more than a million candidates for these exams. Positioned in the investment management sector, its offerings focus on professional certification and regulatory exam preparation. Based in Alpharetta, Georgia, Pass Perfect operates with a small team within the financial services training space. In 2018, the firm was acquired by CeriFi, LLC, a portfolio company of Leeds Equity Partners, signaling a shift in ownership while continuing its focus on securities-licensing education.

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