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Resources for Financial Professionals

Welcome to the StratiFi University

CE Approved Webinars

Master the topic of Risk management by accessing StratiFi’s Continuing Education portal while earning CIMA® and CFP® credits with our CE-approved Educational Webinars Series.

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Partner Webinars

StratiFi collaborates with other leaders in the FinTech Industry to bring you insightful discussions with experts and integrations with best in class technology companies.

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Whitepapers

Read our whitepapers, including “How to thrive as compliance pressures rise” by Steve Sears and Akhil Lodha.

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E-Book

Learn about the five myths that put portfolios at risk, revealing how you can minimize risk in client portfolios

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Podcasts

The StratiFi Podcast is coming soon!

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StratiFi Learning Center

Access our knowledge library, whitepapers, and thought leadership to help you manage the right investment risks and grow your business.

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Product Updates

Follow our product updates to stay up to date on our latest features and enhancements.

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