Strategic Acquisition Of Boston Institute Of Finance

Colibri Group, a professional education company offering flexible online and in-person learning solutions to millions of individuals and business customers through 40+ leading brands, announced the acquisition of Boston Institute of Finance (BIF), a renowned provider of comprehensive financial planning and wealth management education.

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This strategic move further enhances 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. And by combining expertise, the companies are positioned to deliver even greater value to professionals and existing partners navigating the dynamic financial industry. Colibri Group is backed by Gridiron Capital, a leading investment firm that partners with founders, entrepreneurs, and management teams.

The deal closed on January 2, 2025.

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Launched in 2000 and based in Newton, Massachusetts, the Boston Institute of Finance is recognized for its Certified Financial Planner Education and Exam Review programs, which assist candidates seeking CFP certification through flexible online learning tailored for busy professionals. And 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.

KEY QUOTES:

“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. Their proven expertise and exceptional programs further strengthen our ability to deliver outstanding support to financial professionals at every stage of their journey.”

– Ed Clark, President of Financial Services at Colibri Group

“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. This collaboration allows us to expand our reach and impact, leveraging the combined expertise of both organizations to elevate the learning experience for professionals.”

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-Tim Dineen, CEO of Boston Institute of Finance

“The addition of Boston Institute of Finance’s exceptional expertise and renowned programs further strengthens Colibri’s financial education portfolio. Together, we are driving innovation to deliver market-leading solutions and empower financial professionals as they advance their careers.”

– Shravan Goli, CEO of Colibri Group

“Welcoming Boston Institute of Finance to Colibri’s broad range of offerings reflects our commitment to supporting innovative education platforms that enable professionals to excel in their fields. We are excited to back Colibri as it further expands its impact in the financial services sector.”

– Kevin Jackson, Managing Partner at Gridiron Capital