Colibri Group Expands Horizons with Strategic Boston Institute of Finance Acquisition

Colibri Group Strengthens Its Position by Acquiring Boston Institute of Finance

In a significant move aimed at expanding its educational portfolio, Colibri Group has announced the acquisition of Boston Institute of Finance (BIF), a leading organization renowned for its expertise in financial planning and wealth management education. As one of the foremost providers of professional education, Colibri is excited to integrate BIF’s rich legacy of educational excellence into its extensive array of offerings.

The Vision Behind the Acquisition

According to Ed Clark, President of Financial Services at Colibri Group, this acquisition is a strategic alignment with their mission to equip individuals and professionals for success in their careers. In a rapidly evolving financial sector, the combined expertise of Colibri and BIF aims to deliver enhanced educational solutions that empower financial planners, advisors, and wealth management professionals. Clark emphasizes that BIF’s expertise will complement Colibri's extensive experience in providing comprehensive licensing programs.

Founded in 2000 and headquartered in Newton, Massachusetts, BIF is recognized for its CERTIFIED FINANCIAL PLANNER® Education and Exam Review programs. These programs are tailored to accommodate busy professionals who seek CFP® certification through flexible, online learning platforms. BIF also offers a proprietary designation, the Certified Mutual Fund Specialist (CMFS®), which aims to deepen professionals’ insights into the U.S. and international mutual fund industry. The real-world applicability of BIF’s courses ensures they meet the actual demands and challenges financial advisors encounter daily.

A Unified Commitment to Financial Education

BIF’s CEO, Tim Dineen, expressed optimism about this partnership, stating that joining forces with Colibri Group will amplify their commitment to advancing financial planning education. Dineen believes that collaboration will allow both entities to synergize their strengths, expanding their reach and creating a more meaningful impact in the educational sphere. Their combined efforts will focus on delivering more valuable learning experiences that address the needs of professionals navigating the complexities of the financial landscape.

Shravan Goli, CEO of Colibri Group, highlighted that integrating BIF into their portfolio will enhance the educational resources available to current and future financial professionals. He noted that innovation and forward-thinking solutions have always been at the heart of Colibri's approach, and this acquisition is a testament to their commitment to leading in the financial education sector.

Investment firm Gridiron Capital, which supports Colibri Group, also shared its enthusiasm regarding this acquisition. Kevin Jackson, Managing Partner at Gridiron, expressed pride in the strategic partnership that aims to elevate educational opportunities for financial professionals. The acquisition reflects their overarching goal to foster innovation and support organizations excelling within their respective fields.

Looking Forward: The Future of Financial Education

The deal, which officially closed on January 2, 2025, marks a transformative milestone for both organizations. By combining their expertise, Colibri Group and Boston Institute of Finance are poised to set the stage for a new standard in financial education. The collaboration seeks to cultivate environments where financial professionals can learn, grow, and excel, irrespective of where they are on their professional journeys.

As they embark on this new chapter, both companies remain dedicated to an educational mission that not only advances professional skills but also fosters financial literacy across various demographics, ensuring everyone has access to quality financial education.

To learn more, visit Colibri Group and Boston Institute of Finance.