Success, guaranteed

Join the thousands whose financial planning careers we’ve helped elevate with our leading CFP® certification education.

50%+

Of today’s CFP® professionals have earned their marks with us¹

99%

Pass Rate when students successfully complete The Dalton Review²

CFP® exam prep according to Nasdaq, Investopedia, and others³

Find the right course for you

No matter where you are in your CFP® certification journey, we have proven programs to ensure exam success and beyond.

CFP® Certification Education

6-12 Months

Fulfill the coursework requirement with this CFP Board Registered Program.

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CFP® Certification Education

CFP® Certification Capstone

4-6 Weeks

Fulfill the coursework requirement faster with the Accelerated Path if you have one of the eight qualifications.

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CFP® Exam Prep

CFP® Exam Review

2-3 Months

The Dalton Review® ensures you’re ready to pass the CFP® exam — the first time.

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Specialization

Specialist in Personal Financial Planning (SPFP)

40 Hours

Build a strong foundation in the core technical and communication skills of financial planning.

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Specialization

Certified Military Financial Advisor®

22 Hours

Gain the specialized knowledge to provide expert financial guidance to the military community.

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Specialization

Small Business Wealth Advisor™ (SBWA™)

40 Hours

Learn to advise business owners across the full business lifecycle — from startup through succession and legacy planning.

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We’ve helped over half of today’s CFP® professionals earn their certification.

#1 in CFP® Certification

Let us guide you to success with the most trusted education programs in the industry — backed by unrivaled resources and support.

Qualified Instructors

Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.

Highest Quality Content

Our comprehensive curriculum is carefully designed with input from top CFP® professionals and is used in 200 university classrooms.

Pass Guarantee

We’re so confident you’ll pass the first time that we offer the industry’s only 100% money-back guarantee.

Top University Partners

Choose from a prestigious selection of 17 universities, guaranteeing you’ll receive an education you can be proud of.

Flexible Study Options

Choose the best program for you, with self-paced, instructor-led, online, and in-person options.

Personalized Support

Get the help you need every step of the way from our expert instructors and program advisors.

Your pick of elite universities

Boost your credibility with CFP® certification from a top school, powered by Dalton’s expert-designed programs. Pick any of our university partners – you’ll get the same best-in-class education. No university enrollment required!

Browse Universities

For businesses

Supercharge your team’s potential with our tailored training programs, expertly designed to guide them towards success every step of the way.

Learn more

Why become a CERTIFIED FINANCIAL PLANNER®?

Competitive Edge

87%

of CFP® professionals say they have a competitive edge over other financial advisors.

Confidence

90%

of CFP® professionals believe certification gives them more credibility in the eyes of their clients.

Satisfaction

93%

of CFP® professionals say they are satisfied with their decision to pursue certification.

Talk to an advisor today.

Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We’ve got you covered.

Office hours: M-F, 8am-5pm EST

1-844-721-7503 Request More Information

What students are saying

"I recommend Dalton's CFP study program to anyone who is planning to sit for the test. It is thorough, well guided, and offers many resources for individual support. I can honestly say that I went into the exam KNOWING that I was going to pass."

Amanda B.

"It came down to the enrollment advisor's responsiveness in addressing my questions/concerns as primary and then the ability to be flexible with online courses and working through the coursework. Absolutely would recommend Dalton! After having taken the exam (and passed!) last week, I appreciate Dalton's questions even more as they were more realistic to what I saw on the exam. Thank you! Keep up the good work!"

Morgan B.

"Combined with hard work and dedication, Dalton Education made sure I had what was needed in order to succeed. Without their experience, diligence, and structure, I would have spent more time worrying about what to study and when rather than putting in the hours needed to pass. Dalton knows how to get it done the first time around!"

Monica Y.

"I have thoroughly enjoyed the Dalton Education CFP study program. I completed the 10 week review for the exam, including a 4 day live review. I successfully passed the CFP exam and I owe my success to Dalton and their incredible team of instructors. The Dalton materials, coursework, virtual classroom and schedule are not only intuitive and user friendly for a working mother, but they are top notch. I felt prepared for the exam, and after passing the exam I realized how Dalton had not only prepared me for everything but they over prepared me. I have a deep understanding for financial planning, and I look forward to taking my career to the next level. Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors!"

Lindsay W.

"Dalton provided me the materials, resources, and structure that I needed to complete my certification. From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work. It helped me plan study time accordingly and gave me a practical benchmark for preparation time. That said, each professor teaching the material stood out to me whether it was because of their experience with the CFP exam, pedigree, and/or knowledge and presentation of the material."

Forrest P.

"What I love about the CFP course through Dalton is the flexibility. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests – not for me. Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others."

Jayln P.

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