About Us

Dalton Education, LLC is a leading provider of innovative education solutions in financial planning.

Dalton Education, LLC is a leading provider of innovative education solutions in financial planning. The founders of Dalton Education have helped thousands of financial professionals earn the CFP® certification. Our program consists of providing the highest quality CFP® education through premier university partners and the leading CFP® review course in the industry, The Dalton Review® for the CFP® Exam. Dalton Education is the only education provider to offer a 100% money-back guarantee that students will pass the CFP® exam through its Guarantee to Pass Education and Review programs.

Dalton Education also has a long history of providing high quality curriculum and instruction, which has consistently led to the highest CFP® exam pass rates in the country. Over 90% of Dalton Education students ultimately become a CERTIFIED FINANCIAL PLANNER Professional.

Dalton Education offers The Dalton Review® which is the #1 CFP® exam review course. The review course was developed by former members of the CFP Board of Examiners (now CFP Board's Council on Examinations). No other review course is as comprehensive and exam-focused as The Dalton Review® for the CFP® exam. Dalton Education also offers education courses for the Capstone requirement (required by the CFP® Board for all Challenge Candidates), continuing education courses for the CFP Board Code of Ethics and Rules of Conduct, as well as education in social media marketing.

Management Team

Dalton Education has helped thousands of financial professionals earn the CFP® certification. Our focus and expertise is unrivaled in the CFP® certification education and review industry.

Brian J. Dalton, CFP®

Founder and Managing Member
Mr. Dalton is the managing member of Dalton Education LLC and is the previous head of training for a Fortune 100 company. He is a graduate of the Georgetown Executive Certificate in Financial Planning program, a CERTIFIED FINANCIAL PLANNER and is a retired U.S. Air Force Colonel.

Joseph M. Gillice, MBA, CPA, CFP®

Founder and President
Mr. Gillice is a co-founder and President of Dalton Education, LLC. Previously, Mr. Gillice was Director of University Programs for BISYS Education Services, where he implemented and managed financial planning programs at Georgetown University, Duke University and many others. Mr. Gillice is a former adjunct faculty member at Georgetown, Northwestern and Duke Universities where he taught financial planning, insurance and investment planning. He is the author of Financial Calculator Essentials, co-author of Fundamentals of Financial Planning, The Dalton Review® Pre-Study Materials in Investment Planning and Fundamentals of Insurance Planning. Mr. Gillice has a Master of Business Administration from Georgia State University and a finance degree from Florida State University.