Dalton Education at AFCPE Symposium

AFCPE Symposium 2025

Celebrate 20 Years of Dalton Education at CFP Board Connections 2025

Special Anniversary Offer! Get 20% off all products with code CFP1025 + Exclusive Raffle Prizes!

Unlock 20% Savings

For a limited time, use code CFP1025 and enjoy 20% off our full suite of education and exam prep programs, including:

CFP® Certification Education Programs

Let us guide you to success with the most trusted education programs in the industry — backed by unrivaled resources and support. Choose the best program for you, with self-paced, instructor-led, online, and in-person options.

Shop Now & Save

The Dalton Review®

Our comprehensive CFP® exam review lets you choose the features and settings that best fit your learning style. So you can ditch those pre-exam jitters knowing that you won’t just pass — you’ll show the CFP® exam who’s boss. We’re so confident in our program, we guarantee your success.

Shop Now & Save

Certified Military Financial Advisor®

Empower yourself to provide expert financial guidance to the military community with the CMFA™ certification — the first of its kind in military-focused financial planning.

Shop Now & Save

Specialist in Personal Financial Planning (SPFP)

Gain the skills you need to jump-start your financial planning career path with our self-study certificate program.

Shop Now & Save

Dalton Education Raffle

Your next step toward success starts here

Enter for your chance to win a Dalton Review or SIE course. Complete the form below to secure your spot in the drawing.

Where passion meets purpose

For 20 years, Dalton Education’s people have been the driving force of our success — creating exceptional educational experiences and putting students first. Meet a few of the team members who’ve shaped our journey.

Success stories from our graduates

"If you’re debating studying for the CFP don’t overthink it. Just do it! I had a wonderful experience with a wide range of emotions. There is no better feeling than seeing that “PASS” at the end of it all. Melanie Twiddy and Richard Armstrong held my hand throughout the entire process. They were always there for me. Dalton Education has a wonderful team and has a great program. Stop making excuses, just sign up. You won’t be sorry."

Derek S.

"Every single person at Dalton I had the chance to interact with could not have been more helpful and gracious with their time. Truly could not have passed without the Dalton Guaranteed to Pass review program! I especially want to thank Rey Belyeu, David Klein, Neil Brown, and David Durr, as their classroom/office hours were what really made the material stick for me. Thank you again! "

David L.

"I passed the November 2024 CFP exam after my fourth try over a 17-year span. I switched to Dalton after I failed my last exam in 2021. Dalton provided me with the tools and roadmap for a successful journey, along with the confidence leading up to exam day. Dalton has the very best instructors, web portal, question bank, and CFP material to help pass the exam."

Michael K.

1 / 3