20 Years of Excellence
Honoring the journey, shaping the future.
As we celebrate with you, we look ahead with the same passion and purpose that shaped our beginning.
2025 marks Dalton Education’s 20th anniversary! Since 2005, we’ve led the way in helping professionals achieve CFP® certification and advance their careers. We believe our work matters — and the results speak for themselves.
Milestones
From creating the first (and top-rated!) CFP® exam review to partnering with 17 elite universities to deliver industry-leading education, we’ve never stopped pushing boundaries.
Impact
We’ve helped over half of the 100,000+ CFP® professionals achieve their goals through our widely used textbooks and countless classes and review sessions.
Innovations
We continuously evolve to meet industry and student needs — from our new Certified Military Financial Advisor® program to upgrades to our learning platform.
Moments that made us
Dalton Education has been dedicated to providing the best financial planning education available — and we’re not slowing down. As we celebrate our past, we’re excited for what’s to come.
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.
