Applied Learning Library™ is now CFP CE and NASBA CE approved + 5 new courses just added.

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.

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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.

Dalton Education Timeline

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.
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Share your story

Help us celebrate by sharing your success story! If you’re a Dalton alum, we want to showcase your achievements and the impact of your CFP® certification to inspire the next generation of financial planners. 



Record a short video telling us about your journey: where you began, where you are now, and the advice you’d give to someone pursuing CFP® certification. We’ll feature selected stories on our website and social channels as part of our 20th anniversary celebration. 



As a thank-you, the first 100 people to submit a video will receive a free Ethics CE course, valid through June 30, 2026. 

Submit Your Story
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