Applied Learning Library™
Exceptional Advisor Confidence, On Demand
Communicate with confidence, deepen client relationships, and strengthen advisory skill with just-in-time learning, embedded directly into your daily workflow.
Build the Exceptional Advisor Mindset™
Great advisors aren’t defined by credentials alone, but by how they show up for clients. They explain complex ideas clearly, stay steady during emotional moments, and guide decisions with confidence and clarity. Those skills are built over time through real work and meaningful client relationships.
Dalton Education has prepared financial planning professionals for decades. From the beginning, our mission has been to not only help advisors earn the CFP® mark, but also to empower them to apply what they learn with confidence in the real work of advising.
The Applied Learning Library™ continues that mission by strengthening the Exceptional Advisor Mindset™ — integrating sound judgment, clear communication, and applied planning expertise into an advisor’s daily practice.
Applied Learning Library™
About the Library
Built for Real Advisor Work
The Applied Learning Library™ provides practical insight you can put to work immediately — so every client meeting builds confidence, capability, and momentum.
Designed for real-world advisory scenarios, the Library supports you in navigating complex situations and preparing for important conversations. This is professional development integrated into your career, not added on top of it.
Each resource is crafted to deepen your expertise and elevate how you advise.
Develop the Exceptional Advisor Mindset™
The Library is built around the core competencies that shape advisor success, including:
- Communication mastery
- Behavioral guidance during uncertainty
- Applied planning integration
- Simplifying complex financial concepts
- Client experience design
- Professional agility and continuous growth
Everything You Need to Keep Advancing
1 Year Access
Access At Launch | April 2026:
5 applied learning courses designed around real advisor competencies
A complete toolkit in each course containing dozens of downloadable frameworks, templates, and planning tools, including:
- Quick Reference Guides — Find the right tools by engagement type
- Getting Started: Your First 90 Days — A phased implementation roadmap with clear success markers
- Client Interaction Playbooks — Know what to do before, during, and after an engagement
- Conversation Guides — Lead clearer, more confident client discussions
- Checklists and Workflows — Create consistent client experiences
- Continuous content additions throughout the year
No long theory. No academic overload. Just practical development that strengthens your professional presence and supports your team’s success.
Designed for Advisors Building Their Future
This membership is ideal for professionals who want ongoing development. It is not designed as exam prep or a one-time training event.
Early-Career Advisors: Build repeatable skills faster and accelerate your professional growth.
Client Engagement and Support Professionals: Strengthen how you support CFPs and lead advisors with clearer communication and structured workflows.
Growth-Minded Advisors: Expand your capabilities and deepen client relationships with greater confidence.
Practical Learning Delivered in a Modular Learning Experience.
Each course is intelligently designed for meaningful depth, with approximately 7–8 hours of applied content per course, while delivered in a digestible, modular format for more accessible learning.
- Advanced Client Engagement
- Tax Planning for Complex Assets
- Wealth Management for Clients Under Financial Stress
- Wealth Management for Families Facing Terminal Illness
- Wealth Management for Widows
- High Impact Client Communication
- Wealth Management for Attorneys
- Wealth Management for Entertainment Professionals
- Wealth Management for Medical Professionals
- Wealth Management for Real Estate investors in the United States
The Applied Learning Library™ will continue to expand, offering courses in client communication and niche wealth management strategies tailored to specialized professions. Together, these courses will empower advisors with the real-world skills needed to serve clients across complex life stages, professionals, and financial situations.
Your subscription includes access to all newly released courses throughout the year.
Continuing Education
All courses in the Applied Learning Library™ qualify for both CFP CE and NASBA CE credit hours. Dalton Education will report completed CFP CE hours to the CFP Board. Any NASBA CE completed will need to be self-reported.
| Applied Learning Library™ Course | CFP CE hours | NASBA CE hours |
|---|---|---|
| Advanced Client Engagement | 5.5 | 7 |
| Tax Planning for Complex Assets | 2.5 | 3 |
| Wealth Management for clients under Financial Stress | 7 | 9 |
| Wealth Management for Families Facing Terminal Illness | 5 | 7 |
| Wealth Management for Widows | 5.5 | 7 |
| High Impact Client Communications | 3.5 | 5 |
| Wealth Management for Attorney Clients | 4.5 | 6 |
| Wealth Management for Entertainment Professionals | 6 | 8 |
| Wealth Management for Medical Professionals | 5 | 7 |
| Wealth Management for Real Estate Investors in the United States | 3.5 | 5 |
The Capabilities That Will Set You Apart
The Applied Learning Library™ helps advisors develop the Exceptional Advisor Mindset™ that defines top performers.
Guide clients with calm, confident leadership
Navigate complex planning with greater capability
Handle emotionally complex planning situations
Deliver consistent experiences that clients can rely on
Make decisions with confidence and conviction
Grow into the advisor clients trust most
Preview the Library
Access Free Demo
Want to experience the Library before enrolling? Gain immediate access to select courses, mindsets, and tools so you can experience the platform before subscribing.
FAQ’s
Applied Learning Library™ is an annual subscription built for real advisor work, not long-form coursework. Our courses are modular in design for accessible learning, with direct access to scripts, frameworks, and tools that you can use right away to help you communicate clearly and act confidently in client situations.
The Library focuses on the competencies that matter most in client relationships, including communication, behavioral guidance, applied planning integration, and simplifying complex concepts. Content is designed around real advisor scenarios, not academic topics.
No. This is not a linear program. You can search and access what you need based on the situation you are facing, making it practical and flexible.
Yes, and your membership includes continuous additions throughout the year. Applied learning content must stay current with market conditions, planning complexity, and regulatory changes, and the Library is designed to evolve continuously.
It is especially valuable for early-career professionals, but growth-minded advisors at any stage can benefit from the Applied Learning Library™.
Yes. All courses in the Library qualify for both CFP Board Continuing Education (CE) credits hours and NASBA CE. Dalton Education will report completed CFP CE hours to the CFP Board. Any NASBA CE completed will need to be self-reported.
Please refer to our Terms & Conditions for further information.
Meet the Experts
Built by experienced professionals who understand the realities of the role, each course brings practical insight you can trust. Learn from subject matter experts who turn complex concepts into clear, actionable guidance you can apply right away.
Financial Advisor
Laura Davis
Laura Davis is a financial advisor and founder of Financial Lab, Inc., a fee-only RIA, with over a decade of experience helping individuals and families build confident, values-aligned financial lives. She is a dynamic speaker and workshop facilitator known for delivering practical, relatable financial wellness programs.
As a trusted subject-matter expert, Laura creates educational content that simplifies complex financial topics into clear, actionable strategies. Her work focuses on empowering people to make informed decisions and take meaningful steps toward their financial goals.
CFP®
Shannah Game
Shannah Game is a Certified Financial Planner™ professional, Certified Trauma of Money Specialist, and award-winning financial educator with over 20 years of experience. Her work focuses on behavioral finance, emotional psychology, and practical planning strategies that help individuals and advisors make more informed financial decisions.
She is the author of Unraveling Your Relationship with Money and former host of the podcast Everyone’s Talkin’ Money. Shannah develops advisor training and financial education programs that strengthen client communication, build confidence, and translate complex concepts into clear, actionable guidance.
CFP®, CPA
Karen Trott
Karen Trott, CPA, CFP, is an author and technical editor with CeriFi CPEdge and Practitioners Publishing Company (PPC), specializing in income tax across individual, corporate, partnership, and estate planning. She brings deep experience from roles at Deloitte LLP and U.S. Trust, where she advised high-net-worth clients on tax, estate, and wealth planning strategies.
Karen is a Professor of the Practice at the University of North Carolina at Chapel Hill and also runs a multifamily office serving high-net-worth families. Her work focuses on translating complex tax and financial concepts into practical guidance for professionals and clients alike.
CFP®, Certified Private Wealth Advisor®
Cindy Youngcourt
Cindy has over 20 years of experience in the financial services industry and is a CFP® and Certified Private Wealth Advisor® professional. Her expertise focuses on tax planning, retirement income strategies, and estate planning, with an emphasis on serving pre‑retirees, retirees, and high-net-worth clients through holistic, multidisciplinary planning.
‑She is a Senior Financial Advisor with Theia Financial, where she helps accomplished women build financially independent and fulfilling retirements. Cindy is known for translating complex financial strategies into clear, actionable guidance that supports confident decision-making.
Group Pricing
Questions about bringing the Applied Learning Library™ to your organization? Our team is here to support inquiries for groups of 50+ users and help you find the right fit.