Financial Planning Insights & CFP® Exam Tips
Your Career Path
3 min read
Aug 14, 2026
Four Steps to Becoming a CERTIFIED FINANCIAL PLANNER®
Wondering how to become a CFP® professional? Here’s what CFP Board’s four certification requirements involve.
5 min read
Jul 15, 2026
What is a Small Business Wealth Advisor?
How is a Small Business Wealth Advisor different from a CFP®, CPA, or exit planner? Here’s what advisors need to know.
5 min read
May 27, 2026
How to Position Small Business Wealth Advisory to Your Clients and Your Firm
Learn how financial advisors can talk about the SBWA certification with business-owner clients and firm leadership — and why both conversations matter.
3 min read
May 21, 2026
Dalton’s New Learning Experience: A Smarter Path to CFP® Certification
Dalton Education is upgrading its CFP® education programs to a new learning platform, bringing candidates a smarter path to certification success.
3 min read
Feb 20, 2026
Exit Planning vs Lifecycle Advisory: Comparing Advisor Certifications
Compare leading exit planning and M&A certifications with a full lifecycle advisory approach — and see how advisors can better serve business owners.
5 min read
Jul 5, 2020
CFP® Certification Education Courses - Which One is Right for You?
If you’re considering a career in financial planning, you may want to know how to become a CFP® professional. We break down the main ways to fulfill the education requirement.
3 min read
Jan 7, 2026
Business Lifecycle Advisory: A Better Path for Advisors, Business Owners, and Communities
Learn why Business Lifecycle Advisory is a powerful approach for advisors to serve small business owners, grow their practices, and strengthen local communities.
3 min read
Dec 15, 2025
Why Now Is the Perfect Time to Become a CFP® Professional
Discover three compelling reasons why now is the perfect time to pursue your CFP® certification, from someone who’s built a fulfilling career in financial planning.
5 min read
Aug 19, 2025
5 New Ways The Dalton Review® Will Help You Pass the CFP® Exam
Our top-rated CFP® exam prep program, The Dalton Review®, continues to evolve with five powerful enhancements designed to help you study smarter, stay organized, and boost your confidence for exam day success.
3 min read
Apr 15, 2024
The Importance of Starting Early - Consider Taking THE DALTON REVIEW® Twice
One of the most important factors in a candidates success on the CFP® Certification Examination is the amount of time they spend studying...
Talk to an advisor today.
Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We’ve got you covered.
Office hours: M-F, 8am-5pm EST