Certified Military Financial Advisor®
Empower your team to provide expert financial guidance to the military community with a certification built exclusively for military-focused financial planning.
Ensure competence
Build your team’s ability to address the unique needs of military personnel and veterans.
Be compliant
Minimize your organization’s compliance risk by increasing your advisors’ knowledge.
Stay relevant
Keep your advisors up to date on the military financial planning landscape with relevant continuing education.
Demonstrate credibility
Your team can earn a certificate of program completion from the prestigious Wake Forest University.
Specialized training from the industry leaders
From the most trusted name in financial planning education, the Certified Military Financial Advisor® program is a comprehensive course and designation designed for financial advisors serving active military personnel, veterans, and their families.
High-Quality Content
Students learn the most important concepts and scenarios for advising the military community.
Expert Course Designers
Our program designers served in the US military and now serve active duty and veteran clients.
Flexible Study
The online, self-paced program gives learners the flexibility to customize their studies at their own pace.
Engaging Learning
Multi-modal learning includes on-demand videos, case studies, and more to boost engagement and retention.
Personalized Support
Students get the help they need every step of the way from our first-rate customer support team.
Certified Military Financial Advisor®
About the Program
Who this program is for
Organizations that have a VetNet (Veterans Network) program or are aspiring to create one.
Organizations with a customer base of military personnel or veterans that need tailored financial planning services.
Organizations looking to grow their businesses with specialized financial planning services for the military and veteran community.
Advisors who want to complement CFP® certification with the unique content covered in the Certified Military Financial Advisor® program, which can be taken before or after earning CFP® certification.
Any advisor — veteran or not — who wants to differentiate themselves in the market with a military-focused financial planning designation. Unlike other military-focused financial planning education, there is no requirement to be a veteran to pursue the Certified Military Financial Advisor® designation.
Talk to a Dalton sales expert
Our dedicated sales professionals will take the time to understand your unique needs and set your business up for success.
Dalton Education partners with 9 of the 10 top financial services firms.
Let’s create better learning together.
Interested in bringing the Certified Military Financial Advisor® certification to your firm? Just complete and submit the form below, and we’ll be in touch soon.
