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.
Specialized training from the industry leaders
Specialized training from the industry leaders
From the most trusted name in financial planning education, the CMFA is a comprehensive course and designation designed for financial advisors serving active military personnel, veterans, and their families.
From the most trusted name in financial planning education, the CMFA 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
CMFA's 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.
About the Program
About the Program
✔️ 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 CMFA 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 CMFA.
✔️ Self-study materials delivered online
✔️ 12 months of access
✔️ 14 learning modules totaling approximately 22 study hours
✔️ Resources for working with clients including client meeting checklists to help prepare and use in real time
✔️ Certificate of program completion from Dalton Education (a CeriFi company)
✔️ Qualifies for 22 hours of CE for CFP® certification
Note: Recertification required every two years. Information coming soon about CMFA accreditation!
Active Duty Benefits and Programs
Guards and Reserves Benefits and Programs
Veterans Benefits and Programs
Retired Service Members Benefits and Programs
Education Benefits
Life Insurance
Survivor’s Benefits
Transitioning from Military Service
Retirement Benefits
Disability Benefits
Tax Planning Considerations
Divorce Considerations
Estate Planning Considerations
Service Members with Special Needs Dependents
Talk to a Dalton sales expert
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.
Let’s create better learning together.
Let’s create better learning together.
Interested in bringing the CMFA to your firm? Just complete and submit the form below, and we’ll be in touch soon.