Edward Jones

Elevate Your Success With a CFP® Certification or Certified Military Financial Advisor® Designation

Powered By Dalton Education

We’re happy to offer our associates preferred pricing on CFP® exam courses and review through our partnership with Dalton Education. As a leader in CFP® certification education for modern financial professionals, Dalton’s courses will prepare you for exam day and beyond, so you can take your career to new heights. And they’re so confident you’ll pass, they even guarantee it.

Exclusive Offer for Edward Jones: $0 to Enroll today!

No One Knows the CFP® Exam Like Us

Save with discounted rates through your firm.
Get options to fit your schedule and learning style.
Feel confident in your CFP^®exam readiness.
Earn your prestigious certificate, guaranteed.

Find the Program that Works for You

Whether you prefer structured learning led by an instructor or the flexibility to learn at your own pace, we have the solution for you.

CFP education program • exam prep • CFP Exam Prep

CFP Instructor led

Benefit from structured, scheduled courses led by top-notch faculty dedicated to your success.

The Dalton Review®

Designed with one goal in mind – your success – The Dalton Review is the proven roadmap and 4 month program that will guide you towards passing the prestigious CFP® exam with confidence.

Convenient Online Schedules

Flexible education schedules with classes meeting 2 nights / week.

Study Resources

Additional study materials including textbooks, test bank, & calculator book.

Live + Recorded Classes

Instructor-led, live-online classes that are recorded for future viewing.

10-15 months

10-12 Month Education Course

+ 2-3 Month Dalton Review

Instructor Guidance

You’ll benefit from the guidance & accountability from highly qualified CFP instructors who are dedicated to your success.

Learn more

Edward Jones Price *Pay $0 Now

Exclusively for Edward Jones employees*, Dalton Education is pleased to provide this special offer.

_{Dalton Education is an approved CFP® Certification Education provider to Edward Jones.}

_{*Employees with a valid edwardjones.com email qualify for this offer.}

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Certified Military Financial Advisor®

About the Program

Who this program is for

Any advisor who wants to differentiate themselves in the market with a specialized designation can benefit from this program, including:

Advisors with a customer base of military personnel or veterans that require tailored financial planning services.
Advisors 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 program, which can be taken before or after earning CFP® certification.
All advisors, regardless of whether they served. Unlike other military-focused financial planning designations, there is no requirement to be a veteran to pursue the Certified Military Financial Advisor® designation.

Education Course

Certified Military Financial Advisor Program

1,196

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What’s Included

Your Pick of Elite Universities

Boost your credibility with CFP® certification from a top school, powered by Dalton’s expert-designed programs. Pick any of our university partners – you’ll get the same best-in-class education. No university enrollment required!

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What Professionals are saying

"I recommend Dalton's CFP study program to anyone who is planning to sit for the test. It is thorough, well guided, and offers many resources for individual support. I can honestly say that I went into the exam KNOWING that I was going to pass."

Amanda B.

"It came down to the enrollment advisor's responsiveness in addressing my questions/concerns as primary and then the ability to be flexible with online courses and working through the coursework. Absolutely would recommend Dalton! After having taken the exam (and passed!) last week, I appreciate Dalton's questions even more as they were more realistic to what I saw on the exam. Thank you! Keep up the good work!"

Morgan B.

"Combined with hard work and dedication, Dalton Education made sure I had what was needed in order to succeed. Without their experience, diligence, and structure, I would have spent more time worrying about what to study and when rather than putting in the hours needed to pass. Dalton knows how to get it done the first time around!"

Monica Y.

"I have thoroughly enjoyed the Dalton Education CFP study program. I completed the 10 week review for the exam, including a 4 day live review. I successfully passed the CFP exam and I owe my success to Dalton and their incredible team of instructors. The Dalton materials, coursework, virtual classroom and schedule are not only intuitive and user friendly for a working mother, but they are top notch. I felt prepared for the exam, and after passing the exam I realized how Dalton had not only prepared me for everything but they over prepared me. I have a deep understanding for financial planning, and I look forward to taking my career to the next level. Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors!"

Lindsay W.

"Dalton provided me the materials, resources, and structure that I needed to complete my certification. From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work. It helped me plan study time accordingly and gave me a practical benchmark for preparation time. That said, each professor teaching the material stood out to me whether it was because of their experience with the CFP exam, pedigree, and/or knowledge and presentation of the material."

Forrest P.

"What I love about the CFP course through Dalton is the flexibility. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests – not for me. Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others."

Jayln P.

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