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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

Designed by previous CFP Board members and tailored to the individual, our program was built with your success in mind.

  • 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.

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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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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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CFP® Certification EducationCFP® Certification CapstoneThe Dalton Review®CFP® Certification EthicsSmall Business Wealth Advisor™Certified Military Financial Advisor®Specialist in Personal Financial Planning

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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."
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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.

What’s included

  • 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 Wake Forest University

  • Qualifies for 22 hours of CE for CFP® certification

What to expect

  • High-quality content: Learn the most important financial planning 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 you the flexibility to customize your studies at your own pace.

  • Engaging learning: Multi-modal learning includes on-demand videos, case studies, and more to boost retention.

  • Personalized support: Get the help you need every step of the way from our first-rate customer support team.

  • We recommend completing eight hours of continuing education (CE) every two years to stay current on topics impacting military and veteran clients.

Course topics for CE

CeriFi recommends 8 CE hours every two years within one or more of these topics:

  • 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

  • Retirement Benefits

  • Disability Benefits

  • Tax Planning Considerations

  • Divorce Considerations

  • Estate Planning Considerations

  • Service Members with Special Needs Dependents

  • Transitioning from Military Service

Disclosure

The Certified Military Financial Advisor® certification is offered by Dalton Education. To obtain this certification, candidates must pass a comprehensive examination, agree to abide by a code of ethics. Dalton Education owns the certification mark Certified Military Financial Advisor® in the United States.

Code of Ethics

Individuals who have earned the Certified Military Financial Advisor® certification are required to adhere to the following Code of Ethics.

A Certified Military Financial Advisor ® professional must:

  1. Show integrity. These professionals agree to provide services with integrity, fairness, and dignity. They must maintain their client’s trust and confidence at all times.
  2. Offer objective advice. The advice and/or services these professionals provide should be objective, impartial, and accurate. Further, it must be the result of a holistic and thorough analysis, including but not limited to the client’s goals and current situation.
  3. Be competent. These professionals must successfully complete the education and examination requirements to receive the certification. Further, they must maintain an appropriate level of knowledge in order to provide their clients with the proper level of advice.
  4. Maintain confidentiality. These professionals agree to keep client information confidential and will disclose such information only when authorized by their clients or if compelled by law.

Certified Military Financial Advisors® professionals should display or otherwise make known to individuals receiving advice or services from them this Code of Ethics.

CeriFi reserves the right to periodically update the Code of Ethics, and it is the individual’s responsibility to make sure they are following the most recent version.

Complaint Procedures

Individuals who have been authorized to use the Certified Military Financial Advisor® designation are subject to CeriFi’s disciplinary process. Complaints against a designee may be filed by anyone with a formal business relationship such as a peer, supervisor, or client. Any complaints filed will go through an internal review process. CeriFi maintains a list of Certified Military Financial Advisor® professionals in good standing.

Please use the following form to submit your complaint.

https://dalton-education.com/dalton-support

CeriFi reserves the right to periodically update the complaint procedures, and it is the individual’s responsibility to make sure they are following the most recent version.

Use of the Certified Military Financial Advisor® Mark

CeriFi is the owner of the Certified Military Financial Advisor® mark. Use of the Certified Military Financial Advisor® mark is limited to individuals who have been specifically authorized by CeriFi. Only individuals who have completed the Certified Military Financial Advisor® course, passed the examination, and adhere to the Code of Ethics are authorized to use the mark.

Certified Military Financial Advisor® professionals may not use the mark in a manner that disparages CeriFi, its products or services, or its affiliated companies.

  • The first letter of each word should be capitalized: Certified Military Financial Advisor®.
  • Always use the ® symbol with Certified Military Financial Advisor®.
  • The mark should be used as an adjective and followed by a noun such as “professional,” “certification,” or “designation,” or used immediately following the name of the individual who earned the certification.
  • If you abbreviate Certified Military Financial Advisor® using CMFA, do not use a ™ or ® symbol with the abbreviation.
  • The mark may not be incorporated into business or product names, email addresses, or URLs.

CeriFi reserves the right to periodically update these trademark guidelines, and it is the individual’s responsibility to ensure they are following the most recent version. If you have questions about trademark or logo usage, please contact trademarks@cerifi.com.