Training programs you can rely on

    Invest in your team with our proven CFP® certification programs, so they can take their careers—and your organization—to new heights.

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    Customized programs

    With training tailored to fit your firm's needs and completion in as little as 6 months, your employees can start working with clients sooner.

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    Simplified admin

    Enjoy easy admin with self-service ordering, automated billing, and progress reporting.

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    Guaranteed results

    With pass rates significantly above the national average and the industry's only 100% money-back guarantee, we ensure that students will pass the CFP® exam.

    Empowering your team for lasting success

    We've helped over half of today's CFP® professionals earn their marks. Our programs are guaranteed to lead your employees to success in certification and beyond.

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    Smart Learning Tools

    Our adaptive and interactive learning system is built for a unique individual experience and includes our Exam Readiness feature that accurately predicts CFP® exam success.

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    Personalized Support

    Students get the help they need every step of the way from our expert instructors and dedicated program advisors.

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    Flexible Study Options

    Choose the best program for your team, from self-paced, instructor-led, online, and in-person options.

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    Qualified Instructors

    Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.

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    Top University Partners

    We partner with a prestigious selection of 17 universities, offering your employees more choice — and more opportunity.

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    Highest Quality Content

    Carefully designed with input from top CFP® professionals, our curriculum teaches the theory and practice of financial planning — so students can apply what they learn the next day for instant ROI.

    Talk to a CFP Sales expert today

    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.

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    Expert instructors & support

    We've brought together a team of professionals dedicated to student success every step of the way. With highly-experienced instructors providing personalized study support and our Student Success Coaches helping learners stay on track, we make sure students cross the finish line with confidence.

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