Firm Partnerships

Let Our Team Train Your Team to Shine

Want to attract, develop and retain talent by providing educational opportunities? Dalton can tailor learning experiences for all of your associates to make studies flexible, and more efficient, while increasing pass rates in your programs.

Attract Talent

Partner with top Universities
across the nation.

Increase Earnings

Assess and improve skillset to increase
client satisfaction and retention.

Improve Retention

Provide real-world educational programs
to ensure associate career success.


You didn't just prepare me to pass the exam, you prepared me to be a CFP.


A Trusted Partner

For over 15 years, Dalton Education has partnered with the top firms and elite universities across the country to ensure professionals are proud of their education. As a leader in CFP® certification education for modern financial professionals, Dalton's courses will prepare your associates for exam day and beyond, so they can take your career to new heights. We are so confident; we even guarantee it.

Our training programs not only adapt to each learner’s individual needs, but can also be customized for your company’s overall needs.

  • State-of-the art technology and user interface.
  • Multi-device content delivery.
  • Dynamic dashboard and calendar.
  • Real-time reporting on learner progress.
  • Diligent support team to ensure program success.
  • Custom programs individually designed for your unique needs.
  • Overall optimized experience for your firm.
  • Tailored programs, measurable and proven.

Smarter Learning Tools

Adaptive, interactive, and built for a unique individual experience.

Better Content

The most in-depth, up-to-date, and well-written information

Dedicated Support Learning Tools

A team working alongside you to help build a better onboarding process.

What Professionals Say About Dalton