Customized programs
With training tailored to fit your firm's needs and completion in as little as 9 months, your employees can start working with clients sooner.
Simplified admin
Enjoy easy admin with self-service ordering, automated billing, and progress reporting.
Guaranteed results
With pass rates significantly above the national average and the industry's only 100% money-back guarantee that students will pass the CFP® exam first time.
Empowering Your team for lasting success
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.
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.
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.
Personalized support
Students get the help they need every step of the way from our expert instructors and dedicated program advisors.
Flexible Study Options
Choose the best program for your team, from self-paced, instructor-led, online, and in-person options.
Qualified Instructors
Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.
Top University Partners
We partner with a prestigious selection of 17 universities, offering your employees more choice — and more opportunity.
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
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.
Highest pass rates
Highest pass rates
Pass Rate when students successfully complete The Dalton Review1
National Average pass rate on the July 2023 CFP® exam2
Of today's CFP® professionals have earned their marks with us3
FAQ’s
FAQ’s
Expert instructors & support
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.
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.
What students are saying
What students are saying