Applied Learning Library™ is now CFP CE and NASBA CE approved + 5 new courses just added.

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.

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, 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.

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

Our dedicated sales professionals will take the time to understand your unique needs and set your business up for success.

1-877-863-3009Request a Demo

Highest pass rates

99%

Pass Rate when students successfully complete The Dalton Review1

67%

National Average pass rate on the March 2026 CFP® exam2

50%+

Of today’s CFP® professionals have earned their marks with us3

Give your employees the best

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Dalton Education partners with 9 of the 10 top financial services firms.

FAQ’s

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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What students 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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