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.

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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.

Daniel

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

"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.