For Business
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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.
Qualified Instructors
Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.
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.
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.
Top University Partners
We partner with a prestigious selection of 17 universities, offering your employees more choice — and more opportunity.
Flexible Study Options
Choose the best program for your team, from self-paced, instructor-led, online, and in-person options.
Personalized Support
Students get the help they need every step of the way from our expert instructors and dedicated program advisors.
Give your employees the best
Dalton Education partners with 9 of the 10 top financial services firms.
FAQs
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.
