Small Business Wealth Advisor™
Request a Free Module
Get free access to the first course module, The Small Business Imperative: Your Role as the Advisor, before committing to the full program.
Want to experience the program before enrolling? Complete this form to get complimentary access to the first module.
Where business strategy meets wealth planning
The Dalton Education Small Business Wealth Advisor™ Certificate Program offered in partnership with Wake Forest University, helps financial professionals confidently advise business owners across the full business lifecycle — from startup through growth, risk, and succession. This on-demand program delivers practical tools and frameworks you can apply immediately in client conversations. You’ll learn how to bridge personal and business wealth planning, and earn a university-backed certificate that strengthens your credibility with founder-led clients.
$15 trillion
in small business wealth is about to change hands. Advisors who understand the full business lifecycle will lead the next era. Be more than an advisor. Be a trusted strategic partner.
8-week self-study curriculum
An 8-week, self-paced curriculum that fits your schedule while delivering structured, guided learning.
Wake Forest University certificate
Earn a Wake Forest University certificate upon successful completion to showcase your expertise.
One year of access with multimodal learning
Enjoy one year of access to multimodal learning, including videos, text, podcasts, case studies, and exams.
Downloadable client-ready tools
Access downloadable, client-ready tools, including checklists, calculators, and templates to apply what you learn immediately with clients.
