Where business strategy meets wealth planning

The Small Business Wealth Advisor designation by Dalton Education 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.

40-hour self-study curriculum

A 40-hour, 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.