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Your CFP® Certification Starts Here

CFP® Certification Education Courses

I'm ready to begin my journey towards CERTIFIED FINANCIAL PLANNER™

CFP® Certification Capstone Course

I'm eligible to Challenge the CFP® exam and demonstrate what I know

Get Certified at One of the World’s Top Universities

The University of Richmond's professional school has enriched the lives and careers of over 6,000 business leaders since its inception, focusing on it's core values of care, collaboration, and diversity. The University's certification program offers you the opportunity to become affiliated with one of the nation's most active alumni communities and the immediate recognition of your certification as one of value and integrity.

Learn From the Experts

Designed by previous CFP Board members and tailored to the individual, our program guarantees

the knowledge to succeed.

Get options to fit your schedule and learning style.

Feel confident in your CFP® exam readiness.

Earn your prestigious certificate, guaranteed.

Why CFP® Certification

Invest in the long run.

From increased earnings, to boosting your credibility and client satisfaction, earning your mark means elevating your value in more ways than one. You’ll take a seat alongside the elites of the industry, and open countless doors to take your career to the next level.

With a high demand for CFP® professionals, which is expected to grow at a faster-than-average rate through 2028, your certification is an investment in a certain future. And the time and money spent today quickly pays for itself — many times over — for the rest of your career.

What Our Students 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.

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