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Closing the Diversity Gap

To meet the needs of all customers, we need a diverse financial planning industry.

Our Commitment

As of 2017, the CFP Board showed that only 6% of financial planners reported as African American and just 32% as women. Dalton Education’s Diversity Initiative was created to change that, to bolster the number of educated and credentialed minority individuals and women in the financial planning field.

The Dalton Education CFP® Education Scholarship provides up to $3,000 to those that qualify. This financial assistance can be used for CFP® education courses through the University of Richmond School of Professional and Continuing Studies.

Multiple scholarships will be awarded by Dalton Education every year on a first-come, first-served basis to qualified applicants who successfully complete the application process. If you would like to be considered and you meet all eligibility requirements, please apply below.

Eligibility Requirements

Must be looking to pursue a career in the financial planning field, and from an underrepresented population in terms of gender, race or ethnicity, AND/OR a military veteran or a spouse of a military veteran.

Must have an undergraduate or advanced degree, or be within 60 hours of an undergraduate degree (Junior or Senior).

Must confirm to not have completed any prior CFP® certification education requirements.

Apply Now

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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