University Partnerships

Prepare Your Students
for Career Success

Hundreds of the nation's most prestigious universities partner with Dalton Education, and over half of the CFP^® professionals in the United States put their trust in Dalton Education to prepare for — and pass — the CFP^® exam.

Set Your University Apart

Education

The best materials to get your students test-ready.

Examination

Industry-leading exam success.

Employment

The connections to get your students hired.

While Dalton was a relationship I acquired when I came on, I can confidently say that it is the best relationship we have in terms of offering Executive Education courses in partnership with a vendor. I value our partnership with Dalton and expect it to continue for many years to come.

-Christina LeRubio, Director of Operations Executive Education Graziadio Business School

Program Solutions, at the Ready

Our Curriculum Adoption Program provides a turn-key solution to help your instructors develop a new CFP^® certification education program or simplify your current program and bring it up to date — targeting all the learning objectives in each course set by the CFP Board.

We'll help deliver consistent, relevant and measurable courses with minimal additional costs. All faculty training, materials, student support and virtual classrooms are provided by Dalton Education.

Dedicated Faculty Training & Support

All the guidance you need throughout our partnership.

Trusted Content & Materials

Effective study and lecture materials designed by CFP^® professionals and experts.

Measurable Results for Proven Success

Pre and post-course assessments to monitor progress and bolster outcomes.

What Professionals 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.