Choose your path

    10-12 MONTHS

    CFP® Certification Education Course

    Fulfill the coursework requirement with this CFP® Board Registered Program.

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    4-6 WEEKS

    CFP® Certification Capstone Course

    Fulfill the coursework requirement faster with the Accelerated Path if you have one of the eight qualifications.

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    Elevate your financial planning career

    Santa Clara University is an esteemed institution of higher learning and a global thought leader in the many industries it serves. In collaboration with Dalton Education, the Leavey School of Business offers courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education requirement necessary to attain CFP® certification, a credential recognized by hiring managers, industry professionals, prospective clients, and SCU alumni around the world. 

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    Why choose Santa Clara University

    Santa Clara University’s Leavey School of Business is widely recognized for delivering excellence in business education, including having the #1 Executive MBA Program in Silicon Valley, according to U.S. News & World Report. Our CFP® certification program consists of the highest-quality education and exam prep with the same level of excellence you can expect from our on-campus programs. Students who successfully complete our program go on to pass the CFP® exam at significantly higher pass rates than the national average. 

    #1 in CFP® certification

    With pass rates that exceed the national average, Dalton’s CFP® certification programs ensure that success is achievable for everyone.

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    Qualified Instructors

    Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.

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    Highest Quality Content

    Our comprehensive curriculum is carefully designed with input from top CFP® professionals and is used in 200 university classrooms.

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    High Pass Rates

    With pass rates significantly above the national average, we guarantee you’ll pass - or your money back.

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    Top University Partners

    We partner with 17 elite universities to give you more choices.

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    Flexible Study Options

    Choose the best program for you, with self-paced, instructor-led, online, and in-person options.

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    Personalized Support

    Get the help you need every step of the way from our expert instructors and program advisors.

    Our leaders, instructors, and team

    At Dalton, we've brought together a team of highly effective, respected, and skilled professionals to develop and deliver our content and instruction.

    Meet the Faculty

    Why become a CERTIFIED FINANCIAL PLANNER™?

    Competitive Edge

    87%

    of CFP® professionals say they have a competitive edge over other financial advisors.

    Confidence

    90%

    of CFP® professionals believe certification gives them more credibility in the eyes of their clients.

    Satisfaction

    93%

    of CFP® professionals say they are satisfied with their decision to pursue certification.

    Talk to a CFP advisor today.

    Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We've got you covered.

    Customer service hours: M-F, 8am-5pm EST

    1-470-789-3481Request More Information

    What Students Say About Santa Clara University