Wake Forest Executive Education prepares you for the field of financial planning through a practical education led by experienced instructors who are committed to your success. In collaboration with Dalton Education, our program offers courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education requirement necessary to attain CFP® certification, a credential recognized by hiring managers, industry professionals, and prospective clients around the world. Students who complete all educational requirements through this program will receive a certificate of completion from Wake Forest University, one of the nation’s top universities, which can be proudly displayed and shared with clients.
In U.S. News and World Report’s 2022-23 Best Colleges, Wake Forest University ranked among the top 30 national universities for the 27th consecutive year. Wake Forest Executive Education and Dalton have partnered together to produce high quality financial professionals through the CFP Certification education and help build your skill set.
With pass rates that exceed the national average, Dalton’s CFP® certification programs ensure that success is achievable for everyone.
Qualified Instructors
Our instructors are highly experienced financial planning professionals and educators, with expert knowledge in all CFP® exam topic areas.
Highest Quality Content
Our comprehensive curriculum is carefully designed with input from top CFP® professionals and is used in 200 university classrooms.
High Pass Rates
With pass rates significantly above the national average, we guarantee you’ll pass - or your money back.
Flexible Study Options
Choose the best program for you, with self-paced, instructor-led, online, and in-person options.
Personalized Support
Get the help you need every step of the way from our expert instructors and program advisors.
At Dalton, we’ve brought together a team of highly effective, respected, and skilled professionals to develop and deliver our content and instruction.
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.
Our advisors are your go-to for everything CFP®. Need course recommendations? Extend a course? We’ve got you covered.
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