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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    Get certified with one of the world’s top universities

    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.

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    Why choose Wake Forest University

    : 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.

    #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

    1-844-721-7503Request More Information

    What Students Say About Wake Forest University