Your CFP® Certification starts at Wake Forest University

Choose your path

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.

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.

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.

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.

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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

1-470-789-3485Request More Information

What Students Say About the Wake Forest University

"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.
"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.
"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.
"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.
"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.
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