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The Dalton Difference

Leaders in the Industry

Through building a foundational CFP® exam certification program that was adaptable and innovative, Dalton Education has become an established leader in both self-paced online and live instructor-led CFP® certification courses. Ensuring that our customers receive the best education in the market is important to the Dalton Education team.

This is why prestigious universities across the nation such as Northwestern University, UC Berkeley Extension, NYU School of Professional Studies, and The University of Texas at Austin (to name a few) have committed to partnering with Dalton Education. The robust curriculum is carefully curated with input from university faculty members, CFP® professionals, and people who have served on the CFP Board of Examiners.

We Win When Our Customers Win

Our success as a company is measured by our customer’s success and this is why Dalton Education constantly looks ahead to what comes next.

Stalwart in remaining the most innovative and customer-focused CFP® certification program, Dalton Education teams work today to continue to ensure the utmost exam readiness for financial professionals while continuing to advance technology to make our programs smarter and more time-efficient.

We believe that our customers’ best interests are our best interests, which is why we diligently work to make sure success is achievable for everyone — guaranteed.

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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.

Earn your CFP® Certification