Training programs you can rely on

    Invest in your team with our proven CFP® certification programs, so they can take their careers—and your organization—to new heights.

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    Customized programs

    With training tailored to fit your firm's needs and completion in as little as 6 months, your employees can start working with clients sooner.

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    Simplified admin

    Enjoy easy admin with self-service ordering, automated billing, and progress reporting.

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    Guaranteed results

    With pass rates significantly above the national average and the industry's only 100% money-back guarantee, we ensure that students will pass the CFP® exam.

    Empowering your team for lasting success

    We've helped over half of today's CFP® professionals earn their marks. Our programs are guaranteed to lead your employees to success in certification and beyond.

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    Smart Learning Tools

    Our adaptive and interactive learning system is built for a unique individual experience and includes our Exam Readiness feature that accurately predicts CFP® exam success.

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    Personalized Support

    Students get the help they need every step of the way from our expert instructors and dedicated program advisors.

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    Flexible Study Options

    Choose the best program for your team, from self-paced, instructor-led, online, and in-person options.

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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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    Top University Partners

    We partner with a prestigious selection of 17 universities, offering your employees more choice — and more opportunity.

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    Highest Quality Content

    Carefully designed with input from top CFP® professionals, our curriculum teaches the theory and practice of financial planning — so students can apply what they learn the next day for instant ROI.

    Talk to a CFP Sales expert today

    Our dedicated sales professionals will take the time to understand your unique needs and set your business up for success.

    Highest pass rates

    99%

    Pass Rate when students successfully complete The Dalton Review1

    65%

    National Average pass rate on the July 2024 CFP® exam2

    50%+

    Of today's CFP® professionals have earned their marks with us3

    Give your employees the best

    Utah Valley University Logo
    UC Berkeley Logo - Berkeley Extension
    LSU E.J. Ourso College of Business Department of Finance CFP Board-Registered Program Logo
    University of Richmond Richmond School of Professional & Continuing Studies Logo
    University of Miami Division of Continuing & International Education Logo
    University of Missouri Personal Financial Planning Logo
    The University of Arizona College of Agriculture & Life Sciences Norton School of Family & Consumer Sciences Personal and Family Financial Planning Logo
    Emory University Continuing Education Logo
     Howard University school of business logo
    George Mason University Continuing and Professional Education Logo
    Northwestern University Logo - Northwestern Financial Planning
    University logo for NYU
    The University of Texas at Austin Center for Professional Education Logo
    UF IFAS University of Florida Logo
    Wake Forest University Logo
    University of Tennessee Logo
    Utah Valley University Logo
    UC Berkeley Logo - Berkeley Extension
    LSU E.J. Ourso College of Business Department of Finance CFP Board-Registered Program Logo
    University of Richmond Richmond School of Professional & Continuing Studies Logo
    University of Miami Division of Continuing & International Education Logo
    University of Missouri Personal Financial Planning Logo
    The University of Arizona College of Agriculture & Life Sciences Norton School of Family & Consumer Sciences Personal and Family Financial Planning Logo
    Emory University Continuing Education Logo
     Howard University school of business logo
    George Mason University Continuing and Professional Education Logo
    Northwestern University Logo - Northwestern Financial Planning
    University logo for NYU
    The University of Texas at Austin Center for Professional Education Logo
    UF IFAS University of Florida Logo
    Wake Forest University Logo
    University of Tennessee Logo

    Dalton Education partners with 9 of the 10 top financial services firms.

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    Expert instructors & support

    We've brought together a team of professionals dedicated to student success every step of the way. With highly-experienced instructors providing personalized study support and our Student Success Coaches helping learners stay on track, we make sure students cross the finish line with confidence.

    What students are saying