Dalton Education is a premier provider of financial planning education, empowering professionals and firms to achieve excellence in an increasingly competitive industry. We've helped over 50% of today’s CFP® professionals earn their certification and for over 20 years have been delivering trusted, results-driven learning experiences built for real-world success.

Through our comprehensive CFP® Certification Education and The Dalton Review®, we combine expert-led instruction, flexible learning formats, and a proven methodology—ensuring candidates don’t just prepare for the exam, but master it with confidence.

Beyond certification, Dalton equips financial professionals to stand out with specialized programs like the Small Business Wealth Advisor™ and Certified Financial Military Advisor™ programs. Our innovative Applied Learning Library™ delivers practical, scenario-based guidance to help advisors navigate complex client conversations and drive better outcomes.

For individuals, Dalton offers a clear path to career advancement. For firms, we deliver customizable, enterprise-level training solutions that elevate advisor performance, strengthen client relationships, and build competitive advantage.

Dalton Education

This department focuses on managing client relationships and ensuring customer satisfaction across various regions.

Account Management

This department focuses on delivering instructional programs and training.

Education Division

This department focuses on providing educational resources and guidance in financial planning and management.

Dalton Education

Org chart

Teams

Account Management

Education Division

Financial Education

Offices