Dalton Education

As the leader in CFP® certification education for over 15 years, Dalton Education has helped thousands elevate their careers — in fact, over half of today's CFP® professionals earned their marks with our help. Are you ready to join them?

Get Started: https://bit.ly/3ZhG7tv

Did you know that over 99% of Dalton students who successfully complete our comprehensive review pass the CFP® exam?

And with our Guarantee to Pass™ option, if you successfully complete our review and don't pass the exam the first time, you'll get 100% of your money back.

Stack the odds in your favor by choosing Dalton, and see why we've been named Investopedia's "Best Overall CFP® Exam Prep Provider" for four years running.

https://bit.ly/4aC7wc5

The Dalton Education team is excited to head to the Financial Planning Association's Annual Conference in Columbus later this month, and we hope to see you there!

Come visit us at booth #503 to meet the people behind our industry-leading programs and learn why we've been named Investopedia's "Best Overall" CFP® exam prep provider for four years in a row.

Practice time! Test your knowledge with this question from our CFP review materials.

Want an in-person learning experience to prep for the November 2024 CFP® exam?

Our Traditional Classroom Review gives you four days of expert, in-person instruction, plus access to live online review sessions, class recordings, and more.

View our upcoming Traditional Classroom Review dates and locations: https://bit.ly/4axrYet

Who's on your shortlist of people you'll thank when you announce on LinkedIn that you've successfully earned your CFP® mark?

Your spouse? Your mom? A valued mentor? Maybe a college professor who provided guidance at a pivotal moment, or even one of our Dalton faculty members?

We can't help you decide who gets tagged in your victory post, but we can make sure you get to the point where it's something you'll have to consider — just take a look at this roundup of recent successful CFP® candidates (and one Certified Military Financial Advisor).

Take notes. With Dalton, you'll be in this position sooner than you think.

If you're sitting for the November 2024 CFP® exam, pay attention to these key dates!

Pro tip: You have just under one month to lock in your best price on the cost of exam registration! Register by September 12 to take advantage of early bird pricing and save yourself $200.

Get more details and register at: https://bit.ly/2UuSNLs

Our CFP® curriculum is the path. Our learning technology is the vehicle. But it's our people, like Dr. Katie Morrison, that provide the guidance and vision that lead to our students' success.

That's why we are relentless in our pursuit to recruit the best minds in financial planning education: the Dalton difference is our people.

The Financial Planning Association's NexGen Gathering kicks off tomorrow in Phoenix and the Dalton Education team will be on the ground to answer your questions about how we can help you reach your CFP® goals.

And, just to make things extra interesting, we want to give one lucky NexGen attendee a FREE Dalton Review™ course. This is our premier course offering designed to equip you pass the CFP® exam the first time.

So, stop by booth #14 to see why we've been named Investopedia's "Best Overall" CFP® exam prep provider four years in a row, and to throw your hat into the ring for a shot at that free Dalton Review™.

See you in Phoenix!

Are you headed to Financial Planning Association's NexGen Gathering in Phoenix next week?

The Dalton team will be there! Stop by booth #14 for a chance at prizes and to learn why we've been named the Best Overall CFP® Exam Prep Provider for four years running.

Our Specialist in Personal Financial Planning (SPFP) program was created to help you build the financial planning career you want.

By earning the SPFP certificate, you’ll:

✅ Enhance your technical knowledge with an overview of key financial planning topics.

✅ Apply the concepts you’re learning with a variety of case study exercises.

✅ Improve your ability to interact successfully with clients in real-life situations.

✅ Get a head start on CFP® certification (if you decide to take that step) by waiving the first course in our CFP® certification program!

Learn more: https://bit.ly/3TsBHLT

If you…

✅ Are looking to pursue a career in the financial planning field

✅ Are from an underrepresented population in terms of gender, race or ethnicity, and/or active military or veteran or a spouse of an active military or veteran

✅ Have an undergraduate or advanced degree, or are within 60 hours of an undergraduate degree

✅ Have not completed any prior CFP® certification education requirements

…you could be eligible for the Dalton Education Diversity Initiative, which provides financial assistance to individuals from underrepresented groups. With this aid, we're helping to change the face of financial planning to better represent the diverse clients we serve.

Financial assistance opportunities are available every year on a first-come, first-served basis for eligible applicants.

Learn more and apply: https://bit.ly/3Ny5dgW

Are you ready to take the first step toward higher earnings, better job satisfaction, and gaining an edge over your competition?

Start with our CFP® exam prep guide: Preview the program structure, time commitment, and study schedule.

Download the guide: https://bit.ly/4di8iMO

New to the financial planning field, or just want some tips and tools to help you grow your business?

Certified Financial Planner Board of Standards, Inc. (CFP Board) has this helpful marketing bundle to help you connect with new clients and tell your story!

You've worked hard to earn your CFP® certification, and now it's time to let the world know! Use our marketing materials to grow your business and show clients what you can do for them. The "Market Yourself" bundle includes everything you need to share your credential with prospective clients and put their minds at ease. Buy now and start promoting your CFP® certification: https://www.cfp.net/career-and-growth/market-yourself

Dalton Education is on fire this year! From racking up accolades to launching an exciting new certification, 2024 is shaping up to be an incredible year of growth and improvement.

Here are just a few highlights from the first half of 2024:

✅ Earned the top spot in Investopedia’s Best CFP® Exam Prep picks for the 4th year in a row.

✅ Launched a new CFP® certification student experience with upgrades to our learning platform and a welcome course for a smoother start.

✅ Added a TON of new resources, expanded learning content, and enhanced progress tracking for CFP® certification students.

✅ Released the Specialist in Personal Financial Planning (SPFP) program, a great first step into a career as a financial planner.

So, if you're preparing for the November 2024 CFP® exam, make sure you're working with the best. Here's where you get started: https://bit.ly/3wIrAuS

Education requirements, exam prep, service, ethics — there's a lot to keep track of on your CFP® journey. Use CFP Board's CFP® Certification Tracker to stay on top of what you still need to check off and remind yourself of everything you've accomplished!

https://bit.ly/3zPU0EG

Monitoring your progress towards CFP® certification has never been easier! With CFP Board’s Certification Tracker, you can keep tabs on your Education, Exam, Experience and Ethics requirements. Stay on track and access valuable resources by creating your free CFP Board account today! https://www.cfp.net/get-certified/track-your-progress

Uninsured/Underinsured Motorist (UM/UIM) coverage is a critical component of auto insurance that protects drivers when they are involved in an accident with a driver who either has no insurance or insufficient insurance to cover the damages.

WalletHub reached out to Dalton's Senior Content Lead for Financial Planning, Dr. Katie Morrison, to get the lowdown on what you need to know about this type of coverage.

See what she had to say: https://bit.ly/4d1CBr0

What is Uninsured Motorist Coverage? Guide for 2024 Uninsured motorist coverage protects you from poorly insured drivers. Learn more about uninsured motorist coverage & underinsured motorist coverage.

Dalton Education is proud to invest in the future of the financial planning profession by supporting incredible aspiring CFP® pros like Elyssa, Frances, Imani, and Lindsey.

Congratulations to all of you. We can't wait to see the incredible things you're going to do in our industry!

Congratulations to the most recent recipients of the Dalton Education Scholarship! Dalton Education is advancing the financial planning profession by helping qualified career changers and new financial planning professionals obtain CFP® certification. This scholarship covers the full cost of the CFP® Exam Review course provided by Dalton Education. See the recipients here: http://bit.ly/46BsjLI