This year, Dalton Education proudly celebrates 20 years of providing the premier CFP? education experience to aspiring financial planning professionals. To celebrate, here are 20 reasons why we're the leader in CFP? education. When you're ready to start earning your CFP? mark, here's where you start: https://bit.ly/3QqGBI2 #CFP #CFPExam #CFPPro #FinancialPlanning
Dalton Education
在线学习提供商
Alpharetta，Georgia 1,720 位关注者
Earn a Certificate at One of the World’s Top Universities.
关于我们
Dalton Education offers online education programs through premier university partners such as New York University, Northwestern University, Pepperdine University, and many more. Dalton Education also offers The Dalton Review?, the #1 review course in preparation for the CFP? Certification Examination. Dalton Education also offers online education programs in Social Media Management.
- 网站
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https://www.dalton-education.com
Dalton Education的外部链接
- 所属行业
- 在线学习提供商
- 规模
- 11-50 人
- 总部
- Alpharetta，Georgia
- 类型
- 教育机构
- 创立
- 2005
- 领域
- Certified Financial Planner Certification、THE DALTON REVIEW?、Social Media Certification、Debtor Education、CFP Education和CFP Continuing Education
地点
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主要
获取路线
3625 Brookside Pkwy
Suite 450
US，Georgia，Alpharetta，30022
Dalton Education员工
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John J. Pallaria
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Elizabeth Dalton, Ph.D.
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Mariette O'Malley
Partner, O'Malley & O'Malley,LLP Certfied Public Accountants
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John J. Gregorio, CFP?, AIF?, CSRIC?, CFS?
Certified Financial Planner (TM) / Accredited Investment Fiduciary (TM) - Passionate about aligning Investments with your Goals - Graduate of the…
动态
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Did you know that 99% of students who successfully complete the Dalton Review? pass the CFP? exam? If you're gearing up for the July 2025 CFP?, our Traditional Classroom Review gives you four days of expert, in-person instruction, plus access to live online review sessions, class recordings, and more to help you join the 99% who pass with us. Check out upcoming Traditional Classroom Review dates and locations and reserve your seat: https://bit.ly/3IcpS7d #CFP #CFPExam #CFPPro #FinancialPlanning
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How are CFP? pros handling big changes in tax policy? CFP Board surveyed advisors to find out. See what they're recommending in the "2025 CFP? Professionals Taxes Survey" below.
The tax landscape is shifting — how are CFP? professionals responding? A new CFP Board survey, “2025 CFP? Professionals Taxes Survey,” explores the risks and strategies advisors are considering as the TCJA expiration approaches. Read the findings: https://lnkd.in/eX9YYcE6 #FinancialPlanning #CFPpro #Tax ?
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Early registration is officially open for the July 2025 CFP? exam!
Congratulations to everyone who took the March CFP? exam! You’ve taken a major step toward becoming a CFP? professional and advancing your career in financial planning. For those considering their own certification journey, early registration for the July CFP? exam is now open! Secure your spot and take the next step toward this rewarding profession. Learn more: https://lnkd.in/d_gZ2Tyn #CFPexam #CFPpro #FinancialPlanning
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? Flexible learning ? Comprehensive coverage of code and standards ? Automatic reporting At Dalton Education, we make completing your required CFP Board Ethics CE quick and painless. Get the course: https://bit.ly/4avnvZr
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Congratulations to Dalton Education student Dana Anderson, CPA on passing the CFP? exam! Dana, we're thrilled to be a part of your journey and to see what you'll bring to the financial planning field.
I'm thrilled to announce that I've passed the CFP? exam! After countless hours of watching lectures, practicing with notecards, and reading through the CFP Board Code of Ethics, it was such a relief to see "PASS" when I submitted my exam. The process was challenging, but it reinforced my passion for financial planning and my commitment to helping individuals and families achieve their financial goals. No blood, but sweat and tears certainly went into this. This is a huge milestone in my career and I am so excited about it. A huge thank you to everyone who supported me along the way—from the team at Dalton Education to my coworkers at DHJJ Financial Advisors, family, and friends. A special shoutout to Emily Lins for her constant encouragement! And to Ryan Decker, PhD, CFP? who was the catalyst for my interest in financial planning.
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Whether you're just starting out on your CFP? journey or you're a seasoned pro looking to enhance your skills and career, Dalton Education has a program to help you get where you want to be. Learn more: https://bit.ly/3Iv6UJk
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? Flexible learning ? Comprehensive coverage of CFP Board's code and standards ? Automatic reporting of your credits Completing your required CFP? Board Ethics CE doesn't get any easier than this. Get started with Dalton today: https://bit.ly/4avnvZr
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Professor and Chair of Consumer Sciences Program, CFP? Program Director at The Ohio State University
Congratulations, Jaden McMullen, for passing the CFP Exam while still a student, as part of our very first CFP Exam Class at the Ohio State Financial Planning program. It is such an amazing achievement! We are enormously grateful to Doug Feller, Susan Geier and their team at Rea for the generous financial support for exam books and fees, Shannon Mahoney and her team at Dalton Education for planting this seed and for study guidelines and access to the Dalton Review, and Kasey Kobs at the CFP Board for providing our students with the much-reduced CFP exam fee and wonderful help with the registration. It takes a village! #OhioStatefinancialplanning #FutureCFPpro
Ladies and gentlemen…….the beast has been conquered!! I have officially passed the CERTIFIED FINANCIAL PLANNER? Exam!! This is by far one of the greatest accomplishments that I have ever had in my life! I have spent the last four months spending countless hours studying and sacrificing time with family and friends to make it happen. I am super blessed to have such an amazing support group from people like Lori Eisel, MS, CFP?, EA, CDFA?, Dr. Caezilia Loibl, CFP?, Larsen Maasikas Ryan Arp, Derek Dougherty, Gabriel Siracusano, Sahil Mehrotra, and my family. Thank you all for your support! Ryan, Derek, Gabe, and Sahil…good luck boys! You got this! This test really taught me to stay humble and hungry. You have to push through to the end so that you are on top of your game. I think it’s time for me to buy myself a brand new set of golf clubs. I earned it. Hope everyone has a blessed rest of your day! Thank you for coming to my Ted Talk.?? (The picture on the right is what I call “The Great Wall of Sticky Notes”)
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