Dalton Education

Wishing all our Dalton students the very best as they prepare to ace the CFP? exam this week! Your dedication and hard work have already put you on the path to success. Don't forget to glance through these final tips from Anna Breit, Richard D. Armstrong III CFP?, CKA?, EA, MBA, and Cherie Stueve, PhD CFP? AFC? FFC? FBS? on the Dalton team for a stellar performance. Keep Calm. Study On. You've got this! ?? ?? ?? #CFP?#CFPPro?#CPFExam

Wherever you are, whoever you're with, and however you celebrate, the CeriFi family wishes you a happy and safe Thanksgiving holiday. All CeriFi U.S. offices will be closed in observance of the holiday from Thursday, November 28 through Friday, November 29.

Need CE? If you're a CFP? certification holder, you're required to complete 30 hours of continuing education (CE) each reporting period: 2 hours of CFP Board approved Ethics CE and 28 hours of general CE. Dalton Education has you covered. When you complete our 2-hour ethics course, we'll report your CE hours directly to CFP? Board on your behalf. Satisfy your requirements today: https://bit.ly/4avnvZr #CFP #CFPPro #FinancialPlanning

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

The closest thing to getting a cheat code to pass the CFP? exam is choosing Dalton as your CFP? exam review provider. The next closest thing is getting a firm understanding of the case study questions. Let Investopedia explain: https://bit.ly/3Dxp22V

Need CE? If you're a CFP? certification holder, you're required to complete 30 hours of continuing education (CE) each reporting period: 2 hours of CFP Board approved Ethics CE and 28 hours of general CE. Dalton Education has you covered. When you complete our 2-hour ethics course, we'll report your CE hours directly to CFP? Board on your behalf. Satisfy your requirements today: https://bit.ly/4avnvZr #CFP #CFPPro #FinancialPlanning

CFP? pros! There's still time to register for today's webinar from Spidell Tax Education on the potential tax changes under the incoming presidential administration and what they mean for your clients. Earn 1 hour of CE credit and get informed to stay ahead of the game: https://bit.ly/3Z2KbvT #CFPPro

Last chance to register! Find out what you need to know about the incoming administration's tax plans in this live, one-hour webinar hosted by Spidell Tax Education's tax experts, Renée Rodda and Mike Giangrande. You'll gain a solid understanding of the fundamentals of the tax proposals and policies that we may see in the next administration, including changes to be aware of and opportunities for planning ahead of tax law changes. CFP? professionals can earn up to one hour of continuing education for attending the live webinar. Register now: https://bit.ly/3O9fYGt

Set yourself apart as a financial advisor and give back to our men and women in uniform by becoming a Certified Military Financial Advisor (CMFA?). With this first-of-its-kind certificate in military-focused financial planning, you'll empower yourself to provide expert financial guidance to the military community. Learn more: https://bit.ly/4gM0qG3

Elevate your expertise with CeriFi's comprehensive CE library for CFP? professionals. With CFP? Board-certified CE courses from the most trusted names in financial education, we help you meet diverse client needs and propel your practice to new heights. Explore our courses: https://bit.ly/4f5Dosm