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Certificate in Financial Planning

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Learn More about THE DALTON REVIEW® CFP® Examination Courses

Student Testimonials

"I would definitely recommend Dalton to anyone who wants to pass the CFP on the first try"

- Rudy Fernandez

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Dalton Education Faculty & Staff

J. Rey Belyeu, MBA, CFP®

Mr. Belyeu is president of Cornerstone Financial Planning, a financial planning practice concentrating on comprehensive financial consulting for individual and small to medium size businesses. Mr. Belyeu has over 27 years in the financial services industry, which includes countywide manager and First Vice President of Private Banking for SunTrust Bank. His degrees include a BS from the University of Florida and Master of Business Administration from the University of Central Florida. Mr. Belyeu has over 25 years of teaching experience which includes all modules of the CFP® certification education program and review courses, both in a traditional classroom and live, over the Internet.

James E. Coleman, Ph.D.

Dr. Coleman’s teaching experience spans 15 years, including undergraduate, graduate and Executive MBA programs at Troy University, Mercer University and Dalton State College. In addition, as Vice President of Market Results, a financial planning training and consulting firm, he has helped hundreds of candidates pass the Certified Financial Planner™ exam over the last decade. Prior to his academic career, Jim spent over a decade in public accounting and corporate management, concluding with the position of Managing Director of Public Relations at Federal Express, where he was responsible for the company’s global public and investor relations activities. His degrees include a MS and Ph.D. from University of Alabama as well as BBA in accountancy from University of Mississippi. Dr. Coleman is a member of the Direct Marketing Education Foundation's Professors Academy, the Financial Planning Association and has authored numerous articles in journal publications on topics such as relationship marketing and marketing opportunities for financial planners.

Dr. David W. Durr, PH.D. CFA, CFP®

Dr. David W. Durr is a professor and the Arthur J. Bauernfeind Chair in Investment Management at Murray State University. He also directs the program in personal financial planning that is registered with the Certified Financial Planner Board of Standards Inc. Durr has worked with investment and financial services professionals across the country. For several years Durr has taught financial planning seminars/classes throughout the United States. Durr has taught courses in investment management, corporate finance, derivatives, portfolio management, and risk management. Durr is co-author of Dalton CFA® Review: Study Notes Volume I and II. (Dalton Publications, L.L.C.) He has published articles in several journals including Advances in Investment Analysis and Portfolio Management, Review of Quantitative Finance and Accounting, Managerial Finance, Journal of Financial Service Professionals, and Advances in Taxation. Durr earned a B.B.A. at the University of Texas at Austin, M.B.A. from Stephen F. Austin State University, and Ph.D. from the University of North Texas.

Joseph M. Gillice, MBA, CPA, CFP®

Mr. Gillice is president of Dalton Education, LLC and is the former director of University Programs at BISYS Education Services. Mr. Gillice has designed and implemented financial planning programs at over 20 universities across the country, including Georgetown, Duke, DePaul and Rice University. Mr. Gillice teaches fundamentals of financial planning and investment planning. He is an author of Financial Calculator Essentials and technical editor for Fundamentals of Financial Planning: Theory and Practice. He received a Master of Business Administration from Georgia State University.

David J. Klein, CFP®

Mr. Klein is a Regional Vice President for an Insurance Company based out of New York, where he is focused on agent training and sales assistance. Mr. Klein has over 17 years in the Insurance and Financial Services industry, including as a Regional Vice President for a Fortune 500 Company. Mr. Klein is a CFP® Certificant and has a BS from the University of Florida. Mr. Klein is a technical editor of The Dalton Review® for the CFP® Certification Examination. He is also an instructor of Fundamentals of Financial Planning and Insurance Planning.

Thomas P. Langdon, J.D., CPA, CFA, CFP®, CLU, CEBS

Mr. Langdon has held numerous leadership positions, having served on the Board of Examiners of the Certified Financial Planner Board of Standards, as academic advisor to the Society of Financial Service Professionals Business and Compensation Planning Section and as an education committee member for the Financial Analysts of Philadelphia. Mr. Langdon’s articles have appeared in Financial and Estate Planning Quarterly and The American Bar Association Small Firm Digest, among other publications.

Randy C. Martinez, MS, CPA, CFP®

Randy Martinez, MS, CPA, CFP® holds a Master's of Accounting with a specialization in Tax from the University of New Orleans and a Bachelor's of Accountancy from Loyola University in New Orleans. Randy is licensed in the state of Georgia as a Certified Public Accountant (CPA) and is a Certified Financial PlannerTM professional.

Prior to founding Asset Advisors Group, LLC Randy spent several years with the high-net worth Personal Financial Planning group of the international accounting firm of KPMG, LLP where he advised clients on tax minimization strategies related to estate and gift planning, retirement planning, and individual income tax planning and compliance.

Randy has traveled extensively through the United States training other financial advisors on new, innovative estate, retirement, and tax planning strategies. For these training sessions, he worked on the creative teams that developed the course curricula and serves as a co-author on several of the textbooks. He is also an adjunct professor in the continuing education departments of Georgetown University, Duke University and Emory University. Over 1000 financial advisors have attended Randy’s classes.

During 2008, Randy was invited and selected to be one of 25 CPAs within the state of Georgia to complete the Georgia Society of CPAs Leadership Academy - a program to provide participants with leadership skills and expertise that they will use in their firms and their communities.

Mariette T. O'Malley, CPA, JD, CFP®

Mariette O'Malley is a tax partner in private practice focused on individual tax and financial planning issues. She is a frequent lecturer on tax and financial matters to local business and civic groups, a contributing speaker to the American Institute of Certified Public Accountants (AICPA) and a contributing author to CPE course on 401(k) plans designed for the Internet. Ms. O'Malley has taught review courses for CPA exam candidates and the CFP® Certification Examination. She is a member of the American Association of Attorney-Certified Public Accountants, AICPA and American Bar Association.

Kristi M. Tafalla, JD, MS, CFP®, ChFC

Kristi Tafalla is president of KMTafalla Financial and Legal Services, LLC, which provides professional services including legal services, financial planning, and development and consulting services to financial services providers. Ms. Tafalla has contributed to several recognized academic texts including Estate Planning for Financial Planners, Retirement Planning for Financial Planners, and Personal Financial Planning: Theory and Practice. She also contributed to the Dalton Review for the Certified Financial Planner Exam and was the editor of and a contributor to Review for the Hong Kong CFP® Certification Exam, Papers 1-4. Ms. Tafalla was previously the director of product development for BISYS Education Services/Dalton Publications.