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Certificate in Financial Planning

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The Dalton Review
Learn More about THE DALTON REVIEW® CFP® Examination Courses

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

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Dalton Education Management Team


Brian J. Dalton, CFP®

Founder and Managing Member
Mr. Dalton is the managing member of Dalton Education LLC. Mr. Dalton is the previous head of training for a Fortune 100 company. He is a graduate of the Georgetown Executive Certificate in Financial Planning program. He is a Certified Financial Planner®. Mr. Dalton is a retired U.S. Air Force Colonel.

Joseph M. Gillice, MBA, CPA, CFP®
Mr. Gillice is a co-founder and President of Dalton Education, LLC.  Dalton Education is an innovative e-learning education company that offers education programs in partnership with some of the most prestigious universities in the country, such as New York University, Northwestern University, UCLA and Wake Forest University.  Dalton Education offers innovative education programs in financial planning, The Dalton Review for the CFP® Certification Examination, Paralegal Education, Project Management and Social Media.  Previously, Mr. Gillice was Director of University Programs for BISYS Education Services, where he implemented and managed financial planning programs at Georgetown University, Duke University and many others.  Mr. Gillice is a former adjunct faculty member at Georgetown, Northwestern and Duke Universities where he taught financial planning, insurance and investment planning.  He is the author of Financial Calculator Essentials, co-author of Fundamentals of Financial Planning, The Dalton Review Pre-Study Materials in Investment Planning and Fundamentals of Insurance Planning.  Mr. Gillice has a Master of Business Administration for Georgia State University and a finance degree from Florida State University.

 
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