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Certificate in Financial Planning

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Learn More about THE DALTON REVIEW® CFP® Examination Courses

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"I PASSED!! Thanks Joe and pass my thanks along to everyone else at the school."

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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.

Kevin T. Dalton, CFP®
Mr. Dalton is a member of Dalton Education, LLC. Mr. Dalton is a former Sales Executive for a large financial services education company. He is a Certified Financial Planner® and has taught Fundamentals of Financial Planning and Capstone Case course for Duke University's Executive Certificate in Financial Planning program. Mr. Dalton has designed and implemented customized financial planning education programs for financial service firms and universities across the country.

Joseph M. Gillice, MBA, CPA, CFP®
Mr. Gillice is President of Dalton Education, LLC. He was previously Director of University Programs for BISYS Education Services. During his time with BISYS, Mr. Gillice implemented and managed the Executive Certificate in Financial Planning programs at fourteen universities across the country. Mr. Gillice served as a consultant for a major business to business e-commerce software company and a financial analyst for a major manufacturing company. Mr. Gillice is a former adjunct faculty member at both Georgetown and Duke University. Mr. Gillice currently teaches live online financial planning programs for Rice University, New York University and Northwestern University. He is an author of Financial Calculator Essentials, co-author of The Dalton Review® Pre-Study Materials in Fundamentals of Financial Planning and Insurance, as well as The Dalton Review® Pre-Study Materials in Investment Planning. Mr. Gillice is also a technical editor for Fundamentals of Financial Planning: Theory and Practice. He has a Master of Business Administration from Georgia State University and a BS in Finance from Florida State University.