Applied Learning Library™ is now CFP CE and NASBA CE approved + 5 new courses just added.
Check it out
Home
  • 1-844-721-7503
  • Course Login
  • For Businesses
    • 0
0
For Businesses
Course Login

Certified Military Financial Advisor®

Empower your team to provide expert financial guidance to the military community with a certification built exclusively for military-focused financial planning.

Bring This Program To Your Firm
Dalton Education and Wake Forest University logos
CourseAbout
Talk to a Dalton Sales Expert

Ensure competence

Build your team’s ability to address the unique needs of military personnel and veterans. 

Be compliant

Minimize your organization’s compliance risk by increasing your advisors’ knowledge. 

Stay relevant

Keep your advisors up to date on the military financial planning landscape with relevant continuing education. 

Demonstrate credibility

Your team can earn a certificate of program completion from the prestigious Wake Forest University.

Specialized training from the industry leaders

From the most trusted name in financial planning education, the Certified Military Financial Advisor® program is a comprehensive course and designation designed for financial advisors serving active military personnel, veterans, and their families.

High-Quality Content

Students learn the most important concepts and scenarios for advising the military community.

Expert Course Designers

Our program designers served in the US military and now serve active duty and veteran clients.

Flexible Study

The online, self-paced program gives learners the flexibility to customize their studies at their own pace. 

Engaging Learning

Multi-modal learning includes on-demand videos, case studies, and more to boost engagement and retention. 

Personalized Support

Students get the help they need every step of the way from our first-rate customer support team.

Talk to a Dalton sales expert

Our dedicated sales professionals will take the time to understand your unique needs and set your business up for success.

1-844-721-7503Bring This Program To Your Firm

Dalton Education partners with 9 of the 10 top financial services firms.

Let’s create better learning together.

Interested in bringing the Certified Military Financial Advisor® certification to your firm? Just complete and submit the form below, and we’ll be in touch soon.  

Subscribe for updates

Sign up to receive updates, study tips, and special offers from Dalton Education.

Courses

CFP® Certification EducationCFP® Certification CapstoneThe Dalton Review®CFP® Certification EthicsSmall Business Wealth Advisor™Certified Military Financial Advisor®Specialist in Personal Financial Planning

Study Materials

Explore All Study Materials

Learn

Firm PartnershipsBlogDalton FacultyBrowse UniversitiesOne CeriFi

Support

Help CenterFinancial Assistance

Advanced Designations

Bionic TurtleMark Meldrum

Financial Planning

Dalton EducationMoney Education

Insurance & Securities

Pass Perfect

Financial Crimes

ACFCS

Tax & Accounting

Fast Forward AcademySpidellCeriFi CPEdge

Legal

CeriFi LegalEdge
Terms of Service
Privacy Policy

© 2026 Dalton Education, LLC. All Rights Reserved

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Learning programs powered by the best brands in the industry.

Learn More

Certified Military Financial Advisor®

About the Program

Who this program is for

  • Organizations that have a VetNet (Veterans Network) program or are aspiring to create one.

  • Organizations with a customer base of military personnel or veterans that need tailored financial planning services.

  • Organizations looking to grow their businesses with specialized financial planning services for the military and veteran community.

  • Advisors who want to complement CFP® certification with the unique content covered in the Certified Military Financial Advisor® program, which can be taken before or after earning CFP® certification.

  • Any advisor — veteran or not — who wants to differentiate themselves in the market with a military-focused financial planning designation. Unlike other military-focused financial planning education, there is no requirement to be a veteran to pursue the Certified Military Financial Advisor® designation.

What’s included

  • Self-study materials delivered online

  • 12 months of access

  • 14 learning modules totaling approximately 22 study hours

  • Resources for working with clients including client meeting checklists to help prepare and use in real time

  • Certificate of program completion from Wake Forest University

  • Qualifies for 22 hours of CFP Board-approved CE for CFP® certification

Note: Recertification required every two years.

Course topics

  • •

    Active Duty Benefits and Programs

  • •

    Guards and Reserves Benefits and Programs

  • •

    Veterans Benefits and Programs

  • •

    Retired Service Members Benefits and Programs

  • •

    Education Benefits

  • •

    Life Insurance

  • •

    Survivor’s Benefits

  • •

    Transitioning from Military Service

  • •

    Retirement Benefits

  • •

    Disability Benefits

  • •

    Tax Planning Considerations

  • •

    Divorce Considerations

  • •

    Estate Planning Considerations

  • •

    Service Members with Special Needs Dependents

Disclosure

The Certified Military Financial Advisor® certification is offered by Dalton Education. To obtain this certification, candidates must pass a comprehensive examination, agree to abide by a code of ethics. Dalton Education owns the certification mark Certified Military Financial Advisor® in the United States.

Code of Ethics 

Individuals who have earned the Certified Military Financial Advisor® certification are required to adhere to the following Code of Ethics. 

A Certified Military Financial Advisor ® professional must: 

  1. Show integrity. These professionals agree to provide services with integrity, fairness, and dignity. They must maintain their client’s trust and confidence at all times. 
  2. Offer objective advice. The advice and/or services these professionals provide should be objective, impartial, and accurate. Further, it must be the result of a holistic and thorough analysis, including but not limited to the client’s goals and current situation. 
  3. Be competent. These professionals must successfully complete the education and examination requirements to receive the certification. Further, they must maintain an appropriate level of knowledge in order to provide their clients with the proper level of advice. 
  4. Maintain confidentiality. These professionals agree to keep client information confidential and will disclose such information only when authorized by their clients or if compelled by law. 

Certified Military Financial Advisors® professionals should display or otherwise make known to individuals receiving advice or services from them this Code of Ethics. 

CeriFi reserves the right to periodically update the Code of Ethics, and it is the individual’s responsibility to make sure they are following the most recent version. 

Complaint Procedures 

Individuals who have been authorized to use the Certified Military Financial Advisor® designation are subject to CeriFi’s disciplinary process. Complaints against a designee may be filed by anyone with a formal business relationship such as a peer, supervisor, or client. Any complaints filed will go through an internal review process. CeriFi maintains a list of Certified Military Financial Advisor® professionals in good standing. 

Please use the following form to submit your complaint. 

https://dalton-education.com/dalton-support 

CeriFi reserves the right to periodically update the complaint procedures, and it is the individual’s responsibility to make sure they are following the most recent version. 

Use of the Certified Military Financial Advisor® Mark 

CeriFi is the owner of the Certified Military Financial Advisor® mark. 

As a successful recipient of the designation, you will want to protect this mark and its use to maintain its integrity in the field of financial planning. 

Use of this mark is limited to those who have been specifically authorized to do so by CeriFi. Only those individuals who have completed the Certified Military Financial Advisor® course, passed the exam, and adhere to the Code of Ethics are allowed to use the marks. 

Certified Military Financial Advisor® professionals are not permitted to use the marks in a manner that disparages CeriFi, its products and services, or its affiliated companies. 

Certified Military Financial Advisor® Mark: 

  • The mark must be spelled correctly, in its entirety, and the first letter of each word must be capitalized. 
  • Always use the ® symbol. 
  • The mark must be used as an adjective. Follow the mark with a noun such as “professional” or “certification”, or use the mark immediately following the name of the person who is certified. 
  • The mark may not be incorporated into any business or product names, email addresses, or URLs. 
  • The Certified Military Financial Advisor® mark must not be used as a parenthetical expansion for the mark. Incorrect use: “Camille Davis is a CMFA™ (Certified Military Financial Advisor®) professional.” 

 

Once you have earned the Certified Military Financial Advisor® designation, you may reference it on business cards, email signatures, LinkedIn profiles, and marketing materials. Please observe the following: 

  • Always spell out Certified Military Financial Advisor® in full when using the registered mark. 
  • Do not use the abbreviation “CMFA” with a ™ or ® symbol. 
  • After establishing the full name, you may refer to “the certification” or “the designation” in running text. 

CeriFi reserves the right to periodically update the trademark guidelines and it is the individual’s responsibility to make sure they are following the most recent version. If you have any questions about trademark or logo usage, please reach out to us at trademarks@cerifi.com.