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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.

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Opening the door to possibilities

Our Diversity Initiative provides financial assistance to individuals from underrepresented groups. With this aid, we’re helping to change the face of financial planning to better represent the diverse clients we serve.

Apply now

The Dalton Education Diversity Initiative provides up to $3,500 for our CFP® certification education courses.

$1,500,000+

in financial assistance has been awarded by Dalton to individuals from underrepresented groups in terms of race, ethnicity, and gender, and to military veterans and their spouses.

Multiple financial assistance opportunities are available every year on a first-come, first-served basis for eligible applicants.

Eligibility requirements

Must be looking to pursue a career in the financial planning field.

Must have an undergraduate or advanced degree, or be within 60 hours of an undergraduate degree (Junior or Senior).

From an underrepresented population in terms of gender, race or ethnicity, AND/OR active military or veteran or a spouse of an active military or veteran.

Must confirm to not have completed any prior CFP® certification education requirements.

FAQ’s

Financial assistance is awarded on a first-come, first-served basis. The award amount varies and depends on the program. Up to $3500 will be awarded for Instructor-Led Online programs, and up to $2000 will be awarded for Self Study programs.

You must meet all of the following requirements to be eligible:

Looking to pursue a career in the financial planning field.

From an underrepresented population in terms of gender, race or ethnicity, AND/OR active military or veteran or a spouse of an active military or veteran.

Have an undergraduate or advanced degree, or be within 60 hours of an undergraduate degree (Junior or Senior).

Have not completed any CFP® certification education requirements.

Yes, any balance that remains after the award has been applied can be divided into six payments.

You must sign a promissory note to pay tuition over six payments. Payment due dates are listed on your promissory note and will depend on your program.

There is a $175 administrative fee. If there are any taxes based on your state, those are included in the payment plan. Payment plans are interest-free.

There is a grace period of five days beyond the due date to resolve any outstanding payments. For Guarantee to Pass™ students, late payments beyond five days void the guarantee.

What students are saying

"I recommend Dalton's CFP study program to anyone who is planning to sit for the test. It is thorough, well guided, and offers many resources for individual support. I can honestly say that I went into the exam KNOWING that I was going to pass."
Amanda B.
"It came down to the enrollment advisor's responsiveness in addressing my questions/concerns as primary and then the ability to be flexible with online courses and working through the coursework. Absolutely would recommend Dalton! After having taken the exam (and passed!) last week, I appreciate Dalton's questions even more as they were more realistic to what I saw on the exam. Thank you! Keep up the good work!"
Morgan B.
"Combined with hard work and dedication, Dalton Education made sure I had what was needed in order to succeed. Without their experience, diligence, and structure, I would have spent more time worrying about what to study and when rather than putting in the hours needed to pass. Dalton knows how to get it done the first time around!"
Monica Y.
"I have thoroughly enjoyed the Dalton Education CFP study program. I completed the 10 week review for the exam, including a 4 day live review. I successfully passed the CFP exam and I owe my success to Dalton and their incredible team of instructors. The Dalton materials, coursework, virtual classroom and schedule are not only intuitive and user friendly for a working mother, but they are top notch. I felt prepared for the exam, and after passing the exam I realized how Dalton had not only prepared me for everything but they over prepared me. I have a deep understanding for financial planning, and I look forward to taking my career to the next level. Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors!"
Lindsay W.
"Dalton provided me the materials, resources, and structure that I needed to complete my certification. From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work. It helped me plan study time accordingly and gave me a practical benchmark for preparation time. That said, each professor teaching the material stood out to me whether it was because of their experience with the CFP exam, pedigree, and/or knowledge and presentation of the material."
Forrest P.
"What I love about the CFP course through Dalton is the flexibility. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests – not for me. Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others."
Jayln P.
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Our advisors are here to help you understand financial assistance options so you can get started on your CFP® certification path today.

1-844-721-7503Apply now
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