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Specialist in Personal Financial Planning (SPFP)

Gain the skills you need to jump-start your financial planning career path with our self-study certificate program.

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Your first step into financial planning

Interested in a career in financial planning? Earn a credential that gives you a strong foundation in the field’s core concepts — and puts you on track to becoming a CERTIFIED FINANCIAL PLANNER™.

Boost your Technical Knowledge

Get an overview of the most useful technical concepts of financial planning.

Hone your Communication Skills

Learn how to communicate successfully with clients in common real-life situations.

Go further with CFP® certification

Begin gaining knowledge that will benefit your CFP® certification journey.

Talk to an advisor today.

Our advisors are your go-to for everything. Need course recommendations? Extend a course? We’ve got you covered.

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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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CFP Education Course • Self-Paced, Online Study

Specialist in Personal Financial Planning (SPFP)

$

1,349

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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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SPFP

About the Program

Who this program is for

Whether you’re thinking of beginning your career in financial services or want to add value to your customer meetings, you can benefit from this program! SPFP is for:

  • Recent college graduates

  • Entry-level financial advisors

  • Support staff at financial services firms

  • Career changers

  • People who are thinking about earning CFP® certification

What’s included

  • Self-study materials delivered online

  • 10 learning modules totaling 40 study hours

  • Multiple-choice assessment at the end of each module — score 70% or higher to pass

  • Certificate of program completion

What to expect

Learn technical and communication skills through a combination of short readings, videos, and activities. Numerous case studies model the skills that will empower you to have successful client interactions, and the accompanying exercises provide opportunities to practice the concepts you’re learning.

The program is designed to give people new to financial planning a strong foundation in core knowledge and skills and covers these topics:

  • Introduction to Financial Planning

  • Psychology of Financial Planning

  • Time Value of Money

  • Financial Statement Analysis

  • Risk Management

  • Education Planning

  • Investment Planning

  • Retirement Planning

  • Tax Planning

  • Estate Planning

With this foundation, you’ll have a head-start on content covered in our CFP® education program if you go on to pursue CFP® certification.