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Fast-track your CFP® certification with the Accelerated Path
With your CPA, JD, or other qualifying designation, you can earn your CFP® marks sooner. Dalton Education’s Capstone Course + Exam Review will prepare you for the November 2025 CFP® exam in just 3–4 months.
Unlock the power of multiple designations
CFP® certification amplifies your legal or accounting expertise — empowering you to provide a client-first, comprehensive planning approach.
Boost credibility
Signal your expertise with the gold standard credential in holistic financial planning.
Add revenue streams
Expand your advisory services across retirement planning, estate planning, and beyond.
Deepen client relationships
Play a critical role in helping clients achieve their goals with the comprehensive, tailored guidance they’re looking for.
Boost retention and revenue
“Before CFP® certification, I’d refer retirement questions out — losing visibility with 80% of referred clients. After certification, I coordinated retirement advice myself, kept 95% of those clients, and added $200K in recurring advisory revenue. Now I have year-round touchpoints.”
- Jason Ackerman, CPA, CFP®, CGMA, Co-founder & CFO, WealthRabbit
Why Dalton Education by CeriFi?
For 20 years, Dalton has led the way in CFP® certification education. Benefit from our best-in-class curriculum and a proven path to CFP® exam success.
Accelerated structure
Bypass 12 months of coursework with a supportive program that fits into a 3–4-month window.
Guarantee to Pass™
Dalton’s top-rated CFP® exam review ensures exam success, backed by an industry-leading guarantee.
Personalized support
Learn from seasoned educators who know how to guide working professionals to success.
Quality you trust
With Dalton, you’re part of the CeriFi platform you know and trust for your professional development.