Executive Certificate in Financial Planning with The Dalton Review
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Professional Financial Planning Certificate Program
Build comprehensive financial planning knowledge through CFP Board-registered coursework, experienced instruction, and practical application across the essential areas of personal financial planning.
Build the knowledge needed to approach personal financial planning with confidence. Offered in partnership with Dalton Education, this CFP Board-registered education program covers insurance, investments, taxation, retirement, estate planning, and the application of integrated planning principles. The curriculum includes six modules and a capstone that brings the financial planning process together. This option also includes The Dalton Review, providing structured exam preparation resources after the certificate coursework.
Explain foundational financial planning principles, professional practices, and insurance considerations.
Evaluate investment approaches using risk, return, and portfolio planning concepts.
Recognize key income tax considerations affecting individuals and business entities.
Discuss retirement strategies, employee benefits, and Social Security planning considerations.
Identify estate planning concepts and their implications for client objectives.
Integrate planning disciplines into a comprehensive financial plan using professional standards.
Designed for financial planners, investment advisors, insurance agents, benefits specialists, accountants, bankers, and trust officers. It also welcomes professionals exploring a career in financial planning who want a structured educational foundation and a clear path toward meeting CFP® exam education requirements.
Professionals pursuing CFP® certification education or broadening their financial planning expertise.
Explore Program Details
Progress through six focused courses, from core planning concepts to an applied capstone, supported by readings, pre-study lectures, and assessments.
Explore financial planning fundamentals, insurance concepts, and the professional planning process.
Examine investment processes, risk, return, portfolio theory, and major security types.
Study individual and entity taxation issues relevant to comprehensive financial planning.
Review retirement planning, qualified plans, Social Security, and employee benefit considerations.
Explore estate planning, then integrate financial planning concepts through a comprehensive capstone.
Complete six curriculum modules over approximately nine months, with scheduled classroom sessions, online learning resources, and a culminating capstone experience.
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Strengthen your ability to serve clients through comprehensive, structured financial planning education.
Share program details, learning outcomes, and scheduling information to support your professional development conversation.
Build comprehensive financial planning knowledge through CFP Board-registered coursework, experienced instruction, and practical application across the essential areas of personal financial planning.
Explain foundational financial planning principles, professional practices, and insurance considerations.
Strengthen advanced project management skills to lead high-performing teams, manage organizational change, mitigate risk, analyze business needs, and align stakeholder expectations.
Develop and lead high-performing teams across complex organizational structures.
Led by Marcie Lensges
from $1,650
Nov 23 - 30, 2026
Next: Nov 23
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Executive Certificate in Financial Planning with The Dalton Review
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