Welcome to the Online Executive CFP® Certification Education Program offered through Santa Clara University, in conjunction with Dalton Education, a leading provider of financial planning education materials.

This program is designed to fulfill the education requirement to sit for the CFP® Certification Examination.


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or receive a Full Refund!

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The benefits of this program include:

  • Complete at Your Own Pace.
    The program is designed to be completed in 9 months (or less.) There is a one-time complimentary 3 month extension and further extensions can be purchased for a minimal fee.

  • CFP Exam Focused.
    The program is designed by former members of the CFP Board of Examiners (now CFP Board's Council on Examinations). If anyone knows what’s on the CFP exam, they do.

  • Designed to Offer “Customized Learning”.
    Students can go into as much detail on a subject as they want. If you know the topic, move on. If you don’t, drill down into the online content to learn more.

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* Please be advised that this is not a Santa Clara University website, but is a website developed and hosted by Dalton Education, with permission from Santa Clara University.