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Wake Forest University Renews Partnership with Dalton Education to Offer Online CFP® Certification Education Program
  • USA - English


News provided by

CeriFi

Feb 24, 2023, 13:00 ET

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A leading provider of financial planning education and a premier university collaborate to offer CFP® certification education, which helps professionals achieve career differentiation and growth.

ATLANTA, Feb. 24, 2023 /PRNewswire-PRWeb/ -- Wake Forest University and Dalton Education (a CeriFi company), a leading provider of education solutions in financial planning, are launching a renewed collaboration to offer financial planning professionals a career-enhancing CFP® certification education program, which prepares them to pass the CFP® exam in a year or less.

"It's a pleasure to be working again with Wake Forest University, which is recognized year after year for providing a top-tier education," said Joseph M. Gillice, President of Dalton Education & COO of CeriFi. "We look forward to continuing our shared dedication to helping professionals in North Carolina and beyond advance in their careers with CFP® certification."

The CERTIFIED FINANCIAL PLANNER™ credential is one of the most respected financial professional designations, and those who obtain it tend to see increases in earnings and career satisfaction. The process to earn CFP® certification can be difficult and time-consuming, however, involving an education component and standardized exams. Therefore, choosing an effective education program is crucial for professionals seeking to earn this certification.

"As Wake Forest University continues to expand offerings for working professionals, we are pleased to be partnering with Dalton," said Kerry Shronts, Executive Director for Executive Education, Wake Forest University. "They are committed to supporting financial planning professionals in achieving the CFP® designation by providing the highest quality learning experience and the needed resources to achieve success." The Dalton CFP® certification education program provides comprehensive educational resources, plus access to Dalton's CFP® exam review and Guarantee to Pass™ review – the industry's only CFP® exam education and review program to offer a full money-back guarantee that students will pass the exam on their first try.

The program is available through two flexible delivery options, Virtual Classroom or Self-Paced, both designed for the convenience of busy professionals:-

The Virtual Classroom delivery is a comprehensive live-online, an instructor-led program that satisfies the education requirement for a professional to sit for the CFP® exam. The virtual course enables students to attend sessions from a device and location of their choosing. Additionally, students can access recordings of the sessions if they miss a class.

  • The Self-Paced delivery also satisfies the CFP® certification education requirement and is ideal for students who prefer self-paced learning or who cannot commit to scheduled class meetings. Self-paced learning allows students to successfully complete the program on their own timeline, while still gaining a thorough understanding of the material.

Students who complete the program receive a certificate of completion from Wake Forest University, which has been ranked as one of the top 30 National Universities by U.S. News & World Report for 26 years in a row.

ABOUT DALTON EDUCATION

Dalton Education, a Leeds Equity Partners and CeriFi portfolio company, is a leading provider of education solutions for financial services professionals. Dalton has the highest CERTIFIED FINANCIAL PLANNER™ exam pass rates and has trained over half of all CFP® professionals in the country. Through partnerships with elite universities, Dalton delivers customizable programs for individual learning styles, with options including the industry's only 100% money-back Guarantee to Pass™ and course completion in as little as 9 months. Dalton also provides courses for CFP® exam review, Capstone requirements, and continuing education. For additional information on Dalton Education, see http://www.dalton-education.com.

ABOUT WAKE FOREST UNIVERSITY

Founded in 1834, Wake Forest is a private university located in Winston-Salem, North Carolina, with more than 8,000 students. The undergraduate population of more than 5,400 hails from 47 states and more than 45 foreign countries. Students pursue learning in one or more of the 45 majors, 60 minors, and additional programs offered within six colleges and schools. Wake Forest University's Executive Education is part of the university's School of Professional Studies (SPS). SPS is innovative, cutting-edge, and market-relevant programming built upon Wake Forest's legacy of quality and excellence. With a graduate degree and non-degree programs, including certificates and other credentials, SPS is an accessible, educational experience designed to teach and support today's working professionals with the skills and knowledge to take their careers to the next level. For more information on SPS, see sps.wfu.edu. Contact: Lauren Burns, Assistant Dean of Marketing and Enrollment Management, Wake Forest University at [email protected].

Media Contact

Lindsey Salens, CeriFi, 1 877-850-9291, [email protected]

SOURCE CeriFi

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