About Us

The University of Arizona Personal and Family Financial Planning program provides a solid foundation in the fundamentals of financial planning including investment planning and saving strategies, estate planning, retirement savings and income planning, risk management and insurance planning, income tax planning, and standards for professional conduct. You’ll apply a strong understanding of counseling and communication, finance, business, wealth accumulation, and investment tools to help individuals and families navigate through major financial and life planning decisions. Our partnership with Dalton Education provides you with the highest caliber materials and education to prepare you to successfully pass the CFP® Certification Examination.

Dalton Education also has a long history of providing high quality curriculum and instruction, which has consistently led to the highest CFP® exam pass rates in the country. Over 90% of Dalton Education students ultimately become a CERTIFIED FINANCIAL PLANNER Professional.

Dalton Education offers The Dalton Review® which is the #1 CFP® exam review course. The review course was developed by former members of the CFP Board of Examiners (now CFP Board's Council on Examinations). No other review course is as comprehensive and exam-focused as The Dalton Review® for the CFP® exam. Dalton Education also offers education courses for the Capstone requirement (required by the CFP® Board for all Challenge Candidates), continuing education courses for the CFP Board Code of Ethics and Rules of Conduct, as well as education in social media marketing.