Business owners control America’s wealth, yet fewer than 5% of advisors can serve them properly. Learn how you can expand your revenue potential and set yourself apart from other advisors with Dalton's Small Business Wealth Advisor™ certificate program: bit.ly/4r4DBS6

If you have questions about Trump Accounts, you're not alone! Spidell's upcoming webinar, "The ABCs of Trump Accounts," will answer those questions and cover all you need to know about these new accounts. Use code TACCOUNT20 to save 20% at registration: bit.ly/4qxthlC

Practice time! Test your knowledge with this question from our CFP review materials. Drop your answer in the comments, and share the quiz to test your colleagues!

Your team deserves the best. At Dalton Education, we've helped over half of today’s CFP® professionals earn their marks. Our programs are guaranteed to lead your employees to success in certification and beyond. Give your employees the best: bit.ly/4q70J2p

Headed to the Kingdom Advisors Annual Conference next month in Orlando? If so, the CeriFi team would love to connect! Stop by our booth to learn about our industry-leading CFP® education, securities and insurance licensing programs, and much more.

If you have questions about Trump Accounts, you're not alone! Spidell's upcoming webinar, "The ABCs of Trump Accounts," will answer those questions and cover all you need to know about these new accounts. Use code TACCOUNT20 to save 20% at registration: bit.ly/4qxthlC

Real Dalton students. Real stories. Real success. Find your CFP® education inspiration or share your story with us on our new Success Stories page: bit.ly/4q73Ffr

If you have questions about Trump Accounts, you're not alone! Spidell's upcoming webinar, "The ABCs of Trump Accounts," will answer those questions and cover all you need to know about these new accounts. Use code TACCOUNT20 to save 20% at registration: bit.ly/4qxthlC

Business owners control America’s wealth, yet fewer than 5% of advisors can serve them properly. Learn how you can expand your revenue potential and set yourself apart from other advisors with Dalton's Small Business Wealth Advisor™ certificate program: bit.ly/4r4DBS6

Practice time! Test your knowledge with this question from our CFP review materials. Drop your answer in the comments, and share the quiz to test your colleagues!

A record $84 trillion wealth transfer is expected by 2045, and there aren't nearly enough CFP® professionals to meet this demand. While others are still studying, you could be certified and earning more. Learn more about Dalton’s FastPass program today: bit.ly/4mNIUE3

The millionaire next door needs more than an exit strategy. They need guidance from day one. Dalton's Small Business Wealth Advisor™ program gives you the tools to become the trusted advisor business owners and entrepreneurs need. Learn more: bit.ly/45KlubQ

Ready to fast track your CFP® education requirements? Dalton's Instructor-Led Online FastPass let's you fulfill your education requirements for CFP® certification in as little as 6 months Explore FastPass: bit.ly/43G6bQK

Let's connect at the Kingdom Advisors Annual Conference in Orlando! Stop by the CeriFi booth to see why we're the leaders in CFP® education, securities and insurance licensing programs, and much more. We'll have freebies and chances to score discounts on our top programs.

Wicked news — the Dalton Review™ is coming to Beantown! If you're targeting the July '26 exam and prefer a live learning experience, join us at Boston University's College of Arts and Sciences June 24–27 for four days of in-person CFP® review. Register: bit.ly/46C9Vnq

Practice time! Test your knowledge with this question from our CFP review materials. Drop your answer in the comments, and share the quiz to test your colleagues!

The millionaire next door needs more than an exit strategy. They need guidance from day one. Dalton's Small Business Wealth Advisor™ program gives you the tools to become the trusted advisor business owners and entrepreneurs need. Learn more: bit.ly/45KlubQ

At the Kingdom Advisors Annual Conference in Orlando this week? So is the CeriFi team! Stop by the booth to meet the team (and George!) and learn about our CFP®, securities and insurance licensing, and other financial services education programs.

On the fence about becoming a CFP® professional? Let this be your sign that now is the perfect time to take the leap: bit.ly/4c2vmlb

A record $84 trillion wealth transfer is expected by 2045, and there aren't nearly enough CFP® professionals to meet this demand. While others are still studying, you could be certified and earning more. Learn more about Dalton’s FastPass program today: bit.ly/4mNIUE3