UW-Platteville Continuing Education Launches Certified Financial Planning Certificate Program

Dalton and UW-Platteville logos

The University of Wisconsin-Platteville Continuing Education Institute is pleased to announce a new partnership that will give students the ability to advance their careers by acquiring the knowledge and requirements needed to sit for the CFP® Certification Exam. Starting in January, Continuing Education Institute will begin offering Dalton Education’s CFP® Certification preparation curriculum.

The Certified Financial Planning Certificate program will allow Continuing Education Institute Professional Pathway students to receive instruction from UW-Platteville’s distinguished and dedicated professors while also taking advantage of Dalton’s industry-leading CFP Board-registered and approved program. This will allow professionals to meet the academic and hour requirements needed to sit for the CFP® Certification Exam.

“We are excited to partner with Dalton Education, known for their industry-leading curriculum offerings, in thoroughly preparing professionals at all stages of their journey to become a CFP® professional,” said Kerie Wedige, Continuing Education Institute Executive Director.

The Certified Financial Planning Certificate program appeals to a plethora of professionals, including financial planners, investment advisors and brokers, insurance agents, and other professionals who are ready to advance their careers. The program is uniquely designed to work with busy schedules and is backed by UW-Platteville’s reputation as a pioneer in distance education. The program utilizes leading technology and proven teaching practices to give students a well-rounded overview of financial planning areas such as income tax planning, investment planning, retirement planning, and estate planning – all provided in a 100% online format.

Students looking to enroll in the program must have earned or be enrolled in a bachelor’s degree program from a regionally accredited college or university. Participants who successfully complete the program will be prepared to sit for the CFP® Certification Exam.

To learn more or register for the program, click here.

About Dalton Education

Dalton Education, a Leeds Equity Partners and CeriFi portfolio company, is a leading provider of education solutions for financial planning and insurance professionals. The company partners with some of the nation’s premier universities to deliver the highest quality of CERTIFIED FINANCIAL PLANNER™ education and offers the industry-leading Dalton Review® for the CFP® exam. Dalton Education’s high-quality curriculum and instruction have consistently led to the highest CFP® exam pass rates in the country, with over 90% of Dalton Education students ultimately becoming a CFP® professional. It is the only education provider in the nation to offer its Guarantee to Pass™ Education and Review programs.  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 Standards of Conduct for CFP® Professionals.

About University of Wisconsin-Platteville Continuing Education Institute

The Continuing Education Institute is privileged to be a source for world-class education, skill development, and community programs for personal and professional growth, built on the principle that education should influence people’s lives beyond the boundaries of the classroom. By connecting with the Continuing Education Institute at the Platteville, Baraboo Sauk County, or Richland Center campuses, learners are supporting their local communities.