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ATLANTA, May 27, 2025 ~ Dalton Education, a CeriFi company known for providing education solutions for financial services professionals, has announced a new partnership with Wake Forest University. This collaboration will offer an accredited Certified Military Financial Advisor® (CMFA™) certification program, marking a significant advancement for the certification.
The CMFA™ certification was developed in collaboration with industry experts and military financial specialists to provide specialized training for financial advisors. It addresses the unique financial planning needs of active-duty service members, veterans, and their families. Since its launch in June 2024, the certification has gained widespread adoption within the industry.
With this new partnership, the CMFA™ program will now offer accredited certification through Wake Forest University. This will enhance the value and recognition of the program within the financial services industry.
James Dalton, Chief Product Officer at CeriFi, expressed his excitement about this partnership, stating that it is a pivotal moment for the CMFA™ certification. He believes that by offering an accredited program, they are not only raising the standard of education for financial advisors serving the military community but also addressing a crucial need within the industry for recognized and specialized training in this area.
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The need for advisors who understand the unique financial planning requirements of military personnel is significant. With approximately 2.1 million active-duty service members and family members, plus 8.6 million employed veterans representing one in every 20 civilian workers, there is a growing demand for specialized education in this field.
Kerry Shronts, Executive Director for Executive Education at Wake Forest University's School of Professional Studies, shared her thoughts on this partnership. She stated that it aligns with their commitment to providing financial planners and students with the knowledge and skills they need to excel professionally. Shronts believes that Dalton Education's cutting-edge educational and certificate options will prepare individuals for career growth and important industry recognition.
The accredited CMFA™ program maintains its comprehensive curriculum focusing on military-specific content, benefits, resources, and life circumstances. It typically requires 22 hours of study and complements CFP® certification by covering topics not included in other financial planning programs.
Leading firms like Thrivent Financial and Ameriprise have already taken proactive steps to meet the critical need for specialized education for their advisors. Ameriprise Financial, in partnership with Dalton Education, has trained hundreds of advisors through the CMFA™ program and reports positive client outcomes.
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Myke Sampayo, a former sergeant in the U.S. Army and Field Training Manager and Instructional Design Manager at Ameriprise Financial, shared his experience with the company's support for veterans. He stated that while many companies claim to be supportive of veterans, some go above and beyond to set themselves apart. He personally witnessed the sacrifices made by his family members, friends, and employers to support his military duties. Sampayo is proud to have played a role in bringing the CMFA™ certification to life with Dalton Education.
The CMFA™ program offers self-paced learning designed for busy professionals. It includes engaging multi-modal content such as on-demand instruction and case studies. The program also provides practical resources like client meeting checklists for immediate implementation. Additionally, it qualifies for 22 hours of CFP Board approved CE for CFP® certification.
Financial services firms interested in learning more about the accredited CMFA™ certification can visit https://dalton-education.com/certified-military... or contact Dalton Education directly. The program requires an investment of $1,495 per participant.
The CMFA™ certification was developed in collaboration with industry experts and military financial specialists to provide specialized training for financial advisors. It addresses the unique financial planning needs of active-duty service members, veterans, and their families. Since its launch in June 2024, the certification has gained widespread adoption within the industry.
With this new partnership, the CMFA™ program will now offer accredited certification through Wake Forest University. This will enhance the value and recognition of the program within the financial services industry.
James Dalton, Chief Product Officer at CeriFi, expressed his excitement about this partnership, stating that it is a pivotal moment for the CMFA™ certification. He believes that by offering an accredited program, they are not only raising the standard of education for financial advisors serving the military community but also addressing a crucial need within the industry for recognized and specialized training in this area.
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The need for advisors who understand the unique financial planning requirements of military personnel is significant. With approximately 2.1 million active-duty service members and family members, plus 8.6 million employed veterans representing one in every 20 civilian workers, there is a growing demand for specialized education in this field.
Kerry Shronts, Executive Director for Executive Education at Wake Forest University's School of Professional Studies, shared her thoughts on this partnership. She stated that it aligns with their commitment to providing financial planners and students with the knowledge and skills they need to excel professionally. Shronts believes that Dalton Education's cutting-edge educational and certificate options will prepare individuals for career growth and important industry recognition.
The accredited CMFA™ program maintains its comprehensive curriculum focusing on military-specific content, benefits, resources, and life circumstances. It typically requires 22 hours of study and complements CFP® certification by covering topics not included in other financial planning programs.
Leading firms like Thrivent Financial and Ameriprise have already taken proactive steps to meet the critical need for specialized education for their advisors. Ameriprise Financial, in partnership with Dalton Education, has trained hundreds of advisors through the CMFA™ program and reports positive client outcomes.
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Myke Sampayo, a former sergeant in the U.S. Army and Field Training Manager and Instructional Design Manager at Ameriprise Financial, shared his experience with the company's support for veterans. He stated that while many companies claim to be supportive of veterans, some go above and beyond to set themselves apart. He personally witnessed the sacrifices made by his family members, friends, and employers to support his military duties. Sampayo is proud to have played a role in bringing the CMFA™ certification to life with Dalton Education.
The CMFA™ program offers self-paced learning designed for busy professionals. It includes engaging multi-modal content such as on-demand instruction and case studies. The program also provides practical resources like client meeting checklists for immediate implementation. Additionally, it qualifies for 22 hours of CFP Board approved CE for CFP® certification.
Financial services firms interested in learning more about the accredited CMFA™ certification can visit https://dalton-education.com/certified-military... or contact Dalton Education directly. The program requires an investment of $1,495 per participant.
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