About Us

UVU Personal Financial Planning Program Highlights:

In just three years, Utah Valley University’s Personal Financial Planning (PFP) Program has grown to one of the largest in the country.  The addition of Dr. Hyrum Smith and Dr. Craig Israelsen to our faculty group provide additional expertise and opportunity to add to the 15 PFP courses that make up the undergraduate major.  The PFP major is one of only a handful nationwide, located in an AACSB accredited Business School which provides a focused PFP core built on a business management and finance foundation.  Expansion into specially areas will provide for a more customized educational experience and will create the largest number of core offerings of any program nationwide.  To meet increased demand, UVU will begin offering two new online programs this fall, a certificate and an executive certificate program.  As an institution UVU embraces an engaged learning and service model.  Students are required to complete a paid internship as part of the degree.  An overwhelming response to the internship program has led to the development of a leveraged learning model, where students integrate practice and education in the classroom and in firms.  “With all of that, the greatest asset to the program is our students.” adds program director Jacob Sybrowsky.  “They are a mature group, eager to learn and to serve. Our recent graduates had a 100% pass rate on the July 2013 CFP exam, won the 2013 IARFC Planning Competition and were awarded co-winners of the NAGDCA Retirement Quiz Bowl,” added Hyrum Smith.  UVU’s PFP program was recently recognized by Financial Planning Magazine as one of the top programs in the country for the third consecutive year.

Dalton Education, LLC is a leading provider of innovative education solutions in financial planning. The founders of Dalton Education have helped thousands of financial professionals earn the CFP® certification marks. Over 90% of Dalton Education CFP(r) students have become CERTIFIED FINANCIAL PLANNER(tm) professionals. Our program consists of providing the highest quality CFP® education through premier university partners and the leading CFP® examination review course in the industry, THE DALTON REVIEW® for the CFP® Certification Examination.