Michael A. Dalton, Ph.D., JD, CPA, CLU, ChFC, CFP®
Former Chair of the Board of Dalton Publications, L.L.C.
Associate professor of Accounting and Taxation at Loyola University in New Orleans, Louisiana
Former Senior Vice President, Education at BISYS Group
Ph.D. in Accounting from Georgia State University
J.D. from Louisiana State University in Baton Rouge, Louisiana
MBA and BBA in Management and Accounting from Georgia State University
Former board member of the CFP Board’s Board of Examiners, Board of Standards, and Board of Governors
Former member (and chair) of the CFP Board’s Board of Examiners
Member of the Financial Planning Association
Member of the Journal of Financial Planning Editorial Advisory Board
Member of the Journal of Financial Planning Editorial Review Board
Member of the LSU Law School Board of Trustees (2000 - Present)
Author of Dalton Review for the CFP® Certification Examination: Volume I – Outlines and Study Guides, Volume
II – Problems and Solutions, Volume III - Case Exam Book, Mock Exams A-1 and A-2 (1st - 8th Editions)
Author of Estate Planning for Financial Planners (1st - 3rd Editions)
Author of Retirement Planning and Employee Benefits for Financial Planners (1st - 2nd Editions)
Co-author of Dalton CFA® Study Notes Volumes I and II (1st - 2nd Editions)
Co-author of Dalton’s Personal Financial Planning Series – Personal Financial Planning Theory and Practice (1st
- 3rd Editions)
Co-author of Dalton’s Personal Financial Planning Series – Personal Financial Planning Cases and Applications
(1st - 4th Editions)
Co-author of Cost Accounting: Traditions and Innovations published by West Publishing Company
Co-author of the ABCs of Managing Your Money published by National Endowment for Financial Education
Thomas P. Langdon, LLM, MBA, CFA, CLU, CFP®
Associate Professor of Business Law, Roger Williams University, Bristol, RI
Former Professor of Taxation at The American College, Bryn Mawr, PA
Former Adjunct Professor of Insurance and Economics at The University of Connecticut Center for Professional
Development
Former Member (and Chair) of the CFP Board’s Board of Examiners
Master of Laws (LL.M.) in Taxation from Villanova University School of Law
Juris Doctor, from Western New England College School of Law
Master of Science in Financial Services from The American College
Master of Business Administration from The University of Connecticut
Bachelor of Science in Finance from The University of Connecticut, Storrs, CT
Co-Author of Estate Planning for Financial Planners (3rd Edition)
E. Vance Grange, PhD, CPA, CFP®
Director of Tax and Personal Financial Planning Programs in the School of Accountancy at Utah State University.
Teaches courses in income taxation, personal financial planning, retirement planning, and estate planning.
Bachelor’s degree in English from Brigham Young University.
Master’s of Accountancy degree from Utah State University.
Ph.D. in Accounting (Taxation) from the University of Texas at Austin.
Licensed CPA in the state of Utah.
Investment advisor associate of Beacon Financial Planning, LLC, a registered investment advisory company in Utah.
Former member Board of Examiners of the Certified Financial Planner Board of Standards and a member of the CFP Board of Governors.
Former chair of the Board of Examiners.
Participated in the Model Curriculum project of the Academy of Financial Services and CFP Board.
Has worked with CFP Board staff and other researchers to identify determinants of success on the CFP® Certification Examination since 1999.
Has served as faculty advisor for numerous national finalist teams in the Deloitte Tax Case Study Competition, including a graduate team for 2007.
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