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James F. Dalton

MBA, MS, CPA/PFS, CFA^®, CFP^®

Adjunct faculty member at George Mason University 2014 to the present
Adjunct faculty member at Georgetown University from 2002 to 2014
Former Executive Vice President, Assessment Technologies Institute LLC
Former Senior Vice President, Kaplan Professional
Former President, Dalton Publications LLC
Former Senior Manager of KPMG, LLP, concentrating in personal financial planning, investment planning, and litigation consulting
MBA from Loyola University New Orleans
Master of Accounting in Taxation from the University of New Orleans
BS in accounting from Florida State University in Tallahassee, Florida
Member of the CFP Board of Standards July 1996, Comprehensive CFP Exam Pass Score Committee
Member of the AICPA and the Louisiana Society of CPAs
Member of the Financial Planning Association
Member of the Journal of Financial Planning Editorial Review Board
Co-author of Retirement Planning (1^st - 13^th Editions)
Co-Author of Fundamentals of Financial Planning (1^st - 5^th Edition)
Contributing Author of Insurance Planning (1^st - 4^th Edition)
Contributing Author of Estate Planning (1^st - 10^th Editions)
Author of Kaplan Schweser’s Personal Financial Planning Understanding Your Financial Calculator
Author of Kaplan Schweser’s Understanding Your Financial Calculator for the CFA Exam
Co-author of BISYS CFA Study Notes Volumes I and II
Co-author of Kaplan Schweser’s Personal Financial Planning Cases and Applications
Co-author of the Kaplan Schweser Review for the CFP Certification Examination, Volumes I–VIII and
Kaplan Schweser’s Financial Planning Flashcards