James F. Dalton
- 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 (1st - 13th Editions)
- Co-Author of Fundamentals of Financial Planning (1st - 5th Edition)
- Contributing Author of Insurance Planning (1st - 4th Edition)
- Contributing Author of Estate Planning (1st - 10th 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
