James F. Dalton

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 (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
James F. Dalton

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