Michael A. Dalton

Michael A. Dalton Ph.D., JD, CPA, CLU, ChFC, CFP®

  • Adjunct professor at George Mason University 2014 to the present
  • Adjunct professor at Georgetown University 2002 to 2014
  • 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 of Examiners, Board of Standards and Board of Governors
  • Former member (and chair) of the CFP 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 (1st – 10th Editions)
  • Author of Retirement Planning and Employee Benefits (1st – 10th Editions)
  • Co-author of Fundamentals of Financial Planning (1st – 5th Editions)
  • Co-author of Insurance Planning (1st – 4th Editions)
  • Co-author of Income Tax Planning (1st – 10th 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 Ap-plications (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

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