Masters Certificate in Financial Planning

Program Faculty

Benefiting from The University of Miami’s unique partnership with Dalton Education, the Masters Certificate in Financial Planning Program claims an outstanding faculty. All faculty members in the program have either the CFP® designation or a relevant professional designation or license. Many are former members of the CFP® Board of Examiners.

The program features the following distinguished faculty members:

Michael Dalton, Ph.D., J.D., CPA, CFP®, CLU, ChFC
An associate professor of Accounting and Taxation at Loyola University in New Orleans, Dr. Dalton is the former chairman of the Certified Financial Planner Board of Examiners. Dr. Dalton is a current member of both the Financial Planning Association and the Journal of Financial Planning Editorial Review Board. He is also the author of a wide variety of other renowned professional financial planning texts, including the Dalton Review for the CFP Certification Examination.

Joseph M. Gillice, MBA, CPA, CFP®
Mr. Gillice is president of Dalton Education, LLC and is the former director of University Programs at BISYS Education Services. Mr. Gillice has designed and implemented financial planning programs at over 20 universities across the country, including Georgetown, Duke, DePaul and Rice University. Mr. Gillice teaches fundamentals of financial planning and investment planning. He is also a technical reviewer of Understanding Your Financial Calculator and Fundamentals of Financial Planning: Theory and Practice. He received a Master of Business Administration from Georgia State University.

Thomas P. Langdon, J.D., CPA, CFA, CFP®, CLU, CEBS
Mr. Langdon has held numerous leadership positions, having served on the Board of Examiners of the Certified Financial Planner Board of Standards, as academic advisor to the Society of Financial Service Professionals Business and Compensation Planning Section and as an education committee member for the Financial Analysts of Philadelphia. Mr. Langdon's articles have appeared in Financial and Estate Planning Quarterly and The American Bar Association Small Firm Digest, among other publications.

Mariette T. O'Malley, CPA, JD, CFP®
Mariette O'Malley is a tax partner in private practice focused on individual tax and financial planning issues. She is a frequent lecturer on tax and financial matters to local business and civic groups, a contributing speaker to the American Institute of Certified Public Accountants (AICPA) and a contributing author to CPE course on 401(k) plans designed for the Internet. Ms. O'Malley has taught review courses for CPA exam candidates and the CFP® Certification Examination. She is a member of the American Association of Attorney-Certified Public Accountants, AICPA and American Bar Association.

Kristi M. Tafalla, JD, MS, CFP®, ChFC
Kristi Tafalla is president of KMTafalla Financial and Legal Services, LLC, which provides professional services including legal services, financial planning, and development and consulting services to financial services providers. Ms. Tafalla has contributed to several recognized academic texts including Estate Planning for Financial Planners, Retirement Planning for Financial Planners, and Personal Financial Planning: Theory and Practice. She also contributed to the Dalton Review for the Certified Financial Planner Exam and was the editor of and a contributor to Review for the Hong Kong CFP® Certification Exam, Papers 1-4. Ms. Tafalla was previously the director of product development for BISYS Education Services/Dalton Publications.

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