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 * Courses Navigation Sub-menu
   
   
   CFP EDUCATION COURSES
   
   
   
   
   CFP EDUCATION COURSE
   
   Satisfy the CFP education requirement with the best selection of university
   partners.
   
   
   CFP CAPSTONE COURSE
   
   Accelerated pathway to satisfy the CFP Education Requirement if you qualify.
   
   
   CFP EXAM PREPARATION
   
   
   
   
   DALTON REVIEW COURSE
   
   Make sure you pass the CFP exam by taking this focused exam preparation
   course.
   
   
   CFP CONTINUING EDUCATION
   
   
   
   
   CONTINUING EDUCATION ETHICS COURSE
   
   Satisfy your CFP continuing education credit requirement here.

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   Quicksheets, flash cards, audio reviews, and more.
   
   
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   2023 QUICKSHEETS SET
   
   The complete tax and financial planning reference tool. For professionals,
   educators, and students.
   
   

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   CFP® CERTIFICATION EDUCATION COURSES - WHICH ONE IS RIGHT FOR YOU?
   
   5 MIN READ
   
   If you are considering a career in financial planning, you may want to know
   “how do I become a CFP® professional?”

 * For Businesses





SUCCESS,

GUARANTEED

Join the thousands whose financial planning careers we've helped elevate with
our leading CFP® certification education.



50%+

Of today's CFP® professionals have earned their marks with us1

99%

Pass Rate when students successfully complete The Dalton Review2

#1

CFP® exam prep according to Nasdaq, Investopedia, and others3

Find the right course for you

No matter where you are in your CFP® certification journey, we have proven
programs to ensure exam success and beyond.




I NEED TO COMPLETE CFP® CERTIFICATION EDUCATION

10-12 Months

--------------------------------------------------------------------------------

CFP® Certification Education Course

Fulfill the coursework requirement with this CFP Board Registered Program.



View Course
4-6 WEEKS

--------------------------------------------------------------------------------

CFP® Certification Capstone Course

Fulfill the coursework requirement faster with the Accelerated Path if you have
one of the eight qualifications.



View Course


I NEED TO GET READY FOR THE CFP® EXAM

2-3 MONTHS

--------------------------------------------------------------------------------

CFP® Exam Review Program

The Dalton Review® ensures you’re ready to pass the CFP® exam — the first time.

View Course

WE’VE HELPED OVER HALF OF TODAY’S CFP® PROFESSIONALS EARN THEIR CERTIFICATION.




#1 IN CFP® CERTIFICATION

LET US GUIDE YOU TO SUCCESS WITH THE MOST TRUSTED EDUCATION PROGRAMS IN THE
INDUSTRY

— BACKED BY UNRIVALED RESOURCES AND SUPPORT.

Qualified Instructors

Our instructors are highly experienced financial planning professionals and
educators, with expert knowledge in all CFP® exam topic areas.



Highest Quality Content

Our comprehensive curriculum is carefully designed with input from top CFP®
professionals and is used in 200 university classrooms.



Pass Guarantee

We're so confident you'll pass the first time that we offer the industry's only
100% money-back guarantee.



Top University Partners

Choose from a prestigious selection of 17 universities, guaranteeing you'll
receive an education you can be proud of.



Flexible Study Options

Choose the best program for you, with self-paced, instructor-led, online, and
in-person options.



Personalized Support

Get the help you need every step of the way from our expert instructors and
program advisors.



YOUR PICK OF ELITE UNIVERSITIES

Boost your credibility with CFP® certification from a top school, powered by
Dalton’s expert-designed programs. Pick any of our university partners – you’ll
get the same best-in-class education. No university enrollment required!


Browse Universities

FOR BUSINESSES

Supercharge your team's potential with our tailored training programs, expertly
designed to guide them towards success every step of the way.

Learn More


WHY BECOME A CERTIFIED FINANCIAL PLANNER™?

Competitive Edge

87%

of CFP® professionals say they have a competitive edge over other financial
advisors.

Confidence

90%

of CFP® professionals believe certification gives them more credibility in the
eyes of their clients.

Satisfaction

93%

of CFP® professionals say they are satisfied with their decision to pursue
certification.

TALK TO AN ADVISOR TODAY.

Our advisors are your go-to for everything CFP®. Need course recommendations?
Extend a course? We've got you covered.


Office hours: M-F, 8am-5pm EST

1-877-370-2513Request More Information

WHAT STUDENTS ARE SAYING




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 * "What I love about the CFP course through Dalton is the flexibility. I have
   co-workers who are taking the program through other providers and they are
   stuck all day on a Saturday reviewing and taking tests – not for me. Also,
   the exam prep materials are amazing! I love the flash cards and the Quick
   Sheets. The instructors are amazing and I have felt very supported along the
   way. I would definitely recommend Dalton to others."
   
   Jayln P.
   

 * "I recommend Dalton's CFP study program to anyone who is planning to sit for
   the test. It is thorough, well guided, and offers many resources for
   individual support. I can honestly say that I went into the exam KNOWING that
   I was going to pass."
   
   Amanda B.
   

 * "It came down to the enrollment advisor's responsiveness in addressing my
   questions/concerns as primary and then the ability to be flexible with online
   courses and working through the coursework. Absolutely would recommend
   Dalton! After having taken the exam (and passed!) last week, I appreciate
   Dalton's questions even more as they were more realistic to what I saw on the
   exam. Thank you! Keep up the good work!"
   
   Morgan B.
   

 * "Combined with hard work and dedication, Dalton Education made sure I had
   what was needed in order to succeed. Without their experience, diligence, and
   structure, I would have spent more time worrying about what to study and when
   rather than putting in the hours needed to pass. Dalton knows how to get it
   done the first time around!"
   
   Monica Y.
   

 * "I have thoroughly enjoyed the Dalton Education CFP study program. I
   completed the 10 week review for the exam, including a 4 day live review. I
   successfully passed the CFP exam and I owe my success to Dalton and their
   incredible team of instructors. The Dalton materials, coursework, virtual
   classroom and schedule are not only intuitive and user friendly for a working
   mother, but they are top notch. I felt prepared for the exam, and after
   passing the exam I realized how Dalton had not only prepared me for
   everything but they over prepared me. I have a deep understanding for
   financial planning, and I look forward to taking my career to the next level.
   Thank you Dalton! A huge shout out to a team of highly intelligent and
   helpful instructors!"
   
   Lindsay W.
   

 * "Dalton provided me the materials, resources, and structure that I needed to
   complete my certification. From the beginning, I greatly appreciated a
   detailed schedule for staying on track with the material while allowing you
   the flexibility between deadlines to manage your work and personal life
   alongside my certification work. It helped me plan study time accordingly and
   gave me a practical benchmark for preparation time. That said, each professor
   teaching the material stood out to me whether it was because of their
   experience with the CFP exam, pedigree, and/or knowledge and presentation of
   the material."
   
   Forrest P.
   

 * "What I love about the CFP course through Dalton is the flexibility. I have
   co-workers who are taking the program through other providers and they are
   stuck all day on a Saturday reviewing and taking tests – not for me. Also,
   the exam prep materials are amazing! I love the flash cards and the Quick
   Sheets. The instructors are amazing and I have felt very supported along the
   way. I would definitely recommend Dalton to others."
   
   Jayln P.
   

 * "I recommend Dalton's CFP study program to anyone who is planning to sit for
   the test. It is thorough, well guided, and offers many resources for
   individual support. I can honestly say that I went into the exam KNOWING that
   I was going to pass."
   
   Amanda B.
   



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